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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
MBL Wealth
Charlotte,
North Carolina
| US$7.99億 | +US$8902萬 | +13% | 7.22% | 52.7% | 199 | 16.58% | 1.4 |
|
| 2252 |
2252
Leuthold Group
Minneapolis,
Minnesota
| US$7.99億 | +US$8623萬 | +12% | 12.6% | 138% | 197 | 19.29% | 2.2 |
|
| 2253 |
KCM
2253
Kingdon Capital Management
New York
| US$7.99億 | -US$6927萬 | -8% | 13.9% | 217% | 99 | 52.53% | 0.8 |
|
| 2254 |
2254
Townsend & Associates
Westminster,
Colorado
| US$7.99億 | +US$3.25億 | +69% | 9.41% | 58% | 108 | 12.04% | 1.6 |
|
| 2255 |
2255
Point72 Europe
London,
United Kingdom
| US$7.98億 | -US$8.33億 | -51% | 12.1% | 95.4% | 458 | 89.08% | 0.1 |
|
| 2256 |
2256
Willow Creek Wealth Management
Sebastopol,
California
| US$7.98億 | +US$1.26億 | +19% | 7.46% | – | 145 | 9.66% | 3.2 |
|
| 2257 |
2257
FourThought Financial Partners
Venice,
Florida
| US$7.97億 | +US$8184萬 | +11% | 13% | 109% | 334 | 9.58% | 0.9 |
|
| 2258 |
2258
Quest Investment Management
Lake Oswego,
Oregon
| US$7.97億 | +US$8936萬 | +13% | 12.4% | 105% | 92 | 9.78% | 5.3 |
|
| 2259 |
2259
United Bank (Virginia)
Vienna,
Virginia
| US$7.97億 | +US$3538萬 | +5% | 9.88% | 76.1% | 154 | 9.09% | 4.6 |
|
| 2260 |
CPIH
2260
Consolidated Press International Holdings
Sydney,
Australia
| US$7.96億 | +US$4.33億 | +119% | 16.6% | – | 28 | 67.86% | 0.4 |
|
| 2261 |
2261
Regents of the University of California
Oakland,
California
| US$7.96億 | +US$1731萬 | +2% | 10.7% | 76.6% | 28 | 3.57% | 6.3 |
|
| 2262 |
2262
James Investment Research
Alpha,
Ohio
| US$7.96億 | +US$3867萬 | +5% | 10.9% | 110% | 318 | 11.95% | 4.5 |
|
| 2263 |
2263
Paradice Investment Management
Denver,
Colorado
| US$7.96億 | -US$3.71億 | -32% | 10.3% | 72.2% | 48 | 20.83% | 2.8 |
|
| 2264 |
WAM
2264
WT Asset Management
Hong Kong
| US$7.96億 | -US$1.05億 | -12% | 18.3% | 2,732% | 34 | 70.59% | 0.4 |
|
| 2265 |
2265
Freemont Management
Vaud,
Switzerland
| US$7.95億 | +US$1.26億 | +19% | 12.2% | 102% | 94 | 23.4% | 1.7 |
|
| 2266 |
2266
Sunbelt Securities
Houston,
Texas
| US$7.94億 | +US$7157萬 | +10% | 10% | 83.5% | 1,824 | 10.31% | 1.5 |
|
| 2267 |
2267
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$7.93億 | +US$1.19億 | +18% | 11.3% | – | 69 | 14.49% | 3.8 |
|
| 2268 |
2268
Modern Wealth Management
Lenexa,
Kansas
| US$7.92億 | – | – | 9.09% | – | 191 | – | 0 |
|
| 2269 |
2269
Caldwell Trust
Venice,
Florida
| US$7.92億 | +US$5902萬 | +8% | 10.5% | 97.5% | 735 | 8.44% | 3.3 |
|
| 2270 |
2270
Needham Investment Management
New York
| US$7.92億 | +US$2.04億 | +35% | 18.1% | 424% | 135 | 14.81% | 4.4 |
|
| 2271 |
2271
Austin Private Wealth
Austin,
Texas
| US$7.92億 | +US$1億 | +15% | 9.61% | 62.4% | 276 | 35.14% | 1.4 |
|
| 2272 |
2272
TRUE Private Wealth Advisors
Salem,
Oregon
| US$7.9億 | +US$7002萬 | +10% | 9.51% | 89.2% | 296 | 14.19% | 3.3 |
|
| 2273 |
2273
Azzad Asset Management
Falls Church,
Virginia
| US$7.9億 | +US$8446萬 | +12% | 12.4% | 118% | 320 | 10.63% | 4.3 |
|
| 2274 |
2274
MV Capital Management
Bethesda,
Maryland
| US$7.9億 | +US$4052萬 | +5% | 8.9% | 73.3% | 780 | 15.9% | 3.5 |
|
| 2275 |
2275
Griffin Asset Management
New York
| US$7.89億 | +US$8502萬 | +12% | 13.4% | 88.9% | 211 | 9.95% | 5.4 |
|