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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Bank Pictet & Cie (Asia)
Singapore
| US$2.17億 | -US$129萬 | -0.6% | 7.72% | 30.4% | 98 | 8.16% | 1.3 |
|
| 3302 |
LCP
3302
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$2.17億 | +US$1281萬 | +6% | 8.86% | 85.6% | 139 | 10.07% | 3 |
|
| 3303 |
3303
Bard Associates
Chicago,
Illinois
| US$2.17億 | +US$134萬 | +0.6% | 5.05% | 241% | 184 | 12.5% | 3.5 |
|
| 3304 |
CCM
3304
CWH Capital Management
Spokane,
Washington
| US$2.17億 | -US$456萬 | -2% | 4.04% | 29.9% | 49 | 8.16% | 2.7 |
|
| 3305 |
3305
Cider Mill Investments
Greenwich,
Connecticut
| US$2.16億 | -US$642萬 | -3% | 6.62% | – | 34 | 41.18% | 0.7 |
|
| 3306 |
3306
V Wealth Advisors
Overland Park,
Kansas
| US$2.16億 | +US$3757萬 | +21% | 7% | 36.9% | 247 | 26.72% | 1.3 |
|
| 3307 |
3307
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$2.16億 | +US$795萬 | +4% | 6.7% | 60.5% | 45 | 0% | 4.2 |
|
| 3308 |
3308
Venor Capital Management
New York
| US$2.16億 | +US$4862萬 | +29% | 8.73% | – | 8 | 37.5% | 0.8 |
|
| 3309 |
3309
180 Wealth Advisors
Federal Way,
Washington
| US$2.16億 | +US$1446萬 | +7% | 7.06% | 165% | 270 | 16.3% | 0.6 |
|
| 3310 |
3310
Certified Advisory Corp
Altamonte Springs,
Florida
| US$2.16億 | +US$3636萬 | +20% | 6.29% | 62.9% | 844 | 13.15% | 0.6 |
|
| 3311 |
3311
Summit Asset Management
Memphis,
Tennessee
| US$2.16億 | +US$645萬 | +3% | 5.41% | 53.4% | 119 | 6.72% | 3.5 |
|
| 3312 |
3312
Next Financial Group
Houston,
Texas
| US$2.16億 | -US$4478萬 | -17% | 6.16% | 85.4% | 1,566 | 82.12% | 0.6 |
|
| 3313 |
3313
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$2.16億 | +US$463萬 | +2% | 0.84% | 24.5% | 30 | 3.33% | 3 |
|
| 3314 |
3314
Amarillo National Bank
Amarillo,
Texas
| US$2.15億 | +US$2327萬 | +12% | 5.89% | 63.5% | 93 | 9.68% | 3.1 |
|
| 3315 |
3315
Perkins Coie Trust Company
Seattle,
Washington
| US$2.15億 | +US$1312萬 | +6% | 7.81% | 83.2% | 307 | 0.98% | 3.5 |
|
| 3316 |
3316
Cowen Prime Advisors
New York
| US$2.15億 | +US$1206萬 | +6% | 8.35% | 116% | 231 | 19.48% | 3.1 |
|
| 3317 |
3317
Oxford Financial Group
Carmel,
Indiana
| US$2.15億 | +US$2028萬 | +10% | 5.73% | 77.2% | 37 | 10.81% | 1.4 |
|
| 3318 |
3318
Crabel Capital Management
Los Angeles,
California
| US$2.15億 | +US$3304萬 | +18% | 8.35% | 13.9% | 110 | 43.64% | 0.4 |
|
| 3319 |
3319
Consolidated Investment Group
Englewood,
Colorado
| US$2.14億 | +US$798萬 | +4% | 4.07% | 150% | 50 | 12% | 3.3 |
|
| 3320 |
3320
HighVista Strategies
Boston,
Massachusetts
| US$2.14億 | -US$705萬 | -3% | 5.06% | 622% | 185 | 50.81% | 0.7 |
|
| 3321 |
3321
Cloverdale Capital Management
Dallas,
Texas
| US$2.14億 | +US$670萬 | +3% | 10.2% | 20.8% | 27 | 51.85% | 0.3 |
|
| 3322 |
3322
Walleye Capital
New York
| US$2.14億 | – | – | 6.24% | 129% | 311 | – | 0 |
|
| 3323 |
3323
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$2.14億 | -US$1000萬 | -4% | 6.5% | 81.3% | 2 | 0% | 0.8 |
|
| 3324 |
3324
Mathes Company
New York
| US$2.14億 | +US$455萬 | +2% | 8.89% | 121% | 140 | 10.71% | 3.2 |
|
| 3325 |
3325
Caerus Investors
New York
| US$2.14億 | +US$4474萬 | +26% | 1.07% | – | 46 | 63.04% | 0.3 |
|