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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
TRUE Private Wealth Advisors
Salem,
Oregon
| US$5.47億 | +US$7707萬 | +16% | 16.2% | 89.2% | 782 | 15.09% | 1.1 |
|
| 2102 |
2102
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$5.46億 | +US$1.11億 | +25% | 19.8% | 33% | 404 | 19.55% | 2.5 |
|
| 2103 |
MIM
2103
Marco Investment Management
Atlanta,
Georgia
| US$5.46億 | +US$7430萬 | +16% | 22.2% | 131% | 170 | 11.18% | 5.1 |
|
| 2104 |
2104
Forward Management
San Francisco,
California
| US$5.46億 | +US$3228萬 | +6% | 16% | 36.9% | 49 | 34.69% | 3.3 |
|
| 2105 |
2105
Cypress Capital Group
Palm Beach,
Florida
| US$5.46億 | +US$1.12億 | +26% | 16.8% | 111% | 248 | 20.56% | 3.7 |
|
| 2106 |
2106
Crestline Management
Fort Worth,
Texas
| US$5.46億 | +US$1.98億 | +57% | 35.4% | 80.2% | 178 | 92.13% | 0 |
|
| 2107 |
2107
Regal Investment Advisors
Kentwood,
Michigan
| US$5.45億 | +US$4.77億 | +701% | 19.4% | 64.7% | 330 | 91.82% | 0.5 |
|
| 2108 |
2108
Arden Trust
Wilmington,
Delaware
| US$5.45億 | +US$4260萬 | +8% | 18.2% | 22.5% | 838 | 62.89% | 3.9 |
|
| 2109 |
AA
2109
Ancient Art
Austin,
Texas
| US$5.45億 | -US$7538萬 | -12% | 42.4% | 168% | 30 | 46.67% | 1.5 |
|
| 2110 |
2110
Canandaigua National Corp
Canandaigua,
New York
| US$5.44億 | – | – | 18% | – | 269 | – | 0 |
|
| 2111 |
RPGK
2111
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$5.44億 | +US$1.26億 | +30% | 15.8% | 54.7% | 63 | 20.63% | 4.1 |
|
| 2112 |
2112
Sapience Investments
Newport Beach,
California
| US$5.44億 | +US$9416萬 | +21% | 38.6% | 54.9% | 102 | 21.57% | 1.7 |
|
| 2113 |
2113
Knighthead Capital Management
New York
| US$5.43億 | +US$2934萬 | +6% | 13.7% | 74.1% | 21 | 66.67% | 0.9 |
|
| 2114 |
2114
Suncoast Equity Management
Tampa,
Florida
| US$5.42億 | +US$1.31億 | +32% | 30% | 96.1% | 42 | 26.19% | 2.7 |
|
| 2115 |
KFS
2115
Kurt F. Somerville
| US$5.42億 | +US$9134萬 | +20% | 19.7% | 92.9% | 116 | 12.07% | 4.2 |
|
| 2116 |
2116
Howe & Rusling
Rochester,
New York
| US$5.42億 | +US$7782萬 | +17% | 17% | 82% | 959 | 33.99% | 3 |
|
| 2117 |
2117
F3Logic
Burnsville,
Minnesota
| US$5.42億 | +US$8213萬 | +18% | 14.7% | 11.8% | 182 | 33.52% | 1.1 |
|
| 2118 |
2118
Hilltop Holdings
Dallas,
Texas
| US$5.42億 | +US$1.27億 | +30% | 17.7% | 96.7% | 430 | 30% | 2.7 |
|
| 2119 |
2119
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$5.41億 | -US$6213萬 | -10% | 26.4% | 240% | 87 | 34.48% | 1.7 |
|
| 2120 |
2120
Segment Wealth Management
Houston,
Texas
| US$5.41億 | +US$9197萬 | +20% | 20.1% | 108% | 211 | 19.91% | 3.3 |
|
| 2121 |
2121
GM Advisory Group
Melville,
New York
| US$5.41億 | +US$1.73億 | +47% | 19% | 53.6% | 192 | 42.71% | 1.4 |
|
| 2122 |
2122
First Nebraska Trust
Lincoln,
Nebraska
| US$5.41億 | +US$8663萬 | +19% | 18.7% | 76.9% | 149 | 9.4% | 4.4 |
|
| 2123 |
2123
Efficient Advisors
Mason,
Ohio
| US$5.4億 | +US$6217萬 | +13% | 10.8% | 30.6% | 50 | 2% | 5.3 |
|
| 2124 |
2124
Darrell & King
Charlottesville,
Virginia
| US$5.4億 | +US$1.12億 | +26% | 26.2% | – | 50 | 44% | 2.2 |
|
| 2125 |
2125
Myriad Asset Management
North Point,
Hong Kong
| US$5.39億 | -US$1.29億 | -19% | 18% | 149% | 117 | 73.5% | 0.2 |
|