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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
LCM
5401
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$1.53億 | +US$3268萬 | +27% | 32.4% | 883% | 19 | 36.84% | 0.7 |
|
| 5402 |
5402
Treynor Bancshares
Treynor,
Iowa
| US$1.53億 | -US$617萬 | -4% | 2.54% | 3.35% | 74 | 9.46% | 1.4 |
|
| 5403 |
AIA
5403
Arcadia Investment Advisors
Eagle,
Idaho
| US$1.53億 | +US$718萬 | +5% | 4.8% | 56.4% | 98 | 18.37% | 3.2 |
|
| 5404 |
5404
Strategic Value Bank Partners
Cleveland,
Ohio
| US$1.53億 | -US$1810萬 | -11% | 11.3% | 80.8% | 27 | 7.41% | 1 |
|
| 5405 |
5405
Financial Connections Group
Corte Madera,
California
| US$1.53億 | +US$1172萬 | +8% | 5.04% | 44.4% | 293 | 24.91% | 1.1 |
|
| 5406 |
5406
Pacific Financial Group
Bellevue,
Washington
| US$1.52億 | +US$1980萬 | +15% | 5.51% | 61.1% | 57 | 7.02% | 5.5 |
|
| 5407 |
5407
Harrington Investments
Napa,
California
| US$1.52億 | +US$756萬 | +5% | 7.02% | 109% | 80 | 2.5% | 4.6 |
|
| 5408 |
RWG
5408
Regal Wealth Group
Seal Beach,
California
| US$1.52億 | +US$1169萬 | +8% | 5.45% | 17% | 49 | 10.2% | 5.3 |
|
| 5409 |
5409
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$1.52億 | +US$1386萬 | +10% | 10.1% | 91.4% | 134 | 26.87% | 1.4 |
|
| 5410 |
5410
Green Alpha Advisors
Niwot,
Colorado
| US$1.52億 | +US$982萬 | +7% | 6.2% | 316% | 153 | 1.96% | 1.9 |
|
| 5411 |
5411
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.52億 | -US$2003萬 | -12% | 1.84% | 319% | 61 | 39.34% | 1.1 |
|
| 5412 |
5412
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$1.52億 | +US$1284萬 | +9% | 6.42% | 78.6% | 120 | 9.17% | 2.4 |
|
| 5413 |
5413
Dunhill Financial
London,
United Kingdom
| US$1.52億 | – | – | 3.93% | 58.6% | 85 | – | 0 |
|
| 5414 |
5414
Orion Capital Management
Coronado,
California
| US$1.52億 | +US$280萬 | +2% | 9.61% | 75.3% | 464 | 71.77% | 1.9 |
|
| 5415 |
5415
Colonial River Investments
Midlothian,
Virginia
| US$1.52億 | -US$1829萬 | -11% | 5.46% | 156% | 214 | 32.71% | 1.1 |
|
| 5416 |
5416
Miller Value Partners
Sarasota,
Florida
| US$1.52億 | -US$14.5億 | -91% | 5.88% | 133% | 94 | 55.32% | 1.6 |
|
| 5417 |
5417
Turiya Advisors Asia
Hong Kong
| US$1.52億 | -US$2.48億 | -62% | 5.03% | 247% | 4 | 50% | 1.4 |
|
| 5418 |
CL
5418
COWA LLC
Tulsa,
Oklahoma
| US$1.52億 | +US$2931萬 | +24% | 2.03% | 67.7% | 124 | 16.13% | 2 |
|
| 5419 |
5419
Sound Stewardship
Overland Park,
Kansas
| US$1.52億 | +US$322萬 | +2% | 1.85% | 45.9% | 61 | 3.28% | 0.5 |
|
| 5420 |
VU
5420
Valence8 US
Cambridge,
Massachusetts
| US$1.52億 | -US$1833萬 | -11% | 4.23% | 76.6% | 15 | 20% | 0.4 |
|
| 5421 |
5421
325 Capital
New York
| US$1.52億 | +US$3731萬 | +33% | 14% | 226% | 9 | 0% | 1.1 |
|
| 5422 |
5422
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.52億 | +US$731萬 | +5% | 4.13% | 72.5% | 93 | 3.23% | 5.2 |
|
| 5423 |
5423
WJ Interests
Sugar Land,
Texas
| US$1.52億 | +US$708萬 | +5% | 2.68% | 55.2% | 17 | 41.18% | 0.5 |
|
| 5424 |
5424
Montis Financial
Waltham,
Massachusetts
| US$1.52億 | +US$2239萬 | +17% | 6.73% | 53.8% | 68 | 13.24% | 1.9 |
|
| 5425 |
5425
Graphene Investments SAS
Paris,
France
| US$1.52億 | +US$213萬 | +1% | 7.96% | 103% | 46 | 2.17% | 0.5 |
|