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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
New World Advisors
Hingham,
Massachusetts
| US$1.47億 | +US$790萬 | +6% | 4.97% | 66.5% | 24 | 20.83% | 0.5 |
|
| 4027 |
4027
Samsara BioCapital
Palo Alto,
California
| US$1.47億 | -US$444萬 | -3% | 1.9% | 1,580% | 22 | 22.73% | 0.6 |
|
| 4028 |
4028
Great Point Wealth Advisors
Boston,
Massachusetts
| US$1.47億 | +US$2296萬 | +19% | 0.36% | – | 42 | 2.38% | 0.7 |
|
| 4029 |
FA
4029
Financial Advantage
Columbia,
Maryland
| US$1.47億 | +US$69.8萬 | +0.5% | 1.37% | 24.3% | 157 | 35.67% | 1.1 |
|
| 4030 |
HPC
4030
Hobart Private Capital
Charlotte,
North Carolina
| US$1.47億 | +US$320萬 | +2% | 1.92% | 60% | 158 | 17.72% | 1 |
|
| 4031 |
CWM
4031
CCG Wealth Management
San Diego,
California
| US$1.47億 | +US$664萬 | +5% | 0.37% | 82.6% | 84 | 17.86% | 0.5 |
|
| 4032 |
4032
HighVista Strategies
Boston,
Massachusetts
| US$1.47億 | -US$4888萬 | -25% | 1.01% | 561% | 166 | 59.04% | 0.6 |
|
| 4033 |
AP
4033
Agilis Partners
Waltham,
Massachusetts
| US$1.46億 | +US$1253萬 | +9% | 0.49% | 8.47% | 22 | 13.64% | 1.9 |
|
| 4034 |
4034
Peninsula Asset Management
Bradenton,
Florida
| US$1.46億 | +US$481萬 | +3% | 3.79% | 54.2% | 46 | 0% | 4.8 |
|
| 4035 |
4035
LLR Walnut
Philadelphia,
Pennsylvania
| US$1.46億 | – | – | 4.08% | – | 2 | – | 0 |
|
| 4036 |
4036
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$1.46億 | +US$748萬 | +5% | 0.86% | 114% | 21 | 19.05% | 1 |
|
| 4037 |
RWG
4037
Regal Wealth Group
Seal Beach,
California
| US$1.46億 | +US$151萬 | +1% | 1.5% | 17% | 185 | 8.11% | 2.8 |
|
| 4038 |
4038
Centerstone Investors
New York
| US$1.46億 | -US$1450萬 | -9% | 2.54% | 73.7% | 29 | 10.34% | 0.7 |
|
| 4039 |
WCM
4039
Wunderlich Capital Managemnt
Memphis,
Tennessee
| US$1.46億 | -US$518萬 | -3% | 1.15% | 33.6% | 91 | 13.19% | 3.5 |
|
| 4040 |
4040
Knuff & Co
Foster City,
California
| US$1.45億 | +US$497萬 | +4% | 1.43% | 108% | 187 | 37.97% | 0.5 |
|
| 4041 |
4041
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$1.45億 | +US$90萬 | +0.6% | 1.46% | 28.2% | 85 | 15.29% | 2.3 |
|
| 4042 |
4042
American Asset Management
Boca Raton,
Florida
| US$1.45億 | +US$15.3萬 | +0.1% | 3.54% | 42.5% | 118 | 9.32% | 2 |
|
| 4043 |
AIA
4043
AIMZ Investment Advisors
Los Altos,
California
| US$1.45億 | +US$22.3萬 | +0.2% | 0.18% | 81.3% | 100 | 4% | 3.9 |
|
| 4044 |
4044
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$1.45億 | -US$1267萬 | -8% | 0.19% | 66.9% | 21 | 19.05% | 1.6 |
|
| 4045 |
4045
Cabot-Wellington
Boston,
Massachusetts
| US$1.45億 | US$0 | 0% | 1.65% | 73.1% | 9 | 0% | 5.6 |
|
| 4046 |
4046
Tinicum
New York
| US$1.45億 | -US$8592萬 | -37% | 26.5% | 21.1% | 4 | 25% | 4.3 |
|
| 4047 |
4047
Private Capital Management (Colorado)
Denver,
Colorado
| US$1.45億 | +US$320萬 | +2% | 1.38% | 20% | 105 | 7.62% | 0.6 |
|
| 4048 |
4048
KCS Wealth Advisory
Los Angeles,
California
| US$1.45億 | +US$1802萬 | +14% | 0.92% | 45.3% | 456 | 67.32% | 0.5 |
|
| 4049 |
4049
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$1.45億 | -US$423萬 | -3% | 2.68% | 134% | 190 | 24.21% | 0.6 |
|
| 4050 |
4050
DeDora Capital
Napa,
California
| US$1.44億 | +US$239萬 | +2% | 1.65% | 91.2% | 96 | 16.67% | 1.4 |
|