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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Inherent Group
New York
| US$1.65億 | – | – | 17.4% | 61.7% | 7 | – | 0 |
|
| 3602 |
PSG
3602
Planning Solutions Group
Fulton,
Maryland
| US$1.64億 | – | – | 11.2% | – | 122 | – | 0 |
|
| 3603 |
3603
Thomas Story & Son
Culver,
Indiana
| US$1.64億 | -US$2476萬 | -13% | 10.6% | 101% | 57 | 10.53% | 3.9 |
|
| 3604 |
3604
Alera Investment Advisors
Deerfield,
Illinois
| US$1.64億 | – | – | 12.2% | 28.9% | 1,207 | – | 0 |
|
| 3605 |
3605
Patriot Financial Partners
Radnor,
Pennsylvania
| US$1.64億 | -US$5447萬 | -25% | 26.4% | 16.6% | 11 | 18.18% | 1.7 |
|
| 3606 |
3606
University of Chicago
Chicago,
Illinois
| US$1.64億 | -US$2590萬 | -14% | 13.4% | 62.3% | 4 | 0% | 1.9 |
|
| 3607 |
SSI
3607
Scott & Selber Inc
Houston,
Texas
| US$1.64億 | -US$3928萬 | -19% | 14.2% | 202% | 80 | 27.5% | 2.2 |
|
| 3608 |
3608
Sitrin Capital Management
Century City,
California
| US$1.64億 | -US$2218萬 | -12% | 12% | 139% | 41 | 29.27% | 1.9 |
|
| 3609 |
3609
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$1.64億 | -US$2.25億 | -58% | 12.9% | 140% | 205 | 42.93% | 2.3 |
|
| 3610 |
3610
Parkside Advisors
Berkeley,
California
| US$1.64億 | +US$1384萬 | +9% | 9.83% | 36.7% | 62 | 30.65% | 2.4 |
|
| 3611 |
3611
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$1.63億 | -US$2473萬 | -13% | 11.2% | 93.2% | 633 | 9.48% | 2.1 |
|
| 3612 |
WA
3612
Winfield Associates
Cleveland,
Ohio
| US$1.63億 | -US$3942萬 | -19% | 12.6% | 77.8% | 129 | 12.4% | 3.9 |
|
| 3613 |
ARG
3613
Advisory Resource Group
Tulsa,
Oklahoma
| US$1.63億 | – | – | 15.6% | 72% | 63 | – | 0 |
|
| 3614 |
3614
Burford Capital Investment Management
Chicago,
Illinois
| US$1.63億 | +US$6268萬 | +63% | 12.5% | 46.3% | 5 | 60% | 0.4 |
|
| 3615 |
3615
TrinityPoint Wealth
Milford,
Connecticut
| US$1.63億 | – | – | 13.2% | 28.4% | 167 | – | 0 |
|
| 3616 |
GPC
3616
Guardian Point Capital
Charlottesville,
Virginia
| US$1.63億 | -US$9108萬 | -36% | 9.44% | 142% | 13 | 30.77% | 1.5 |
|
| 3617 |
3617
Sargent Investment Group
Bethesda,
Maryland
| US$1.63億 | – | – | 14.1% | 113% | 125 | – | 0 |
|
| 3618 |
3618
Liberty Capital Management
Birmingham,
Michigan
| US$1.63億 | -US$2882萬 | -15% | 10.1% | – | 107 | 10.28% | 3.9 |
|
| 3619 |
3619
Pinnacle Bancorp
Beatrice,
Nebraska
| US$1.63億 | – | – | 8.48% | 72.9% | 704 | – | 1.3 |
|
| 3620 |
3620
SV Health Investors
Boston,
Massachusetts
| US$1.62億 | -US$1.79億 | -52% | 39.5% | 97.4% | 9 | 0% | 2 |
|
| 3621 |
3621
Resource America
New York
| US$1.62億 | +US$965萬 | +6% | 9.57% | 12.2% | 52 | 26.92% | 0.7 |
|
| 3622 |
MAS
3622
Managed Account Services
Coconut Grove,
Florida
| US$1.62億 | +US$837萬 | +5% | 12.6% | 32.4% | 81 | 14.81% | 1.4 |
|
| 3623 |
SCP
3623
Syntal Capital Partners
Midland,
Texas
| US$1.62億 | -US$1.24億 | -43% | 11.3% | 102% | 154 | 42.21% | 1.9 |
|
| 3624 |
PPP
3624
Private Portfolio Partners
Paramus,
New Jersey
| US$1.62億 | – | – | 12.5% | 16.9% | 178 | – | 0 |
|
| 3625 |
SM
3625
Saya Management
New York
| US$1.62億 | -US$392萬 | -2% | 5.94% | 34.8% | 14 | 57.14% | 0.5 |
|