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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
Lincoln Capital
Lincoln,
Nebraska
| US$4.48億 | -US$128萬 | -0.3% | 1.56% | 67.1% | 113 | 5.31% | 5.7 |
|
| 3302 |
SWS
3302
SYSTM Wealth Solutions
Chicago,
Illinois
| US$4.48億 | -US$3.43億 | -43% | 1.18% | – | 1,013 | 37.91% | 0.8 |
|
| 3303 |
3303
Untitled Investments
New York
| US$4.48億 | +US$1018萬 | +2% | 1.98% | 79.6% | 20 | 20% | 1.4 |
|
| 3304 |
3304
Dechtman Wealth Management
Centennial,
Colorado
| US$4.47億 | +US$1880萬 | +4% | 3.46% | – | 68 | 17.65% | 0.8 |
|
| 3305 |
3305
Essex LLC
Deer Park,
Illinois
| US$4.47億 | +US$1291萬 | +3% | 1.56% | 91.4% | 165 | 12.73% | 2.2 |
|
| 3306 |
3306
5AM Venture Management
San Francisco,
California
| US$4.47億 | +US$46.7萬 | +0.1% | 10.4% | 546% | 30 | 20% | 1.4 |
|
| 3307 |
3307
Manitou Investment Management
Toronto,
Ontario, Canada
| US$4.47億 | -US$5243萬 | -10% | 0.2% | 69.3% | 56 | 5.36% | 3.3 |
|
| 3308 |
3308
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$4.46億 | -US$23.7億 | -84% | 0.46% | 25.1% | 282 | 37.94% | 0.7 |
|
| 3309 |
3309
Perennial Advisors
New York
| US$4.46億 | +US$1619萬 | +4% | 4.47% | – | 115 | 6.09% | 4.2 |
|
| 3310 |
3310
Ironwood Financial
Tucson,
Arizona
| US$4.46億 | +US$1107萬 | +3% | 3.18% | 54.1% | 155 | 7.1% | 5.1 |
|
| 3311 |
3311
Pier 88 Investment Partners
San Francisco,
California
| US$4.46億 | +US$3904萬 | +10% | 0.93% | 40.3% | 104 | 12.5% | 1.8 |
|
| 3312 |
SXL
3312
Summit X LLC
Chesterfield,
Missouri
| US$4.46億 | +US$5549萬 | +14% | 4.77% | 62.9% | 244 | 18.85% | 3 |
|
| 3313 |
MIC
3313
Maxi Investments CY
Limassol,
Cyprus
| US$4.45億 | +US$7202萬 | +19% | 6.17% | 83.2% | 152 | 51.32% | 0.6 |
|
| 3314 |
3314
EAM Global Investors
Solana Beach,
California
| US$4.45億 | +US$1205萬 | +3% | 22.2% | 2,399% | 130 | 63.85% | 0.3 |
|
| 3315 |
3315
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$4.45億 | +US$1252萬 | +3% | 1.81% | 56.7% | 66 | 6.06% | 3.3 |
|
| 3316 |
CSNH
3316
Crow's Nest Holdings
Richmond,
Virginia
| US$4.45億 | -US$7430萬 | -14% | 0.09% | 103% | 10 | 20% | 1.7 |
|
| 3317 |
3317
Oasis Management Company
Grand Cayman,
Cayman Islands
| US$4.44億 | +US$1.06億 | +31% | 4.34% | 368% | 75 | 34.67% | 0.9 |
|
| 3318 |
3318
Icon Advisers
Greenwood Village,
Colorado
| US$4.44億 | -US$1638萬 | -4% | 0.48% | 114% | 196 | 26.02% | 2.1 |
|
| 3319 |
3319
Gagnon Securities
New York
| US$4.44億 | +US$2144萬 | +5% | 8.93% | 210% | 102 | 8.82% | 4 |
|
| 3320 |
3320
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$4.44億 | +US$1308萬 | +3% | 1.98% | 72.7% | 201 | 10.95% | 3.5 |
|
| 3321 |
LA
3321
Lynch & Associates
Newburgh,
Indiana
| US$4.44億 | +US$1084萬 | +3% | 0.6% | 73.5% | 122 | 3.28% | 7.2 |
|
| 3322 |
3322
White Mountains Insurance Group
Hanover,
New Hampshire
| US$4.44億 | -US$1.74億 | -28% | 16.8% | 107% | 2 | 0% | 2.6 |
|
| 3323 |
3323
Iridian Asset Management
Westport,
Connecticut
| US$4.43億 | -US$6652萬 | -13% | 3.11% | 88.4% | 56 | 10.71% | 3.3 |
|
| 3324 |
ARG
3324
Advisory Resource Group
Tulsa,
Oklahoma
| US$4.43億 | +US$726萬 | +2% | 0.88% | 72% | 165 | 10.3% | 2.4 |
|
| 3325 |
MTC
3325
Matrix Trust Company
Denver,
Colorado
| US$4.43億 | +US$76.3萬 | +0.2% | 0.34% | 51.4% | 175 | 54.86% | 0.9 |
|