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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
WC Walker & Associates
Fullerton,
California
| US$1.76億 | +US$573萬 | +3% | 5.17% | – | 77 | 12.99% | 1.4 |
|
| 4527 |
4527
Trellis Advisors
Ellensburg,
Washington
| US$1.76億 | -US$674萬 | -4% | 5.21% | 23.3% | 77 | 9.09% | 3.2 |
|
| 4528 |
4528
Lifeworks Advisors
Grand Rapids,
Michigan
| US$1.76億 | +US$1802萬 | +11% | 5.96% | 90.3% | 161 | 34.78% | 0.5 |
|
| 4529 |
4529
Drake & Associates
Waukesha,
Wisconsin
| US$1.76億 | -US$116萬 | -0.7% | 4.97% | 47.9% | 71 | 18.31% | 0.2 |
|
| 4530 |
4530
Founders Circle Capital
Campbell,
California
| US$1.76億 | +US$1098萬 | +7% | 11.7% | 28% | 12 | 8.33% | 1.1 |
|
| 4531 |
4531
EdgeRock Capital
Denver,
Colorado
| US$1.76億 | +US$2951萬 | +20% | 4.14% | 79.7% | 428 | 87.85% | 0 |
|
| 4532 |
4532
Lapides Asset Management
Greenwich,
Connecticut
| US$1.76億 | -US$2490萬 | -12% | 4.54% | 63% | 62 | 17.74% | 3.3 |
|
| 4533 |
4533
Platform Technology Partners
New York
| US$1.75億 | -US$770萬 | -4% | 4.53% | – | 215 | 16.28% | 2 |
|
| 4534 |
4534
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$1.75億 | -US$1282萬 | -7% | 5.39% | 13% | 46 | 17.39% | 4.7 |
|
| 4535 |
4535
Malaga Cove Capital
Pv Estates,
California
| US$1.75億 | -US$372萬 | -2% | 1.36% | 97.3% | 174 | 16.09% | 2 |
|
| 4536 |
4536
HighVista Strategies
Boston,
Massachusetts
| US$1.75億 | +US$944萬 | +6% | 7.61% | 561% | 129 | 27.13% | 0.6 |
|
| 4537 |
PI
4537
Pennant Investors
Summit,
New Jersey
| US$1.75億 | -US$5676萬 | -25% | 7.61% | 372% | 18 | 11.11% | 2.1 |
|
| 4538 |
4538
MGG Investment Group
New York
| US$1.75億 | +US$2359萬 | +16% | 21% | 44.1% | 2 | 0% | 0.8 |
|
| 4539 |
4539
Jacobsen Capital Management
Salt Lake City,
Utah
| US$1.75億 | -US$1324萬 | -7% | 5.82% | 97.3% | 56 | 14.29% | 2.6 |
|
| 4540 |
HRC
4540
Hoertkorn Richard Charles
| US$1.75億 | -US$699萬 | -4% | 2.89% | 182% | 85 | 10.59% | 6.2 |
|
| 4541 |
4541
Wilshire Advisors
Santa Monica,
California
| US$1.75億 | -US$1642萬 | -9% | 6.97% | 129% | 13 | 30.77% | 1.4 |
|
| 4542 |
4542
Calton & Associates
Tampa,
Florida
| US$1.75億 | -US$530萬 | -3% | 4.52% | 79% | 254 | 22.83% | 3 |
|
| 4543 |
4543
Beech Hill Advisors
New York
| US$1.75億 | -US$1264萬 | -7% | 2.15% | 117% | 88 | 12.5% | 4 |
|
| 4544 |
4544
Rovin Capital
Mesa,
Arizona
| US$1.74億 | +US$2568萬 | +17% | 3.6% | 63.8% | 125 | 15.2% | 1 |
|
| 4545 |
4545
Ceeto Capital Group
Coral Gables,
Florida
| US$1.74億 | -US$858萬 | -5% | 4.03% | 94.4% | 164 | 9.15% | 3.2 |
|
| 4546 |
4546
First Bankers Trust
Louisville,
Kentucky
| US$1.74億 | -US$1651萬 | -9% | 5.48% | 89.6% | 113 | 5.31% | 6.6 |
|
| 4547 |
4547
Element Pointe Advisors
Miami,
Florida
| US$1.74億 | -US$6649萬 | -28% | 4.3% | 75.1% | 77 | 29.87% | 2 |
|
| 4548 |
4548
Weaver Consulting Group
Huntington Beach,
California
| US$1.74億 | -US$464萬 | -3% | 5.34% | 56.4% | 176 | 10.8% | 2.3 |
|
| 4549 |
4549
SkyKnight Capital
San Francisco,
California
| US$1.74億 | +US$423萬 | +2% | 2.93% | 35.5% | 3 | 0% | 0.8 |
|
| 4550 |
HCM
4550
Highlander Capital Management
Short Hills,
New Jersey
| US$1.74億 | -US$1167萬 | -6% | 4.11% | 34.4% | 664 | 4.22% | 4.8 |
|