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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
TritonPoint Wealth
Chevy Chase,
Maryland
| US$11.7億 | +US$8550萬 | +8% | 8.92% | 92.7% | 357 | 5.88% | 1.5 |
|
| 2102 |
2102
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$11.7億 | +US$1.17億 | +11% | 11.7% | 85.3% | 327 | 8.87% | 3.2 |
|
| 2103 |
2103
Volterra Technologies
New York
| US$11.7億 | +US$3.78億 | +48% | 15% | – | 599 | 75.63% | 0.1 |
|
| 2104 |
2104
Estate Counselors
Thiensville,
Wisconsin
| US$11.6億 | +US$1.47億 | +14% | 7.1% | 60% | 110 | 44.55% | 1.6 |
|
| 2105 |
2105
Sixth Street Partners
Dallas,
Texas
| US$11.6億 | -US$9579萬 | -8% | 14.9% | 5.31% | 8 | 12.5% | 2.4 |
|
| 2106 |
2106
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$11.6億 | +US$1.95億 | +20% | 7.26% | 70.8% | 28 | 17.86% | 1.6 |
|
| 2107 |
2107
Waycross Partners
Louisville,
Kentucky
| US$11.6億 | +US$1.01億 | +10% | 8.38% | 98.4% | 98 | 8.16% | 2.4 |
|
| 2108 |
2108
Traphagen Investment Advisors
Oradell,
New Jersey
| US$11.6億 | +US$1.06億 | +10% | 6.4% | 65.8% | 201 | 10.95% | 3.4 |
|
| 2109 |
2109
AlphaStar Capital Management
Cornelius,
North Carolina
| US$11.6億 | -US$2.63億 | -18% | 7.06% | 69.5% | 377 | 52.79% | 2.5 |
|
| 2110 |
2110
Advisor OS
Chicago,
Illinois
| US$11.6億 | +US$1.43億 | +14% | 6.71% | 68.8% | 518 | 19.88% | 2 |
|
| 2111 |
2111
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| US$11.6億 | +US$8171萬 | +8% | 6.19% | 58% | 208 | 19.71% | 2.6 |
|
| 2112 |
2112
QV Investors
Calgary,
Alberta, Canada
| US$11.6億 | +US$1.36億 | +13% | 7.12% | 68.3% | 71 | 22.54% | 4.4 |
|
| 2113 |
2113
Means Investment Company
Bangor,
Maine
| US$11.6億 | +US$9983萬 | +9% | 9.79% | 106% | 198 | 8.08% | 4.6 |
|
| 2114 |
2114
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| US$11.6億 | +US$1.69億 | +17% | 9.59% | 151% | 363 | 8.26% | 1.2 |
|
| 2115 |
2115
SlateStone Wealth
Jupiter,
Florida
| US$11.6億 | +US$8564萬 | +8% | 9.03% | 79.1% | 307 | 9.45% | 3.1 |
|
| 2116 |
2116
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$11.5億 | -US$6.25億 | -35% | 7.92% | 64.4% | 173 | 30.64% | 5.9 |
|
| 2117 |
2117
Clear Creek Financial Management
Silverdale,
Washington
| US$11.5億 | +US$1.04億 | +10% | 7.45% | 86.1% | 595 | 15.46% | 2 |
|
| 2118 |
2118
Mirabella Financial Services
London,
United Kingdom
| US$11.5億 | +US$1.8億 | +18% | 4.62% | 86.2% | 311 | 53.05% | 0.5 |
|
| 2119 |
2119
Woodstock Corp
Boston,
Massachusetts
| US$11.5億 | +US$6596萬 | +6% | 9.18% | 115% | 161 | 5.59% | 8.4 |
|
| 2120 |
2120
Shay Capital
New York
| US$11.5億 | +US$2.8億 | +32% | 17.7% | 166% | 534 | 64.61% | 0.5 |
|
| 2121 |
2121
Gillson Capital
Chicago,
Illinois
| US$11.5億 | -US$1.57億 | -12% | 6.48% | 84.9% | 106 | 71.7% | 0.3 |
|
| 2122 |
1SP
2122
140 Summer Partners
New York
| US$11.5億 | +US$2.79億 | +32% | 12.5% | 202% | 26 | 53.85% | 0.9 |
|
| 2123 |
2123
Tweedy, Browne Co
Stamford,
Connecticut
| US$11.5億 | +US$7300萬 | +7% | 13.1% | 68% | 101 | 13.86% | 3.6 |
|
| 2124 |
2124
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$11.5億 | +US$7120萬 | +7% | 7.16% | 62.2% | 241 | 5.81% | 4.8 |
|
| 2125 |
2125
Nexpoint Asset Management
Dallas,
Texas
| US$11.5億 | +US$5566萬 | +5% | 16.8% | 253% | 133 | 61.65% | 1.1 |
|