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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Parus Finance (UK)
London,
United Kingdom
| US$2.31億 | +US$1.41億 | +157% | 26.6% | 199% | 24 | 20.83% | 2.3 |
|
| 3402 |
3402
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$2.31億 | +US$3094萬 | +15% | 19.9% | 57.7% | 265 | 7.17% | 0.5 |
|
| 3403 |
3403
Liberty Capital Management
Birmingham,
Michigan
| US$2.31億 | +US$3910萬 | +20% | 21.8% | – | 119 | 12.61% | 4.2 |
|
| 3404 |
3404
Bayview Asset Management
Coral Gables,
Florida
| US$2.3億 | +US$1135萬 | +5% | 25.8% | 55.4% | 14 | 28.57% | 1.2 |
|
| 3405 |
3405
Elephas Investment Management
Hong Kong
| US$2.3億 | +US$1.45億 | +170% | 88% | 422% | 25 | 76% | 0.1 |
|
| 3406 |
3406
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$2.3億 | +US$3217萬 | +16% | 17.6% | 63% | 205 | 16.1% | 1.7 |
|
| 3407 |
3407
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| US$2.3億 | +US$3352萬 | +17% | 16.6% | 12.8% | 114 | 7.02% | 3.1 |
|
| 3408 |
3408
Richard P. Slaughter Associates
Austin,
Texas
| US$2.3億 | +US$3916萬 | +21% | 17.8% | 55.7% | 103 | 15.53% | 0.4 |
|
| 3409 |
3409
Austin Private Wealth
Austin,
Texas
| US$2.3億 | +US$6428萬 | +39% | 18% | 62.4% | 98 | 32.65% | 0.4 |
|
| 3410 |
3410
Bank of Stockton
Stockton,
California
| US$2.3億 | +US$4731萬 | +26% | 19.9% | 99.2% | 123 | 22.76% | 3.8 |
|
| 3411 |
3411
D'Orazio & Associates
Falls Church,
Virginia
| US$2.3億 | +US$2573萬 | +13% | 14.2% | 66.7% | 383 | 19.06% | 3.4 |
|
| 3412 |
3412
13D Management
New York
| US$2.3億 | +US$2409萬 | +12% | 34.2% | 157% | 30 | 10% | 1.4 |
|
| 3413 |
3413
Chandler Asset Management
San Diego,
California
| US$2.3億 | +US$3880萬 | +20% | 17% | 35.6% | 17 | 0% | 2.4 |
|
| 3414 |
3414
Iowa State Bank
Urbandale,
Iowa
| US$2.3億 | +US$1706萬 | +8% | 18.1% | 85.7% | 127 | 18.11% | 4.1 |
|
| 3415 |
3415
Cota Capital Management
San Francisco,
California
| US$2.29億 | +US$6742萬 | +42% | 69.7% | 46% | 13 | 15.38% | 0.4 |
|
| 3416 |
PLFAM
3416
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| US$2.29億 | +US$2713萬 | +13% | 15.5% | 81.6% | 99 | 13.13% | 4.5 |
|
| 3417 |
3417
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$2.29億 | +US$4518萬 | +25% | 27.7% | 106% | 31 | 32.26% | 2.2 |
|
| 3418 |
3418
Progressive Investment Management
Lake Oswego,
Oregon
| US$2.29億 | +US$4928萬 | +27% | 29.6% | 139% | 36 | 11.11% | 3.9 |
|
| 3419 |
3419
Moller Wealth Partners
| US$2.29億 | +US$3548萬 | +18% | 16.5% | 44.1% | 47 | 4.26% | 4.9 |
|
| 3420 |
3420
Tolleson Wealth Management
Dallas,
Texas
| US$2.29億 | -US$37.5萬 | -0.2% | 17.4% | 56.2% | 70 | 18.57% | 1 |
|
| 3421 |
3421
Wellington Shields & Co
New York
| US$2.28億 | +US$4677萬 | +26% | 28.9% | 127% | 187 | 19.25% | 1.3 |
|
| 3422 |
3422
First Reserve GP XI
Stamford,
Connecticut
| US$2.28億 | +US$1.54億 | +210% | 210% | 26.4% | 1 | 0% | 6.5 |
|
| 3423 |
3423
Horst & Graben Wealth Management
Portland,
Oregon
| US$2.28億 | +US$3769萬 | +20% | 12.7% | 62.2% | 106 | 24.53% | 0.2 |
|
| 3424 |
3424
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$2.28億 | +US$3132萬 | +16% | 16.7% | 39.1% | 82 | 29.27% | 2.4 |
|
| 3425 |
3425
HMS Capital Management
Nashville,
Tennessee
| US$2.27億 | +US$1.25億 | +121% | 26% | 140% | 161 | 54.66% | 1 |
|