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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Hilltop Holdings
Dallas,
Texas
| US$8.82億 | +US$2485萬 | +3% | 9.92% | 96.7% | 645 | 19.53% | 3.5 |
|
| 2102 |
2102
Jacobs & Co
San Francisco,
California
| US$8.82億 | +US$7917萬 | +10% | 11.3% | 105% | 125 | 7.2% | 7.2 |
|
| 2103 |
2103
Harvey Partners
Tarrytown,
New York
| US$8.8億 | +US$9167萬 | +12% | 14.4% | 174% | 48 | 22.92% | 2 |
|
| 2104 |
2104
Lyell Wealth Management
Menlo Park,
California
| US$8.8億 | +US$1.36億 | +18% | 15.5% | 144% | 201 | 13.93% | 3.5 |
|
| 2105 |
2105
JNBA Financial Advisors
Bloomington,
Minnesota
| US$8.79億 | +US$7835萬 | +10% | 10.4% | 66.8% | 763 | 8.65% | 4.6 |
|
| 2106 |
2106
Concentric Capital Strategies
Stamford,
Connecticut
| US$8.78億 | -US$9006萬 | -9% | 13.7% | 165% | 336 | 75.3% | 0.2 |
|
| 2107 |
2107
PDS Planning
Dublin,
Ohio
| US$8.78億 | +US$1.05億 | +14% | 9.23% | 69.1% | 382 | 15.97% | 2.2 |
|
| 2108 |
2108
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$8.77億 | +US$6967萬 | +9% | 11.8% | 71.4% | 297 | 10.77% | 2.5 |
|
| 2109 |
2109
Wealthcare Capital Management
Richmond,
Virginia
| US$8.77億 | +US$6052萬 | +7% | 8.46% | 46.2% | 90 | 26.67% | 4.4 |
|
| 2110 |
2110
TD Capital Management
Memphis,
Tennessee
| US$8.76億 | +US$5991萬 | +7% | 7.96% | 44.1% | 440 | 12.73% | 2.2 |
|
| 2111 |
2111
Jay A. Fishman Ltd
Troy,
Michigan
| US$8.74億 | +US$8406萬 | +11% | 13.7% | 119% | 98 | 8.16% | 6 |
|
| 2112 |
2112
Anchor Investment Management
Columbia,
South Carolina
| US$8.73億 | +US$1.08億 | +14% | 9.7% | 83.7% | 1,002 | 8.18% | 4.9 |
|
| 2113 |
2113
Meeder Advisory Services
Dublin,
Ohio
| US$8.73億 | +US$7770萬 | +10% | 10.6% | 102% | 437 | 11.21% | 0.9 |
|
| 2114 |
2114
Verity & Verity
Beaufort,
South Carolina
| US$8.73億 | +US$7425萬 | +9% | 9.53% | 90.4% | 111 | 11.71% | 5 |
|
| 2115 |
2115
Carronade Capital Management
Darien,
Connecticut
| US$8.72億 | +US$1.92億 | +28% | 0.46% | 215% | 34 | 55.88% | 0.7 |
|
| 2116 |
2116
Smith Anglin Financial
Dallas,
Texas
| US$8.71億 | +US$4885萬 | +6% | 10.4% | 52.8% | 196 | 16.33% | 1.8 |
|
| 2117 |
2117
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| US$8.71億 | +US$7511萬 | +9% | 18.2% | 104% | 15 | 6.67% | 1.8 |
|
| 2118 |
2118
Morningstar Investment Management
Chicago,
Illinois
| US$8.7億 | +US$1.41億 | +19% | 8.39% | 57.4% | 212 | 28.77% | 0.9 |
|
| 2119 |
2119
HSG Holding
Na,
Hong Kong
| US$8.69億 | -US$6309萬 | -7% | 13.9% | 6.36% | 20 | 5% | 3.6 |
|
| 2120 |
2120
Oak Ridge Investments
Chicago,
Illinois
| US$8.69億 | +US$8552萬 | +11% | 13.5% | 223% | 156 | 14.1% | 3.8 |
|
| 2121 |
SGCIA
2121
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$8.68億 | +US$6366萬 | +8% | 15.8% | 56.9% | 147 | 6.8% | 6.4 |
|
| 2122 |
2122
Southernsun Asset Management
Memphis,
Tennessee
| US$8.67億 | +US$1396萬 | +2% | 10.8% | 54.6% | 29 | 6.9% | 5.2 |
|
| 2123 |
2123
AltraVue Capital
Bellevue,
Washington
| US$8.67億 | +US$2769萬 | +3% | 13.6% | 175% | 33 | 27.27% | 3.1 |
|
| 2124 |
2124
Cozad Asset Management
Champaign,
Illinois
| US$8.67億 | +US$9744萬 | +13% | 12.3% | 138% | 394 | 7.87% | 3.1 |
|
| 2125 |
2125
Harbor Investment Advisory
Lutherville,
Maryland
| US$8.67億 | +US$1.03億 | +13% | 12% | 97.5% | 1,231 | 9.26% | 3.1 |
|