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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
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$3.47億 | +US$2691萬 | +8% | 6.98% | 54.3% | 270 | 6.67% | 3.6 |
|
| 2652 |
2652
Oak Management Corp
Wilton,
Connecticut
| US$3.47億 | +US$8859萬 | +34% | 38.3% | 96.4% | 4 | 0% | 2.7 |
|
| 2653 |
2653
Paradigm Asset Management
New York
| US$3.47億 | +US$671萬 | +2% | 3.23% | 79.2% | 445 | 26.97% | 2.3 |
|
| 2654 |
2654
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$3.47億 | +US$6133萬 | +21% | 3.8% | 234% | 437 | 78.26% | 0.2 |
|
| 2655 |
2655
D'Orazio & Associates
Falls Church,
Virginia
| US$3.47億 | +US$913萬 | +3% | 4.07% | 66.7% | 370 | 12.16% | 2.8 |
|
| 2656 |
2656
Cypress Wealth Services
Palm Desert,
California
| US$3.47億 | +US$3075萬 | +10% | 2.9% | 82.7% | 274 | 9.85% | 1.1 |
|
| 2657 |
2657
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$3.46億 | +US$1436萬 | +4% | 5.05% | 76.7% | 171 | 6.43% | 3.3 |
|
| 2658 |
2658
Yaupon Capital Management
New York
| US$3.46億 | +US$1.5億 | +76% | 3.21% | 122% | 57 | 64.91% | 0.2 |
|
| 2659 |
2659
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$3.46億 | +US$1.49億 | +76% | 3.75% | 117% | 245 | 54.29% | 1.9 |
|
| 2660 |
JCM
2660
JD Capital Management
Darien,
Connecticut
| US$3.46億 | -US$1996萬 | -5% | 0.53% | 47.8% | 13 | 15.38% | 1.5 |
|
| 2661 |
2661
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$3.46億 | +US$398萬 | +1% | 3.12% | 75.9% | 137 | 6.57% | 4.1 |
|
| 2662 |
2662
Nadler Financial Group
Deerfield,
Illinois
| US$3.46億 | +US$3182萬 | +10% | 4.58% | 81.8% | 87 | 10.34% | 4 |
|
| 2663 |
2663
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| US$3.46億 | -US$4.02億 | -54% | 2.6% | 24.6% | 1,491 | 56.94% | 0.5 |
|
| 2664 |
2664
Hyperion Asset Management
Brisbane,
Australia
| US$3.45億 | +US$2732萬 | +9% | 7.1% | 151% | 15 | 13.33% | 1.2 |
|
| 2665 |
2665
StrategIQ Financial Group
Merrillville,
Indiana
| US$3.45億 | +US$2034萬 | +6% | 1.9% | 12.6% | 195 | 4.62% | 2.1 |
|
| 2666 |
2666
Cozad Asset Management
Champaign,
Illinois
| US$3.45億 | +US$1408萬 | +4% | 3.21% | 138% | 250 | 6.8% | 0.9 |
|
| 2667 |
2667
Three Peaks Capital Management
Castle Rock,
Colorado
| US$3.45億 | +US$583萬 | +2% | 7.33% | 84.5% | 107 | 27.1% | 1.7 |
|
| 2668 |
AGM
2668
Alpine Global Management
New York
| US$3.44億 | -US$144萬 | -0.4% | 0.35% | 149% | 135 | 80% | 0.4 |
|
| 2669 |
2669
ACK Asset Management
Greenwich,
Connecticut
| US$3.44億 | -US$1744萬 | -5% | 12.2% | 118% | 41 | 60.98% | 0.8 |
|
| 2670 |
2670
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$3.44億 | +US$1223萬 | +4% | 2.72% | 67.9% | 143 | 10.49% | 3.2 |
|
| 2671 |
2671
Aristotle Atlantic Partners
Sarasota,
Florida
| US$3.44億 | +US$1487萬 | +5% | 3.87% | 144% | 101 | 14.85% | 0.8 |
|
| 2672 |
2672
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$3.44億 | +US$740萬 | +2% | 4.78% | 102% | 122 | 7.38% | 1.8 |
|
| 2673 |
2673
Versant Venture Management
San Francisco,
California
| US$3.43億 | +US$3962萬 | +13% | 19.2% | 256% | 10 | 20% | 2.3 |
|
| 2674 |
2674
MA Private Wealth
San Carlos,
California
| US$3.43億 | +US$2803萬 | +9% | 2.86% | 63.4% | 95 | 11.58% | 0.5 |
|
| 2675 |
BCM
2675
BlueMar Capital Management
Miami,
Florida
| US$3.43億 | +US$5553萬 | +19% | 8.36% | 27.4% | 66 | 46.97% | 1.3 |
|