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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
Headlands Technologies
Chicago,
Illinois
| US$8.35億 | -US$4222萬 | -5% | 23.3% | 158% | 1,610 | 60.56% | 0.4 |
|
| 2502 |
2502
LVZ Inc
Holland,
Michigan
| US$8.34億 | +US$7204萬 | +9% | 6.95% | 52.9% | 163 | 13.5% | 3 |
|
| 2503 |
2503
Seven Grand Managers
Bronxville,
New York
| US$8.34億 | +US$4.05億 | +95% | 12.4% | 281% | 73 | 58.9% | 0.4 |
|
| 2504 |
2504
Mattern Capital Management
Lakewood,
Colorado
| US$8.32億 | +US$4701萬 | +6% | 3.11% | 39.8% | 170 | 4.12% | 3.4 |
|
| 2505 |
2505
Cascade Financial Partners
San Diego,
California
| US$8.32億 | +US$3865萬 | +5% | 4.68% | – | 267 | 12.73% | 1 |
|
| 2506 |
MI
2506
MMCAP International
Grand Cayman,
Cayman Islands
| US$8.31億 | +US$2.45億 | +42% | 25.2% | 184% | 167 | 34.73% | 1.1 |
|
| 2507 |
2507
Continuum Advisory
Eagle,
Idaho
| US$8.31億 | +US$5431萬 | +7% | 9.05% | 77% | 1,660 | 74.76% | 3.4 |
|
| 2508 |
2508
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$8.3億 | -US$7190萬 | -8% | 14% | 96% | 124 | 25.81% | 2.5 |
|
| 2509 |
2509
Blue Grotto Capital
Atlanta,
Georgia
| US$8.29億 | +US$2.17億 | +35% | 27.7% | 296% | 35 | 48.57% | 0.8 |
|
| 2510 |
2510
Tensile Capital Management
Larkspur,
California
| US$8.28億 | +US$4464萬 | +6% | 6.15% | 47.7% | 21 | 14.29% | 3.5 |
|
| 2511 |
2511
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$8.28億 | -US$357萬 | -0.4% | 2.22% | 74.8% | 213 | 7.98% | 5.4 |
|
| 2512 |
2512
WealthShield Partners
Cary,
North Carolina
| US$8.27億 | +US$4828萬 | +6% | 10.4% | 71% | 578 | 11.76% | 2.6 |
|
| 2513 |
2513
Passaic Partners
Newark,
New Jersey
| US$8.27億 | +US$1.67億 | +25% | 9.13% | 53.2% | 13 | 23.08% | 2 |
|
| 2514 |
2514
Pembroke Management
Montreal,
Quebec, Canada
| US$8.27億 | +US$1.41億 | +21% | 10.2% | 105% | 80 | 28.75% | 2.4 |
|
| 2515 |
2515
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| US$8.27億 | +US$9050萬 | +12% | 8.51% | – | 66 | 9.09% | 0.2 |
|
| 2516 |
2516
Alley Investment Management Company
Lake Forest,
Illinois
| US$8.26億 | +US$2901萬 | +4% | 5.47% | 54.6% | 91 | 9.89% | 2.8 |
|
| 2517 |
2517
Focused Wealth Management
Newburgh,
New York
| US$8.26億 | +US$8605萬 | +12% | 11.2% | 80.9% | 233 | 28.76% | 5.9 |
|
| 2518 |
2518
JGP Wealth Management
Bend,
Oregon
| US$8.25億 | +US$6541萬 | +9% | 7.57% | 87.8% | 207 | 13.04% | 3.6 |
|
| 2519 |
2519
Tamar Securities
Woodland Hills,
California
| US$8.25億 | +US$8677萬 | +12% | 12.1% | 101% | 89 | 19.1% | 3 |
|
| 2520 |
JWBC
2520
J.W. Burns & Co
Dewitt,
New York
| US$8.24億 | +US$5235萬 | +7% | 9.67% | 95.4% | 191 | 5.76% | 7.4 |
|
| 2521 |
2521
KWB Wealth
Redlands,
California
| US$8.23億 | -US$605萬 | -0.7% | 7.91% | 54.8% | 169 | 19.53% | 2.1 |
|
| 2522 |
2522
Covalis Capital
London,
United Kingdom
| US$8.23億 | +US$2.94億 | +56% | 7.42% | 37.9% | 90 | 77.78% | 0.2 |
|
| 2523 |
2523
Golden State Wealth Management
Santa Ana,
California
| US$8.22億 | +US$1.49億 | +22% | 10.1% | – | 1,677 | 11.81% | 1.2 |
|
| 2524 |
2524
Private Capital Advisors
Darien,
Connecticut
| US$8.21億 | -US$1532萬 | -2% | 3.51% | 132% | 87 | 18.39% | 5.5 |
|
| 2525 |
2525
Onex Canada Asset Management
Toronto,
Ontario, Canada
| US$8.2億 | +US$4385萬 | +6% | 11% | 87.8% | 124 | 11.29% | 4.5 |
|