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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
True Link Financial Advisors
San Francisco,
California
| US$6.9億 | +US$2859萬 | +4% | 4.5% | 27.3% | 135 | 15.56% | 1.3 |
|
| 2077 |
2077
Webster Bank
Waterbury,
Connecticut
| US$6.9億 | -US$4276萬 | -6% | 4.45% | 77.5% | 544 | 3.31% | 5 |
|
| 2078 |
2078
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$6.9億 | – | – | 0.56% | – | 110 | – | 0 |
|
| 2079 |
2079
Simplicity Solutions
Minneapolis,
Minnesota
| US$6.9億 | -US$8154萬 | -11% | 5.08% | 37.1% | 727 | 24.21% | 1.9 |
|
| 2080 |
2080
Harvey Investment Company
Louisville,
Kentucky
| US$6.9億 | -US$2153萬 | -3% | 1.32% | 56.4% | 90 | 2.22% | 7 |
|
| 2081 |
2081
Matthews International Capital Management
San Francisco,
California
| US$6.88億 | -US$824萬 | -1% | 7.71% | 186% | 43 | 13.95% | 2.1 |
|
| 2082 |
2082
First Command Bank
Fort Worth,
Texas
| US$6.88億 | +US$161萬 | +0.2% | 7.38% | 34.1% | 481 | 27.03% | 3.6 |
|
| 2083 |
2083
First Command Financial Services
Fort Worth,
Texas
| US$6.88億 | +US$161萬 | +0.2% | 7.38% | 34.4% | 481 | 27.03% | 3.6 |
|
| 2084 |
2084
Sound Income Strategies
Ft Lauderdale,
Florida
| US$6.88億 | -US$6220萬 | -8% | 7.21% | 31.4% | 1,016 | 11.32% | 2.7 |
|
| 2085 |
2085
Willis Johnson & Associates
Houston,
Texas
| US$6.87億 | -US$3047萬 | -4% | 5.82% | 55.9% | 108 | 13.89% | 1.2 |
|
| 2086 |
2086
Grassi Investment Management
Santa Clara,
California
| US$6.86億 | -US$7093萬 | -9% | 7.39% | 170% | 126 | 4.76% | 5.4 |
|
| 2087 |
2087
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$6.86億 | +US$1396萬 | +2% | 5.35% | 78.2% | 147 | 10.2% | 2.3 |
|
| 2088 |
2088
Arrow Financial
Glens Falls,
New York
| US$6.86億 | -US$4766萬 | -6% | 5.06% | 71.1% | 355 | 5.35% | 6.1 |
|
| 2089 |
2089
Yakira Capital Management
Westport,
Connecticut
| US$6.85億 | +US$4791萬 | +8% | 3.85% | 74.1% | 518 | 30.12% | 0.7 |
|
| 2090 |
2090
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$6.85億 | +US$6343萬 | +10% | 3.6% | 48.3% | 156 | 17.95% | 2.8 |
|
| 2091 |
2091
First Trust Direct Indexing
Boston,
Massachusetts
| US$6.85億 | -US$3326萬 | -5% | 5.16% | 69% | 685 | 11.82% | 1.3 |
|
| 2092 |
2092
Graticule Asia Macro Advisors
New York
| US$6.84億 | +US$4.66億 | +214% | 3.28% | – | 62 | 77.42% | 0.4 |
|
| 2093 |
2093
Perpetual Investment Management
Sydney,
Australia
| US$6.84億 | +US$75.9萬 | +0.1% | 6.5% | – | 224 | 14.73% | 1.3 |
|
| 2094 |
2094
Bouchey Financial Group
Troy,
New York
| US$6.84億 | +US$6026萬 | +10% | 3.86% | 66.7% | 94 | 17.02% | 3.3 |
|
| 2095 |
RIM
2095
Redpoint Investment Management
Sydney, NSW,
Australia
| US$6.84億 | -US$1.62億 | -19% | 5.31% | 35.9% | 620 | 7.74% | 3.3 |
|
| 2096 |
2096
Harvey Partners
Tarrytown,
New York
| US$6.83億 | +US$2.28億 | +50% | 1.68% | 174% | 40 | 32.5% | 1.9 |
|
| 2097 |
2097
Berger Financial Group
Plymouth,
Minnesota
| US$6.81億 | -US$352萬 | -0.5% | 5.26% | 59.9% | 266 | 21.43% | 1.2 |
|
| 2098 |
2098
Kovack Advisors
Ft. Lauderdale,
Florida
| US$6.81億 | -US$7692萬 | -10% | 3.98% | 118% | 664 | 21.23% | 2.9 |
|
| 2099 |
BPIM
2099
Brant Point Investment Management
New York
| US$6.8億 | +US$593萬 | +0.9% | 2.24% | 169% | 113 | 38.94% | 2.4 |
|
| 2100 |
2100
Hills Bank & Trust
North Liberty,
Iowa
| US$6.79億 | +US$6395萬 | +10% | 5.61% | 52.8% | 258 | 10.47% | 4.5 |
|