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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
LSC
2651
Lyon Street Capital
Sausalito,
California
| US$2.41億 | +US$2716萬 | +13% | 9.65% | – | 60 | 25% | 0.9 |
|
| 2652 |
2652
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$2.41億 | +US$3008萬 | +14% | 4.7% | 76.6% | 139 | 23.02% | 0.8 |
|
| 2653 |
2653
Lenox Wealth Advisors
New York
| US$2.4億 | +US$1419萬 | +6% | 0.26% | 35.7% | 368 | 32.88% | 0.7 |
|
| 2654 |
2654
MPAM Credit Trading Partners
Cleveland,
Ohio
| US$2.4億 | – | – | 2.3% | – | 10 | – | 0 |
|
| 2655 |
2655
Huntington Steele
Oaks,
Pennsylvania
| US$2.4億 | +US$311萬 | +1% | 1% | 69.8% | 70 | 10% | 1.3 |
|
| 2656 |
HF
2656
Hoxton Financial
Shepherdstown,
West Virginia
| US$2.4億 | +US$1142萬 | +5% | 2.65% | 15.3% | 393 | 22.9% | 1 |
|
| 2657 |
2657
Washington Capital Management
Seattle,
Washington
| US$2.4億 | -US$1356萬 | -5% | 8.93% | 81.8% | 179 | 30.73% | 1.2 |
|
| 2658 |
2658
Mendon Capital Advisors
Key Largo,
Florida
| US$2.39億 | +US$5909萬 | +33% | 9.01% | – | 109 | 48.62% | 0.7 |
|
| 2659 |
2659
Secor Capital Advisors
New York
| US$2.39億 | +US$6324萬 | +36% | 5.03% | 43.5% | 544 | 73.53% | 0.2 |
|
| 2660 |
2660
Exchange Capital Management
Ann Arbor,
Michigan
| US$2.39億 | +US$960萬 | +4% | 5.19% | 57.8% | 410 | 51.46% | 0.7 |
|
| 2661 |
2661
Noesis Capital Mangement
Boca Raton,
Florida
| US$2.39億 | +US$875萬 | +4% | 2.91% | 139% | 106 | 3.77% | 1.3 |
|
| 2662 |
2662
Lafayette Investments
Ashton,
Maryland
| US$2.39億 | +US$1581萬 | +7% | 6.67% | 84.3% | 67 | 2.99% | 1.4 |
|
| 2663 |
2663
Weatherly Asset Management
Del Mar,
California
| US$2.38億 | +US$609萬 | +3% | 3.28% | 116% | 161 | 15.53% | 1.3 |
|
| 2664 |
GGPS
2664
Gary Goldberg Planning Services
Suffern,
New York
| US$2.38億 | -US$240萬 | -1% | 4.46% | – | 524 | 20.04% | 1 |
|
| 2665 |
UPA
2665
Union Point Advisors
San Mateo,
California
| US$2.38億 | -US$1508萬 | -6% | 8.93% | – | 42 | 73.81% | 0.3 |
|
| 2666 |
2666
Wynnefield Capital
New York
| US$2.38億 | +US$2126萬 | +10% | 1.99% | 52.1% | 27 | 11.11% | 1.1 |
|
| 2667 |
2667
Goldstein Munger & Associates
San Ramon,
California
| US$2.37億 | -US$475萬 | -2% | 3.14% | 11.9% | 33 | 12.12% | 1.2 |
|
| 2668 |
2668
Richmond Hill Investments
New York
| US$2.37億 | +US$4151萬 | +21% | 0.9% | 55.2% | 13 | 23.08% | 0.9 |
|
| 2669 |
2669
USA Mutuals Advisors
Dallas,
Texas
| US$2.37億 | -US$989萬 | -4% | 2.34% | 14.1% | 55 | 20% | 1.1 |
|
| 2670 |
2670
CKW Financial Group
Honolulu,
Hawaii
| US$2.37億 | +US$847萬 | +4% | 2.67% | 70.3% | 390 | 17.95% | 0.8 |
|
| 2671 |
2671
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$2.37億 | +US$542萬 | +2% | 1.48% | 61.9% | 13 | 0% | 1.3 |
|
| 2672 |
2672
Whalerock Point Partners
Providence,
Rhode Island
| US$2.37億 | +US$1515萬 | +7% | 6.45% | 103% | 157 | 14.65% | 0.8 |
|
| 2673 |
2673
Fruth Investment Management
Houston,
Texas
| US$2.36億 | +US$920萬 | +4% | 5.37% | 79.4% | 245 | 13.06% | 1.2 |
|
| 2674 |
2674
Chicago Partners Investment Group
Chicago,
Illinois
| US$2.36億 | – | – | 0.98% | 81.4% | 523 | – | 0 |
|
| 2675 |
2675
America First Investment Advisors
Omaha,
Nebraska
| US$2.36億 | +US$1379萬 | +6% | 4.51% | 88.8% | 174 | 20.69% | 1.3 |
|