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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Absolute Investment Advisers
Rosemary Beach,
Florida
| US$6.66億 | +US$1.04億 | +18% | 0% | 0.5% | 119 | 22.69% | 0.8 |
|
| 2202 |
2202
Isthmus Partners
Madison,
Wisconsin
| US$6.66億 | +US$8475萬 | +15% | 11.8% | 73.7% | 169 | 5.92% | 3.1 |
|
| 2203 |
2203
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$6.65億 | +US$6898萬 | +12% | 8.91% | 52.3% | 55 | 3.64% | 2.2 |
|
| 2204 |
PWMAG
2204
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$6.65億 | +US$6382萬 | +11% | 9.56% | 90.7% | 316 | 14.87% | 3.1 |
|
| 2205 |
2205
Aveo Capital Partners
Englewood,
Colorado
| US$6.65億 | +US$8471萬 | +15% | 6.73% | 19.1% | 348 | 27.87% | 1.4 |
|
| 2206 |
2206
SoFi Wealth
San Francisco,
California
| US$6.64億 | +US$6700萬 | +11% | 6.46% | 67.9% | 11 | 0% | 0.8 |
|
| 2207 |
2207
Endurance Wealth Management
Providence,
Rhode Island
| US$6.64億 | +US$5820萬 | +10% | 10.8% | 59% | 675 | 11.26% | 4.9 |
|
| 2208 |
2208
Commodore Capital
New York
| US$6.64億 | +US$4166萬 | +7% | 49.8% | 2,121% | 41 | 41.46% | 0.6 |
|
| 2209 |
2209
St. James Investment Company
Southlake,
Texas
| US$6.63億 | +US$4150萬 | +7% | 13.9% | 43.8% | 32 | 15.63% | 3.3 |
|
| 2210 |
2210
Griffin Asset Management
New York
| US$6.63億 | +US$6120萬 | +10% | 12.4% | 88.9% | 221 | 14.03% | 4.8 |
|
| 2211 |
2211
Cypress Capital Group
Palm Beach,
Florida
| US$6.63億 | +US$6276萬 | +10% | 11.8% | 111% | 302 | 12.58% | 4.5 |
|
| 2212 |
2212
Azora Capital LP
Miami,
Florida
| US$6.62億 | -US$1205萬 | -2% | 5.21% | 175% | 53 | 64.15% | 0.6 |
|
| 2213 |
2213
Hudson Valley Investment Advisors
Goshen,
New York
| US$6.61億 | +US$3809萬 | +6% | 10.3% | 102% | 230 | 10.43% | 4.3 |
|
| 2214 |
2214
Kryger Capital
London,
United Kingdom
| US$6.61億 | -US$7974萬 | -11% | 30% | 421% | 44 | 72.73% | 0.3 |
|
| 2215 |
2215
EverSource Wealth Advisors
Birmingham,
Alabama
| US$6.6億 | +US$2.24億 | +51% | 9.09% | 98.1% | 2,477 | 24.67% | 0.6 |
|
| 2216 |
2216
Alibaba Group
Causeway Bay,
Hong Kong
| US$6.6億 | +US$2.18億 | +49% | 26.2% | 2.06% | 9 | 22.22% | 3 |
|
| 2217 |
2217
Parkwood LLC
Cleveland,
Ohio
| US$6.6億 | -US$8.4萬 | -0% | 10.2% | 120% | 184 | 25.54% | 1.2 |
|
| 2218 |
TAM
2218
Telemark Asset Management
Boston,
Massachusetts
| US$6.59億 | +US$2233萬 | +4% | 14.2% | 329% | 47 | 38.3% | 1.9 |
|
| 2219 |
2219
Romano Brothers & Co
Evanston,
Illinois
| US$6.59億 | +US$3889萬 | +6% | 10.1% | 110% | 1,044 | 71.93% | 0.1 |
|
| 2220 |
2220
H&F Corporate Investors VIII
San Francisco,
California
| US$6.59億 | -US$5.2億 | -44% | 39.3% | 33.8% | 2 | 0% | 1.6 |
|
| 2221 |
KPF
2221
K2 Principal Fund
Toronto,
Ontario, Canada
| US$6.58億 | -US$2.13億 | -24% | 11.1% | 76.5% | 370 | 56.49% | 0.5 |
|
| 2222 |
2222
Virtue Capital Management
Brentwood,
Tennessee
| US$6.55億 | +US$1831萬 | +3% | 5% | 97.9% | 397 | 36.78% | 1 |
|
| 2223 |
2223
Cutler Investment Counsel
Jacksonville,
Oregon
| US$6.55億 | +US$5342萬 | +9% | 12% | 61.8% | 133 | 10.53% | 4.1 |
|
| 2224 |
2224
First Ascent Asset Management
Denver,
Colorado
| US$6.54億 | +US$1.36億 | +26% | 7.23% | 4.15% | 68 | 39.71% | 1.2 |
|
| 2225 |
2225
Mizuho Bank
Tokyo,
Japan
| US$6.54億 | +US$4476萬 | +7% | 7.5% | 99.8% | 7 | 0% | 2.2 |
|