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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Levin Capital Strategies
New York
| US$7.44億 | +US$593萬 | +0.8% | 13.4% | 91.9% | 303 | 40.59% | 3.4 |
|
| 2052 |
2052
First Business Financial Services
Madison,
Wisconsin
| US$7.44億 | +US$4386萬 | +6% | 9.19% | 80.9% | 172 | 11.63% | 3.4 |
|
| 2053 |
2053
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$7.44億 | +US$3.34億 | +81% | 9.79% | 97.3% | 454 | 16.3% | 3.7 |
|
| 2054 |
2054
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$7.43億 | -US$2.3億 | -24% | 24.2% | 25.1% | 5 | 0% | 5.9 |
|
| 2055 |
2055
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$7.43億 | +US$8742萬 | +13% | 12.2% | 80.2% | 190 | 12.63% | 5.7 |
|
| 2056 |
2056
Longbow Finance
Lutry,
Switzerland
| US$7.42億 | – | – | 11% | 162% | 57 | – | 0 |
|
| 2057 |
WMC
2057
Westwood Management Corporation
Chicago,
Illinois
| US$7.42億 | -US$1935萬 | -3% | 3.15% | 44.3% | 75 | 10.67% | 5 |
|
| 2058 |
2058
Leuthold Group
Minneapolis,
Minnesota
| US$7.42億 | +US$7842萬 | +12% | 11.1% | 138% | 213 | 25.35% | 1.9 |
|
| 2059 |
2059
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$7.42億 | +US$3460萬 | +5% | 8.57% | 34.1% | 17 | 23.53% | 2 |
|
| 2060 |
2060
Grassi Investment Management
Santa Clara,
California
| US$7.41億 | +US$5503萬 | +8% | 13.4% | 170% | 128 | 12.5% | 5.6 |
|
| 2061 |
2061
SNS Financial Group
Minneapolis,
Minnesota
| US$7.41億 | +US$4545萬 | +7% | 7.35% | 54.2% | 210 | 10.95% | 4.1 |
|
| 2062 |
2062
Webster Bank
Waterbury,
Connecticut
| US$7.4億 | +US$4979萬 | +7% | 9.15% | 77.5% | 553 | 5.97% | 5.2 |
|
| 2063 |
2063
Ion Asset Management
Herzliya,
Israel
| US$7.39億 | +US$1.03億 | +16% | 10.3% | 125% | 44 | 34.09% | 1.2 |
|
| 2064 |
2064
FengHe Fund Management
Singapore
| US$7.39億 | +US$3.45億 | +88% | 18.1% | 779% | 19 | 57.89% | 0.2 |
|
| 2065 |
2065
True Link Financial Advisors
San Francisco,
California
| US$7.38億 | +US$4754萬 | +7% | 4.32% | 27.3% | 131 | 15.27% | 1.5 |
|
| 2066 |
2066
Nottingham Advisors
Amherst,
New York
| US$7.38億 | +US$4394萬 | +6% | 7.26% | 47.6% | 150 | 16.67% | 3.6 |
|
| 2067 |
2067
Arrow Financial
Glens Falls,
New York
| US$7.37億 | +US$5151萬 | +8% | 9.2% | 71.1% | 341 | 2.93% | 6.5 |
|
| 2068 |
2068
Private Capital Management (Florida)
Naples,
Florida
| US$7.37億 | +US$4526萬 | +7% | 13.9% | 118% | 160 | 38.75% | 1.7 |
|
| 2069 |
2069
Bayview Asset Management
Coral Gables,
Florida
| US$7.36億 | -US$1.18億 | -14% | 9.2% | 55.4% | 11 | 63.64% | 1.2 |
|
| 2070 |
2070
Simplicity Solutions
Minneapolis,
Minnesota
| US$7.35億 | +US$4534萬 | +7% | 9.96% | 37.1% | 737 | 22.12% | 2 |
|
| 2071 |
2071
Summit Creek Advisors
Minneapolis,
Minnesota
| US$7.35億 | +US$868萬 | +1% | 4.53% | 84.6% | 74 | 10.81% | 3.3 |
|
| 2072 |
2072
Hitchwood Capital Management
New York
| US$7.33億 | +US$2.52億 | +52% | 4.24% | 275% | 22 | 27.27% | 1.2 |
|
| 2073 |
MG
2073
Magnolia Group
Omaha,
Nebraska
| US$7.33億 | +US$7136萬 | +11% | 7.94% | 11.4% | 12 | 16.67% | 2.4 |
|
| 2074 |
2074
Beacon Financial Group
Dallas,
Texas
| US$7.33億 | +US$8936萬 | +14% | 8.84% | 66.6% | 242 | 14.46% | 4.6 |
|
| 2075 |
2075
Weatherly Asset Management
Del Mar,
California
| US$7.33億 | +US$3677萬 | +5% | 7.99% | 116% | 176 | 3.41% | 6.7 |
|