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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
BC
4301
Breakline Capital
New York
| US$1.12億 | -US$1895萬 | -15% | 15.1% | – | 43 | 69.77% | 0.3 |
|
| 4302 |
EFL
4302
ERn Financial LLC
Middleton,
Wisconsin
| US$1.11億 | – | – | 7.74% | 61.2% | 60 | – | 0 |
|
| 4303 |
4303
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.11億 | -US$3383萬 | -23% | 18.8% | 164% | 35 | 31.43% | 2.1 |
|
| 4304 |
BCM
4304
BBT Capital Management
Fort Worth,
Texas
| US$1.11億 | -US$1.61億 | -59% | 19.3% | 31.4% | 317 | 91.17% | 0.1 |
|
| 4305 |
4305
Mangham Associates
Charlottesville,
Virginia
| US$1.11億 | -US$1192萬 | -10% | 13.7% | 24.4% | 4 | 0% | 1 |
|
| 4306 |
SIA
4306
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$1.11億 | – | – | 9.25% | 72.4% | 111 | – | 0 |
|
| 4307 |
4307
JFG Wealth Management
Denver,
Colorado
| US$1.11億 | – | – | 23.7% | 65.2% | 27 | – | 0 |
|
| 4308 |
4308
Rice Partnership
Honolulu,
Hawaii
| US$1.11億 | -US$4732萬 | -30% | 12.3% | 135% | 82 | 28.05% | 0.8 |
|
| 4309 |
4309
Marlowe Partners
New York
| US$1.11億 | -US$2805萬 | -20% | 21.9% | 16.3% | 11 | 54.55% | 0.8 |
|
| 4310 |
4310
O'Keefe Stevens Advisory
Rochester,
New York
| US$1.11億 | -US$3022萬 | -21% | 18% | 208% | 41 | 4.88% | 1.1 |
|
| 4311 |
WPSG
4311
Wealth & Pension Services Group
Atlanta,
Georgia
| US$1.11億 | +US$1136萬 | +11% | 11.2% | – | 111 | 41.44% | 0.2 |
|
| 4312 |
4312
Caldera Capital
Dallas,
Texas
| US$1.11億 | -US$3516萬 | -24% | 14.2% | 84.5% | 22 | 45.45% | 0.6 |
|
| 4313 |
4313
Half Sky Capital (UK)
London,
United Kingdom
| US$1.11億 | – | – | 12.9% | 13% | 8 | – | 0 |
|
| 4314 |
GBA
4314
Garrison Bradford & Associates
New York
| US$1.11億 | -US$1346萬 | -11% | 12.1% | 62.2% | 84 | 10.71% | 3.5 |
|
| 4315 |
4315
AlphaSimPlex Group
Boston,
Massachusetts
| US$1.11億 | -US$9145萬 | -45% | 14.7% | 35.5% | 92 | 17.39% | 0.6 |
|
| 4316 |
AIS
4316
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| US$1.1億 | -US$3394萬 | -24% | 8.88% | 6.74% | 410 | 18.54% | 2.2 |
|
| 4317 |
WC
4317
Weil Company
San Diego,
California
| US$1.1億 | -US$1074萬 | -9% | 11.3% | 71.7% | 110 | 18.18% | 0.8 |
|
| 4318 |
4318
Delphi Management
Brookline,
Massachusetts
| US$1.1億 | -US$4529萬 | -29% | 15.1% | 107% | 97 | 22.68% | 2.2 |
|
| 4319 |
4319
G&S Capital
Denver,
Colorado
| US$1.1億 | -US$3443萬 | -24% | 5.12% | 85.6% | 266 | 41.35% | 0.7 |
|
| 4320 |
4320
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$1.1億 | -US$5633萬 | -34% | 8.85% | 89.4% | 866 | 87.88% | 0.7 |
|
| 4321 |
SC
4321
Spindletop Capital
Chappaqua,
New York
| US$1.1億 | -US$2397萬 | -18% | 20.4% | – | 12 | 25% | 3 |
|
| 4322 |
IBOK
4322
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$1.1億 | -US$1710萬 | -13% | 10.6% | 94.3% | 408 | 12.5% | 0.8 |
|
| 4323 |
4323
Profit Investment Management
North Bethesda,
Maryland
| US$1.1億 | -US$2427萬 | -18% | 16.3% | 101% | 73 | 8.22% | 4.1 |
|
| 4324 |
4324
Abingworth
London,
United Kingdom
| US$1.1億 | -US$5814萬 | -35% | 32.7% | 187% | 17 | 11.76% | 2.3 |
|
| 4325 |
AC
4325
AMS Capital
Sao Paulo,
Brazil
| US$1.1億 | -US$1140萬 | -9% | 5.13% | 63.1% | 54 | 85.19% | 0.3 |
|