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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
American Assets Investment Management
San Diego,
California
| US$7.68億 | -US$3350萬 | -4% | 5.94% | 520% | 180 | 8.33% | 4.1 |
|
| 1927 |
1927
Bank of the West
Monterey Park,
California
| US$7.68億 | -US$2135萬 | -3% | 5.5% | 35.4% | 219 | 5.94% | 6 |
|
| 1928 |
1928
Bristlecone Advisors
Bellevue,
Washington
| US$7.66億 | -US$4382萬 | -5% | 5.12% | 103% | 248 | 7.66% | 3.3 |
|
| 1929 |
1929
BTC Capital Management
Des Moines,
Iowa
| US$7.65億 | -US$5270萬 | -6% | 5.12% | – | 258 | 8.91% | 3.1 |
|
| 1930 |
1930
Landscape Capital Management
Englewood,
New Jersey
| US$7.65億 | +US$2492萬 | +3% | 2.94% | 98.2% | 1,173 | 38.11% | 0.7 |
|
| 1931 |
1931
Connors Investor Services
Wyomissing,
Pennsylvania
| US$7.64億 | -US$3013萬 | -4% | 4.98% | 125% | 167 | 14.37% | 4.3 |
|
| 1932 |
1932
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$7.63億 | +US$3107萬 | +4% | 1.83% | 22.7% | 31 | 3.23% | 6.1 |
|
| 1933 |
GJL
1933
Gendell Jeffrey L
| US$7.63億 | -US$1.02億 | -12% | 1.23% | 748% | 62 | 17.74% | 2.9 |
|
| 1934 |
1934
Vestor Capital
Chicago,
Illinois
| US$7.63億 | -US$6221萬 | -8% | 2.48% | 200% | 233 | 17.17% | 3.2 |
|
| 1935 |
1935
Rock Creek Group
Washington,
District of Columbia
| US$7.62億 | -US$1億 | -12% | 6.44% | 38.5% | 189 | 21.69% | 1.7 |
|
| 1936 |
WMC
1936
Westwood Management Corporation
Chicago,
Illinois
| US$7.62億 | -US$3370萬 | -4% | 0.08% | 44.3% | 78 | 12.82% | 4.6 |
|
| 1937 |
1937
Capital Growth Management
Boston,
Massachusetts
| US$7.61億 | -US$8074萬 | -10% | 0.39% | 422% | 83 | 61.45% | 0.3 |
|
| 1938 |
1938
Hilton Capital Management
Garden City,
New York
| US$7.6億 | -US$5509萬 | -7% | 3.22% | 58.2% | 120 | 20% | 2.3 |
|
| 1939 |
1939
Front Barnett Associates
Chicago,
Illinois
| US$7.59億 | -US$6283萬 | -8% | 5.53% | 40.5% | 113 | 0.88% | 6.6 |
|
| 1940 |
1940
CapWealth Advisors
Franklin,
Tennessee
| US$7.58億 | -US$7134萬 | -9% | 5.55% | 152% | 112 | 9.82% | 4.8 |
|
| 1941 |
1941
Quadrant Capital Group
Cincinnati,
Ohio
| US$7.56億 | +US$1186萬 | +2% | 4.48% | 118% | 2,914 | 13.69% | 3.9 |
|
| 1942 |
1942
WCG Wealth Advisors
Las Vegas,
Nevada
| US$7.56億 | +US$3590萬 | +5% | 5.17% | 69.6% | 311 | 20.9% | 0.2 |
|
| 1943 |
1943
O'Brien Greene & Co
Media,
Pennsylvania
| US$7.55億 | +US$4.9億 | +185% | 4.07% | 90.9% | 135 | 7.41% | 2.5 |
|
| 1944 |
1944
GSA Capital Partners
London,
United Kingdom
| US$7.54億 | +US$8777萬 | +13% | 2.76% | 94.7% | 2,028 | 62.08% | 0.3 |
|
| 1945 |
1945
OEP Capital Advisors
New York
| US$7.54億 | +US$3648萬 | +5% | 5.09% | 23.2% | 2 | 0% | 1.8 |
|
| 1946 |
1946
Girard Partners
King Of Prussia,
Pennsylvania
| US$7.54億 | -US$3051萬 | -4% | 5.54% | 25.7% | 237 | 10.55% | 4.5 |
|
| 1947 |
1947
Mount Yale Investment Advisors
Denver,
Colorado
| US$7.53億 | -US$4045萬 | -5% | 4.74% | 92.1% | 491 | 17.72% | 2.2 |
|
| 1948 |
1948
Howe & Rusling
Rochester,
New York
| US$7.53億 | -US$3556萬 | -5% | 4.98% | 82% | 1,247 | 20.85% | 3.2 |
|
| 1949 |
1949
Honeycomb Asset Management
New York
| US$7.53億 | +US$3.52億 | +88% | 1.15% | 49% | 44 | 65.91% | 0.3 |
|
| 1950 |
1950
BDO Wealth Advisors
Jacksonville,
Florida
| US$7.52億 | -US$6009萬 | -7% | 5.62% | 38.3% | 1,178 | 14.69% | 2.5 |
|