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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
PCMK
2526
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$2.58億 | +US$121萬 | +0.5% | 5.99% | 87.5% | 66 | 19.7% | 2.1 |
|
| 2527 |
2527
BDT Capital Partners
Chicago,
Illinois
| US$2.58億 | -US$7249萬 | -22% | 21.9% | 25.5% | 1 | 0% | 2.5 |
|
| 2528 |
2528
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| US$2.58億 | +US$1649萬 | +7% | 4.73% | 30.8% | 92 | 8.7% | 0.8 |
|
| 2529 |
CT
2529
Chicago Trust
Grayslake,
Illinois
| US$2.58億 | -US$265萬 | -1% | 6.01% | 96.7% | 178 | 14.61% | 0.7 |
|
| 2530 |
2530
American National Bank & Trust
Wichita Falls,
Texas
| US$2.57億 | +US$2265萬 | +10% | 6.63% | 102% | 267 | 17.6% | 1.3 |
|
| 2531 |
2531
GoodHaven Capital Management
Millburn,
New Jersey
| US$2.57億 | -US$81.5萬 | -0.3% | 0.89% | 69.9% | 25 | 12% | 1.9 |
|
| 2532 |
2532
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.57億 | -US$463萬 | -2% | 1.76% | 13.4% | 3 | 0% | 1 |
|
| 2533 |
2533
Cat Rock Capital Management
Greenwich,
Connecticut
| US$2.57億 | – | – | 5.68% | 66.7% | 10 | – | 0 |
|
| 2534 |
2534
Tinicum
New York
| US$2.57億 | +US$5036萬 | +24% | 24% | 21.1% | 15 | 33.33% | 1.4 |
|
| 2535 |
2535
Palouse Capital Management
Spokane,
Washington
| US$2.56億 | -US$288萬 | -1% | 2.83% | 67.8% | 127 | 28.35% | 1.3 |
|
| 2536 |
NCM
2536
Numina Capital Management
New York
| US$2.56億 | -US$6325萬 | -20% | 8.02% | 40.2% | 47 | 72.34% | 0.4 |
|
| 2537 |
2537
TT International
London,
United Kingdom
| US$2.56億 | +US$6019萬 | +31% | 13% | – | 48 | 41.67% | 0.3 |
|
| 2538 |
2538
Domani Wealth
Lancaster,
Pennsylvania
| US$2.56億 | +US$7102萬 | +38% | 3.17% | 48.6% | 120 | 22.5% | 0.5 |
|
| 2539 |
2539
LVW Advisors
Pittsford,
New York
| US$2.55億 | +US$3858萬 | +18% | 6.12% | 79.1% | 162 | 17.28% | 0.8 |
|
| 2540 |
2540
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$2.55億 | +US$444萬 | +2% | 7.93% | 76.8% | 122 | 8.2% | 2.3 |
|
| 2541 |
2541
Meristem Family Wealth
Minnetonka,
Minnesota
| US$2.55億 | +US$6453萬 | +34% | 6.18% | 67.7% | 117 | 54.7% | 1 |
|
| 2542 |
2542
Security National Trust
Wheeling,
West Virginia
| US$2.55億 | -US$194萬 | -0.8% | 7.31% | 58.3% | 512 | 13.09% | 2 |
|
| 2543 |
2543
JOYN Advisors
Atlanta,
Georgia
| US$2.55億 | -US$324萬 | -1% | 3.79% | 0.77% | 34 | 44.12% | 1.4 |
|
| 2544 |
HC
2544
Hawkins Capital
Houston,
Texas
| US$2.54億 | +US$4077萬 | +19% | 4.06% | 8.54% | 25 | 36% | 1 |
|
| 2545 |
2545
SPC Financial Inc
Rockville,
Maryland
| US$2.54億 | +US$2164萬 | +9% | 5.85% | 65.1% | 111 | 13.51% | 1.6 |
|
| 2546 |
2546
Yorktown Energy Partners VIII
New York
| US$2.54億 | – | – | 1.04% | 15.2% | 2 | – | 0 |
|
| 2547 |
2547
Neuberger Berman Canada
Toronto,
Ontario, Canada
| US$2.54億 | +US$2582萬 | +11% | 3.5% | 15.7% | 211 | 38.39% | 0.7 |
|
| 2548 |
2548
MV Capital Management
Bethesda,
Maryland
| US$2.54億 | +US$3392萬 | +15% | 3.93% | 73.3% | 310 | 8.39% | 0.9 |
|
| 2549 |
2549
NTV Asset Management
Charleston,
West Virginia
| US$2.53億 | -US$5433萬 | -18% | 5.83% | 110% | 203 | 23.65% | 2.1 |
|
| 2550 |
2550
Harvey Capital Management
Palm Beach,
Florida
| US$2.53億 | +US$266萬 | +1% | 8.67% | 147% | 85 | 9.41% | 1.6 |
|