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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Bleichroeder LP
New York
| US$5.65億 | +US$1.83億 | +48% | 40.5% | 202% | 79 | 34.18% | 0.3 |
|
| 2052 |
2052
Tarsadia Capital
New York
| US$5.65億 | -US$4.65億 | -45% | 34.2% | – | 47 | 68.09% | 0.2 |
|
| 2053 |
2053
Summit Financial
Parsippany,
New Jersey
| US$5.65億 | +US$1.1億 | +24% | 19.5% | 91.9% | 49 | 40.82% | 1 |
|
| 2054 |
2054
Callahan Advisors
Houston,
Texas
| US$5.64億 | +US$8772萬 | +18% | 20.3% | 95.4% | 131 | 9.92% | 4.5 |
|
| 2055 |
2055
Hengehold Capital Management
Cincinnati,
Ohio
| US$5.64億 | +US$9454萬 | +20% | 11.9% | 54.5% | 138 | 18.12% | 3.2 |
|
| 2056 |
2056
HSG Holding
Na,
Hong Kong
| US$5.63億 | +US$1.31億 | +30% | 66.4% | 0.28% | 13 | 15.38% | 2.3 |
|
| 2057 |
2057
Phocas Financial Corp
Alameda,
California
| US$5.63億 | +US$6600萬 | +13% | 26.9% | – | 216 | 28.7% | 2.4 |
|
| 2058 |
PAM
2058
Private Asset Management
San Diego,
California
| US$5.63億 | +US$8734萬 | +18% | 19% | 38.2% | 137 | 13.87% | 4.3 |
|
| 2059 |
2059
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$5.63億 | +US$7834萬 | +16% | 15.1% | 62.2% | 271 | 27.68% | 1 |
|
| 2060 |
2060
Jackson Wealth Management
Lake Mary,
Florida
| US$5.63億 | +US$8434萬 | +18% | 23.3% | 72.1% | 134 | 29.85% | 1.3 |
|
| 2061 |
2061
Taikang Asset Management (HK)
Hong Kong
| US$5.62億 | +US$1.19億 | +27% | 38.1% | 166% | 91 | 21.98% | 1.5 |
|
| 2062 |
2062
Arax Advisory Partners
Denver,
Colorado
| US$5.62億 | +US$1.28億 | +29% | 15.3% | 74.6% | 727 | 14.99% | 1.7 |
|
| 2063 |
2063
NBT Bank
Norwich,
New York
| US$5.61億 | +US$7171萬 | +15% | 18.4% | 77% | 217 | 9.22% | 4.8 |
|
| 2064 |
2064
Almanack Investment Partners
Wayne,
Pennsylvania
| US$5.61億 | +US$9568萬 | +21% | 19.2% | 82.2% | 338 | 44.97% | 0.9 |
|
| 2065 |
2065
J.M. Forbes & Co
Boston,
Massachusetts
| US$5.61億 | +US$1.13億 | +25% | 19.9% | 112% | 100 | 11% | 4.7 |
|
| 2066 |
2066
Elm Partners Management
Philadelphia,
Pennsylvania
| US$5.6億 | +US$1.06億 | +23% | 15.2% | 51.4% | 45 | 8.89% | 1.2 |
|
| 2067 |
2067
Broad Bay Capital Management
New York
| US$5.6億 | +US$1.96億 | +54% | 42% | 338% | 20 | 35% | 1 |
|
| 2068 |
2068
M Holdings Securities
Portland,
Oregon
| US$5.59億 | -US$1.17億 | -17% | 19.5% | 94.1% | 245 | 40% | 2.7 |
|
| 2069 |
2069
Randolph Company
Cincinnati,
Ohio
| US$5.59億 | +US$5447萬 | +11% | 16.4% | 127% | 45 | 40% | 1.6 |
|
| 2070 |
2070
Mount Yale Investment Advisors
Denver,
Colorado
| US$5.58億 | +US$1.15億 | +26% | 27.6% | 92.1% | 369 | 31.71% | 1.3 |
|
| 2071 |
2071
First Business Financial Services
Madison,
Wisconsin
| US$5.58億 | +US$5560萬 | +11% | 16.9% | 80.9% | 128 | 15.63% | 2.3 |
|
| 2072 |
2072
Parkwood LLC
Cleveland,
Ohio
| US$5.57億 | +US$6511萬 | +13% | 27.9% | 120% | 118 | 48.31% | 1.2 |
|
| 2073 |
2073
Abner Herrman & Brock
Jersey City,
New Jersey
| US$5.57億 | +US$1.15億 | +26% | 21.9% | 156% | 119 | 12.61% | 3.7 |
|
| 2074 |
2074
Kopernik Global Investors
Tampa,
Florida
| US$5.57億 | +US$8730萬 | +19% | 76.1% | 128% | 27 | 18.52% | 3.5 |
|
| 2075 |
2075
Permian Investment Partners
Dallas,
Texas
| US$5.57億 | +US$1.37億 | +33% | 17.5% | 78.6% | 14 | 35.71% | 1 |
|