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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Davis Investment Partners
Charlotte,
North Carolina
| US$1.98億 | – | – | 9.54% | 97.8% | 113 | – | 0 |
|
| 4502 |
4502
Mathes Company
New York
| US$1.98億 | +US$1880萬 | +10% | 8.8% | 121% | 131 | 7.63% | 5.1 |
|
| 4503 |
4503
Global Trust Asset Management
West Palm Beach,
Florida
| US$1.98億 | +US$628萬 | +3% | 9.2% | 178% | 482 | 20.54% | 3.1 |
|
| 4504 |
4504
Westbourne Investment Advisors
Annapolis,
Maryland
| US$1.98億 | +US$929萬 | +5% | 7.1% | 107% | 92 | 5.43% | 2.6 |
|
| 4505 |
4505
Stone Run Capital
New York
| US$1.98億 | +US$1233萬 | +7% | 10.6% | 77.8% | 63 | 14.29% | 6.8 |
|
| 4506 |
4506
Kendall Capital Management
Rockville,
Maryland
| US$1.98億 | +US$2605萬 | +15% | 12.9% | 130% | 187 | 12.3% | 2.6 |
|
| 4507 |
4507
Ategra Capital Management
Vienna,
Virginia
| US$1.98億 | +US$400萬 | +2% | 9.11% | 114% | 102 | 14.71% | 2.5 |
|
| 4508 |
SFA
4508
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$1.98億 | – | – | 20.6% | 187% | 11 | – | 3 |
|
| 4509 |
4509
Brand Asset Management Group
Chesterfield,
Missouri
| US$1.98億 | +US$1753萬 | +10% | 8.38% | 70.2% | 77 | 5.19% | 3.9 |
|
| 4510 |
4510
RV Capital
Schindellegi,
Switzerland
| US$1.98億 | -US$1179萬 | -6% | 0.89% | 250% | 6 | 0% | 2.5 |
|
| 4511 |
4511
Varenne Capital Partners
Paris,
France
| US$1.98億 | -US$4345萬 | -18% | 3.57% | 212% | 11 | 45.45% | 0.5 |
|
| 4512 |
4512
Eos Management LP
New York
| US$1.98億 | +US$1.03億 | +108% | 14% | 149% | 51 | 56.86% | 2.3 |
|
| 4513 |
DLG
4513
Daniel L. Goodwin
| US$1.97億 | +US$2370萬 | +14% | 14.2% | 72.6% | 93 | 11.83% | 3.9 |
|
| 4514 |
4514
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| US$1.97億 | -US$9083萬 | -32% | 3.79% | 30.9% | 1 | 0% | 1.5 |
|
| 4515 |
4515
Centric Wealth Management
Chicago,
Illinois
| US$1.97億 | -US$5404萬 | -22% | 8.68% | 44.4% | 130 | 33.85% | 2.1 |
|
| 4516 |
4516
Quaker Wealth Management
Moorestown,
New Jersey
| US$1.97億 | +US$594萬 | +3% | 6.58% | – | 45 | 11.11% | 1.3 |
|
| 4517 |
HWC
4517
Hill Winds Capital
High Falls,
New York
| US$1.97億 | -US$2780萬 | -12% | 6.32% | 8.52% | 48 | 39.58% | 0.7 |
|
| 4518 |
ACM
4518
Altium Capital Management
New York
| US$1.97億 | -US$7598萬 | -28% | 27.4% | – | 160 | 57.5% | 0.6 |
|
| 4519 |
4519
Aristides Capital
Louisville,
Kentucky
| US$1.97億 | +US$6395萬 | +48% | 6.03% | 126% | 271 | 49.08% | 0.8 |
|
| 4520 |
4520
Rench Wealth Management
Denton,
Texas
| US$1.97億 | +US$1831萬 | +10% | 10.8% | 106% | 42 | 7.14% | 6.7 |
|
| 4521 |
4521
Thomas Story & Son
Culver,
Indiana
| US$1.97億 | +US$659萬 | +3% | 11.4% | 101% | 55 | 5.45% | 6 |
|
| 4522 |
4522
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.97億 | +US$2028萬 | +12% | 13% | 93.3% | 148 | 5.41% | 6.3 |
|
| 4523 |
4523
Tranquility Partners
Brentwood,
Tennessee
| US$1.97億 | +US$1688萬 | +9% | 8.84% | 77.3% | 218 | 19.72% | 2.1 |
|
| 4524 |
4524
AH Equity Partners LSV I
Menlo Park,
California
| US$1.96億 | -US$1.16億 | -37% | 34.3% | – | 3 | 0% | 1 |
|
| 4525 |
4525
Norway Savings Bank
Portland,
Maine
| US$1.96億 | +US$1306萬 | +7% | 8.99% | 117% | 299 | 8.36% | 4.5 |
|