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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
SIG
5151
Schaller Investment Group
Winston Salem,
North Carolina
| US$9574萬 | -US$2500萬 | -21% | 2.68% | 21.9% | 37 | 8.11% | 4.9 |
|
| 5152 |
5152
RHS Financial
San Francisco,
California
| US$9570萬 | +US$1082萬 | +13% | 4.45% | 65.6% | 68 | 8.82% | 0.9 |
|
| 5153 |
5153
Svenska Handelsbanken
Stockholm,
Sweden
| US$9563萬 | +US$1182萬 | +14% | 11.1% | – | 47 | 8.51% | 2.7 |
|
| 5154 |
5154
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$9561萬 | +US$986萬 | +11% | 15% | 234% | 144 | 20.14% | 1.1 |
|
| 5155 |
5155
Oppenheimer & Close
New York
| US$9542萬 | +US$535萬 | +6% | 13.7% | 148% | 45 | 4.44% | 3.6 |
|
| 5156 |
5156
Jentner Corp
Akron,
Ohio
| US$9541萬 | -US$2710萬 | -22% | 6.64% | 38.9% | 40 | 12.5% | 2.1 |
|
| 5157 |
5157
Colrain Capital
Boston,
Massachusetts
| US$9541萬 | +US$456萬 | +5% | 12.3% | – | 44 | 6.82% | 4.1 |
|
| 5158 |
5158
Matrix Private Capital Group
New York
| US$9534萬 | – | – | 7.37% | 62.5% | 197 | – | 0 |
|
| 5159 |
5159
Corundum Group
Colorado Springs,
Colorado
| US$9522萬 | +US$889萬 | +10% | 7.99% | 89.5% | 74 | 12.16% | 2.2 |
|
| 5160 |
5160
Timber Hill
Greenwich,
Connecticut
| US$9521萬 | -US$2954萬 | -24% | 13.1% | 59.2% | 34 | 67.65% | 1 |
|
| 5161 |
5161
Fairfield University
Fairfield,
Connecticut
| US$9507萬 | +US$65.5萬 | +0.7% | 7.12% | 70.6% | 4 | 0% | 2.6 |
|
| 5162 |
5162
Gavea Investimentos
Rj,
Brazil
| US$9494萬 | +US$4940萬 | +108% | 8.18% | 60.3% | 22 | 86.36% | 0.1 |
|
| 5163 |
5163
Battery Partners IX
Boston,
Massachusetts
| US$9478萬 | -US$7804萬 | -45% | 15% | 322% | 5 | 20% | 2.3 |
|
| 5164 |
5164
Silversage Advisors
Irvine,
California
| US$9465萬 | – | – | 7.18% | – | 32 | – | 0 |
|
| 5165 |
5165
Concourse Capital Management
Atlanta,
Georgia
| US$9463萬 | -US$1577萬 | -14% | 13.7% | 107% | 46 | 56.52% | 1.3 |
|
| 5166 |
5166
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$9422萬 | +US$2085萬 | +28% | 7.44% | 38.4% | 9 | 22.22% | 0.6 |
|
| 5167 |
5167
Indie Asset Partners
Carmel,
Indiana
| US$9414萬 | – | – | 7.88% | 115% | 85 | – | 0 |
|
| 5168 |
5168
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$9413萬 | +US$1604萬 | +21% | 7.1% | 85.6% | 103 | 14.56% | 3.7 |
|
| 5169 |
5169
P.A.W. Capital
Greenwich,
Connecticut
| US$9379萬 | +US$1361萬 | +17% | 55.8% | 30.2% | 68 | 20.59% | 3.2 |
|
| 5170 |
5170
HighMark Wealth Management
St. Paul,
Minnesota
| US$9370萬 | – | – | 9.47% | 110% | 406 | – | 0 |
|
| 5171 |
5171
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| US$9367萬 | – | – | 7.19% | 94.2% | 37 | – | 0.8 |
|
| 5172 |
5172
Vivid Financial Management
Orcutt,
California
| US$9350萬 | – | – | 6.68% | – | 90 | – | 0 |
|
| 5173 |
EFEM
5173
Eos Focused Equity Management
New York
| US$9342萬 | +US$760萬 | +9% | 4.67% | 55.7% | 39 | 48.72% | 0.8 |
|
| 5174 |
5174
Clal Insurance
Tel-Aviv,
Israel
| US$9323萬 | -US$40.2億 | -98% | 12.7% | 210% | 133 | 24.06% | 1.8 |
|
| 5175 |
5175
Black Diamond Capital Management
Stamford,
Connecticut
| US$9313萬 | +US$1890萬 | +25% | 41.8% | 28.3% | 6 | 0% | 2 |
|