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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 |
CEI
1851
Clark Estates Inc
New York
| US$6.26億 | +US$2027萬 | +3% | 1.78% | 47.8% | 106 | 32.08% | 1.7 |
|
| 1852 |
1852
Harvest Fund Management
Beijing,
China
| US$6.26億 | -US$286萬 | -0.5% | 7.25% | 304% | 276 | 36.96% | 0.7 |
|
| 1853 |
1853
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$6.24億 | -US$2.25億 | -26% | 9.78% | 337% | 21 | 66.67% | 0.1 |
|
| 1854 |
1854
Denali Advisors
San Diego,
California
| US$6.24億 | -US$2103萬 | -3% | 2.88% | 106% | 310 | 28.39% | 1.6 |
|
| 1855 |
1855
Valeo Financial Advisors
Carmel,
Indiana
| US$6.23億 | +US$1413萬 | +2% | 1.58% | 82.7% | 1,662 | 18.29% | 0.4 |
|
| 1856 |
NAM
1856
North American Management
Boston,
Massachusetts
| US$6.23億 | -US$3334萬 | -5% | 1.59% | 61.7% | 135 | 6.67% | 3.4 |
|
| 1857 |
1857
Mount Lucas Management
Newtown,
Pennsylvania
| US$6.22億 | +US$4308萬 | +7% | 2.36% | 110% | 114 | 35.09% | 1.1 |
|
| 1858 |
1858
Hilton Capital Management
Garden City,
New York
| US$6.21億 | -US$4145萬 | -6% | 0.4% | 59.4% | 177 | 32.2% | 1.2 |
|
| 1859 |
1859
Adams Natural Resources Fund
Baltimore,
Maryland
| US$6.21億 | -US$4722萬 | -7% | 5.31% | 50.6% | 58 | 29.31% | 2.4 |
|
| 1860 |
1860
Mission Wealth Management
Santa Barbara,
California
| US$6.2億 | +US$3586萬 | +6% | 0.64% | 92.1% | 262 | 20.99% | 1.6 |
|
| 1861 |
IFLIT
1861
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| US$6.2億 | -US$4406萬 | -7% | 0.61% | 45.7% | 17 | 0% | 2.7 |
|
| 1862 |
1862
ORIX Corp
Tokyo,
Japan
| US$6.2億 | -US$8329萬 | -12% | 11.9% | 11.7% | 1 | 0% | 0.3 |
|
| 1863 |
1863
KLS Professional Advisors Group
New York
| US$6.19億 | +US$1.18億 | +23% | 1.21% | 38% | 26 | 26.92% | 0.9 |
|
| 1864 |
1864
Waverly Advisors
Birmingham,
Alabama
| US$6.19億 | -US$8240萬 | -12% | 0.89% | 67.6% | 403 | 57.32% | 2.2 |
|
| 1865 |
1865
Baldwin Wealth Partners
Marion,
Massachusetts
| US$6.18億 | -US$2390萬 | -4% | 0.19% | 94.5% | 531 | 16.01% | 2.1 |
|
| 1866 |
1866
Dubuque Bank & Trust
Dubuque,
Iowa
| US$6.18億 | -US$4235萬 | -6% | 1.42% | 24% | 791 | 22.88% | 2 |
|
| 1867 |
LCM
1867
Lomas Capital Management
New York
| US$6.17億 | +US$1.21億 | +24% | 1.26% | 66.3% | 35 | 40% | 0.7 |
|
| 1868 |
1868
Grassi Investment Management
Santa Clara,
California
| US$6.16億 | -US$59.4萬 | -0.1% | 0.17% | 170% | 134 | 12.69% | 3.8 |
|
| 1869 |
1869
Sompo Asset Management
Tokyo,
Japan
| US$6.16億 | -US$6759萬 | -10% | 2.6% | 97.4% | 95 | 9.47% | 1 |
|
| 1870 |
1870
Strategic Financial Services
Utica,
New York
| US$6.15億 | -US$1742萬 | -3% | 0.74% | 61.5% | 122 | 14.75% | 3.4 |
|
| 1871 |
1871
Acropolis Investment Management
St. Louis,
Missouri
| US$6.15億 | -US$3795萬 | -6% | 1.44% | 51% | 157 | 11.46% | 3.4 |
|
| 1872 |
1872
Foster & Motley
Cincinnati,
Ohio
| US$6.14億 | -US$1200萬 | -2% | 1.77% | 76.5% | 230 | 9.13% | 2.7 |
|
| 1873 |
1873
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$6.13億 | +US$651萬 | +1% | 1.35% | 68.6% | 181 | 9.39% | 3.7 |
|
| 1874 |
1874
Acuta Capital Partners
Redwood City,
California
| US$6.12億 | +US$8260萬 | +16% | 34.7% | 7,269% | 102 | 68.63% | 0.7 |
|
| 1875 |
1875
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$6.12億 | +US$3.66億 | +148% | 1.57% | 76.7% | 48 | 39.58% | 1.2 |
|