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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Telos Capital Management
San Diego,
California
| US$8.21億 | +US$1.01億 | +14% | 10.3% | 82.3% | 205 | 13.17% | 5.5 |
|
| 2202 |
2202
Beacon Financial Group
Dallas,
Texas
| US$8.2億 | +US$1.15億 | +16% | 8.1% | 66.6% | 326 | 33.44% | 3.6 |
|
| 2203 |
2203
CapWealth Advisors
Franklin,
Tennessee
| US$8.2億 | +US$4065萬 | +5% | 11.1% | 152% | 110 | 14.55% | 5.6 |
|
| 2204 |
2204
CenterBook Partners
Greenwich,
Connecticut
| US$8.2億 | +US$1782萬 | +2% | 13% | 59.2% | 520 | 47.88% | 0.9 |
|
| 2205 |
2205
Asset Advisors Investment Management
Augusta,
Georgia
| US$8.19億 | +US$7553萬 | +10% | 11.9% | 67.5% | 89 | 7.87% | 4.3 |
|
| 2206 |
2206
J.L. Bainbridge & Co
Sarasota,
Florida
| US$8.17億 | +US$7097萬 | +10% | 14.9% | 118% | 91 | 13.19% | 2.9 |
|
| 2207 |
2207
Verus Capital Partners
Scottsdale,
Arizona
| US$8.17億 | +US$1億 | +14% | 13.1% | 158% | 343 | 13.99% | 2.4 |
|
| 2208 |
2208
Tanglewood Wealth Management
Houston,
Texas
| US$8.17億 | +US$2.27億 | +39% | 9.27% | 64.6% | 32 | 28.13% | 2.8 |
|
| 2209 |
2209
Webster Bank
Waterbury,
Connecticut
| US$8.17億 | +US$7734萬 | +10% | 10.3% | 77.5% | 597 | 8.54% | 5.4 |
|
| 2210 |
2210
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$8.16億 | +US$3974萬 | +5% | 8.53% | 56.8% | 153 | 13.73% | 2.7 |
|
| 2211 |
2211
Cable Hill Partners
Portland,
Oregon
| US$8.16億 | +US$7504萬 | +10% | 7.84% | 20.3% | 255 | 79.22% | 1.7 |
|
| 2212 |
2212
Anderson Hoagland & Co
St Louis,
Missouri
| US$8.15億 | +US$6724萬 | +9% | 12.1% | 104% | 131 | 12.98% | 3.4 |
|
| 2213 |
2213
Gemmer Asset Management
Walnut Creek,
California
| US$8.15億 | +US$7371萬 | +10% | 9.95% | 96.8% | 131 | 7.63% | 5.6 |
|
| 2214 |
2214
Silchester International Investors
London,
United Kingdom
| US$8.13億 | +US$1.18億 | +17% | 11.7% | 53.9% | 5 | 60% | 3.4 |
|
| 2215 |
2215
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$8.13億 | +US$5080萬 | +7% | 9.81% | 80.2% | 201 | 8.46% | 6.1 |
|
| 2216 |
2216
CCM Investment Advisers
Columbia,
South Carolina
| US$8.13億 | +US$8781萬 | +12% | 12.8% | 170% | 77 | 14.29% | 4.5 |
|
| 2217 |
2217
Strategic Wealth Partners
Independence,
Ohio
| US$8.11億 | +US$5198萬 | +7% | 9.97% | – | 307 | 17.92% | 2.5 |
|
| 2218 |
2218
PrairieView Partners
St. Paul,
Minnesota
| US$8.11億 | +US$7295萬 | +10% | 8.46% | 34% | 430 | 10.23% | 3.2 |
|
| 2219 |
BIC
2219
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$8.1億 | +US$1027萬 | +1% | 7.39% | 36% | 160 | 16.25% | 6.1 |
|
| 2220 |
2220
Liberty One Investment Management
Libertyville,
Illinois
| US$8.1億 | +US$1.2億 | +17% | 8.41% | 48.4% | 170 | 5.88% | 2.9 |
|
| 2221 |
2221
Praesidium Investment Management Company
New York
| US$8.1億 | +US$3386萬 | +4% | 16.6% | 79% | 13 | 0% | 3.3 |
|
| 2222 |
2222
Estate Counselors
Thiensville,
Wisconsin
| US$8.1億 | +US$5802萬 | +8% | 8.37% | 60% | 141 | 28.37% | 2.1 |
|
| 2223 |
2223
SeaCrest Wealth Management
Purchase,
New York
| US$8.1億 | +US$3989萬 | +5% | 11.8% | 153% | 664 | 13.25% | 3.7 |
|
| 2224 |
2224
Howard Capital Management
Roswell,
Georgia
| US$8.09億 | +US$6806萬 | +9% | 10% | 144% | 75 | 38.67% | 1.4 |
|
| 2225 |
2225
Proficio Capital Partners
Newton,
Massachusetts
| US$8.09億 | +US$5869萬 | +8% | 10% | 97% | 329 | 18.54% | 2.7 |
|