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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
TAA
3251
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$5.4億 | +US$1.1億 | +25% | 29.6% | 312% | 53 | 39.62% | 1.1 |
|
| 3252 |
3252
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$5.4億 | +US$5124萬 | +10% | 8.22% | 39.1% | 68 | 10.29% | 4.6 |
|
| 3253 |
3253
Orion Resource Partners
New York
| US$5.4億 | +US$1407萬 | +3% | 18.5% | – | 29 | 55.17% | 0.4 |
|
| 3254 |
JCP
3254
JB Capital Partners
Armonk,
New York
| US$5.4億 | +US$6315萬 | +13% | 19.7% | 142% | 82 | 6.1% | 3.3 |
|
| 3255 |
3255
Martel Wealth Advisors
Vancouver,
Washington
| US$5.39億 | +US$3738萬 | +7% | 6.85% | 43.4% | 72 | 6.94% | 3.4 |
|
| 3256 |
3256
Westside Investment Management
Santa Monica,
California
| US$5.39億 | +US$6977萬 | +15% | 12.5% | 126% | 1,338 | 30.94% | 3.4 |
|
| 3257 |
3257
GWN Securities
Palm Beach Gardens,
Florida
| US$5.39億 | -US$12.3億 | -70% | 7.49% | – | 748 | 55.08% | 0.3 |
|
| 3258 |
3258
Meteora Capital
Boca Raton,
Florida
| US$5.39億 | +US$2.28億 | +73% | 9.58% | 56.9% | 250 | 71.2% | 0.4 |
|
| 3259 |
3259
Perennial Advisors
New York
| US$5.38億 | +US$3698萬 | +7% | 9.63% | – | 127 | 14.17% | 3.9 |
|
| 3260 |
CRB
3260
Chad R. Baker
| US$5.38億 | +US$4732萬 | +10% | 12.6% | 123% | 50 | 0% | 6.1 |
|
| 3261 |
3261
Amarillo National Bank
Amarillo,
Texas
| US$5.38億 | +US$2405萬 | +5% | 9.12% | 63.5% | 84 | 9.52% | 6.8 |
|
| 3262 |
3262
SeaBridge Investment Advisors
Summit,
New Jersey
| US$5.38億 | +US$7485萬 | +16% | 11.7% | 139% | 212 | 14.62% | 3.4 |
|
| 3263 |
3263
Pier 88 Investment Partners
San Francisco,
California
| US$5.38億 | +US$1653萬 | +3% | 5.28% | 40.3% | 114 | 19.3% | 1.9 |
|
| 3264 |
3264
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$5.38億 | -US$428萬 | -0.8% | 0.07% | 69.7% | 97 | 8.25% | 4.4 |
|
| 3265 |
FA
3265
Financial Advisors
Andover,
Massachusetts
| US$5.37億 | +US$3010萬 | +6% | 7.14% | 71.5% | 83 | 8.43% | 4.7 |
|
| 3266 |
3266
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$5.37億 | +US$5328萬 | +11% | 9.83% | 99.8% | 280 | 7.14% | 6.1 |
|
| 3267 |
3267
Overbrook Management Corp
New York
| US$5.36億 | +US$1.11億 | +26% | 22.7% | 157% | 52 | 23.08% | 3.6 |
|
| 3268 |
3268
Crawford Fund Management
Boston,
Massachusetts
| US$5.36億 | +US$1.17億 | +28% | 8.9% | 56.6% | 216 | 24.54% | 0.9 |
|
| 3269 |
SXL
3269
Summit X LLC
Chesterfield,
Missouri
| US$5.36億 | +US$6072萬 | +13% | 9.68% | 62.9% | 270 | 16.67% | 3.3 |
|
| 3270 |
3270
First Turn Management
Del Mar,
California
| US$5.36億 | +US$3998萬 | +8% | 14.9% | – | 42 | 33.33% | 0.7 |
|
| 3271 |
3271
Lebenthal Global Advisors
Hauppauge,
New York
| US$5.36億 | +US$222萬 | +0.4% | 7.94% | 57.2% | 207 | 24.64% | 1.9 |
|
| 3272 |
3272
Strategy Asset Managers
Pasadena,
California
| US$5.36億 | +US$5047萬 | +10% | 15.4% | 115% | 255 | 10.98% | 3.3 |
|
| 3273 |
3273
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$5.36億 | +US$940萬 | +2% | 6.77% | 81.8% | 81 | 3.7% | 7.3 |
|
| 3274 |
3274
Farmers Trust Company
Youngstown,
Ohio
| US$5.35億 | +US$375萬 | +0.7% | 8.56% | 73.5% | 198 | 12.12% | 6.4 |
|
| 3275 |
3275
Mitchell Capital Management
Leawood,
Kansas
| US$5.35億 | +US$1032萬 | +2% | 23.5% | 234% | 123 | 25.2% | 3.7 |
|