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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Connable Office Inc
Kalamazoo,
Michigan
| US$5.15億 | +US$6284萬 | +14% | 13% | 75.1% | 179 | 18.44% | 2.8 |
|
| 2127 |
2127
Caprock Group
Boise,
Idaho
| US$5.15億 | +US$8024萬 | +18% | 13.7% | – | 413 | 21.79% | 1.9 |
|
| 2128 |
2128
Adell Harriman & Carpenter
Houston,
Texas
| US$5.14億 | +US$6045萬 | +13% | 15.7% | 191% | 152 | 9.21% | 3.9 |
|
| 2129 |
2129
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$5.14億 | +US$5896萬 | +13% | 13.6% | 50.4% | 18 | 38.89% | 4 |
|
| 2130 |
2130
Klingman & Associates
New York
| US$5.13億 | +US$6894萬 | +16% | 11.9% | 64.9% | 123 | 16.26% | 2.6 |
|
| 2131 |
2131
FAS Wealth Partners
Leawood,
Kansas
| US$5.12億 | +US$7530萬 | +17% | 10.4% | 72.3% | 196 | 7.14% | 3 |
|
| 2132 |
2132
Osborne Partners Capital Management
San Francisco,
California
| US$5.12億 | -US$1.56億 | -23% | 13% | 70.7% | 189 | 19.58% | 4.4 |
|
| 2133 |
2133
Belpointe Asset Management
Reno,
Nevada
| US$5.12億 | +US$1.17億 | +30% | 12% | 88.6% | 612 | 45.59% | 0.8 |
|
| 2134 |
BC
2134
Bruce & Co
Chicago,
Illinois
| US$5.12億 | +US$4224萬 | +9% | 11.4% | 94.5% | 43 | 2.33% | 3.7 |
|
| 2135 |
2135
Cutler Investment Counsel
Jacksonville,
Oregon
| US$5.11億 | +US$4664萬 | +10% | 9.15% | 61.8% | 93 | 6.45% | 3.4 |
|
| 2136 |
2136
Signet Financial Management
Parsippany,
New Jersey
| US$5.11億 | +US$5201萬 | +11% | 12.2% | – | 251 | 13.15% | 2.3 |
|
| 2137 |
2137
Parkwood LLC
Cleveland,
Ohio
| US$5.11億 | +US$7458萬 | +17% | 14.2% | 120% | 91 | 39.56% | 1.4 |
|
| 2138 |
2138
RKL Wealth Management
Lancaster,
Pennsylvania
| US$5.11億 | +US$7748萬 | +18% | 11.5% | 76.8% | 130 | 6.92% | 2.8 |
|
| 2139 |
2139
Cadinha & Co
Honolulu,
Hawaii
| US$5.11億 | +US$1.08億 | +27% | 10.8% | 132% | 113 | 15.04% | 3.6 |
|
| 2140 |
2140
Randolph Company
Cincinnati,
Ohio
| US$5.1億 | +US$1.48億 | +41% | 13.4% | 127% | 44 | 47.73% | 1.3 |
|
| 2141 |
2141
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$5.09億 | +US$5306萬 | +12% | 10.9% | 26.3% | 140 | 15% | 4 |
|
| 2142 |
2142
IBM Retirement Fund
Armonk,
New York
| US$5.09億 | +US$7060萬 | +16% | 14.3% | 54.4% | 415 | 12.53% | 4.1 |
|
| 2143 |
2143
Barber Financial Group
Lenexa,
Kansas
| US$5.09億 | +US$4362萬 | +9% | 6.71% | 39% | 151 | 19.87% | 1.3 |
|
| 2144 |
2144
Bremer Bank National Association
St Paul,
Minnesota
| US$5.08億 | – | – | 12.8% | 37.4% | 749 | – | 0 |
|
| 2145 |
AIC
2145
AWM Investment Company
New York
| US$5.08億 | +US$4862萬 | +11% | 25.6% | 742% | 93 | 17.2% | 2 |
|
| 2146 |
2146
Beese Fulmer Investment Management
Canton,
Ohio
| US$5.07億 | +US$6231萬 | +14% | 13% | 124% | 194 | 17.53% | 3.7 |
|
| 2147 |
2147
Exane Derivatives
Paris,
France
| US$5.06億 | -US$5141萬 | -9% | 12.8% | 42.7% | 739 | 23.82% | 1.8 |
|
| 2148 |
OIM
2148
Opus Investment Management
Worcester,
Massachusetts
| US$5.06億 | +US$4055萬 | +9% | 10.9% | 58.2% | 93 | 11.83% | 3.7 |
|
| 2149 |
2149
Daiwa SB Investments
Tokyo,
Japan
| US$5.06億 | +US$7224萬 | +17% | 16.3% | 60.6% | 257 | 22.57% | 2.1 |
|
| 2150 |
2150
Jacobs Asset Management
New York
| US$5.05億 | -US$638萬 | -1% | 8.08% | 93.8% | 58 | 18.97% | 2.2 |
|