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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
Harvest Fund Management
Beijing,
China
| US$5.73億 | +US$7556萬 | +15% | 9.12% | 304% | 738 | 21% | 2 |
|
| 2552 |
2552
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$5.72億 | +US$482萬 | +0.8% | 3.15% | 48.5% | 109 | 11.01% | 4.4 |
|
| 2553 |
2553
Valley National Advisers
Bethlehem,
Pennsylvania
| US$5.72億 | -US$2256萬 | -4% | 3.64% | 87.2% | 1,146 | 22.08% | 4 |
|
| 2554 |
2554
Cornerstone Advisory
Hunt Valley,
Maryland
| US$5.72億 | +US$239萬 | +0.4% | 3.24% | 60.6% | 220 | 6.82% | 4.3 |
|
| 2555 |
2555
Stansberry Asset Management
Westlake,
Texas
| US$5.71億 | +US$2467萬 | +5% | 3.51% | 79.6% | 116 | 25% | 1.7 |
|
| 2556 |
2556
Penn Davis McFarland
Dallas,
Texas
| US$5.71億 | +US$928萬 | +2% | 1.48% | 100% | 48 | 12.5% | 4.7 |
|
| 2557 |
2557
Dock Street Asset Management
Palm Beach,
Florida
| US$5.71億 | -US$1022萬 | -2% | 0.97% | 218% | 45 | 11.11% | 5.1 |
|
| 2558 |
LP
2558
LGL Partners
Philadelphia,
Pennsylvania
| US$5.7億 | -US$1456萬 | -2% | 3.29% | 68.9% | 106 | 14.15% | 3.5 |
|
| 2559 |
2559
Clear Creek Financial Management
Silverdale,
Washington
| US$5.7億 | -US$718萬 | -1% | 2.28% | 86.1% | 348 | 13.22% | 1.6 |
|
| 2560 |
2560
Financial Management Professionals
Austin,
Texas
| US$5.69億 | -US$2908萬 | -5% | 2.91% | 67.3% | 1,118 | 21.02% | 2.9 |
|
| 2561 |
2561
Montanaro Asset Management
London,
United Kingdom
| US$5.68億 | -US$6391萬 | -10% | 8.33% | 59.3% | 45 | 0% | 2.3 |
|
| 2562 |
2562
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$5.68億 | -US$1160萬 | -2% | 1.7% | 312% | 3 | 33.33% | 1.4 |
|
| 2563 |
2563
Estabrook Capital Management
New York
| US$5.68億 | -US$3203萬 | -5% | 2.31% | 99.1% | 390 | 5.13% | 6.2 |
|
| 2564 |
2564
Torray Investment Partners
Bethesda,
Maryland
| US$5.67億 | -US$1115萬 | -2% | 0.99% | 97.2% | 97 | 4.12% | 5 |
|
| 2565 |
KC
2565
Keenan Capital
Burlingame,
California
| US$5.67億 | +US$829萬 | +1% | 4.4% | 110% | 10 | 0% | 3.1 |
|
| 2566 |
2566
Inspire Advisors
Meridian,
Idaho
| US$5.66億 | +US$4776萬 | +9% | 3.09% | 60.2% | 310 | 30.97% | 0.7 |
|
| 2567 |
2567
Focused Wealth Management
Newburgh,
New York
| US$5.66億 | +US$1069萬 | +2% | 2.96% | 80.9% | 1,125 | 13.51% | 4.6 |
|
| 2568 |
2568
WealthPlan Investment Management
Omaha,
Nebraska
| US$5.66億 | +US$2.3億 | +69% | 4.34% | 74.2% | 378 | 58.2% | 1.3 |
|
| 2569 |
2569
Rockbridge Investment Management
Syracuse,
New York
| US$5.66億 | -US$308萬 | -0.5% | 4.03% | 43% | 111 | 6.31% | 2.8 |
|
| 2570 |
2570
Greatmark Investment Partners
Columbus,
Georgia
| US$5.66億 | -US$2853萬 | -5% | 1.36% | 72.5% | 137 | 11.68% | 5.8 |
|
| 2571 |
2571
Covalis Capital
London,
United Kingdom
| US$5.65億 | +US$9909萬 | +21% | 11.2% | 41.4% | 67 | 64.18% | 0.3 |
|
| 2572 |
2572
Kepos Capital
New York
| US$5.65億 | +US$1919萬 | +4% | 1.5% | 25.1% | 399 | 34.84% | 1.4 |
|
| 2573 |
GA
2573
GRS Advisors
Chicago,
Illinois
| US$5.65億 | +US$351萬 | +0.6% | 5.22% | 54.3% | 36 | 38.89% | 0.9 |
|
| 2574 |
2574
Allen Capital Group
Grand Island,
Nebraska
| US$5.65億 | -US$2002萬 | -3% | 2.45% | 62.8% | 182 | 12.09% | 0.8 |
|
| 2575 |
2575
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$5.65億 | -US$5697萬 | -9% | 4.03% | 52.3% | 16 | 12.5% | 1.8 |
|