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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Fiduciary Group
Savannah,
Georgia
| US$8.54億 | +US$7017萬 | +9% | 9.95% | 76.2% | 263 | 11.41% | 5.3 |
|
| 2152 |
2152
Gladstone Capital Management
London,
United Kingdom
| US$8.53億 | -US$1.26億 | -13% | 18.8% | 327% | 18 | 38.89% | 1.2 |
|
| 2153 |
2153
Penobscot Investment Management
Boston,
Massachusetts
| US$8.53億 | +US$1.17億 | +16% | 11.7% | 114% | 299 | 11.04% | 5.1 |
|
| 2154 |
SC
2154
Sasco Capital
Fairfield,
Connecticut
| US$8.52億 | +US$7704萬 | +10% | 7.25% | 15.5% | 60 | 15% | 2.8 |
|
| 2155 |
2155
Traphagen Investment Advisors
Oradell,
New Jersey
| US$8.52億 | +US$6320萬 | +8% | 8.21% | 65.8% | 182 | 15.38% | 2.6 |
|
| 2156 |
2156
Private Trust Company
Cleveland,
Ohio
| US$8.51億 | +US$9325萬 | +12% | 10.3% | 87.7% | 2,477 | 14.37% | 2 |
|
| 2157 |
2157
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$8.5億 | +US$9480萬 | +13% | 12% | 29.9% | 32 | 12.5% | 5.2 |
|
| 2158 |
2158
MMBG Investment Advisors
Miami,
Florida
| US$8.5億 | +US$5628萬 | +7% | 11.6% | 133% | 162 | 9.26% | 1.7 |
|
| 2159 |
2159
Technology Crossover Management X
Menlo Park,
California
| US$8.49億 | +US$1.32億 | +18% | 20.1% | 72.2% | 6 | 0% | 2.5 |
|
| 2160 |
2160
IQ EQ Fund Management
Dublin 2,
Ireland
| US$8.49億 | +US$3.62億 | +74% | 12.2% | 139% | 323 | 38.7% | 2.6 |
|
| 2161 |
2161
Smith, Moore & Co
Clayton,
Missouri
| US$8.49億 | +US$9164萬 | +12% | 10.2% | 74.5% | 427 | 14.52% | 4.5 |
|
| 2162 |
2162
HTLF Bank
Denver,
Colorado
| US$8.48億 | – | – | 10.4% | – | 240 | – | 0 |
|
| 2163 |
2163
Kontiki Capital Management (HK)
Hong Kong
| US$8.47億 | -US$6852萬 | -7% | 3.85% | 90.6% | 8 | 0% | 3.1 |
|
| 2164 |
2164
Mizuho Bank
Tokyo,
Japan
| US$8.47億 | -US$1.85億 | -18% | 11.4% | 116% | 10 | 50% | 2.8 |
|
| 2165 |
2165
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$8.46億 | +US$6865萬 | +9% | 12.9% | 88.1% | 156 | 67.95% | 1.1 |
|
| 2166 |
2166
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$8.46億 | +US$5404萬 | +7% | 10.7% | 94.9% | 231 | 21.21% | 2 |
|
| 2167 |
2167
Stratos Investment Management
Beachwood,
Ohio
| US$8.45億 | +US$1.76億 | +26% | 9.46% | 64.6% | 190 | 21.05% | 2.5 |
|
| 2168 |
2168
Northcape Capital
Sydney,
Australia
| US$8.45億 | +US$1.84億 | +28% | 16.8% | – | 32 | 9.38% | 3.3 |
|
| 2169 |
2169
Hengehold Capital Management
Cincinnati,
Ohio
| US$8.44億 | +US$7800萬 | +10% | 8.96% | 54.5% | 182 | 10.99% | 4.3 |
|
| 2170 |
2170
SNS Financial Group
Minneapolis,
Minnesota
| US$8.44億 | +US$8602萬 | +11% | 9.16% | 60.1% | 196 | 10.2% | 4.7 |
|
| 2171 |
2171
Campbell Wealth Management
Alexandria,
Virginia
| US$8.43億 | +US$2140萬 | +3% | 9.6% | 11.2% | 79 | 26.58% | 2.8 |
|
| 2172 |
2172
Kovack Advisors
Ft. Lauderdale,
Florida
| US$8.42億 | +US$1.25億 | +17% | 12.1% | 131% | 622 | 19.45% | 3.3 |
|
| 2173 |
2173
Charter Oak Capital Management
Portsmouth,
New Hampshire
| US$8.42億 | +US$8673萬 | +11% | 9.46% | 39.2% | 175 | 6.29% | 2.6 |
|
| 2174 |
2174
Fort Baker Capital Management
Larkspur,
California
| US$8.41億 | -US$2.43億 | -22% | 2.01% | 46.3% | 108 | 34.26% | 1 |
|
| 2175 |
TFP
2175
Triple Frond Partners
San Francisco,
California
| US$8.41億 | +US$5237萬 | +7% | 10.6% | 92.9% | 11 | 18.18% | 4.8 |
|