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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$2.25億 | +US$854萬 | +4% | 7.06% | 116% | 306 | 7.52% | 0.5 |
|
| 4377 |
LWA
4377
LWS Wealth Advisors
Basking Ridge,
New Jersey
| US$2.25億 | +US$464萬 | +2% | 4.34% | 8.87% | 62 | 12.9% | 1.3 |
|
| 4378 |
BDWCC
4378
B&D White Capital Company
Lakeway,
Texas
| US$2.25億 | +US$3671萬 | +20% | 7.34% | 44.2% | 59 | 52.54% | 0.3 |
|
| 4379 |
4379
Berkeley Capital Partners
Milton,
Georgia
| US$2.25億 | +US$1725萬 | +8% | 5.69% | 70.5% | 136 | 13.24% | 2.5 |
|
| 4380 |
4380
VisionPoint Advisory Group
Dallas,
Texas
| US$2.24億 | +US$1568萬 | +8% | 7.95% | 79.3% | 121 | 31.4% | 0.9 |
|
| 4381 |
CP
4381
Columbus Point
London,
United Kingdom
| US$2.24億 | +US$5856萬 | +35% | 10.3% | – | 17 | 17.65% | 0.4 |
|
| 4382 |
4382
McLean Asset Management
Tysons,
Virginia
| US$2.24億 | +US$9764萬 | +77% | 3.81% | 69.4% | 117 | 11.97% | 0.4 |
|
| 4383 |
4383
Unio Capital
Princeton,
New Jersey
| US$2.24億 | +US$1302萬 | +6% | 10.6% | 97.8% | 57 | 7.02% | 2.4 |
|
| 4384 |
4384
Silverarc Capital Management
Boston,
Massachusetts
| US$2.24億 | +US$4088萬 | +22% | 1.21% | 2,371% | 127 | 52.76% | 0.3 |
|
| 4385 |
4385
Family Legacy Inc
Greenville,
South Carolina
| US$2.24億 | +US$1468萬 | +7% | 5.59% | 89% | 110 | 3.64% | 3 |
|
| 4386 |
4386
KPCB XV Associates
Menlo Park,
California
| US$2.24億 | -US$811萬 | -3% | 13.1% | – | 4 | 0% | 0.5 |
|
| 4387 |
4387
Madison International Realty Holdings
New York
| US$2.24億 | +US$2341萬 | +12% | 12.7% | – | 7 | 28.57% | 3 |
|
| 4388 |
4388
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$2.24億 | +US$1374萬 | +7% | 6.25% | 66.8% | 111 | 1.8% | 4.4 |
|
| 4389 |
4389
Union Square Park Capital Management
New York
| US$2.24億 | -US$8001萬 | -26% | 5.93% | 75.8% | 116 | 67.24% | 0.2 |
|
| 4390 |
4390
Bornite Capital Management
New York
| US$2.24億 | – | – | 10.7% | 181% | 28 | – | 0 |
|
| 4391 |
HRC
4391
Hoertkorn Richard Charles
| US$2.23億 | +US$2087萬 | +10% | 9.33% | 182% | 83 | 4.82% | 5.7 |
|
| 4392 |
4392
Ogorek Anthony Joseph
Williamsville,
New York
| US$2.23億 | +US$2037萬 | +10% | 7.44% | 66.3% | 208 | 6.73% | 2.4 |
|
| 4393 |
AIA
4393
AIMZ Investment Advisors
Los Altos,
California
| US$2.23億 | +US$1868萬 | +9% | 7.57% | 81.3% | 116 | 7.76% | 4.5 |
|
| 4394 |
4394
Canvas Wealth Advisors
Shawnee,
Kansas
| US$2.23億 | +US$5142萬 | +30% | 9.16% | 133% | 123 | 12.2% | 0.2 |
|
| 4395 |
4395
Rings Capital Management
Chicago,
Illinois
| US$2.23億 | +US$3313萬 | +17% | 17.6% | 40.9% | 8 | 0% | 1.8 |
|
| 4396 |
SCA
4396
Sander Capital Advisors
Seattle,
Washington
| US$2.23億 | +US$3217萬 | +17% | 16.3% | 113% | 19 | 31.58% | 1.5 |
|
| 4397 |
4397
Neumann Capital Management
Foster City,
California
| US$2.23億 | +US$1232萬 | +6% | 7.95% | 89.9% | 85 | 4.71% | 4.9 |
|
| 4398 |
4398
HMS Capital Management
Nashville,
Tennessee
| US$2.22億 | -US$1375萬 | -6% | 10.3% | 140% | 153 | 33.99% | 1.6 |
|
| 4399 |
4399
Tri-Star Advisors
Houston,
Texas
| US$2.22億 | +US$1525萬 | +7% | 4.47% | 3.07% | 47 | 17.02% | 0.7 |
|
| 4400 |
4400
Claro Advisors
Boston,
Massachusetts
| US$2.22億 | +US$2478萬 | +13% | 7.61% | 98.8% | 242 | 13.64% | 1.5 |
|