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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
WBI Investments
Red Bank,
New Jersey
| US$6.51億 | +US$1412萬 | +2% | 5.64% | 105% | 258 | 63.57% | 0.6 |
|
| 2502 |
2502
Gates Foundation
Seattle,
Washington
| US$6.51億 | +US$3969萬 | +6% | 27.6% | 58.1% | 8 | 12.5% | 0.4 |
|
| 2503 |
2503
Sunflower Bank
Dallas,
Texas
| US$6.51億 | +US$3970萬 | +6% | 4.4% | 42.7% | 213 | 6.1% | 0.7 |
|
| 2504 |
2504
Heartwood Wealth Advisors
Richmond,
Virginia
| US$6.5億 | +US$2772萬 | +4% | 4.62% | 59.4% | 99 | 14.14% | 1 |
|
| 2505 |
2505
Soleus Capital Management
Greenwich,
Connecticut
| US$6.5億 | +US$9528萬 | +17% | 5.02% | 508% | 90 | 47.78% | 0.5 |
|
| 2506 |
2506
Strategic Value Partners
Greenwich,
Connecticut
| US$6.5億 | +US$5.67億 | +685% | 198% | – | 4 | 50% | 1 |
|
| 2507 |
2507
Taikang Asset Management (HK)
Hong Kong
| US$6.48億 | +US$1.19億 | +22% | 2.82% | 166% | 86 | 19.77% | 2 |
|
| 2508 |
WM
2508
Wishbone Management
Chicago,
Illinois
| US$6.48億 | +US$5240萬 | +9% | 1.16% | 58.7% | 12 | 41.67% | 0.6 |
|
| 2509 |
2509
EAM Investors
Solana Beach,
California
| US$6.48億 | -US$1665萬 | -3% | 42.1% | 6,012% | 487 | 71.87% | 0.2 |
|
| 2510 |
2510
Cahaba Wealth Management
Atlanta,
Georgia
| US$6.47億 | +US$242萬 | +0.4% | 4.88% | 48.7% | 97 | 26.8% | 2.6 |
|
| 2511 |
2511
Clear Creek Financial Management
Silverdale,
Washington
| US$6.46億 | +US$5.96億 | +1,196% | 7.73% | 86.1% | 335 | 86.57% | 0.1 |
|
| 2512 |
2512
Twele Capital Management
Minnetonka,
Minnesota
| US$6.45億 | +US$1999萬 | +3% | 4.22% | 37.1% | 43 | 4.65% | 6.6 |
|
| 2513 |
2513
S&T Bank
Indiana,
Pennsylvania
| US$6.44億 | +US$2976萬 | +5% | 6% | 193% | 140 | 10% | 3.2 |
|
| 2514 |
GECH
2514
Garnet Equity Capital Holdings
New York
| US$6.43億 | +US$1.99億 | +45% | 3.73% | 302% | 53 | 52.83% | 0.5 |
|
| 2515 |
2515
Azora Capital LP
Miami,
Florida
| US$6.43億 | -US$1.54億 | -19% | 6.7% | 175% | 55 | 47.27% | 0.5 |
|
| 2516 |
2516
JLB & Associates
Plymouth,
Michigan
| US$6.42億 | +US$3409萬 | +6% | 6.41% | 69.9% | 73 | 2.74% | 5.5 |
|
| 2517 |
2517
Cutler Investment Counsel
Jacksonville,
Oregon
| US$6.4億 | +US$6421萬 | +11% | 5.13% | 61.8% | 90 | 2.22% | 4.5 |
|
| 2518 |
2518
Granite Investment Advisors
Concord,
New Hampshire
| US$6.39億 | +US$4120萬 | +7% | 7.26% | 55.6% | 197 | 15.74% | 3.5 |
|
| 2519 |
2519
Brown Advisory Securities
Baltimore,
Maryland
| US$6.39億 | +US$4990萬 | +8% | 9.57% | 51% | 262 | 6.87% | 4.5 |
|
| 2520 |
2520
WealthShield Partners
Cary,
North Carolina
| US$6.38億 | +US$8186萬 | +15% | 6.53% | 71% | 1,251 | 45.56% | 0.7 |
|
| 2521 |
2521
Strategic Blueprint
Atlanta,
Georgia
| US$6.38億 | +US$1.68億 | +36% | 7.06% | 82.1% | 1,453 | 80.11% | 0.2 |
|
| 2522 |
2522
Salomon & Ludwin
Richmond,
Virginia
| US$6.37億 | +US$4787萬 | +8% | 6.28% | 58.7% | 82 | 8.54% | 1.7 |
|
| 2523 |
2523
Cozad Asset Management
Champaign,
Illinois
| US$6.37億 | +US$2236萬 | +4% | 7.99% | 138% | 372 | 12.1% | 1.7 |
|
| 2524 |
2524
First American Trust
Santa Ana,
California
| US$6.37億 | +US$326萬 | +0.5% | 7.44% | 92.8% | 165 | 19.39% | 3.1 |
|
| 2525 |
2525
No Street GP LP
San Francisco,
California
| US$6.37億 | -US$1.38億 | -18% | 12.2% | 246% | 47 | 36.17% | 0.6 |
|