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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
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$2.56億 | +US$5155萬 | +25% | 19.9% | 59.2% | 74 | 16.22% | 2.1 |
|
| 3202 |
3202
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$2.56億 | +US$9461萬 | +59% | 19.9% | 76.7% | 104 | 38.46% | 1.1 |
|
| 3203 |
3203
Turiya Advisors Asia
Hong Kong
| US$2.56億 | +US$1316萬 | +5% | 32.5% | 188% | 11 | 81.82% | 0.2 |
|
| 3204 |
3204
Bridgeworth
Birmingham,
Alabama
| US$2.56億 | +US$3614萬 | +16% | 18.8% | 19.3% | 133 | 15.79% | 2 |
|
| 3205 |
3205
RV Capital
Schindellegi,
Switzerland
| US$2.56億 | +US$1.15億 | +81% | 86.2% | 250% | 6 | 16.67% | 1.1 |
|
| 3206 |
3206
Roberts, Glore & Co
Deerfield,
Illinois
| US$2.56億 | +US$2150萬 | +9% | 16.2% | 82.7% | 180 | 17.22% | 3.9 |
|
| 3207 |
MP
3207
Mediatel Partners
Fort Worth,
Texas
| US$2.55億 | +US$2780萬 | +12% | 12.3% | 1.96% | 2 | 0% | 7 |
|
| 3208 |
3208
Weld Capital Management
New York
| US$2.55億 | +US$5881萬 | +30% | 32% | – | 719 | 82.34% | 0.1 |
|
| 3209 |
3209
Vector Capital Management
San Francisco,
California
| US$2.55億 | +US$1.22億 | +92% | 31.4% | 42.7% | 5 | 40% | 0.2 |
|
| 3210 |
3210
Thames Capital Management
Roseland,
New Jersey
| US$2.55億 | +US$1.27億 | +100% | 28% | 1,159% | 48 | 45.83% | 0.6 |
|
| 3211 |
3211
HawsGoodwin Investment Management
Franklin,
Tennessee
| US$2.55億 | +US$5623萬 | +28% | 13.5% | – | 104 | 25.96% | 0.4 |
|
| 3212 |
3212
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$2.55億 | +US$5209萬 | +26% | 19% | 52.5% | 78 | 6.41% | 3.7 |
|
| 3213 |
3213
Oberweis Asset Management
Lisle,
Illinois
| US$2.55億 | +US$7342萬 | +41% | 72.1% | 485% | 203 | 54.68% | 1.4 |
|
| 3214 |
3214
INCA Investments
Miami,
Florida
| US$2.54億 | -US$3310萬 | -12% | 16.2% | 120% | 12 | 16.67% | 3.6 |
|
| 3215 |
3215
BHZ Capital Management
San Jose,
California
| US$2.54億 | -US$1189萬 | -4% | 8.86% | 3.24% | 149 | 12.08% | 2.3 |
|
| 3216 |
3216
Union Bancaire Privee Asset Management
New York
| US$2.54億 | +US$9283萬 | +58% | 27% | – | 41 | 4.88% | 1.4 |
|
| 3217 |
AIS
3217
AM Investment Strategies
Chattanooga,
Tennessee
| US$2.54億 | – | – | 1.73% | 135% | 82 | – | 0 |
|
| 3218 |
3218
Carolinas Wealth Consulting
Charlotte,
North Carolina
| US$2.54億 | +US$6916萬 | +37% | 21.5% | 24.6% | 738 | 77.91% | 0.1 |
|
| 3219 |
3219
TFO Wealth Partners
Maumee,
Ohio
| US$2.54億 | +US$2132萬 | +9% | 17.1% | 68.9% | 167 | 40.72% | 0.3 |
|
| 3220 |
3220
Canal Insurance Company
Greenville,
South Carolina
| US$2.54億 | -US$531萬 | -2% | 10.6% | 114% | 83 | 31.33% | 3.4 |
|
| 3221 |
3221
First Sabrepoint Capital Management
Dallas,
Texas
| US$2.54億 | +US$698萬 | +3% | 37.4% | 218% | 40 | 40% | 0.8 |
|
| 3222 |
3222
Madison Avenue Partners
New York
| US$2.54億 | +US$5193萬 | +26% | 28% | 284% | 20 | 20% | 0.3 |
|
| 3223 |
3223
Vectors Research Management
New York
| US$2.54億 | +US$4312萬 | +20% | 15.8% | 71.4% | 538 | 20.63% | 1.3 |
|
| 3224 |
3224
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$2.53億 | +US$4337萬 | +21% | 20.8% | 72.3% | 65 | 1.54% | 5 |
|
| 3225 |
3225
Claar Advisors
New York
| US$2.53億 | +US$6517萬 | +35% | 19.6% | 65.5% | 37 | 32.43% | 1.2 |
|