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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 |
2651
Strid Group
Newtown Square,
Pennsylvania
| US$2.35億 | – | – | 3.02% | 55.2% | 46 | – | 0 |
|
| 2652 |
2652
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$2.35億 | -US$3084萬 | -12% | 1.32% | 282% | 29 | 41.38% | 0.8 |
|
| 2653 |
CII
2653
Chapter IV Investors
Charlotte,
North Carolina
| US$2.35億 | -US$5088萬 | -18% | 7.51% | 4.15% | 12 | 16.67% | 2 |
|
| 2654 |
2654
Strategic Global Advisors
Newport Beach,
California
| US$2.35億 | +US$2588萬 | +12% | 8% | 137% | 146 | 18.49% | 0.8 |
|
| 2655 |
NAMP
2655
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$2.35億 | +US$1149萬 | +5% | 6.18% | 90.2% | 110 | 10% | 2 |
|
| 2656 |
2656
Pivot Point Capital Partners
San Francisco,
California
| US$2.35億 | +US$1201萬 | +5% | 0.96% | 30.3% | 9 | 22.22% | 1.8 |
|
| 2657 |
AC
2657
Asturias Capital
New York
| US$2.35億 | – | – | 15.6% | 94.2% | 9 | – | 0 |
|
| 2658 |
2658
Haverford Financial Services
Radnor,
Pennsylvania
| US$2.34億 | +US$1780萬 | +8% | 5.7% | 75.9% | 54 | 20.37% | 1.6 |
|
| 2659 |
2659
Cardan Capital Partners
Denver,
Colorado
| US$2.34億 | – | – | 2.36% | 64% | 80 | – | 0 |
|
| 2660 |
2660
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$2.34億 | -US$862萬 | -4% | 0.41% | 43.6% | 78 | 52.56% | 0.7 |
|
| 2661 |
ARMC
2661
American Research & Management Company
Marion,
Massachusetts
| US$2.34億 | +US$531萬 | +2% | 5% | 35.1% | 402 | 6.47% | 2 |
|
| 2662 |
2662
Cevian Capital II
St. Helier,
Jersey
| US$2.34億 | – | – | 1.42% | 105% | 1 | – | 0 |
|
| 2663 |
SWK
2663
Stephen W. Kidder
| US$2.34億 | +US$3428萬 | +17% | 6.3% | 111% | 102 | 15.69% | 1.7 |
|
| 2664 |
2664
Ancora Family Wealth Advisors
Cleveland,
Ohio
| US$2.34億 | -US$621萬 | -3% | 5.09% | – | 208 | 16.83% | 0.2 |
|
| 2665 |
2665
Roanoke Asset Management
Jersey City,
New Jersey
| US$2.34億 | -US$3834萬 | -14% | 6.15% | 50.3% | 121 | 12.4% | 1.9 |
|
| 2666 |
2666
CenterStar Fund
Chicago,
Illinois
| US$2.34億 | +US$8956萬 | +62% | 4.96% | – | 2,684 | 0% | 0.3 |
|
| 2667 |
HIS
2667
Horizon Investment Services
Hammond,
Indiana
| US$2.34億 | +US$2554萬 | +12% | 4.6% | 247% | 126 | 22.22% | 1.2 |
|
| 2668 |
2668
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.33億 | +US$1767萬 | +8% | 6.09% | 58.2% | 13 | 15.38% | 1.5 |
|
| 2669 |
2669
Halbert Hargrove Global Advisors
Long Beach,
California
| US$2.33億 | +US$2896萬 | +14% | 0.82% | 68.2% | 107 | 15.89% | 1.8 |
|
| 2670 |
2670
Aspiriant Holdings S3
Los Angeles,
California
| US$2.33億 | +US$1556萬 | +7% | 4.77% | – | 109 | 5.5% | 1.9 |
|
| 2671 |
NTCM
2671
Nine Ten Capital Management
Chicago,
Illinois
| US$2.32億 | +US$1001萬 | +5% | 4.71% | 150% | 13 | 15.38% | 0.6 |
|
| 2672 |
2672
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| US$2.32億 | +US$380萬 | +2% | 5.41% | – | 1,497 | 13.16% | 0.7 |
|
| 2673 |
2673
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$2.32億 | +US$2472萬 | +12% | 8.38% | 62% | 177 | 26.55% | 0.6 |
|
| 2674 |
2674
Private Capital Advisors
Darien,
Connecticut
| US$2.32億 | -US$738萬 | -3% | 4.78% | 132% | 116 | 9.48% | 1.9 |
|
| 2675 |
2675
Edmond de Rothschild (Europe)
Luxembourg
| US$2.31億 | +US$1608萬 | +7% | 7.72% | – | 284 | 17.61% | 0.4 |
|