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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Tensile Capital Management
Larkspur,
California
| US$7.95億 | +US$2225萬 | +3% | 2.4% | 47.7% | 19 | 15.79% | 3 |
|
| 2102 |
2102
KWMG LLC
Overland Park,
Kansas
| US$7.95億 | -US$1261萬 | -2% | 3.12% | 76.2% | 137 | 2.92% | 5.6 |
|
| 2103 |
2103
MMBG Investment Advisors
Miami,
Florida
| US$7.93億 | -US$3007萬 | -4% | 0.38% | 118% | 161 | 9.94% | 1.5 |
|
| 2104 |
2104
First Heartland Consultants
Lake St. Louis,
Missouri
| US$7.93億 | +US$2194萬 | +3% | 2.85% | 59.2% | 415 | 18.55% | 3.4 |
|
| 2105 |
2105
PDT Partners
New York
| US$7.93億 | +US$6553萬 | +9% | 3.29% | 211% | 709 | 41.75% | 0.7 |
|
| 2106 |
2106
Cardiff Park Advisors
Carlsbad,
California
| US$7.92億 | -US$2331萬 | -3% | 2.28% | 88.6% | 331 | 10.57% | 1.5 |
|
| 2107 |
2107
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$7.92億 | -US$1.4億 | -15% | 2.9% | 81.9% | 251 | 25.1% | 1.9 |
|
| 2108 |
2108
Jay A. Fishman Ltd
Troy,
Michigan
| US$7.9億 | -US$3570萬 | -4% | 1.81% | 119% | 100 | 6% | 5.7 |
|
| 2109 |
2109
Traphagen Investment Advisors
Oradell,
New Jersey
| US$7.89億 | +US$1839萬 | +2% | 3.4% | 65.8% | 175 | 18.86% | 2.6 |
|
| 2110 |
2110
Harvey Partners
Tarrytown,
New York
| US$7.89億 | -US$2901萬 | -4% | 1.13% | 174% | 45 | 15.56% | 1.9 |
|
| 2111 |
TFP
2111
Triple Frond Partners
San Francisco,
California
| US$7.88億 | +US$1267萬 | +2% | 2.66% | 92.9% | 10 | 0% | 4.6 |
|
| 2112 |
2112
Dendur Capital
New York
| US$7.88億 | +US$1.64億 | +26% | 6.14% | 99.6% | 18 | 50% | 1.2 |
|
| 2113 |
2113
Private Ocean
San Rafael,
California
| US$7.88億 | -US$183萬 | -0.2% | 3.61% | 2.82% | 603 | 22.55% | 3.9 |
|
| 2114 |
C
2114
Chescapmanager
Baltimore,
Maryland
| US$7.85億 | +US$1.42億 | +22% | 3.41% | 202% | 42 | 7.14% | 2 |
|
| 2115 |
2115
First Business Financial Services
Madison,
Wisconsin
| US$7.85億 | -US$2592萬 | -3% | 3.55% | 80.9% | 173 | 6.36% | 3.9 |
|
| 2116 |
2116
Intrust Bank
Wichita,
Kansas
| US$7.84億 | -US$4048萬 | -5% | 2.95% | 102% | 399 | 11.28% | 5.6 |
|
| 2117 |
2117
TCI Wealth Advisors
Tucson,
Arizona
| US$7.84億 | +US$62.9萬 | +0.1% | 2.42% | 68.2% | 206 | 11.17% | 7.6 |
|
| 2118 |
2118
Oak Ridge Investments
Chicago,
Illinois
| US$7.84億 | -US$2737萬 | -3% | 2.28% | 223% | 156 | 14.74% | 3.9 |
|
| 2119 |
2119
Fiduciary Group
Savannah,
Georgia
| US$7.83億 | -US$3059萬 | -4% | 2.92% | 67.1% | 249 | 8.43% | 5.5 |
|
| 2120 |
2120
Inspire Investing
Meridian,
Idaho
| US$7.83億 | -US$4345萬 | -5% | 2.67% | 107% | 905 | 25.52% | 2 |
|
| 2121 |
2121
NEOS Investment Management
Westport,
Connecticut
| US$7.83億 | – | – | 2.35% | 179% | 357 | – | 0 |
|
| 2122 |
2122
Symmetry Peak Management
Radnor,
Pennsylvania
| US$7.81億 | +US$2.11億 | +37% | 1.2% | 320% | 162 | 74.69% | 0.3 |
|
| 2123 |
2123
CAS Investment Partners
Westport,
Connecticut
| US$7.8億 | +US$1.23億 | +19% | 36.5% | 527% | 5 | 0% | 3.7 |
|
| 2124 |
2124
Murchinson
Toronto,
Ontario, Canada
| US$7.8億 | -US$817萬 | -1% | 7.72% | 107% | 119 | 76.47% | 0.3 |
|
| 2125 |
2125
Ironvine Capital Partners
Omaha,
Nebraska
| US$7.79億 | -US$4421萬 | -5% | 5.08% | 58.8% | 45 | 6.67% | 4.3 |
|