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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Bedell Frazier Investment Counselling
Walnut Creek,
California
| US$2.5億 | -US$687萬 | -3% | 8.41% | 72.5% | 56 | 3.57% | 2.2 |
|
| 3377 |
3377
ShawSpring Partners
Boston,
Massachusetts
| US$2.5億 | +US$9642萬 | +63% | 28.3% | 3.53% | 5 | 0% | 0.9 |
|
| 3378 |
MM
3378
Meridian Management
Little Rock,
Arkansas
| US$2.49億 | +US$2557萬 | +11% | 7.88% | 65.3% | 76 | 9.21% | 3.5 |
|
| 3379 |
3379
Income Research & Management
Boston,
Massachusetts
| US$2.49億 | +US$4320萬 | +21% | 0.12% | 1.19% | 22 | 31.82% | 2.4 |
|
| 3380 |
QCI
3380
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$2.49億 | +US$2129萬 | +9% | 9.21% | 107% | 28 | 14.29% | 3.1 |
|
| 3381 |
3381
Invenomic Capital Management
Boston,
Massachusetts
| US$2.49億 | – | – | 6.87% | 6.61% | 125 | – | 0 |
|
| 3382 |
FA
3382
FMA Advisory
Harrisburg,
Pennsylvania
| US$2.49億 | +US$1858萬 | +8% | 8.05% | 46.7% | 156 | 7.69% | 2.1 |
|
| 3383 |
3383
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$2.49億 | +US$3488萬 | +16% | 4.54% | 151% | 96 | 44.79% | 1 |
|
| 3384 |
3384
Biltmore Family Office
Charlotte,
North Carolina
| US$2.49億 | +US$1722萬 | +7% | 6.59% | 99% | 220 | 25.91% | 1.2 |
|
| 3385 |
3385
Vectors Research Management
New York
| US$2.49億 | +US$4504萬 | +22% | 5.96% | 67.3% | 583 | 21.44% | 0.8 |
|
| 3386 |
3386
Mosaic Family Wealth
St. Louis,
Missouri
| US$2.48億 | +US$592萬 | +2% | 7.18% | 85.2% | 174 | 13.22% | 3.4 |
|
| 3387 |
22CM
3387
20/20 Capital Management
Costa Mesa,
California
| US$2.48億 | – | – | 5.61% | – | 142 | – | 0 |
|
| 3388 |
3388
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$2.48億 | +US$3071萬 | +14% | 6.51% | 68.2% | 211 | 17.06% | 4.5 |
|
| 3389 |
3389
Mirador Capital Partners
Pleasanton,
California
| US$2.48億 | +US$2414萬 | +11% | 7.15% | 120% | 193 | 22.28% | 1.8 |
|
| 3390 |
LCP
3390
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$2.48億 | +US$1971萬 | +9% | 9.12% | 85.6% | 161 | 10.56% | 3.5 |
|
| 3391 |
3391
Hellman & Friedman
San Francisco,
California
| US$2.48億 | – | – | 35.7% | – | 1 | – | 0 |
|
| 3392 |
3392
Nightview Capital
Austin,
Texas
| US$2.48億 | +US$5640萬 | +29% | 45.1% | 170% | 9 | 11.11% | 1.3 |
|
| 3393 |
3393
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$2.48億 | – | – | 6.81% | 57.7% | 255 | – | 0 |
|
| 3394 |
3394
Riggs Asset Management
Dallas,
Pennsylvania
| US$2.48億 | +US$5287萬 | +27% | 9.9% | 219% | 310 | 21.29% | 2.8 |
|
| 3395 |
3395
Anfield Capital Management
Irvine,
California
| US$2.48億 | – | – | 3.9% | 65.3% | 415 | – | 0 |
|
| 3396 |
RHFI
3396
Reilly Herbert Faulkner III
| US$2.48億 | +US$934萬 | +4% | 6.65% | 80.6% | 50 | 6% | 4.5 |
|
| 3397 |
3397
Stordahl Capital Management
Greenwood Village,
Colorado
| US$2.47億 | -US$323萬 | -1% | 6.3% | 54% | 46 | 4.35% | 1.7 |
|
| 3398 |
3398
Princeton Global Asset Management
Princeton,
New Jersey
| US$2.47億 | +US$7191萬 | +41% | 8.62% | 110% | 517 | 35.4% | 0.5 |
|
| 3399 |
3399
FinTrust Capital Advisors
Greenville,
South Carolina
| US$2.47億 | -US$4562萬 | -16% | 6.54% | 23.6% | 1,159 | 14.32% | 0.9 |
|
| 3400 |
3400
TrueWealth LLC
Atlanta,
Georgia
| US$2.47億 | +US$1532萬 | +7% | 5.56% | – | 776 | 7.35% | 1.8 |
|