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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
OCM
1801
Opti Capital Management
New York
| US$10.7億 | +US$1.33億 | +14% | 0% | 0.01% | 36 | 2.78% | 0.5 |
|
| 1802 |
1802
Harbourvest Partners
Boston,
Massachusetts
| US$10.6億 | +US$1849萬 | +2% | 6.06% | 8.96% | 67 | 40.3% | 1 |
|
| 1803 |
1803
Valiant Capital Management
San Francisco,
California
| US$10.6億 | -US$2.68億 | -20% | 10.8% | 348% | 25 | 16% | 1.9 |
|
| 1804 |
1804
Crestline Management
Fort Worth,
Texas
| US$10.6億 | -US$9638萬 | -8% | 10.9% | 80.2% | 288 | 56.94% | 0.2 |
|
| 1805 |
MCM
1805
McKinley Capital Management
Anchorage,
Alaska
| US$10.6億 | -US$3.66億 | -26% | 4.13% | 63.3% | 189 | 12.7% | 3.4 |
|
| 1806 |
1806
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$10.6億 | +US$2716萬 | +3% | 0.3% | 78.9% | 270 | 3.33% | 3.2 |
|
| 1807 |
1807
Clearline Capital
New York
| US$10.6億 | +US$3.89億 | +58% | 6.26% | 57.4% | 197 | 46.7% | 0.5 |
|
| 1808 |
1808
YCG LLC
Austin,
Texas
| US$10.6億 | +US$2729萬 | +3% | 3.02% | 27% | 45 | 6.67% | 4.4 |
|
| 1809 |
1809
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$10.6億 | +US$6.12億 | +137% | 1.33% | 65.6% | 263 | 71.48% | 1.1 |
|
| 1810 |
1810
Anson Funds Management
Dallas,
Texas
| US$10.6億 | +US$719萬 | +0.7% | 6.73% | 2,010% | 412 | 56.8% | 0.3 |
|
| 1811 |
BIC
1811
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$10.6億 | -US$6138萬 | -5% | 0.98% | 36% | 179 | 3.91% | 4.4 |
|
| 1812 |
1812
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$10.6億 | +US$2094萬 | +2% | 0.39% | 64.6% | 578 | 12.28% | 2.5 |
|
| 1813 |
1813
Pacific Heights Asset Management
San Francisco,
California
| US$10.5億 | -US$3773萬 | -3% | 1.11% | 186% | 81 | 1.23% | 6.2 |
|
| 1814 |
1814
Blue Whale Capital
London,
United Kingdom
| US$10.5億 | +US$1.53億 | +17% | 4.47% | 409% | 22 | 27.27% | 1.1 |
|
| 1815 |
1815
HoyleCohen
San Diego,
California
| US$10.5億 | -US$2.31億 | -18% | 0.27% | 46.1% | 274 | 5.11% | 2.4 |
|
| 1816 |
1816
Strategy Capital
Los Altos,
California
| US$10.5億 | +US$7626萬 | +8% | 8.73% | 316% | 10 | 20% | 1.8 |
|
| 1817 |
1817
Courier Capital
Buffalo,
New York
| US$10.5億 | -US$42.7萬 | -0% | 0.61% | 70.8% | 320 | 5% | 5 |
|
| 1818 |
1818
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$10.5億 | +US$185萬 | +0.2% | 0.33% | 74.2% | 83 | 7.23% | 4.9 |
|
| 1819 |
1819
Stack Financial Management
Whitefish,
Montana
| US$10.5億 | -US$1.16億 | -10% | 0.54% | 70% | 51 | 9.8% | 4.3 |
|
| 1820 |
1820
Efficient Advisors
Mason,
Ohio
| US$10.5億 | +US$2.4億 | +30% | 1.32% | 30.6% | 62 | 1.61% | 5.3 |
|
| 1821 |
1821
MainStreet Investment Advisors
Chicago,
Illinois
| US$10.5億 | -US$1.28億 | -11% | 0.66% | 61% | 192 | 10.94% | 2.5 |
|
| 1822 |
1822
Provident Investment Management
Novi,
Michigan
| US$10.5億 | +US$1020萬 | +1% | 1.37% | 90.8% | 64 | 9.38% | 3.4 |
|
| 1823 |
1823
Hartford Funds Management
Wayne,
Pennsylvania
| US$10.4億 | +US$1.19億 | +13% | 0.65% | 29.5% | 6 | 16.67% | 1.8 |
|
| 1824 |
1824
SCHF (GPE)
Wilson,
Wyoming
| US$10.4億 | -US$9632萬 | -8% | 4.56% | – | 14 | 50% | 0.7 |
|
| 1825 |
1825
MIG Capital
Newport Beach,
California
| US$10.4億 | -US$8841萬 | -8% | 3.15% | 118% | 28 | 21.43% | 2 |
|