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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Private Vista
Chicago,
Illinois
| US$3.43億 | +US$951萬 | +3% | 2.05% | 10.1% | 157 | 61.15% | 0.6 |
|
| 2552 |
PCM
2552
Perritt Capital Management
Chicago,
Illinois
| US$3.43億 | -US$1629萬 | -5% | 5.29% | 80.9% | 238 | 11.76% | 2.9 |
|
| 2553 |
2553
Hawk Ridge Capital Management
Los Angeles,
California
| US$3.42億 | +US$4183萬 | +14% | 3.11% | 84.9% | 49 | 36.73% | 0.6 |
|
| 2554 |
2554
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$3.42億 | -US$1154萬 | -3% | 2.28% | 75.9% | 140 | 9.29% | 3.2 |
|
| 2555 |
2555
Cypress Asset Management
Houston,
Texas
| US$3.41億 | -US$1.23億 | -27% | 1.67% | 141% | 197 | 19.29% | 3.2 |
|
| 2556 |
2556
BDT Capital Partners
Chicago,
Illinois
| US$3.41億 | -US$8263萬 | -19% | 19.5% | 25.5% | 1 | 0% | 4.8 |
|
| 2557 |
2557
Quantitative Advantage
Minnetonka,
Minnesota
| US$3.41億 | +US$461萬 | +1% | 0.14% | 45.9% | 60 | 23.33% | 1.2 |
|
| 2558 |
2558
Gateway Advisory
Westfield,
New Jersey
| US$3.41億 | -US$1979萬 | -5% | 0.39% | 26% | 104 | 40.38% | 1.4 |
|
| 2559 |
2559
Accident Compensation Corp
Wellington,
New Zealand
| US$3.41億 | -US$2106萬 | -6% | 2.96% | 24.6% | 128 | 20.31% | 1.5 |
|
| 2560 |
2560
Columbia Asset Management
Ann Arbor,
Michigan
| US$3.41億 | -US$741萬 | -2% | 1.4% | 94.1% | 186 | 6.99% | 3 |
|
| 2561 |
2561
Yorktown Energy Partners VIII
New York
| US$3.41億 | -US$1529萬 | -4% | 2.82% | 15.2% | 3 | 0% | 1.8 |
|
| 2562 |
2562
Arrow Investment Advisors
Laurel,
Maryland
| US$3.4億 | -US$1882萬 | -5% | 0.35% | 38.1% | 81 | 24.69% | 1.3 |
|
| 2563 |
2563
Proficio Capital Partners
Newton,
Massachusetts
| US$3.4億 | +US$2974萬 | +10% | 0.96% | 97% | 1,381 | 8.62% | 1.7 |
|
| 2564 |
OIA
2564
Optimum Investment Advisors
Chicago,
Illinois
| US$3.4億 | +US$2594萬 | +8% | 0.12% | 125% | 1,023 | 69.5% | 0.9 |
|
| 2565 |
2565
Prana Capital Management
Greenwich,
Connecticut
| US$3.4億 | +US$4667萬 | +16% | 0.25% | 36.6% | 61 | 68.85% | 0.1 |
|
| 2566 |
2566
KWMG LLC
Overland Park,
Kansas
| US$3.4億 | +US$758萬 | +2% | 0.39% | 76.2% | 115 | 6.96% | 2.3 |
|
| 2567 |
2567
Institute for Wealth Management
Denver,
Colorado
| US$3.39億 | -US$9398萬 | -22% | 0.86% | 149% | 428 | 49.77% | 0.8 |
|
| 2568 |
2568
ArchPoint Investors
Coral Gables,
Florida
| US$3.39億 | +US$1870萬 | +6% | 0.09% | 106% | 169 | 19.53% | 1.7 |
|
| 2569 |
2569
United Asset Strategies
Garden City,
New York
| US$3.39億 | -US$3383萬 | -9% | 0.92% | 111% | 216 | 21.76% | 1.2 |
|
| 2570 |
2570
Vision Capital Management
Portland,
Oregon
| US$3.39億 | -US$476萬 | -1% | 1.38% | 78.4% | 100 | 29% | 2.3 |
|
| 2571 |
HEC
2571
Hudson Executive Capital
New York
| US$3.39億 | +US$1.31億 | +63% | 13.4% | 127% | 7 | 0% | 1.1 |
|
| 2572 |
2572
Lutz Financial Services
Omaha,
Nebraska
| US$3.39億 | -US$404萬 | -1% | 2.11% | 37.2% | 49 | 14.29% | 0.2 |
|
| 2573 |
2573
HSG Holding
Na,
Hong Kong
| US$3.38億 | -US$792萬 | -2% | 15.3% | 6.36% | 7 | 28.57% | 2.5 |
|
| 2574 |
2574
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$3.38億 | -US$3134萬 | -8% | 3.9% | 155% | 20 | 15% | 3.6 |
|
| 2575 |
2575
Yorktown Management & Research Company
Forest,
Virginia
| US$3.38億 | -US$906萬 | -3% | 1.55% | 211% | 407 | 22.85% | 1.3 |
|