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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Petrus Trust Company
Dallas,
Texas
| US$3.79億 | -US$1420萬 | -4% | 2.32% | 36.9% | 50 | 16% | 0.2 |
|
| 1852 |
1852
Wedbush Securities
Los Angeles,
California
| US$3.79億 | +US$1415萬 | +4% | 5.08% | 114% | 630 | 18.73% | 0.2 |
|
| 1853 |
1853
Rockland Trust
Hanover,
Massachusetts
| US$3.78億 | +US$1739萬 | +5% | 3.66% | 61.5% | 118 | 11.02% | 0.2 |
|
| 1854 |
TCM
1854
Tamarack Capital Management
Carlsbad,
California
| US$3.78億 | +US$1.99億 | +112% | 17.1% | – | 34 | 35.29% | 0.2 |
|
| 1855 |
1855
Greylock XI
Cambridge,
Massachusetts
| US$3.78億 | -US$4.65億 | -55% | 21.5% | – | 3 | 0% | 0.3 |
|
| 1856 |
1856
Washington Capital Management
Seattle,
Washington
| US$3.77億 | -US$962萬 | -2% | 10.4% | 81.8% | 201 | 12.94% | 0.2 |
|
| 1857 |
1857
RBF Capital
San Francisco,
California
| US$3.76億 | +US$2451萬 | +7% | 7.54% | 147% | 296 | 12.16% | 0.2 |
|
| 1858 |
1858
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$3.76億 | +US$2781萬 | +8% | 9.47% | 74.2% | 59 | 6.78% | 0.2 |
|
| 1859 |
PIM
1859
Partner Investment Management
San Francisco,
California
| US$3.75億 | -US$6651萬 | -15% | 16.4% | 168% | 101 | 54.46% | 0.2 |
|
| 1860 |
1860
Foster & Motley
Cincinnati,
Ohio
| US$3.75億 | +US$1496萬 | +4% | 3.63% | 68.8% | 155 | 11.61% | 0.2 |
|
| 1861 |
1861
North Star Investment Management
Chicago,
Illinois
| US$3.74億 | -US$1201萬 | -3% | 5.73% | 89.8% | 300 | 15% | 0.2 |
|
| 1862 |
1862
Nuance Investments
Kansas City,
Missouri
| US$3.74億 | +US$5572萬 | +18% | 3.45% | 8.87% | 67 | 32.84% | 0.2 |
|
| 1863 |
1863
Appleton Partners
Boston,
Massachusetts
| US$3.73億 | +US$2621萬 | +8% | 6.79% | 110% | 172 | 15.7% | 0.2 |
|
| 1864 |
1864
First Interstate Bank
Billings,
Montana
| US$3.71億 | +US$5155萬 | +16% | 5.58% | 49.7% | 103 | 15.53% | 0.2 |
|
| 1865 |
1865
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$3.71億 | +US$3016萬 | +9% | 3.14% | 76% | 139 | 7.19% | 0.2 |
|
| 1866 |
KM
1866
Kylin Management
New York
| US$3.7億 | +US$1.61億 | +77% | 75.1% | 126% | 9 | 77.78% | 0.1 |
|
| 1867 |
1867
Main Street Research
Lakeville,
Connecticut
| US$3.7億 | +US$3905萬 | +12% | 6.66% | 232% | 147 | 12.24% | 0.2 |
|
| 1868 |
1868
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$3.7億 | +US$116萬 | +0.3% | 2.51% | 70% | 36 | 8.33% | 0.2 |
|
| 1869 |
1869
Jacobs Asset Management
New York
| US$3.7億 | -US$7249萬 | -16% | 3.44% | 114% | 50 | 20% | 0.2 |
|
| 1870 |
1870
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$3.69億 | -US$1736萬 | -4% | 16% | 240% | 144 | 53.47% | 0.2 |
|
| 1871 |
PCM
1871
Palestra Capital Management
New York
| US$3.69億 | +US$1.28億 | +53% | 13.4% | 236% | 36 | 63.89% | 0.1 |
|
| 1872 |
SCM
1872
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$3.69億 | +US$157萬 | +0.4% | 1.3% | 25.4% | 91 | 46.15% | 0.2 |
|
| 1873 |
KE
1873
KLP Enterprises
Branford,
Connecticut
| US$3.69億 | – | – | 6.44% | – | 1 | – | 0 |
|
| 1874 |
1874
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$3.68億 | +US$3.32億 | +908% | 4.99% | 45.9% | 77 | 67.53% | 0.1 |
|
| 1875 |
1875
Clear Harbor Asset Management
Stamford,
Connecticut
| US$3.68億 | +US$3095萬 | +9% | 9.41% | 106% | 239 | 26.36% | 0.2 |
|