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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Apex Wealth Management
Bedford,
New Hampshire
| US$1.64億 | +US$1797萬 | +12% | 13.9% | – | 64 | 12.5% | 1 |
|
| 7202 |
7202
Holistic Financial Partners
Indianapolis,
Indiana
| US$1.64億 | -US$1.05億 | -39% | 15.2% | 95.7% | 150 | 22.67% | 4.1 |
|
| 7203 |
7203
Arbor Wealth Advisors
Troy,
Michigan
| US$1.64億 | +US$2101萬 | +15% | 13.4% | 58.7% | 60 | 6.67% | 1.9 |
|
| 7204 |
7204
Aurora Investment Managers
Naples,
Florida
| US$1.64億 | +US$2760萬 | +20% | 13.7% | 74.4% | 55 | 50.91% | 1.7 |
|
| 7205 |
7205
Climber Capital
Nyon,
Switzerland
| US$1.64億 | +US$1089萬 | +7% | 5.83% | – | 72 | 15.28% | 1.3 |
|
| 7206 |
7206
Petros Family Wealth
Bloomington,
Minnesota
| US$1.64億 | +US$2321萬 | +17% | 19.1% | – | 146 | 18.49% | 1 |
|
| 7207 |
7207
Totem Point Management
New York
| US$1.63億 | +US$8509萬 | +109% | 61% | 577% | 22 | 40.91% | 1.2 |
|
| 7208 |
7208
Waterfall Asset Management
New York
| US$1.63億 | -US$1539萬 | -9% | 9.72% | – | 22 | 31.82% | 0.7 |
|
| 7209 |
7209
Terra Nova Asset Management
New York
| US$1.63億 | +US$2819萬 | +21% | 23.6% | 172% | 98 | 20.41% | 3.2 |
|
| 7210 |
7210
Rexford Capital
Bellaire,
Texas
| US$1.63億 | +US$2312萬 | +16% | 24.1% | – | 330 | 13.03% | 0.9 |
|
| 7211 |
7211
Yorktown Management & Research Company
Forest,
Virginia
| US$1.63億 | +US$4371萬 | +37% | 35.3% | 211% | 296 | 43.58% | 1.3 |
|
| 7212 |
KFO
7212
Kopp Family Office
Bloomington,
Minnesota
| US$1.63億 | +US$1784萬 | +12% | 11.2% | 47.9% | 30 | 33.33% | 2.2 |
|
| 7213 |
7213
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$1.63億 | +US$1018萬 | +7% | 12.4% | 60.5% | 329 | 12.77% | 1.5 |
|
| 7214 |
7214
Nabity-Jensen Investment Management
Omaha,
Nebraska
| US$1.63億 | +US$1897萬 | +13% | 15.6% | 85.3% | 73 | 8.22% | 2.1 |
|
| 7215 |
GIA
7215
Gem Investment Advisors
Teaneck,
New Jersey
| US$1.63億 | +US$6143萬 | +60% | 84.4% | – | 37 | 8.11% | 0.4 |
|
| 7216 |
MCS
7216
Mercuria Capital Strategies
Houston,
Texas
| US$1.63億 | -US$9858萬 | -38% | 112% | – | 35 | 45.71% | 0.3 |
|
| 7217 |
7217
Generation Capital Management
Pittsford,
New York
| US$1.63億 | +US$2610萬 | +19% | 30.1% | – | 93 | 31.18% | 1 |
|
| 7218 |
7218
SLT Holdings
Scottsdale,
Arizona
| US$1.63億 | +US$1498萬 | +10% | 31.7% | – | 175 | 36.57% | 0.8 |
|
| 7219 |
7219
Arrington Capital Management
Miami,
Florida
| US$1.63億 | +US$6558萬 | +68% | 5.74% | – | 52 | 48.08% | 0.3 |
|
| 7220 |
7220
Gimbal Financial
Carmel,
Indiana
| US$1.63億 | – | – | 16.2% | – | 55 | – | 1.5 |
|
| 7221 |
7221
Versant Venture Management
San Francisco,
California
| US$1.63億 | +US$2120萬 | +15% | 30.4% | 409% | 8 | 0% | 2.2 |
|
| 7222 |
7222
Trium Capital
London,
United Kingdom
| US$1.63億 | +US$2057萬 | +14% | 3.48% | 215% | 80 | 55% | 0.7 |
|
| 7223 |
7223
Krane Financial Solutions
Calabasas,
California
| US$1.62億 | +US$1534萬 | +10% | 11.7% | – | 56 | 16.07% | 0.2 |
|
| 7224 |
7224
Value Base
Tel Aviv,
Israel
| US$1.62億 | +US$3547萬 | +28% | 36.6% | – | 7 | 14.29% | 1.5 |
|
| 7225 |
7225
Reicon Wealth Advisors
Atlanta,
Georgia
| US$1.62億 | +US$3054萬 | +23% | 11.9% | – | 95 | 26.32% | 0.3 |
|