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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Glynn Capital Management
Menlo Park,
California
| US$4.51億 | +US$3084萬 | +7% | 22.1% | 252% | 46 | 10.87% | 5.8 |
|
| 3002 |
3002
Strategy Asset Managers
Pasadena,
California
| US$4.5億 | +US$4023萬 | +10% | 5.76% | 115% | 259 | 12.74% | 2.4 |
|
| 3003 |
1SP
3003
140 Summer Partners
New York
| US$4.5億 | -US$1.08億 | -19% | 3.86% | 202% | 11 | 18.18% | 0.7 |
|
| 3004 |
3004
Linden Thomas Advisory Services
Charlotte,
North Carolina
| US$4.5億 | +US$4710萬 | +12% | 6.92% | 149% | 405 | 29.38% | 0.4 |
|
| 3005 |
3005
Bulltick Wealth Management
Miami,
Florida
| US$4.5億 | +US$6460萬 | +17% | 5.55% | 58.2% | 145 | 26.9% | 1.3 |
|
| 3006 |
GA
3006
GFS Advisors
Houston,
Texas
| US$4.5億 | +US$1499萬 | +3% | 6.28% | 109% | 141 | 7.09% | 5 |
|
| 3007 |
3007
Fractal Investments
Glastonbury,
Connecticut
| US$4.49億 | +US$1862萬 | +4% | 3.19% | 74.2% | 108 | 15.74% | 0.9 |
|
| 3008 |
WPI
3008
Walter Public Investments
Westmount,
Canada
| US$4.49億 | +US$1.18億 | +36% | 6.35% | 85.1% | 48 | 37.5% | 0.7 |
|
| 3009 |
3009
Falcon Wealth Planning
Ontario,
California
| US$4.49億 | +US$4821萬 | +12% | 5.16% | 56.4% | 110 | 14.55% | 1.6 |
|
| 3010 |
3010
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$4.49億 | +US$4740萬 | +12% | 11.4% | 99.9% | 78 | 8.97% | 4.9 |
|
| 3011 |
3011
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$4.49億 | +US$1638萬 | +4% | 2.23% | 39.5% | 47 | 4.26% | 1.8 |
|
| 3012 |
3012
Marotta Asset Management
Charlottesville,
Virginia
| US$4.48億 | – | – | 2.8% | 51% | 112 | – | 2.5 |
|
| 3013 |
3013
Citizens Business Bank
Ontario,
California
| US$4.48億 | +US$1413萬 | +3% | 6.19% | 120% | 121 | 22.31% | 5.7 |
|
| 3014 |
VHMC
3014
Value Holdings Management Company
Hampton Bays,
New York
| US$4.48億 | +US$2745萬 | +7% | 9.08% | 110% | 32 | 15.63% | 6.4 |
|
| 3015 |
TA
3015
TCM Advisors
Martinsburg,
West Virginia
| US$4.48億 | -US$9151萬 | -17% | 4.12% | 56.1% | 68 | 0% | 0.9 |
|
| 3016 |
3016
Insight Advisors
Newtown,
Pennsylvania
| US$4.48億 | +US$2187萬 | +5% | 6.66% | 74% | 318 | 16.04% | 1.8 |
|
| 3017 |
3017
Duncker Streett & Co
St. Louis,
Missouri
| US$4.47億 | +US$2729萬 | +6% | 6.67% | 102% | 509 | 5.7% | 5.6 |
|
| 3018 |
3018
Capital Insight Partners
Scottsdale,
Arizona
| US$4.47億 | +US$2164萬 | +5% | 5.2% | 51.7% | 185 | 19.46% | 2.8 |
|
| 3019 |
3019
Albar Capital
London,
United Kingdom
| US$4.47億 | -US$8517萬 | -16% | 15.1% | 163% | 60 | 65% | 0.2 |
|
| 3020 |
3020
Sector Gamma AS
Oslo,
Norway
| US$4.47億 | +US$3445萬 | +8% | 4.28% | 61.8% | 36 | 33.33% | 2.4 |
|
| 3021 |
3021
Oak Harvest Investment Services
Houston,
Texas
| US$4.46億 | +US$1218萬 | +3% | 4.41% | 120% | 124 | 28.23% | 1.5 |
|
| 3022 |
3022
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| US$4.45億 | +US$3548萬 | +9% | 7.34% | 95.9% | 203 | 12.81% | 2.1 |
|
| 3023 |
3023
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$4.45億 | +US$2463萬 | +6% | 7.07% | 78.2% | 229 | 13.97% | 4.6 |
|
| 3024 |
3024
Eudaimonia Partners
Winchester,
Tennessee
| US$4.44億 | +US$2884萬 | +7% | 6.94% | – | 380 | 15.53% | 2.1 |
|
| 3025 |
3025
Sapience Investments
Newport Beach,
California
| US$4.44億 | +US$1188萬 | +3% | 3.78% | 54.9% | 83 | 16.87% | 3.2 |
|