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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Facet Wealth Inc
Baltimore,
Maryland
| US$8.75億 | +US$1.46億 | +20% | 1.61% | 52.9% | 61 | 13.11% | 0.6 |
|
| 2052 |
2052
Essex Financial Services
Essex,
Connecticut
| US$8.75億 | +US$1.84億 | +27% | 1.19% | 95% | 491 | 11.2% | 2.9 |
|
| 2053 |
2053
Cornercap Investment Counsel
Atlanta,
Georgia
| US$8.75億 | -US$3056萬 | -3% | 0.68% | 55.4% | 638 | 30.25% | 1.1 |
|
| 2054 |
2054
Sahana Capital Management
Greenwich,
Connecticut
| US$8.75億 | +US$2921萬 | +3% | 1.73% | 0.48% | 11 | 27.27% | 0.9 |
|
| 2055 |
2055
MKP Capital Management
New York
| US$8.74億 | -US$5375萬 | -6% | 0.52% | 80.4% | 55 | 52.73% | 0.5 |
|
| 2056 |
2056
First Business Financial Services
Madison,
Wisconsin
| US$8.74億 | +US$1845萬 | +2% | 0.38% | 80.9% | 164 | 10.37% | 2.8 |
|
| 2057 |
2057
Transform Wealth
Greenwood Village,
Colorado
| US$8.72億 | +US$5337萬 | +7% | 1.31% | 48.4% | 240 | 13.75% | 2.3 |
|
| 2058 |
2058
Think Investments
San Francisco,
California
| US$8.7億 | +US$1.09億 | +14% | 1.85% | 285% | 38 | 42.11% | 1.3 |
|
| 2059 |
2059
Jacobs & Co
San Francisco,
California
| US$8.69億 | +US$364萬 | +0.4% | 1.92% | 105% | 128 | 12.5% | 5.7 |
|
| 2060 |
2060
Mount Yale Investment Advisors
Denver,
Colorado
| US$8.69億 | +US$4283萬 | +5% | 1.23% | 92.1% | 494 | 21.86% | 1.6 |
|
| 2061 |
2061
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$8.69億 | +US$2945萬 | +4% | 1.58% | 123% | 376 | 19.41% | 2.1 |
|
| 2062 |
CC
2062
Cornerstone Capital
Palo Alto,
California
| US$8.68億 | -US$1376萬 | -2% | 0.87% | 102% | 95 | 7.37% | 4.3 |
|
| 2063 |
AL
2063
Arnhold LLC
New York
| US$8.67億 | -US$1570萬 | -2% | 2.5% | 164% | 140 | 10.71% | 2.4 |
|
| 2064 |
2064
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| US$8.67億 | -US$2.95億 | -25% | 1.04% | 10.7% | 38 | 97.37% | 0.1 |
|
| 2065 |
2065
Principle Wealth Partners
Madison,
Connecticut
| US$8.66億 | -US$1458萬 | -2% | 0.1% | 90.7% | 322 | 7.76% | 1.4 |
|
| 2066 |
2066
Bath Savings Trust
Bath,
Maine
| US$8.65億 | +US$1731萬 | +2% | 0.69% | 57.8% | 160 | 3.75% | 4.6 |
|
| 2067 |
MFP
2067
Michael F. Price
| US$8.65億 | -US$4552萬 | -5% | 2.44% | 42.6% | 156 | 16.03% | 2.8 |
|
| 2068 |
2068
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$8.64億 | -US$3048萬 | -3% | 1.84% | 26.9% | 153 | 25.49% | 1.1 |
|
| 2069 |
2069
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$8.64億 | -US$687萬 | -0.8% | 0.06% | 70% | 61 | 4.92% | 5.6 |
|
| 2070 |
2070
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$8.63億 | +US$353萬 | +0.4% | 1.87% | 49.7% | 174 | 6.32% | 3.3 |
|
| 2071 |
2071
PSquared Asset Management
Zurich,
Switzerland
| US$8.61億 | -US$5.33億 | -38% | 0.95% | 178% | 16 | 62.5% | 0.2 |
|
| 2072 |
2072
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$8.61億 | +US$428萬 | +0.5% | 1.16% | 62.2% | 356 | 10.39% | 1.6 |
|
| 2073 |
2073
Institutional Venture Management XVI
Menlo Park,
California
| US$8.6億 | -US$1425萬 | -2% | 3.32% | 523% | 5 | 20% | 0.9 |
|
| 2074 |
2074
Tensile Capital Management
Larkspur,
California
| US$8.59億 | -US$2324萬 | -3% | 2.54% | 47.7% | 18 | 16.67% | 2.9 |
|
| 2075 |
2075
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| US$8.59億 | -US$10.4億 | -55% | 22.9% | 48.6% | 10 | 70% | 0.3 |
|