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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
CEI
4276
Clark Estates Inc
New York
| US$4.34億 | +US$1751萬 | +4% | 6.94% | 47.8% | 108 | 26.85% | 2.5 |
|
| 4277 |
4277
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$4.34億 | +US$4789萬 | +12% | 12.1% | 52.9% | 1,354 | 8.57% | 1.4 |
|
| 4278 |
4278
B. Riley Financial
Los Angeles,
California
| US$4.34億 | -US$2266萬 | -5% | 0.19% | 682% | 45 | 68.89% | 0.6 |
|
| 4279 |
4279
Creative Capital Management Investments
San Diego,
California
| US$4.33億 | +US$8498萬 | +24% | 10.2% | 53.6% | 1,463 | 79.56% | 0.4 |
|
| 4280 |
4280
Shah Wealth Advisors
Chino Hills,
California
| US$4.33億 | – | – | 15.8% | – | 79 | – | 0 |
|
| 4281 |
4281
Safeguard Investment Advisory Group
Corona,
California
| US$4.33億 | +US$7113萬 | +20% | 21.8% | 84.3% | 184 | 25.54% | 2.4 |
|
| 4282 |
4282
Heights Capital Management
San Francisco,
California
| US$4.33億 | +US$7430萬 | +21% | 27.4% | – | 429 | 62.94% | 0.3 |
|
| 4283 |
4283
Intergy Private Wealth
Colorado Springs,
Colorado
| US$4.33億 | +US$9204萬 | +27% | 15.6% | 73.8% | 151 | 21.19% | 2.1 |
|
| 4284 |
4284
Greenstone Partners & Co
Larkspur,
California
| US$4.33億 | +US$3752萬 | +9% | 21.7% | 527% | 9 | 11.11% | 4.1 |
|
| 4285 |
4285
Cornerstone Planning
Charlotte,
North Carolina
| US$4.32億 | -US$1065萬 | -2% | 14.2% | – | 143 | 6.29% | 1.1 |
|
| 4286 |
4286
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$4.32億 | +US$527萬 | +1% | 16.8% | 96% | 93 | 26.88% | 2.2 |
|
| 4287 |
IPA
4287
Investment Planning Advisors
Cumming,
Georgia
| US$4.32億 | +US$6862萬 | +19% | 12.4% | – | 121 | 14.88% | 1.2 |
|
| 4288 |
MCM
4288
Monimus Capital Management
Woodbridge,
New Jersey
| US$4.32億 | +US$7113萬 | +20% | 16.1% | – | 66 | 31.82% | 0.7 |
|
| 4289 |
4289
Gradient Capital Advisors
San Diego,
California
| US$4.32億 | +US$4602萬 | +12% | 14.4% | 78.5% | 185 | 7.57% | 4.8 |
|
| 4290 |
4290
Blueshift Asset Management
Red Bank,
New Jersey
| US$4.32億 | +US$1.02億 | +31% | 16.4% | 38.8% | 789 | 68.19% | 0.3 |
|
| 4291 |
BPH
4291
Boundless Plain Holdings
Hong Kong,
| US$4.32億 | +US$1.28億 | +42% | 147% | – | 24 | 62.5% | 0.4 |
|
| 4292 |
4292
Siemens Pension Trust
Munich Germany,
Germany
| US$4.31億 | -US$574萬 | -1% | 44.5% | 66.6% | 1 | 0% | 3.5 |
|
| 4293 |
4293
BWM Planning
The Woodlands,
Texas
| US$4.31億 | +US$5213萬 | +14% | 10.4% | – | 102 | 17.65% | 1.3 |
|
| 4294 |
4294
Ripple Effect Asset Management
New York
| US$4.31億 | -US$2.47億 | -36% | 21.8% | – | 34 | 58.82% | 0.4 |
|
| 4295 |
CWM
4295
CCG Wealth Management
San Diego,
California
| US$4.31億 | +US$6222萬 | +17% | 18.5% | 82.6% | 162 | 22.84% | 2.3 |
|
| 4296 |
PWMG
4296
Private Wealth Management Group
Princeton,
New Jersey
| US$4.31億 | +US$5018萬 | +13% | 9.83% | 63.2% | 1,526 | 11.21% | 2 |
|
| 4297 |
4297
Cat Rock Capital Management
Greenwich,
Connecticut
| US$4.31億 | -US$2.13億 | -33% | 15.5% | 66.7% | 14 | 50% | 2.1 |
|
| 4298 |
4298
Doma Perpetual Capital Management
Miami,
Florida
| US$4.31億 | +US$5841萬 | +16% | 5.35% | – | 13 | 15.38% | 1.3 |
|
| 4299 |
4299
BOS Asset Management
Springfield,
Illinois
| US$4.31億 | +US$3920萬 | +10% | 13.9% | 70.3% | 223 | 18.83% | 2.1 |
|
| 4300 |
PA
4300
PSI Advisors
Tampa,
Florida
| US$4.3億 | +US$1295萬 | +3% | 13.9% | 58.2% | 174 | 23.56% | 3.1 |
|