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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
SC
4701
Serenity Capital
Palo Alto,
California
| US$1.93億 | -US$2.22億 | -54% | 2.12% | – | 6 | 33.33% | 2 |
|
| 4702 |
4702
Clarity Wealth Advisors
San Jose,
California
| US$1.93億 | +US$1721萬 | +10% | 8.44% | 94.1% | 59 | 5.08% | 1.3 |
|
| 4703 |
4703
Trellis Advisors
Ellensburg,
Washington
| US$1.93億 | +US$1414萬 | +8% | 6.78% | 23.3% | 77 | 2.6% | 2.1 |
|
| 4704 |
4704
360 Financial
Wayzata,
Minnesota
| US$1.92億 | +US$1475萬 | +8% | 6.22% | 86.1% | 94 | 18.09% | 1 |
|
| 4705 |
4705
Lipe & Dalton
Syracuse,
New York
| US$1.92億 | +US$1213萬 | +7% | 7.78% | 101% | 108 | 8.33% | 3.6 |
|
| 4706 |
4706
Pacific Edge Advisors
Corona Del Mar,
California
| US$1.92億 | -US$1530萬 | -7% | 5.77% | 31.3% | 39 | 10.26% | 2.6 |
|
| 4707 |
4707
Investment Management Associates
Greenwood Village,
Colorado
| US$1.92億 | +US$2107萬 | +12% | 7.6% | 50.4% | 59 | 11.86% | 0.4 |
|
| 4708 |
AFA
4708
Alta Fundamental Advisers
New York
| US$1.92億 | +US$2395萬 | +14% | 20.9% | 199% | 32 | 53.13% | 0.9 |
|
| 4709 |
4709
Seascape Capital Management
Portsmouth,
New Hampshire
| US$1.92億 | +US$1241萬 | +7% | 5.2% | 111% | 93 | 7.53% | 1 |
|
| 4710 |
4710
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.92億 | +US$792萬 | +4% | 13.2% | 164% | 37 | 13.51% | 2.8 |
|
| 4711 |
MHR
4711
Matthew Hamilton Rosenberg
| US$1.92億 | +US$1686萬 | +10% | 5.27% | 52% | 587 | 6.13% | 1 |
|
| 4712 |
4712
Naman Capital
Sao Paulo,
Brazil
| US$1.92億 | +US$1038萬 | +6% | 5.38% | 98.2% | 17 | 0% | 1.9 |
|
| 4713 |
4713
Tower House Partners
London,
United Kingdom
| US$1.92億 | -US$1337萬 | -7% | 11.6% | 21.4% | 6 | 16.67% | 1.4 |
|
| 4714 |
4714
PYA Waltman Capital
Knoxville,
Tennessee
| US$1.92億 | +US$1574萬 | +9% | 7.67% | 62.4% | 50 | 30% | 1.2 |
|
| 4715 |
4715
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$1.92億 | +US$9067萬 | +90% | 7.58% | 136% | 129 | 48.06% | 1.7 |
|
| 4716 |
SFSIG
4716
San Francisco Sentry Investment Group
San Francisco,
California
| US$1.92億 | -US$4294萬 | -18% | 9.64% | 436% | 760 | 13.42% | 3.4 |
|
| 4717 |
CCP
4717
Cunning Capital Partners
Morrisville,
North Carolina
| US$1.92億 | +US$3130萬 | +20% | 14.3% | 271% | 45 | 15.56% | 0.5 |
|
| 4718 |
4718
Millrace Asset Group
Berwyn,
Pennsylvania
| US$1.92億 | +US$598萬 | +3% | 10% | 113% | 100 | 32% | 0.9 |
|
| 4719 |
PCM
4719
Perritt Capital Management
Chicago,
Illinois
| US$1.92億 | +US$828萬 | +5% | 6.19% | 80.9% | 214 | 14.02% | 3.6 |
|
| 4720 |
4720
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.92億 | +US$1215萬 | +7% | 5.51% | 60.9% | 58 | 17.24% | 0.7 |
|
| 4721 |
WPEP
4721
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.92億 | +US$3506萬 | +22% | 20.7% | 48% | 17 | 0% | 4.8 |
|
| 4722 |
4722
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.92億 | +US$1056萬 | +6% | 8.2% | 116% | 62 | 12.9% | 3.9 |
|
| 4723 |
KCM
4723
Knoll Capital Management
Miami,
Florida
| US$1.91億 | +US$3800萬 | +25% | 26.8% | 258% | 42 | 7.14% | 1.4 |
|
| 4724 |
MS
4724
Madden Securities
Dallas,
Texas
| US$1.91億 | +US$2037萬 | +12% | 8.09% | 108% | 141 | 9.22% | 1 |
|
| 4725 |
4725
Peninsula Asset Management
Bradenton,
Florida
| US$1.91億 | +US$1155萬 | +6% | 6.48% | 54.2% | 46 | 2.17% | 5.7 |
|