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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$4.56億 | +US$3957萬 | +10% | 10.2% | 111% | 186 | 8.6% | 4.4 |
|
| 3577 |
SEP
3577
Southland Equity Partners
Wildwood,
Missouri
| US$4.56億 | +US$2646萬 | +6% | 5.15% | 66.1% | 250 | 14% | 2.7 |
|
| 3578 |
3578
Octagon Capital Advisors
New York
| US$4.56億 | -US$6117萬 | -12% | 21.4% | 2,969% | 37 | 24.32% | 1.1 |
|
| 3579 |
3579
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$4.56億 | +US$5440萬 | +14% | 13.8% | 86.7% | 65 | 9.23% | 3.2 |
|
| 3580 |
3580
PSquared Asset Management
Zurich,
Switzerland
| US$4.55億 | +US$3.21億 | +240% | 2.71% | 150% | 10 | 60% | 0.3 |
|
| 3581 |
ACM
3581
Aljian Capital Management
Carson City,
Nevada
| US$4.55億 | +US$3436萬 | +8% | 14.2% | 162% | 124 | 8.06% | 2 |
|
| 3582 |
3582
Parkside Advisors
Berkeley,
California
| US$4.55億 | +US$3976萬 | +10% | 7.88% | 36.7% | 91 | 13.19% | 4.3 |
|
| 3583 |
CPH
3583
C Partners Holding
Zurich,
Switzerland
| US$4.55億 | +US$7184萬 | +19% | 6.9% | 25.6% | 12 | 0% | 5.1 |
|
| 3584 |
3584
Broadleaf Partners
Hudson,
Ohio
| US$4.54億 | +US$7231萬 | +19% | 23.5% | 180% | 83 | 6.02% | 3.9 |
|
| 3585 |
3585
Atlas Legacy Advisors
Los Angeles,
California
| US$4.54億 | +US$6026萬 | +15% | 10.5% | – | 187 | 12.83% | 0.5 |
|
| 3586 |
3586
Periscope Capital
Toronto,
Ontario, Canada
| US$4.54億 | +US$2.23億 | +97% | 3.12% | 26.5% | 298 | 52.35% | 0.6 |
|
| 3587 |
3587
Wealth Dimensions Group
Cincinnati,
Ohio
| US$4.54億 | +US$3482萬 | +8% | 6.88% | 63.6% | 175 | 9.14% | 3.1 |
|
| 3588 |
3588
Bell Asset Management
Melbourne,
Australia
| US$4.54億 | -US$8999萬 | -17% | 11.3% | 45.3% | 71 | 19.72% | 3.8 |
|
| 3589 |
CSNH
3589
Crow's Nest Holdings
Richmond,
Virginia
| US$4.53億 | +US$4930萬 | +12% | 13.8% | 103% | 9 | 11.11% | 1.8 |
|
| 3590 |
3590
Knightsbridge Asset Management
Newport Beach,
California
| US$4.53億 | +US$6369萬 | +16% | 9.84% | 156% | 157 | 23.57% | 2.4 |
|
| 3591 |
3591
Moller Wealth Partners
| US$4.53億 | +US$4846萬 | +12% | 6.35% | 44.1% | 73 | 15.07% | 5.5 |
|
| 3592 |
3592
Clare Market Investments
Dallas,
Texas
| US$4.53億 | +US$7343萬 | +19% | 18.1% | – | 165 | 30.91% | 2.7 |
|
| 3593 |
3593
Curran Financial Partners
Daniel Island,
South Carolina
| US$4.53億 | +US$4519萬 | +11% | 5.92% | 53.5% | 126 | 25.4% | 2.1 |
|
| 3594 |
3594
Asset Allocation Strategies
Farmington,
Michigan
| US$4.52億 | +US$5060萬 | +13% | 7.79% | 58.1% | 144 | 18.75% | 1.3 |
|
| 3595 |
3595
High Falls Advisors
Rochester,
New York
| US$4.52億 | +US$2598萬 | +6% | 8.19% | 56.9% | 153 | 25.49% | 2.8 |
|
| 3596 |
AWAM
3596
Appian Way Asset Management
New York
| US$4.52億 | +US$526萬 | +1% | 15.7% | 49.4% | 39 | 53.85% | 0.6 |
|
| 3597 |
3597
Advyzon Investment Management
Lisle,
Illinois
| US$4.52億 | +US$1.69億 | +60% | 10.2% | – | 400 | 33.5% | 0.3 |
|
| 3598 |
IAM
3598
Infinitum Asset Management
Fort Lauderdale,
Florida
| US$4.52億 | +US$1.39億 | +44% | 19.5% | – | 32 | 31.25% | 0.3 |
|
| 3599 |
3599
Net Worth Advisory Group
Sandy,
Utah
| US$4.51億 | +US$1.33億 | +42% | 7.18% | – | 454 | 25.33% | 0.6 |
|
| 3600 |
KMWM
3600
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$4.51億 | +US$2665萬 | +6% | 5.28% | – | 245 | 17.96% | 3.5 |
|