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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
Stack Financial Management
Whitefish,
Montana
| US$12.1億 | +US$7299萬 | +6% | 6.64% | 70% | 51 | 3.92% | 5.2 |
|
| 2052 |
2052
Tema ETFs
New York
| US$12億 | +US$8.28億 | +220% | 10.9% | – | 529 | 72.02% | 0.2 |
|
| 2053 |
2053
J.M. Forbes & Co
Boston,
Massachusetts
| US$12億 | +US$1.1億 | +10% | 9.87% | 112% | 144 | 4.86% | 6.7 |
|
| 2054 |
2054
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$12億 | +US$1.31億 | +12% | 13% | 98.1% | 214 | 70.56% | 0.4 |
|
| 2055 |
2055
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| US$12億 | +US$9131萬 | +8% | 5.66% | – | 68 | 14.71% | 2 |
|
| 2056 |
2056
Intrust Bank
Wichita,
Kansas
| US$12億 | +US$7399萬 | +7% | 8.37% | 102% | 423 | 9.93% | 6.2 |
|
| 2057 |
2057
Bangor Savings Bank
Bangor,
Maine
| US$12億 | +US$8181萬 | +7% | 5.95% | 54.6% | 573 | 12.57% | 4.2 |
|
| 2058 |
2058
Casdin Capital
New York
| US$12億 | +US$1.01億 | +9% | 25.9% | 370% | 38 | 28.95% | 2.8 |
|
| 2059 |
2059
GSA Capital Partners
London,
United Kingdom
| US$12億 | -US$2.29億 | -16% | 13.7% | 94.7% | 2,198 | 50.27% | 0.6 |
|
| 2060 |
2060
J.L. Bainbridge & Co
Sarasota,
Florida
| US$12億 | +US$9585萬 | +9% | 10% | 118% | 112 | 10.71% | 3.4 |
|
| 2061 |
2061
MONECO Advisors
Fairfield,
Connecticut
| US$12億 | +US$1.23億 | +11% | 7.06% | 77.7% | 517 | 13.93% | 2.7 |
|
| 2062 |
2062
Bristlecone Advisors
Bellevue,
Washington
| US$12億 | +US$572萬 | +0.5% | 7.49% | 103% | 315 | 33.02% | 5.1 |
|
| 2063 |
2063
Tompkins Financial
Ithaca,
New York
| US$12億 | +US$1.08億 | +10% | 6.98% | 84.4% | 561 | 6.42% | 5.5 |
|
| 2064 |
AL
2064
Arnhold LLC
New York
| US$12億 | +US$9854萬 | +9% | 11.8% | 164% | 123 | 8.94% | 4.5 |
|
| 2065 |
2065
RMR Wealth Builders
Montclair,
New Jersey
| US$11.9億 | +US$9466萬 | +9% | 7.42% | 91.7% | 304 | 13.49% | 2.8 |
|
| 2066 |
2066
Sone Capital Management
New York
| US$11.9億 | +US$1.11億 | +10% | 3.2% | – | 128 | 48.44% | 0.4 |
|
| 2067 |
2067
TCV Trust & Wealth Management
Richmond,
Virginia
| US$11.9億 | +US$5033萬 | +4% | 7.17% | 75.3% | 229 | 10.92% | 6.5 |
|
| 2068 |
2068
Quent Capital
New York
| US$11.9億 | +US$1.57億 | +15% | 7.7% | 86.1% | 1,428 | 80.18% | 0.7 |
|
| 2069 |
2069
Crédit Industriel et Commercial
Paris France,
France
| US$11.9億 | +US$2487萬 | +2% | 12.4% | – | 439 | 34.4% | 0.5 |
|
| 2070 |
2070
Vista Equity Partners Management
San Francisco,
California
| US$11.9億 | +US$2.17億 | +22% | 16.9% | 3.45% | 3 | 33.33% | 3.1 |
|
| 2071 |
2071
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$11.9億 | +US$11.2億 | +1,620% | 6.02% | – | 205 | 62.93% | 1.4 |
|
| 2072 |
2072
Technology Crossover Management X
Menlo Park,
California
| US$11.9億 | +US$2.91億 | +32% | 13% | 72.2% | 7 | 14.29% | 3.7 |
|
| 2073 |
2073
Park West Asset Management
San Francisco,
California
| US$11.9億 | -US$1.35億 | -10% | 19.8% | 181% | 59 | 47.46% | 1 |
|
| 2074 |
2074
Lansdowne Partners (UK)
London,
United Kingdom
| US$11.9億 | +US$4.15億 | +54% | 16.2% | 293% | 24 | 25% | 2.2 |
|
| 2075 |
2075
Moody National Bank Trust Division
Galveston,
Texas
| US$11.8億 | +US$9106萬 | +8% | 9.65% | 115% | 534 | 14.61% | 4.6 |
|