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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
Coliseum Capital Management
Rowayton,
Connecticut
| US$10.3億 | -US$8793萬 | -8% | 6.5% | 41.1% | 16 | 25% | 3 |
|
| 2052 |
2052
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$10.3億 | +US$5969萬 | +6% | 6.28% | 62.2% | 241 | 7.47% | 4.2 |
|
| 2053 |
2053
Connors Investor Services
Wyomissing,
Pennsylvania
| US$10.3億 | +US$7219萬 | +8% | 9.71% | 125% | 168 | 14.88% | 4.8 |
|
| 2054 |
2054
Amica Mutual Insurance
Providence,
Rhode Island
| US$10.3億 | +US$2620萬 | +3% | 6.47% | 92.1% | 138 | 7.25% | 4.1 |
|
| 2055 |
2055
LRI Investments
Palm Beach Gardens,
Florida
| US$10.3億 | +US$1.52億 | +17% | 11.5% | – | 1,219 | 13.04% | 0.4 |
|
| 2056 |
2056
Central Securities
New York
| US$10.3億 | +US$1569萬 | +2% | 7.05% | 101% | 28 | 3.57% | 7.7 |
|
| 2057 |
AL
2057
Arnhold LLC
New York
| US$10.3億 | +US$8321萬 | +9% | 9.98% | 164% | 122 | 11.48% | 4.2 |
|
| 2058 |
2058
AIP LLC
New York
| US$10.3億 | -US$380萬 | -0.4% | 15.8% | 54.9% | 5 | 40% | 1 |
|
| 2059 |
SCM
2059
SIR Capital Management
New York
| US$10.3億 | +US$2268萬 | +2% | 2.25% | 71.1% | 92 | 41.3% | 0.9 |
|
| 2060 |
2060
First Nebraska Trust
Lincoln,
Nebraska
| US$10.3億 | +US$5777萬 | +6% | 6.87% | 76.9% | 201 | 5.47% | 6 |
|
| 2061 |
2061
Taurus Asset Management
New York
| US$10.3億 | +US$4009萬 | +4% | 5.33% | 26.9% | 93 | 9.68% | 7.2 |
|
| 2062 |
2062
Wellesley Asset Management
Portsmouth,
New Hampshire
| US$10.3億 | +US$8235萬 | +9% | 0% | 0% | 49 | 0% | 0.9 |
|
| 2063 |
2063
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$10.3億 | +US$8267萬 | +9% | 5.12% | 49.7% | 177 | 14.12% | 4.5 |
|
| 2064 |
2064
Callahan Advisors
Houston,
Texas
| US$10.3億 | +US$6461萬 | +7% | 8.1% | 95.4% | 149 | 5.37% | 6.2 |
|
| 2065 |
2065
GDS Wealth Management
Flower Mound,
Texas
| US$10.3億 | +US$1.15億 | +13% | 5.5% | 95.1% | 175 | 25.14% | 1.6 |
|
| 2066 |
2066
Petrus Trust Company
Dallas,
Texas
| US$10.3億 | -US$4510萬 | -4% | 7.58% | 36.9% | 788 | 58.88% | 0.6 |
|
| 2067 |
2067
Verus Capital Partners
Scottsdale,
Arizona
| US$10.2億 | +US$5769萬 | +6% | 4.87% | 158% | 382 | 14.4% | 2.6 |
|
| 2068 |
2068
Transamerica Financial Advisors
St. Petersburg,
Florida
| US$10.2億 | +US$8799萬 | +9% | 4.88% | 77.1% | 668 | 28.59% | 2.3 |
|
| 2069 |
2069
J.M. Forbes & Co
Boston,
Massachusetts
| US$10.2億 | +US$4800萬 | +5% | 5.93% | 112% | 139 | 5.04% | 5.9 |
|
| 2070 |
2070
CVC Management Holdings II
St. Helier,
Jersey
| US$10.2億 | +US$1.37億 | +15% | 16% | – | 4 | 0% | 0.5 |
|
| 2071 |
2071
Soltis Investment Advisors
St. George,
Utah
| US$10.2億 | +US$7827萬 | +8% | 5.75% | 95.1% | 382 | 17.8% | 2.3 |
|
| 2072 |
2072
Palisade Asset Management
Minneapolis,
Minnesota
| US$10.2億 | +US$5416萬 | +6% | 9.62% | 72.9% | 199 | 5.03% | 7.2 |
|
| 2073 |
2073
Verity & Verity
Beaufort,
South Carolina
| US$10.2億 | +US$1.03億 | +11% | 10.2% | 90.4% | 123 | 13.01% | 4.8 |
|
| 2074 |
2074
Sunbelt Securities
Houston,
Texas
| US$10.2億 | +US$4224萬 | +4% | 5.57% | 83.5% | 1,926 | 11.99% | 1.9 |
|
| 2075 |
2075
Nexus Investment Management
Toronto,
Ontario, Canada
| US$10.2億 | +US$6762萬 | +7% | 7.51% | 93.5% | 76 | 7.89% | 7.2 |
|