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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Strategy Capital
Los Altos,
California
| US$2.37億 | +US$3750萬 | +19% | 17.1% | 316% | 8 | 0% | 0.5 |
|
| 3227 |
3227
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.37億 | +US$3395萬 | +17% | 2.81% | 43.8% | 68 | 20.59% | 2.6 |
|
| 3228 |
3228
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$2.37億 | +US$1241萬 | +6% | 11.3% | 48.7% | 13 | 7.69% | 1.7 |
|
| 3229 |
SC
3229
Saybrook Capital
Winston Salem,
North Carolina
| US$2.37億 | +US$616萬 | +3% | 4.48% | 72.5% | 49 | 8.16% | 4.8 |
|
| 3230 |
NG
3230
Northstar Group
New York
| US$2.36億 | +US$1254萬 | +6% | 4.32% | 68.4% | 135 | 7.41% | 3.3 |
|
| 3231 |
CCM
3231
Compton Capital Management
Providence,
Rhode Island
| US$2.36億 | +US$616萬 | +3% | 3.17% | 75.6% | 137 | 7.3% | 4.6 |
|
| 3232 |
3232
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.36億 | +US$1301萬 | +6% | 3.33% | 58.2% | 18 | 11.11% | 3.3 |
|
| 3233 |
3233
Menta Capital
San Francisco,
California
| US$2.36億 | +US$681萬 | +3% | 2.24% | 61.2% | 661 | 57.64% | 0.7 |
|
| 3234 |
3234
Pier 88 Investment Partners
San Francisco,
California
| US$2.36億 | +US$1863萬 | +9% | 2.03% | 40.3% | 107 | 15.89% | 1.1 |
|
| 3235 |
3235
Alpha Omega Wealth Management
Richmond,
Virginia
| US$2.35億 | +US$1263萬 | +6% | 3.59% | 65.9% | 667 | 16.64% | 1.8 |
|
| 3236 |
3236
Siris Capital Group
New York
| US$2.35億 | -US$5761萬 | -20% | 19.7% | – | 1 | 0% | 0.8 |
|
| 3237 |
3237
TRV GP III
Boston,
Massachusetts
| US$2.35億 | +US$3107萬 | +15% | 24.7% | 170% | 3 | 0% | 1.3 |
|
| 3238 |
3238
Wind River Trust Company
Jackson,
Wyoming
| US$2.35億 | +US$348萬 | +1% | 2.63% | 62.1% | 9 | 0% | 4.5 |
|
| 3239 |
3239
EAM Global Investors
Solana Beach,
California
| US$2.35億 | +US$922萬 | +4% | 26.3% | 2,399% | 173 | 56.65% | 0.3 |
|
| 3240 |
PWMAG
3240
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$2.35億 | +US$1362萬 | +6% | 2.71% | 90.7% | 198 | 13.64% | 2.3 |
|
| 3241 |
PCA
3241
Prospect Capital Advisors
Sausalito,
California
| US$2.35億 | +US$4094萬 | +21% | 6.07% | 202% | 31 | 29.03% | 1.4 |
|
| 3242 |
3242
Cedar Capital
Barrington,
Illinois
| US$2.35億 | +US$824萬 | +4% | 3.43% | 98% | 171 | 16.37% | 1.6 |
|
| 3243 |
3243
Point View Wealth Management
Summit,
New Jersey
| US$2.35億 | +US$1002萬 | +4% | 2.94% | 27% | 284 | 8.1% | 3.5 |
|
| 3244 |
3244
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$2.35億 | +US$7784萬 | +50% | 2.5% | 50.9% | 40 | 0% | 1.4 |
|
| 3245 |
CT
3245
Chicago Trust
Grayslake,
Illinois
| US$2.35億 | +US$264萬 | +1% | 3.81% | 96.7% | 199 | 12.06% | 2.7 |
|
| 3246 |
3246
GenWealth Group
Maplewood,
New Jersey
| US$2.35億 | +US$1372萬 | +6% | 4.16% | 73.9% | 68 | 13.24% | 1.5 |
|
| 3247 |
3247
Compass Group
New York
| US$2.34億 | +US$3966萬 | +20% | 20.3% | 64.6% | 21 | 47.62% | 0.8 |
|
| 3248 |
EGA
3248
E&G Advisors
Houston,
Texas
| US$2.34億 | +US$683萬 | +3% | 3.41% | 97.7% | 186 | 7.53% | 2.6 |
|
| 3249 |
3249
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$2.34億 | +US$938萬 | +4% | 3.17% | 86.8% | 74 | 4.05% | 3.8 |
|
| 3250 |
3250
Aisling Capital Management
New York
| US$2.34億 | +US$1.03億 | +78% | 1.02% | 793% | 14 | 14.29% | 0.4 |
|