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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Accel X Associates
Palo Alto,
California
| US$1.53億 | -US$1.07億 | -41% | 12.3% | – | 2 | 50% | 0.3 |
|
| 3977 |
KCM
3977
Kempner Capital Management
Galveston,
Texas
| US$1.53億 | +US$138萬 | +0.9% | 1.47% | 60.9% | 50 | 6% | 3.8 |
|
| 3978 |
3978
JLP Asset Management
New York
| US$1.53億 | +US$529萬 | +4% | 2.84% | 16.1% | 32 | 15.63% | 0.5 |
|
| 3979 |
3979
Mass General Brigham
Somerville,
Massachusetts
| US$1.53億 | -US$961萬 | -6% | 3.58% | – | 1 | 0% | 0.5 |
|
| 3980 |
3980
Brand Asset Management Group
Chesterfield,
Missouri
| US$1.52億 | +US$494萬 | +3% | 2.04% | 70.2% | 344 | 14.83% | 0.7 |
|
| 3981 |
3981
Investment Security Group
Denver,
Colorado
| US$1.52億 | +US$1698萬 | +13% | – | – | 13 | 15.38% | 0.2 |
|
| 3982 |
LB
3982
Landmark Bank
Columbia,
Missouri
| US$1.52億 | +US$638萬 | +4% | 4.28% | – | 93 | 4.3% | 0.9 |
|
| 3983 |
3983
Adalta Capital Management
New York
| US$1.52億 | +US$1996萬 | +15% | 5.96% | 80.4% | 91 | 26.37% | 1.4 |
|
| 3984 |
3984
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$1.52億 | +US$909萬 | +6% | 5.39% | 79.4% | 31 | 25.81% | 3.6 |
|
| 3985 |
3985
Sound Point Capital Management
New York
| US$1.52億 | -US$9988萬 | -40% | 2.62% | 61.5% | 24 | 33.33% | 1 |
|
| 3986 |
SL
3986
Signition LP
New York
| US$1.52億 | +US$435萬 | +3% | 5.66% | – | 241 | 60.58% | 0.4 |
|
| 3987 |
3987
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.52億 | +US$874萬 | +6% | 3.47% | 92.6% | 139 | 3.6% | 4.2 |
|
| 3988 |
3988
ValueWorks
New York
| US$1.52億 | +US$242萬 | +2% | 1.07% | 161% | 31 | 6.45% | 2.6 |
|
| 3989 |
3989
Outlook Wealth Advisors
Shenandoah,
Texas
| US$1.52億 | +US$3029萬 | +25% | 2.09% | 76% | 161 | 14.91% | 0.4 |
|
| 3990 |
3990
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$1.52億 | +US$232萬 | +2% | 2.04% | 65% | 20 | 15% | 2 |
|
| 3991 |
PS
3991
Portfolio Strategies
Monsey,
New York
| US$1.52億 | +US$2496萬 | +20% | 3.89% | 137% | 66 | 28.79% | 0.9 |
|
| 3992 |
3992
Biechele Royce Advisors
Fishers,
Indiana
| US$1.51億 | -US$301萬 | -2% | 0.56% | 39.2% | 46 | 15.22% | 1.3 |
|
| 3993 |
3993
Pacific Edge Advisors
Corona Del Mar,
California
| US$1.51億 | -US$1361萬 | -8% | 2.59% | 31.3% | 43 | 9.3% | 1.2 |
|
| 3994 |
3994
Samsara BioCapital
Palo Alto,
California
| US$1.51億 | +US$2412萬 | +19% | 2.79% | 1,580% | 21 | 14.29% | 0.4 |
|
| 3995 |
3995
Nations Financial Group
Cedar Rapids,
Iowa
| US$1.51億 | +US$547萬 | +4% | 3.19% | 112% | 185 | 14.05% | 2.3 |
|
| 3996 |
SLA
3996
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$1.51億 | +US$278萬 | +2% | 2.01% | 76.7% | 84 | 7.14% | 3.6 |
|
| 3997 |
WFWM
3997
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.51億 | -US$221萬 | -1% | 2.82% | 53.8% | 31 | 0% | 1.7 |
|
| 3998 |
3998
Financial Life Advisors
San Antonio,
Texas
| US$1.51億 | +US$558萬 | +4% | 2.66% | 47% | 47 | 0% | 1.4 |
|
| 3999 |
3999
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.51億 | +US$2248萬 | +18% | 12.3% | 415% | 32 | 34.38% | 1 |
|
| 4000 |
WCM
4000
Wunderlich Capital Managemnt
Memphis,
Tennessee
| US$1.51億 | +US$734萬 | +5% | 2.82% | 33.6% | 93 | 13.98% | 3.2 |
|