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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
MKP Capital Management
New York
| US$11.7億 | -US$4.74億 | -29% | 1.28% | 80.4% | 33 | 75.76% | 0.4 |
|
| 1902 |
1902
Plante Moran Financial Advisors
Southfield,
Michigan
| US$11.7億 | +US$1.72億 | +17% | 6.01% | 69.2% | 934 | 22.27% | 4.7 |
|
| 1903 |
1903
DNCA Finance
Paris,
France
| US$11.7億 | +US$81.6萬 | +0.1% | 10.4% | – | 130 | 10.77% | 0.2 |
|
| 1904 |
1904
1900 Wealth Management
San Antonio,
Texas
| US$11.7億 | +US$9725萬 | +9% | 5.49% | 61% | 226 | 3.54% | 2.7 |
|
| 1905 |
1905
Arete Wealth Advisors
Chicago,
Illinois
| US$11.7億 | -US$5162萬 | -4% | 5.8% | 94.6% | 840 | 29.76% | 1.4 |
|
| 1906 |
1906
Beese Fulmer Investment Management
Canton,
Ohio
| US$11.6億 | +US$6557萬 | +6% | 6.53% | 124% | 236 | 6.78% | 6.4 |
|
| 1907 |
1907
Mangrove Partners
Greenwich,
Connecticut
| US$11.6億 | -US$1.41億 | -11% | 16% | 185% | 202 | 50.5% | 0.9 |
|
| 1908 |
1908
Atalan Capital Partners
New York
| US$11.6億 | +US$9025萬 | +8% | 14% | 319% | 10 | 20% | 1.8 |
|
| 1909 |
1909
BTG Pactual Asset Management US
New York
| US$11.6億 | +US$4.84億 | +71% | 7.25% | – | 276 | 65.22% | 0.1 |
|
| 1910 |
1910
Howe & Rusling
Rochester,
New York
| US$11.6億 | +US$6640萬 | +6% | 5.19% | 82% | 426 | 18.54% | 4.2 |
|
| 1911 |
1911
L1 Capital
Melbourne VIC 3000,
Australia
| US$11.6億 | +US$6776萬 | +6% | 4.39% | 127% | 13 | 46.15% | 1.2 |
|
| 1912 |
1912
QVT Financial
New York
| US$11.6億 | +US$9863萬 | +9% | 12.8% | 267% | 38 | 13.16% | 3.5 |
|
| 1913 |
1913
Angeles Wealth Management
Santa Monica,
California
| US$11.6億 | +US$9551萬 | +9% | 5.72% | 80.6% | 356 | 22.19% | 1.4 |
|
| 1914 |
1914
Delta Asset Management
Memphis,
Tennessee
| US$11.6億 | +US$5438萬 | +5% | 8.14% | 66.5% | 639 | 4.38% | 3.3 |
|
| 1915 |
1915
Washington Trust Advisors
Wellesley,
Massachusetts
| US$11.6億 | +US$7254萬 | +7% | 7.8% | 106% | 689 | 8.27% | 2.3 |
|
| 1916 |
1916
Jackson Square Partners
Larkspur,
California
| US$11.6億 | -US$4.8億 | -29% | 5.73% | 102% | 94 | 32.98% | 2.7 |
|
| 1917 |
1917
Abrams Bison Investments
Bethesda,
Maryland
| US$11.6億 | +US$1.39億 | +14% | 10.4% | 170% | 10 | 0% | 2.4 |
|
| 1918 |
1918
Charles Schwab Trust
Henderson,
Nevada
| US$11.6億 | +US$7761萬 | +7% | 6.18% | 52.7% | 165 | 16.97% | 3.1 |
|
| 1919 |
1919
KMG Fiduciary Partners
Toledo,
Ohio
| US$11.6億 | +US$1.41億 | +14% | 5.49% | 114% | 272 | 13.97% | 2.9 |
|
| 1920 |
MIM
1920
Marco Investment Management
Atlanta,
Georgia
| US$11.6億 | +US$7331萬 | +7% | 6.65% | 131% | 231 | 11.26% | 6.6 |
|
| 1921 |
1921
Grassi Investment Management
Santa Clara,
California
| US$11.6億 | +US$2947萬 | +3% | 3.88% | 170% | 135 | 8.89% | 6.2 |
|
| 1922 |
1922
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$11.6億 | +US$1.12億 | +11% | 6.85% | 90.7% | 783 | 7.66% | 2.8 |
|
| 1923 |
1923
Koshinski Asset Management
Decatur,
Illinois
| US$11.6億 | +US$7738萬 | +7% | 6.48% | 82.9% | 664 | 13.86% | 2.6 |
|
| 1924 |
1924
Hamilton Capital Partners (Canada)
Toronto,
| US$11.6億 | +US$2.22億 | +24% | 5.81% | 162% | 187 | 11.76% | 0.9 |
|
| 1925 |
1925
Koss-Olinger Consulting
Gainesville,
Florida
| US$11.5億 | +US$6958萬 | +6% | 7.86% | 61.3% | 285 | 9.47% | 0.4 |
|