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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Nachman Norwood & Parrott
Greenville,
South Carolina
| US$6.11億 | +US$4896萬 | +9% | 6.32% | – | 255 | 11.76% | 0.9 |
|
| 2027 |
2027
Phillips Financial Management
Fort Wayne,
Indiana
| US$6.1億 | +US$4127萬 | +7% | 4.51% | 45.6% | 79 | 5.06% | 4.5 |
|
| 2028 |
2028
Horan Capital Management
Hunt Valley,
Maryland
| US$6.09億 | +US$4965萬 | +9% | 10.3% | 69.2% | 56 | 12.5% | 2.8 |
|
| 2029 |
2029
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$6.09億 | +US$3.85億 | +171% | 14.8% | 88.9% | 119 | 79.83% | 0.3 |
|
| 2030 |
2030
Pekin Hardy Strauss
Chicago,
Illinois
| US$6.09億 | +US$9464萬 | +18% | 9.63% | 105% | 237 | 14.77% | 3.4 |
|
| 2031 |
2031
Ally Financial
Detroit,
Michigan
| US$6.09億 | +US$4636萬 | +8% | 6.18% | 20.4% | 131 | 35.88% | 1.6 |
|
| 2032 |
2032
Cevian Capital II
St. Helier,
Jersey
| US$6.08億 | +US$3671萬 | +6% | 6.43% | 105% | 2 | 0% | 1.5 |
|
| 2033 |
2033
Bardin Hill Management Partners
New York
| US$6.08億 | +US$3147萬 | +5% | 29% | 214% | 50 | 68% | 0.4 |
|
| 2034 |
2034
CAS Investment Partners
Westport,
Connecticut
| US$6.08億 | +US$1.55億 | +34% | 36.6% | 527% | 6 | 0% | 1.1 |
|
| 2035 |
2035
Krilogy Financial
St. Louis,
Missouri
| US$6.08億 | +US$5450萬 | +10% | 5.84% | 79% | 210 | 14.76% | 2.4 |
|
| 2036 |
2036
Adell Harriman & Carpenter
Houston,
Texas
| US$6.08億 | +US$5579萬 | +10% | 10.1% | 191% | 142 | 4.93% | 4.3 |
|
| 2037 |
2037
Foresite Capital Management II
Larkspur,
California
| US$6.07億 | +US$1.34億 | +28% | 50.8% | 66.2% | 7 | 28.57% | 3 |
|
| 2038 |
MAM
2038
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$6.07億 | +US$6303萬 | +12% | 9.41% | 54.9% | 140 | 10.71% | 3.1 |
|
| 2039 |
2039
Citizens Business Bank
Ontario,
California
| US$6.07億 | +US$25.9萬 | +0% | 8.44% | 120% | 258 | 11.24% | 4.1 |
|
| 2040 |
2040
Tygh Capital Management
Portland,
Oregon
| US$6.06億 | +US$4232萬 | +8% | 10.5% | 251% | 90 | 31.11% | 1.3 |
|
| 2041 |
2041
Stearns Financial Services Group
Greensboro,
North Carolina
| US$6.05億 | +US$3878萬 | +7% | 5.37% | 26.1% | 193 | 13.99% | 3.5 |
|
| 2042 |
2042
Girard Partners
King Of Prussia,
Pennsylvania
| US$6.05億 | +US$6786萬 | +13% | 8.2% | 25.7% | 233 | 12.02% | 3.4 |
|
| 2043 |
2043
NewSquare Capital
Newtown Square,
Pennsylvania
| US$6.04億 | +US$5214萬 | +9% | 4.57% | 82.5% | 344 | 22.09% | 2.4 |
|
| 2044 |
2044
Howe & Rusling
Rochester,
New York
| US$6.04億 | +US$3358萬 | +6% | 10.1% | 82% | 910 | 15.49% | 3.1 |
|
| 2045 |
AIM
2045
Aigen Investment Management
New York
| US$6.04億 | – | – | 5% | 55.5% | 1,169 | – | 0 |
|
| 2046 |
2046
Brouwer & Janachowski
Mill Valley,
California
| US$6.03億 | +US$3009萬 | +5% | 5.05% | 41.8% | 53 | 15.09% | 3.6 |
|
| 2047 |
2047
Jackson Wealth Management
Lake Mary,
Florida
| US$6.03億 | +US$1.25億 | +26% | 9.75% | 72.1% | 156 | 25.64% | 1.3 |
|
| 2048 |
2048
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$6.03億 | +US$3712萬 | +7% | 8.73% | 90.7% | 163 | 4.91% | 4.1 |
|
| 2049 |
2049
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| US$6.01億 | +US$1764萬 | +3% | 10.3% | 146% | 37 | 8.11% | 4.3 |
|
| 2050 |
PS
2050
Presima Securities
Montreal,
Quebec, Canada
| US$6.01億 | -US$885萬 | -1% | 0.81% | 10.3% | 40 | 12.5% | 2.6 |
|