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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
AH Equity Partners III
Menlo Park,
California
| US$6.64億 | +US$7859萬 | +13% | 29.3% | 42.6% | 7 | 42.86% | 0.3 |
|
| 2477 |
OIM
2477
Opus Investment Management
Worcester,
Massachusetts
| US$6.64億 | -US$1891萬 | -3% | 4.94% | 52.8% | 101 | 8.91% | 4.3 |
|
| 2478 |
2478
Wexford Capital
West Palm Beach,
Florida
| US$6.64億 | -US$593萬 | -0.9% | 17.6% | 128% | 265 | 67.17% | 0.5 |
|
| 2479 |
2479
Smith, Moore & Co
Clayton,
Missouri
| US$6.64億 | +US$4571萬 | +7% | 5.64% | 67% | 427 | 12.88% | 3 |
|
| 2480 |
2480
Navellier & Associates
Reno,
Nevada
| US$6.63億 | +US$1.07億 | +19% | 14.9% | 361% | 356 | 37.64% | 1.2 |
|
| 2481 |
2481
Bleichroeder LP
New York
| US$6.63億 | +US$7052萬 | +12% | 9.08% | 202% | 99 | 25.25% | 0.9 |
|
| 2482 |
2482
Greenwood Capital Associates
Greenwood,
South Carolina
| US$6.62億 | +US$2549萬 | +4% | 7.43% | 87.7% | 238 | 20.17% | 1.8 |
|
| 2483 |
2483
Rizvi Traverse Management
West Palm Beach,
Florida
| US$6.61億 | – | – | 98.5% | – | 1 | – | 0 |
|
| 2484 |
2484
Ausdal Financial Partners
Davenport,
Iowa
| US$6.61億 | +US$6814萬 | +11% | 5.87% | 63.2% | 497 | 16.3% | 2.2 |
|
| 2485 |
2485
First Heartland Consultants
Lake St. Louis,
Missouri
| US$6.6億 | +US$3087萬 | +5% | 5.61% | 59.2% | 439 | 24.83% | 2.5 |
|
| 2486 |
2486
Private Trust Company
Cleveland,
Ohio
| US$6.6億 | +US$4441萬 | +7% | 6.73% | 87.7% | 408 | 7.6% | 4.3 |
|
| 2487 |
2487
Sentinel Trust
Houston,
Texas
| US$6.6億 | +US$9604萬 | +17% | 7.36% | 93.3% | 87 | 22.99% | 1.9 |
|
| 2488 |
2488
Hills Bank & Trust
North Liberty,
Iowa
| US$6.59億 | +US$4337萬 | +7% | 7.37% | 58% | 264 | 7.58% | 3.3 |
|
| 2489 |
2489
Waddell & Associates
Memphis,
Tennessee
| US$6.59億 | +US$1.71億 | +35% | 6.23% | 194% | 116 | 81.03% | 0.3 |
|
| 2490 |
2490
DDD Partners
Bellevue,
Washington
| US$6.58億 | +US$7195萬 | +12% | 6.76% | 85.9% | 64 | 6.25% | 1.5 |
|
| 2491 |
2491
Estabrook Capital Management
New York
| US$6.58億 | +US$886萬 | +1% | 5.67% | 87.2% | 331 | 4.83% | 5.7 |
|
| 2492 |
2492
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$6.56億 | +US$4882萬 | +8% | 6.91% | 52.3% | 47 | 6.38% | 2.3 |
|
| 2493 |
AH
2493
Allen Holding
New York
| US$6.56億 | +US$4044萬 | +7% | 3.62% | 185% | 14 | 21.43% | 3.8 |
|
| 2494 |
RA
2494
Resolute Advisors
San Francisco,
California
| US$6.56億 | -US$9023萬 | -12% | 9.48% | 36.7% | 521 | 21.11% | 0.3 |
|
| 2495 |
2495
LVM Capital Management
Portage,
Michigan
| US$6.55億 | +US$3887萬 | +6% | 5.83% | 121% | 134 | 4.48% | 4.5 |
|
| 2496 |
2496
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| US$6.55億 | +US$6398萬 | +11% | 6.58% | 85.9% | 344 | 17.15% | 1.1 |
|
| 2497 |
2497
Verus Financial Partners
Richmond,
Virginia
| US$6.55億 | +US$2375萬 | +4% | 5.26% | 45.7% | 95 | 9.47% | 2.2 |
|
| 2498 |
2498
Toth Financial Advisory
Leesburg,
Virginia
| US$6.55億 | +US$2816萬 | +4% | 6.73% | 90.4% | 762 | 19.55% | 2.1 |
|
| 2499 |
2499
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| US$6.54億 | +US$1.97億 | +43% | 9.12% | 94.6% | 1,128 | 60.64% | 0.2 |
|
| 2500 |
2500
IQ EQ Fund Management
Dublin 2,
Ireland
| US$6.53億 | +US$8527萬 | +15% | 6.87% | 109% | 253 | 7.11% | 2.2 |
|