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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
KL
5001
Kokino LLC
Stamford,
Connecticut
| US$3319萬 | +US$578萬 | +21% | 21.5% | – | 6 | 0% | 1.7 |
|
| 5002 |
5002
Tanaka Capital Management
New York
| US$3316萬 | +US$171萬 | +5% | 16% | – | 54 | 1.85% | 3.6 |
|
| 5003 |
5003
ECP ControlCo
Summit,
New Jersey
| US$3266萬 | +US$479萬 | +17% | 17.1% | 42.5% | 1 | 0% | 1.5 |
|
| 5004 |
LSC
5004
Lyon Street Capital
Sausalito,
California
| US$3252萬 | -US$6694萬 | -67% | 23.3% | – | 59 | 47.46% | 0.7 |
|
| 5005 |
5005
Deer VII & Co
Larchmont,
New York
| US$3175萬 | -US$414萬 | -12% | 24% | 241% | 4 | 0% | 3 |
|
| 5006 |
5006
MANA Advisors
New York
| US$3083萬 | +US$1525萬 | +98% | 13.7% | 7.42% | 173 | 90.75% | 0.1 |
|
| 5007 |
5007
C.V. Starr & Co
New York
| US$3073萬 | +US$1285萬 | +72% | 28.4% | – | 11 | 27.27% | 2.6 |
|
| 5008 |
MFM
5008
Mohican Financial Management
Wilton,
Connecticut
| US$3067萬 | +US$642萬 | +26% | 0% | 0% | 34 | 20.59% | 1.1 |
|
| 5009 |
5009
MetLife
New York
| US$3020萬 | +US$1476萬 | +96% | 13.5% | 53.2% | 13 | 7.69% | 0.6 |
|
| 5010 |
5010
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$2949萬 | -US$88萬 | -3% | 13.6% | 76.1% | 226 | 9.29% | 0.3 |
|
| 5011 |
CP
5011
CPV Partners
Stamford,
Connecticut
| US$2943萬 | -US$1781萬 | -38% | 12.1% | 105% | 2 | 50% | 0.3 |
|
| 5012 |
5012
Cincinnati Indemnity Company
Fairfield,
Ohio
| US$2938萬 | +US$378萬 | +15% | 15.4% | 34.8% | 11 | 0% | 3.4 |
|
| 5013 |
5013
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$2936萬 | +US$363萬 | +14% | 14.1% | 70.3% | 57 | 12.28% | 3.8 |
|
| 5014 |
FIM
5014
FourPoints Investment Managers
Paris,
France
| US$2936萬 | -US$23.1萬 | -0.8% | 5.14% | – | 7 | 28.57% | 0.2 |
|
| 5015 |
5015
Belfer Management
New York
| US$2894萬 | +US$20.2萬 | +0.7% | 0.7% | 85.9% | 1 | 0% | 3.8 |
|
| 5016 |
5016
Halbert Hargrove Global Advisors
Long Beach,
California
| US$2837萬 | -US$4.06億 | -93% | 11.4% | 68.2% | 85 | 63.53% | 2.9 |
|
| 5017 |
5017
SRH Advisors
Salina,
Kansas
| US$2817萬 | +US$205萬 | +8% | 9.63% | 55.7% | 282 | 9.93% | 3.4 |
|
| 5018 |
DCM
5018
Dynamic Capital Management
St. Helier,
Jersey
| US$2765萬 | +US$1969萬 | +248% | 19.7% | 49.7% | 70 | 91.43% | 0 |
|
| 5019 |
5019
Invictus RG
Hamilton,
Bermuda
| US$2612萬 | -US$281萬 | -10% | 21% | 289% | 24 | 91.67% | 0.1 |
|
| 5020 |
MP
5020
Meghalaya Partners
Greenwich,
Connecticut
| US$2612萬 | -US$9536萬 | -79% | 17.7% | – | 23 | 47.83% | 0.6 |
|
| 5021 |
GC
5021
Gratia Capital
Los Angeles,
California
| US$2604萬 | -US$3254萬 | -56% | 17.3% | 29.5% | 24 | 50% | 0.6 |
|
| 5022 |
5022
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| US$2596萬 | +US$22.8萬 | +0.9% | 3.1% | 19% | 13 | 46.15% | 0.8 |
|
| 5023 |
5023
CAZ Investments
Houston,
Texas
| US$2575萬 | -US$855萬 | -25% | 8.88% | 263% | 50 | 76% | 1.1 |
|
| 5024 |
5024
Shelton Capital Management
Denver,
Colorado
| US$2535萬 | -US$14.4億 | -98% | 14.8% | 161% | 867 | 13.96% | 3.2 |
|
| 5025 |
5025
Mesirow Financial Investment Management
Chicago,
Illinois
| US$2517萬 | +US$968萬 | +62% | 20.4% | 77.6% | 72 | 36.11% | 0.8 |
|