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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Simplicity Solutions
Minneapolis,
Minnesota
| US$8431萬 | – | – | 5.37% | 37.1% | 89 | – | 0 |
|
| 3877 |
3877
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| US$8419萬 | +US$7478萬 | +795% | 1.58% | 1.64% | 17 | 76.47% | 0.3 |
|
| 3878 |
IWC
3878
Integrated Wealth Counsel
Carmel,
California
| US$8313萬 | -US$1433萬 | -15% | 5.19% | 8.52% | 81 | 3.7% | 1.4 |
|
| 3879 |
3879
Coyle Financial Counsel
Glenview,
Illinois
| US$8270萬 | +US$271萬 | +3% | 2.31% | 67.3% | 44 | 13.64% | 0.9 |
|
| 3880 |
3880
Appleton Group
Appleton,
Wisconsin
| US$8262萬 | +US$343萬 | +4% | 4.67% | 58.3% | 29 | 41.38% | 0.8 |
|
| 3881 |
HMC
3881
Higher Moment Capital
Boston,
Massachusetts
| US$8258萬 | -US$1271萬 | -13% | 3.35% | 11.8% | 6 | 16.67% | 0.6 |
|
| 3882 |
NV
3882
Nair Vinay
| US$8196萬 | – | – | 4.58% | – | 229 | – | 0 |
|
| 3883 |
3883
Valley National Bancorp
New York
| US$8190萬 | -US$430萬 | -5% | 1.62% | – | 245 | 28.57% | 0.7 |
|
| 3884 |
3884
Portfolio Strategies (Washington)
Tacoma,
Washington
| US$8158萬 | -US$609萬 | -7% | 3.02% | – | 48 | 66.67% | 0.3 |
|
| 3885 |
3885
Lime Rock Management
Westport,
Connecticut
| US$8153萬 | -US$8104萬 | -50% | 47.1% | 40.2% | 3 | 0% | 1.1 |
|
| 3886 |
PCM
3886
Pyrrho Capital Management
New York
| US$8132萬 | – | – | 4.07% | – | 27 | – | 0 |
|
| 3887 |
3887
Ramsey Asset Management
Reston,
Virginia
| US$8121萬 | +US$412萬 | +5% | 10.5% | 30.6% | 44 | 18.18% | 1.3 |
|
| 3888 |
SST
3888
S Squared Technology
New York
| US$8118萬 | +US$95.5萬 | +1% | 8.02% | 223% | 54 | 20.37% | 1 |
|
| 3889 |
WAM
3889
Wavelength Asset Management
New York
| US$8094萬 | – | – | 3.9% | – | 14 | – | 0 |
|
| 3890 |
3890
Bain Capital Credit
Boston,
Massachusetts
| US$8066萬 | -US$1859萬 | -19% | 3.51% | 14.4% | 14 | 21.43% | 0.2 |
|
| 3891 |
3891
Marshall & Sullivan
Seattle,
Washington
| US$8048萬 | +US$931萬 | +13% | 9.51% | 82% | 58 | 22.41% | 1 |
|
| 3892 |
3892
Context Capital Management
Lajolla,
California
| US$8047萬 | – | – | 1.34% | 3.83% | 38 | – | 0 |
|
| 3893 |
3893
Whippoorwill Associates
White Plains,
New York
| US$8033萬 | -US$653萬 | -8% | 7.8% | – | 7 | 14.29% | 1 |
|
| 3894 |
AF
3894
Aristotle Fund
Portland,
Maine
| US$7997萬 | -US$9056萬 | -53% | 13.6% | 3.11% | 8 | 62.5% | 0.3 |
|
| 3895 |
3895
McCarthy Capital
Omaha,
Nebraska
| US$7980萬 | -US$937萬 | -11% | 10.5% | – | 1 | 0% | 1.5 |
|
| 3896 |
3896
Gator Capital Management
Tampa,
Florida
| US$7977萬 | – | – | 5.44% | 245% | 58 | – | 0 |
|
| 3897 |
3897
Concorde Asset Management
Ann Arbor,
Michigan
| US$7974萬 | – | – | 4.68% | – | 96 | – | 0 |
|
| 3898 |
AC
3898
Andromeda Capital
White Plains,
New York
| US$7957萬 | -US$16.2億 | -95% | 14.3% | – | 359 | 99.16% | 0.1 |
|
| 3899 |
RAM
3899
Roumell Asset Management
Chevy Chase,
Maryland
| US$7912萬 | -US$996萬 | -11% | 4.57% | 46.9% | 19 | 15.79% | 0.8 |
|
| 3900 |
3900
New Harbor Financial Group
Worcester,
Massachusetts
| US$7898萬 | +US$268萬 | +4% | 3.54% | 94.6% | 142 | 85.21% | 0.2 |
|