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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.74億 | +US$1812萬 | +7% | 7.79% | 58.2% | 24 | 8.33% | 2.8 |
|
| 3202 |
3202
Monetary Management Group
St Louis,
Missouri
| US$2.74億 | +US$948萬 | +4% | 10.1% | 138% | 311 | 10.29% | 4.3 |
|
| 3203 |
ECM
3203
EagleClaw Capital Management
Boston,
Massachusetts
| US$2.73億 | +US$2802萬 | +11% | 9.54% | 109% | 135 | 8.89% | 3.7 |
|
| 3204 |
3204
Contravisory Investment Management
Norwell,
Massachusetts
| US$2.73億 | +US$1005萬 | +4% | 4.84% | 135% | 311 | 23.47% | 1.2 |
|
| 3205 |
3205
Pinz Capital Management
New York
| US$2.73億 | – | – | 34.5% | 199% | 313 | – | 0 |
|
| 3206 |
3206
Systelligence LLC
Bloomington,
Minnesota
| US$2.73億 | – | – | 5.36% | 58.3% | 48 | – | 0 |
|
| 3207 |
PAS
3207
Partnervest Advisory Services
Santa Barbara,
California
| US$2.73億 | -US$648萬 | -2% | 6.71% | 45.1% | 285 | 26.67% | 2.4 |
|
| 3208 |
3208
9258 Wealth Management
Blue Ash,
Ohio
| US$2.73億 | +US$1.45億 | +113% | 7.45% | 49.6% | 323 | 45.2% | 0.5 |
|
| 3209 |
3209
Nalanda India Fund
Moka,
Mauritius
| US$2.73億 | +US$3050萬 | +13% | 12.6% | 15.3% | 1 | 0% | 1 |
|
| 3210 |
3210
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$2.73億 | +US$2417萬 | +10% | 5.92% | 62.1% | 136 | 8.09% | 1.5 |
|
| 3211 |
3211
Sargent Investment Group
Bethesda,
Maryland
| US$2.73億 | +US$4990萬 | +22% | 11.8% | 135% | 161 | 18.63% | 0.7 |
|
| 3212 |
3212
Financial Sense Advisors
San Diego,
California
| US$2.72億 | +US$6555萬 | +32% | 5.51% | 152% | 93 | 31.18% | 1.2 |
|
| 3213 |
SWK
3213
Stephen W. Kidder
| US$2.72億 | +US$1794萬 | +7% | 8.07% | 111% | 72 | 1.39% | 5.2 |
|
| 3214 |
WWM
3214
Windsor Wealth Management
Indianapolis,
Indiana
| US$2.72億 | +US$4230萬 | +18% | 7.65% | 37.3% | 189 | 9.52% | 1.4 |
|
| 3215 |
3215
Cadence Bank NA
Houston,
Texas
| US$2.72億 | +US$1637萬 | +6% | 6.56% | 33.3% | 183 | 7.1% | 3.4 |
|
| 3216 |
3216
Fairfield, Bush & Co
Darien,
Connecticut
| US$2.72億 | -US$1758萬 | -6% | 9.64% | 130% | 155 | 11.61% | 4.4 |
|
| 3217 |
3217
Old West Investment Management
Los Angeles,
California
| US$2.72億 | +US$1.01億 | +59% | 9.47% | 242% | 78 | 29.49% | 2 |
|
| 3218 |
3218
Oakview Capital Management
Dallas,
Texas
| US$2.72億 | -US$2057萬 | -7% | 1.08% | 21.2% | 15 | 0% | 1.7 |
|
| 3219 |
3219
McRae Capital Management
Morristown,
New Jersey
| US$2.71億 | +US$1491萬 | +6% | 8.18% | 78.2% | 101 | 12.87% | 4 |
|
| 3220 |
3220
CFM Wealth Partners
Austin,
Texas
| US$2.71億 | – | – | 9.56% | 175% | 491 | – | 0 |
|
| 3221 |
3221
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$2.71億 | +US$1675萬 | +7% | 4.43% | 47% | 117 | 8.55% | 1.9 |
|
| 3222 |
3222
Alpha Capital Management
Austin,
Texas
| US$2.71億 | +US$84.7萬 | +0.3% | 8.96% | 88% | 109 | 17.43% | 2.3 |
|
| 3223 |
TC
3223
Tavio Capital
New York
| US$2.71億 | +US$8207萬 | +43% | 20.6% | 81.4% | 13 | 23.08% | 0.7 |
|
| 3224 |
DS
3224
Dalal Street
West Lake Hills,
Texas
| US$2.71億 | +US$995萬 | +4% | 13.5% | 32.1% | 3 | 0% | 2.2 |
|
| 3225 |
UAM
3225
UAS Asset Management
New York
| US$2.71億 | +US$1978萬 | +8% | 13.3% | 103% | 42 | 38.1% | 1.1 |
|