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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Ruggaard & Associates
Hudson,
Ohio
| US$2.16億 | +US$593萬 | +3% | 0.97% | 47.6% | 123 | 12.2% | 1 |
|
| 5077 |
5077
Spectrum Asset Management (California)
Newport Beach,
California
| US$2.16億 | -US$1703萬 | -7% | 0.81% | 68.3% | 112 | 25% | 3.3 |
|
| 5078 |
5078
Boothe Investment Group
Dover,
Delaware
| US$2.16億 | +US$1759萬 | +9% | 0.85% | 75.6% | 44 | 25% | 1.8 |
|
| 5079 |
5079
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$2.16億 | -US$2033萬 | -9% | 1.06% | 55.2% | 20 | 15% | 2 |
|
| 5080 |
5080
Richmond Hill Investments
New York
| US$2.16億 | +US$411萬 | +2% | 1.19% | 55.2% | 4 | 0% | 6.3 |
|
| 5081 |
5081
X-Square Capital
Guaynabo,
Puerto Rico
| US$2.16億 | +US$463萬 | +2% | 1.22% | 151% | 167 | 14.37% | 2.7 |
|
| 5082 |
5082
Doma Perpetual Capital Management
Miami,
Florida
| US$2.16億 | +US$6529萬 | +43% | 6.76% | – | 10 | 20% | 0.4 |
|
| 5083 |
5083
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$2.16億 | +US$1595萬 | +8% | 0.47% | 81.9% | 497 | 2.82% | 2.8 |
|
| 5084 |
5084
Axis Capital Holdings
Pembroke,
| US$2.16億 | +US$804萬 | +4% | 3.88% | 76% | 3 | 0% | 7.6 |
|
| 5085 |
5085
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$2.15億 | -US$1297萬 | -6% | 7.26% | 282% | 44 | 43.18% | 1.3 |
|
| 5086 |
5086
Patient Square Capital
Menlo Park,
California
| US$2.15億 | -US$1939萬 | -8% | 7.29% | 315% | 2 | 0% | 0.9 |
|
| 5087 |
5087
Red Spruce Capital
Berwyn,
Pennsylvania
| US$2.15億 | -US$16.9萬 | -0.1% | 0.05% | 98.4% | 86 | 4.65% | 3.5 |
|
| 5088 |
5088
Moseley Investment Management
Bradenton,
Florida
| US$2.15億 | +US$1400萬 | +7% | 7.07% | 96.6% | 155 | 11.61% | 3.5 |
|
| 5089 |
5089
Canopy Partners
Cincinnati,
Ohio
| US$2.15億 | +US$1069萬 | +5% | 4.03% | 108% | 209 | 9.57% | 0.4 |
|
| 5090 |
5090
EntryPoint Capital
New York
| US$2.15億 | +US$1.04億 | +93% | 4.98% | 40.3% | 1,960 | 60.05% | 0.2 |
|
| 5091 |
5091
Crescent Park Management
East Palo Alto,
California
| US$2.15億 | -US$4189萬 | -16% | 7.91% | 100% | 32 | 21.88% | 2.1 |
|
| 5092 |
5092
Solitude Financial Services
Charlottesville,
Virginia
| US$2.15億 | -US$198萬 | -0.9% | 0.52% | 62.4% | 38 | 13.16% | 2.4 |
|
| 5093 |
5093
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$2.15億 | +US$828萬 | +4% | 1.01% | 67.6% | 138 | 7.25% | 1.7 |
|
| 5094 |
5094
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$2.15億 | +US$603萬 | +3% | 4.12% | 77.8% | 170 | 10.59% | 1.1 |
|
| 5095 |
IWN
5095
Independent Wealth Network
Urbandale,
Iowa
| US$2.15億 | +US$146萬 | +0.7% | 1.61% | 78.2% | 233 | 12.45% | 2 |
|
| 5096 |
5096
Emergence GP Partners
San Francisco,
California
| US$2.15億 | -US$5164萬 | -19% | 18.8% | – | 3 | 0% | 2 |
|
| 5097 |
5097
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$2.15億 | +US$250萬 | +1% | 0.17% | 44.1% | 58 | 24.14% | 1.7 |
|
| 5098 |
5098
IMS Capital Management
Portland,
Oregon
| US$2.15億 | -US$47.5萬 | -0.2% | 2.02% | 119% | 151 | 12.58% | 4.8 |
|
| 5099 |
5099
Wela Strategies
Atlanta,
Georgia
| US$2.15億 | +US$308萬 | +1% | 0.46% | 51.3% | 51 | 3.92% | 3.3 |
|
| 5100 |
5100
Leisure Capital Management
Costa Mesa,
California
| US$2.15億 | +US$1521萬 | +8% | 4.02% | 111% | 144 | 14.58% | 4.9 |
|