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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
Claro Advisors
Boston,
Massachusetts
| US$3.41億 | +US$3488萬 | +11% | 7.63% | 98.8% | 379 | 21.11% | 1.9 |
|
| 3402 |
3402
KB Financial Partners
Princeton,
New Jersey
| US$3.4億 | +US$4741萬 | +16% | 6.16% | – | 610 | 7.87% | 1.3 |
|
| 3403 |
VC
3403
Vision Capital
Toronto,
Ontario, Canada
| US$3.4億 | -US$1.95億 | -36% | 6.03% | 13.9% | 14 | 50% | 1.1 |
|
| 3404 |
NAMP
3404
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$3.4億 | +US$2317萬 | +7% | 9.39% | 90.2% | 149 | 8.05% | 5.6 |
|
| 3405 |
3405
Legion Partners Asset Management
Los Angeles,
California
| US$3.4億 | +US$1370萬 | +4% | 16.4% | 206% | 16 | 18.75% | 2.2 |
|
| 3406 |
3406
Mandatum Life Insurance Company
Helsinki,
Finland
| US$3.4億 | +US$1037萬 | +3% | 8.81% | 108% | 72 | 12.5% | 4.6 |
|
| 3407 |
3407
ADW Capital Management
Miami Beach,
Florida
| US$3.4億 | +US$7037萬 | +26% | 12.7% | 78.2% | 8 | 12.5% | 2.7 |
|
| 3408 |
3408
MONECO Advisors
Fairfield,
Connecticut
| US$3.4億 | +US$6326萬 | +23% | 6.02% | 77.7% | 331 | 21.45% | 1.9 |
|
| 3409 |
3409
True North Advisors
Dallas,
Texas
| US$3.4億 | +US$4675萬 | +16% | 5.51% | 82.9% | 209 | 23.92% | 1.8 |
|
| 3410 |
PTB
3410
Pioneer Trust Bank
Salem,
Oregon
| US$3.4億 | +US$994萬 | +3% | 4.93% | 75.7% | 78 | 1.28% | 6.4 |
|
| 3411 |
3411
Monetary Management Group
St Louis,
Missouri
| US$3.4億 | +US$1959萬 | +6% | 9.56% | 138% | 351 | 7.41% | 5.6 |
|
| 3412 |
RC
3412
Reik & Co
New York
| US$3.4億 | -US$752萬 | -2% | 3.44% | 47.2% | 52 | 3.85% | 7 |
|
| 3413 |
KMWM
3413
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$3.4億 | +US$2786萬 | +9% | 4.11% | – | 197 | 13.71% | 2.7 |
|
| 3414 |
3414
Independent Solutions Wealth Management
Williamsville,
New York
| US$3.39億 | +US$1098萬 | +3% | 7.02% | 125% | 228 | 14.47% | 2.2 |
|
| 3415 |
3415
Engine Capital Management
New York
| US$3.39億 | -US$355萬 | -1% | 10.3% | 21.1% | 46 | 30.43% | 1.2 |
|
| 3416 |
3416
Callodine Capital Management
Boston,
Massachusetts
| US$3.39億 | +US$308萬 | +0.9% | 3.49% | 48.1% | 50 | 24% | 1.5 |
|
| 3417 |
3417
HT Partners
Centerbrook,
Connecticut
| US$3.39億 | +US$3429萬 | +11% | 5.91% | 71.1% | 53 | 16.98% | 3.9 |
|
| 3418 |
3418
Alpha DNA Investment Management
Columbia,
Maryland
| US$3.39億 | +US$5570萬 | +20% | 8.15% | 134% | 217 | 63.59% | 0.4 |
|
| 3419 |
3419
Gries Financial
Cleveland,
Ohio
| US$3.38億 | +US$3714萬 | +12% | 4.4% | 71.3% | 174 | 19.54% | 1.2 |
|
| 3420 |
GTC
3420
Ghost Tree Capital
New York
| US$3.38億 | +US$1.04億 | +44% | 10.9% | 265% | 65 | 56.92% | 0.7 |
|
| 3421 |
3421
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$3.38億 | +US$2758萬 | +9% | 4.07% | 85.6% | 160 | 24.38% | 4.3 |
|
| 3422 |
3422
Kerrisdale Advisers
Miami,
Florida
| US$3.38億 | +US$52.8萬 | +0.2% | 3.59% | 78.8% | 112 | 41.96% | 0.7 |
|
| 3423 |
3423
Wellspring Financial Advisors
Cleveland,
Ohio
| US$3.37億 | +US$3635萬 | +12% | 4.9% | 77.2% | 135 | 11.11% | 1.7 |
|
| 3424 |
3424
Vector Capital Management
San Francisco,
California
| US$3.37億 | -US$6179萬 | -15% | 9.8% | 42.7% | 7 | 14.29% | 1.3 |
|
| 3425 |
3425
CRA Financial Services
Northfield,
New Jersey
| US$3.37億 | +US$3122萬 | +10% | 9.21% | 91.9% | 213 | 8.45% | 2.7 |
|