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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
PP
4651
Professional Planning
Thousand Oaks,
California
| US$5471萬 | – | – | 8.74% | 99.9% | 26 | – | 0 |
|
| 4652 |
JDR
4652
Jay D. Rosenbaum
| US$5433萬 | +US$208萬 | +4% | 5.65% | 12.9% | 56 | 1.79% | 2.1 |
|
| 4653 |
4653
Siris Capital Group
New York
| US$5359萬 | – | – | 4.18% | – | 1 | – | 0 |
|
| 4654 |
PRHC
4654
P.R. Herzig & Co
Roslyn Heights,
New York
| US$5211萬 | +US$44.6萬 | +0.9% | 4.47% | 49.9% | 48 | 16.67% | 2.6 |
|
| 4655 |
BC
4655
Breogan Capital
New York
| US$5203萬 | – | – | 3.04% | – | 19 | – | 0 |
|
| 4656 |
4656
Sapphire Ventures
Austin,
Texas
| US$5147萬 | -US$1.44億 | -74% | 17% | 7.75% | 7 | 28.57% | 0.8 |
|
| 4657 |
KCM
4657
KSA Capital Management
Morristown,
New Jersey
| US$5138萬 | +US$3194萬 | +164% | 4.64% | 109% | 66 | 80.3% | 0.3 |
|
| 4658 |
4658
Castle Rock Wealth Management
Walnut Creek,
California
| US$5137萬 | – | – | 4.96% | 115% | 101 | – | 0 |
|
| 4659 |
AIFS
4659
A&I Financial Services
Lone Tree,
Colorado
| US$5065萬 | – | – | 5.31% | – | 28 | – | 0 |
|
| 4660 |
RG
4660
Raynor Geoffrey
| US$5032萬 | +US$3587萬 | +248% | 127% | 31% | 6 | 33.33% | 0.9 |
|
| 4661 |
4661
Kadensa Capital
Central,
Hong Kong
| US$5017萬 | – | – | 6.43% | 191% | 12 | – | 0 |
|
| 4662 |
4662
AIA Group
Hong Kong
| US$5011萬 | -US$5.87億 | -92% | 2.17% | 97.8% | 22 | 22.73% | 1.7 |
|
| 4663 |
4663
Portfolio Strategies (Washington)
Tacoma,
Washington
| US$5008萬 | -US$1039萬 | -17% | 4.7% | – | 81 | 32.1% | 0.8 |
|
| 4664 |
4664
Lime Rock Management
Westport,
Connecticut
| US$4993萬 | -US$1.18億 | -70% | 8.17% | 40.2% | 4 | 75% | 1.1 |
|
| 4665 |
4665
Kerrisdale Advisers
Miami,
Florida
| US$4935萬 | -US$4645萬 | -48% | 14.9% | 78.8% | 16 | 68.75% | 1.1 |
|
| 4666 |
ACM
4666
Accipiter Capital Management
Palm Beach Gardens,
Florida
| US$4919萬 | +US$56.3萬 | +1% | 3.7% | 55.9% | 3 | 0% | 2.8 |
|
| 4667 |
4667
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$4909萬 | – | – | 4.05% | 84.5% | 150 | – | 0 |
|
| 4668 |
SIA
4668
Spruce Investment Advisors
Stamford,
Connecticut
| US$4850萬 | -US$333萬 | -6% | 4.62% | 23.5% | 33 | 30.3% | 1.9 |
|
| 4669 |
DP
4669
Delta Partners
Boston,
Massachusetts
| US$4813萬 | -US$3069萬 | -39% | 0.95% | 34.4% | 12 | 16.67% | 0.7 |
|
| 4670 |
P
4670
PhaseCapital
New York
| US$4746萬 | +US$2358萬 | +99% | 4.33% | 25.1% | 15 | 26.67% | 1.1 |
|
| 4671 |
4671
HealthInvest Partners
Stockholm,
Sweden
| US$4738萬 | -US$3826萬 | -45% | 0.93% | – | 16 | 25% | 0.7 |
|
| 4672 |
4672
Highwater Wealth Management
Glendale,
Colorado
| US$4673萬 | +US$459萬 | +11% | 6.67% | 103% | 49 | 24.49% | 0.8 |
|
| 4673 |
RAM
4673
Roumell Asset Management
Chevy Chase,
Maryland
| US$4668萬 | +US$417萬 | +10% | 0.01% | 46.9% | 17 | 17.65% | 1 |
|
| 4674 |
4674
Francis Financial
| US$4635萬 | – | – | 4% | 56.2% | 20 | – | 0 |
|
| 4675 |
4675
Allianz Life Insurance of North America
Minneapolis,
Minnesota
| US$4589萬 | +US$810萬 | +21% | 3.45% | – | 37 | 10.81% | 0.7 |
|