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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Beaconlight Capital
New York
| US$2.16億 | -US$1億 | -32% | 18.3% | 264% | 51 | 50.98% | 0.8 |
|
| 4202 |
4202
Madrona Venture Group
Seattle,
Washington
| US$2.16億 | -US$1.22億 | -36% | 35.9% | 233% | 6 | 0% | 0.8 |
|
| 4203 |
4203
AlphaCore Capital
La Jolla,
California
| US$2.15億 | -US$4228萬 | -16% | 15.2% | 91.5% | 182 | 35.71% | 0.9 |
|
| 4204 |
4204
First Washington Corp
Seattle,
Washington
| US$2.15億 | -US$3237萬 | -13% | 20.3% | 153% | 66 | 16.67% | 3.7 |
|
| 4205 |
4205
Horan Capital Advisors
Cincinnati,
Ohio
| US$2.15億 | -US$3328萬 | -13% | 12.6% | 26.6% | 97 | 9.28% | 4.1 |
|
| 4206 |
4206
Black Swift Group
Boulder,
Colorado
| US$2.15億 | -US$3853萬 | -15% | 14.2% | 145% | 108 | 49.07% | 0.9 |
|
| 4207 |
4207
MSH Capital Advisors
Scottsdale,
Arizona
| US$2.15億 | -US$2705萬 | -11% | 14.1% | 77.4% | 206 | 11.17% | 0.5 |
|
| 4208 |
AFS
4208
Aft Forsyth & Sober
Valrico,
Florida
| US$2.15億 | -US$3886萬 | -15% | 15% | 107% | 93 | 10.75% | 1.9 |
|
| 4209 |
TA
4209
TrueWealth Advisors
Birmingham,
Alabama
| US$2.15億 | -US$773萬 | -3% | 10.4% | 60.9% | 203 | 28.57% | 1 |
|
| 4210 |
4210
Stonepine Capital Management
Bend,
Oregon
| US$2.15億 | -US$2618萬 | -11% | 15.7% | 321% | 31 | 29.03% | 1.1 |
|
| 4211 |
4211
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$2.15億 | -US$7161萬 | -25% | 4.27% | 89.1% | 123 | 30.89% | 0.6 |
|
| 4212 |
GFI
4212
Global Frontier Investments
Charleston,
South Carolina
| US$2.15億 | -US$4388萬 | -17% | 15.4% | – | 21 | 4.76% | 1.5 |
|
| 4213 |
4213
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$2.15億 | -US$2171萬 | -9% | 11% | 72.7% | 172 | 9.88% | 1.1 |
|
| 4214 |
4214
Ballast Inc
Lexington,
Kentucky
| US$2.14億 | -US$4494萬 | -17% | 12.4% | 71.3% | 114 | 10.53% | 3.1 |
|
| 4215 |
4215
SC&H Financial Advisors
Sparks,
Maryland
| US$2.14億 | +US$418萬 | +2% | 13.9% | 66.2% | 161 | 23.6% | 0.4 |
|
| 4216 |
CWM
4216
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$2.14億 | -US$7011萬 | -25% | 9.16% | 108% | 178 | 39.89% | 0.8 |
|
| 4217 |
4217
Delta Accumulation LLC
Sausalito,
California
| US$2.14億 | -US$10.8億 | -83% | 25.7% | 135% | 142 | 44.37% | 0.4 |
|
| 4218 |
4218
Prudent Man Advisors
Naperville,
Illinois
| US$2.14億 | -US$3243萬 | -13% | 12.1% | 92.5% | 193 | 21.76% | 1.6 |
|
| 4219 |
HCA
4219
Hyperion Capital Advisors
New York
| US$2.14億 | -US$4977萬 | -19% | 18.6% | 86.1% | 65 | 20% | 1.7 |
|
| 4220 |
SC
4220
Schulhoff & Co
Cincinnati,
Ohio
| US$2.14億 | -US$2296萬 | -10% | 7.24% | 58.8% | 124 | 8.87% | 6.4 |
|
| 4221 |
HPC
4221
Hobart Private Capital
Charlotte,
North Carolina
| US$2.14億 | -US$4557萬 | -18% | 15.4% | 60% | 44 | 29.55% | 1.6 |
|
| 4222 |
4222
L.M. Kohn & Company
Cincinnati,
Ohio
| US$2.14億 | -US$4540萬 | -18% | 14.5% | 97.9% | 259 | 16.99% | 0.2 |
|
| 4223 |
4223
Shilanski & Associates
Anchorage,
Alaska
| US$2.14億 | -US$2446萬 | -10% | 9% | 84.2% | 138 | 33.33% | 1.5 |
|
| 4224 |
LJHT
4224
Laurie J. Hall Trustee
| US$2.14億 | -US$4632萬 | -18% | 13.8% | 105% | 328 | 3.35% | 5.2 |
|
| 4225 |
CCM
4225
Chimera Capital Management
New York
| US$2.14億 | +US$1187萬 | +6% | 15.7% | – | 98 | 79.59% | 0.1 |
|