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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
SA
5101
Sunesis Advisors
Overland Park,
Kansas
| US$1.56億 | +US$1098萬 | +8% | 7.19% | – | 41 | 4.88% | 2.6 |
|
| 5102 |
5102
Half Sky Capital (UK)
London,
United Kingdom
| US$1.56億 | +US$153萬 | +1% | 13.9% | 13% | 10 | 30% | 0.8 |
|
| 5103 |
5103
Pinnbrook Capital Management
New York
| US$1.56億 | -US$795萬 | -5% | 17.8% | 924% | 68 | 82.35% | 0.2 |
|
| 5104 |
5104
Exane Asset Management
Paris,
France
| US$1.56億 | +US$611萬 | +4% | 14.7% | 74.5% | 11 | 63.64% | 1.1 |
|
| 5105 |
5105
Blue Square Asset Management
New York
| US$1.56億 | +US$867萬 | +6% | 0.66% | 117% | 35 | 54.29% | 1.3 |
|
| 5106 |
5106
Whitford Management
New York
| US$1.56億 | – | – | 8.95% | 76.2% | 30 | – | 0 |
|
| 5107 |
WHAM
5107
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$1.56億 | -US$1583萬 | -9% | 5.99% | 98.1% | 33 | 36.36% | 0.6 |
|
| 5108 |
5108
Bayshore Asset Management
Coral Gables,
Florida
| US$1.55億 | +US$2304萬 | +17% | 11.5% | 66.1% | 31 | 6.45% | 0.8 |
|
| 5109 |
5109
Harbor Group
Bedford,
New Hampshire
| US$1.55億 | +US$1768萬 | +13% | 7.64% | 43% | 59 | 18.64% | 1.4 |
|
| 5110 |
5110
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.55億 | +US$599萬 | +4% | 7.92% | 78.9% | 128 | 20.31% | 3.7 |
|
| 5111 |
5111
Tradewinds LLC
Raleigh,
North Carolina
| US$1.55億 | +US$1750萬 | +13% | 4.78% | – | 215 | 95.81% | 0 |
|
| 5112 |
5112
Slocum, Gordon & Co
Newport,
Rhode Island
| US$1.55億 | – | – | 14.7% | 65.3% | 142 | – | 0 |
|
| 5113 |
TL
5113
TowerView LLC
New York
| US$1.55億 | -US$1876萬 | -11% | 14.3% | 16.3% | 38 | 50% | 3 |
|
| 5114 |
5114
Field & Main Bank
Henderson,
Kentucky
| US$1.55億 | +US$619萬 | +4% | 9.86% | 107% | 277 | 9.39% | 4.5 |
|
| 5115 |
5115
1492 Capital Management
Milwaukee,
Wisconsin
| US$1.55億 | +US$1618萬 | +12% | 19% | 298% | 127 | 34.65% | 1.4 |
|
| 5116 |
5116
Laurel Wealth Planning
Edina,
Minnesota
| US$1.55億 | +US$1924萬 | +14% | 8.46% | 59.5% | 224 | 4.02% | 1.4 |
|
| 5117 |
5117
Two Point Capital Management
Pittsford,
New York
| US$1.55億 | – | – | 11.6% | – | 22 | – | 0 |
|
| 5118 |
AAG
5118
Avalon Advisory Group
Wexford,
Pennsylvania
| US$1.55億 | -US$466萬 | -3% | 4.75% | 46% | 9 | 22.22% | 2.9 |
|
| 5119 |
5119
Newton One Investments
Newark,
Delaware
| US$1.55億 | +US$1452萬 | +10% | 6.27% | 42% | 124 | 8.06% | 1.6 |
|
| 5120 |
5120
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$1.55億 | -US$1141萬 | -7% | 1.81% | 55.2% | 43 | 25.58% | 1.4 |
|
| 5121 |
5121
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| US$1.55億 | +US$495萬 | +3% | 5.54% | 199% | 69 | 5.8% | 1.6 |
|
| 5122 |
5122
Soundmark Wealth Management
Kirkland,
Washington
| US$1.55億 | +US$1229萬 | +9% | 8.85% | 17.2% | 61 | 9.84% | 1.6 |
|
| 5123 |
5123
MBE Wealth Management
Tomah,
Wisconsin
| US$1.55億 | +US$1792萬 | +13% | 6.81% | 66.5% | 67 | 11.94% | 1.8 |
|
| 5124 |
5124
Catterton Management Company
Greenwich,
Connecticut
| US$1.55億 | -US$1.67億 | -52% | 15.9% | 13.2% | 3 | 0% | 1.8 |
|
| 5125 |
5125
GoalVest Advisory
New York
| US$1.55億 | +US$1229萬 | +9% | 7.86% | 94.8% | 274 | 16.42% | 1.3 |
|