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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
Unison Advisors
Washington,
District of Columbia
| US$11.4億 | +US$4846萬 | +4% | 2.87% | 57.8% | 208 | 30.77% | 3.3 |
|
| 2202 |
2202
Private Trust Company
Cleveland,
Ohio
| US$11.4億 | +US$767萬 | +0.7% | 2.53% | 87.7% | 2,710 | 11.44% | 3.1 |
|
| 2203 |
2203
Tortoise Investment Management
White Plains,
New York
| US$11.4億 | +US$1586萬 | +1% | 1.35% | 43.8% | 1,558 | 84.85% | 7.6 |
|
| 2204 |
2204
EnCap Energy Capital Fund XI
Houston,
Texas
| US$11.4億 | +US$7857萬 | +7% | 5.92% | 21% | 3 | 0% | 1.3 |
|
| 2205 |
2205
Oxbow Advisors
Austin,
Texas
| US$11.4億 | +US$6007萬 | +6% | 4.76% | 75.5% | 259 | 17.37% | 4.3 |
|
| 2206 |
2206
NewSquare Capital
Newtown Square,
Pennsylvania
| US$11.3億 | -US$3.41億 | -23% | 2.11% | 82.5% | 198 | 13.13% | 5.6 |
|
| 2207 |
2207
Salomon & Ludwin
Richmond,
Virginia
| US$11.3億 | +US$1971萬 | +2% | 1.32% | 58.7% | 2,260 | 9.96% | 1.1 |
|
| 2208 |
2208
Crewe Advisors
Salt Lake City,
Utah
| US$11.3億 | +US$8103萬 | +8% | 15.3% | 96.1% | 1,139 | 18.79% | 1.4 |
|
| 2209 |
2209
Harvey Partners
Tarrytown,
New York
| US$11.3億 | +US$377萬 | +0.3% | 3.92% | 174% | 52 | 26.92% | 2.5 |
|
| 2210 |
2210
Technology Crossover Management IX
Menlo Park,
California
| US$11.3億 | -US$1.41億 | -11% | 10.9% | 6.24% | 6 | 0% | 6.2 |
|
| 2211 |
2211
TD Capital Management
Memphis,
Tennessee
| US$11.3億 | +US$1657萬 | +1% | 0.83% | 44.1% | 839 | 20.5% | 2.2 |
|
| 2212 |
2212
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| US$11.3億 | -US$1.67億 | -13% | 19.9% | 1,151% | 53 | 22.64% | 1.5 |
|
| 2213 |
2213
Clough Capital Partners
Boston,
Massachusetts
| US$11.3億 | -US$1594萬 | -1% | 2.64% | 175% | 142 | 47.18% | 1.2 |
|
| 2214 |
2214
Caldwell Trust
Venice,
Florida
| US$11.3億 | +US$5516萬 | +5% | 3% | 97.5% | 793 | 10.34% | 4.4 |
|
| 2215 |
2215
Rossmore Private Capital
Glastonbury,
Connecticut
| US$11.2億 | +US$1.95億 | +21% | 3.75% | 87.1% | 363 | 14.05% | 3.8 |
|
| 2216 |
2216
Townsend & Associates
Westminster,
Colorado
| US$11.2億 | +US$6639萬 | +6% | 2.27% | 58% | 118 | 7.63% | 2.8 |
|
| 2217 |
2217
Danmarks Nationalbank
Copenhagen O,
| US$11.2億 | – | – | 1.35% | – | 1 | – | 0 |
|
| 2218 |
2218
Zuckerman Investment Group
Chicago,
Illinois
| US$11.2億 | +US$3989萬 | +4% | 7.1% | 111% | 170 | 26.47% | 3.9 |
|
| 2219 |
2219
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$11.2億 | +US$1.42億 | +15% | 1.31% | 47% | 1,099 | 71.88% | 0.8 |
|
| 2220 |
2220
Richard C. Young & Co
Newport,
Rhode Island
| US$11.2億 | +US$3944萬 | +4% | 4.25% | 152% | 92 | 5.43% | 4.7 |
|
| 2221 |
2221
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$11.2億 | -US$2239萬 | -2% | 2.76% | – | 330 | 9.09% | 5.9 |
|
| 2222 |
GA
2222
GRS Advisors
Chicago,
Illinois
| US$11.1億 | +US$4632萬 | +4% | 1.4% | 54.3% | 37 | 27.03% | 0.8 |
|
| 2223 |
2223
Keystone Investors
Singapore
| US$11.1億 | +US$2.48億 | +29% | 16.4% | – | 107 | 64.49% | 0.2 |
|
| 2224 |
2224
SOL Capital Management
Rockville,
Maryland
| US$11.1億 | -US$270萬 | -0.2% | 1.51% | 56.6% | 317 | 6.62% | 7 |
|
| 2225 |
2225
Godsey & Gibb Inc
Richmond,
Virginia
| US$11.1億 | -US$1998萬 | -2% | 1.47% | 87.5% | 469 | 26.65% | 1.8 |
|