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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Strategic Global Advisors
Newport Beach,
California
| US$2.77億 | +US$777萬 | +3% | 10.7% | 137% | 179 | 22.91% | 1.2 |
|
| 2627 |
2627
Jackson Wealth Management
Lake Mary,
Florida
| US$2.77億 | +US$2071萬 | +8% | 5.25% | 72.1% | 74 | 22.97% | 1.2 |
|
| 2628 |
2628
United Fire Group
Cedar Rapids,
Iowa
| US$2.77億 | +US$568萬 | +2% | 3.17% | 27.4% | 119 | 5.88% | 3.3 |
|
| 2629 |
2629
Tang Capital Management
San Diego,
California
| US$2.77億 | +US$8915萬 | +48% | 40.5% | 493% | 6 | 16.67% | 2.3 |
|
| 2630 |
2630
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$2.76億 | +US$1371萬 | +5% | 5.35% | 86.4% | 119 | 1.68% | 2.9 |
|
| 2631 |
2631
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$2.76億 | +US$1361萬 | +5% | 8.28% | 17.8% | 1 | 0% | 3.8 |
|
| 2632 |
2632
Exchange Capital Management
Ann Arbor,
Michigan
| US$2.76億 | +US$1382萬 | +5% | 6.68% | 57.8% | 245 | 20% | 1.4 |
|
| 2633 |
2633
Lexington Advisors
New York
| US$2.76億 | +US$909萬 | +3% | 15.6% | 27% | 6 | 0% | 1.1 |
|
| 2634 |
CIM
2634
Castleton Investment Management
Stamford,
Connecticut
| US$2.76億 | +US$2281萬 | +9% | 5.85% | 15.1% | 83 | 53.01% | 0.4 |
|
| 2635 |
2635
Ferox Capital Management
London,
United Kingdom
| US$2.76億 | +US$203萬 | +0.7% | 0% | 2.07% | 36 | 0% | 0.9 |
|
| 2636 |
TRIM
2636
Thompson Rubinstein Investment Management
Portland,
Oregon
| US$2.75億 | +US$569萬 | +2% | 3.86% | 42.8% | 79 | 2.53% | 3.2 |
|
| 2637 |
2637
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$2.75億 | +US$1.64億 | +148% | 7.31% | 88.9% | 76 | 69.74% | 0.4 |
|
| 2638 |
2638
Whitney & Co
Rochester,
New York
| US$2.75億 | +US$978萬 | +4% | 3.54% | 110% | 108 | 15.74% | 2.9 |
|
| 2639 |
2639
Freshford Capital Management
Rye Brook,
New York
| US$2.75億 | -US$3105萬 | -10% | 9.96% | 97.3% | 25 | 44% | 0.8 |
|
| 2640 |
2640
Archer Capital Management
New York
| US$2.75億 | -US$1.13億 | -29% | 14.2% | 72.3% | 31 | 35.48% | 1.3 |
|
| 2641 |
2641
MSD Capital
New York
| US$2.75億 | -US$1.32億 | -33% | 6.87% | 11.5% | 6 | 16.67% | 3.3 |
|
| 2642 |
LHC
2642
Levy Harkins & Co
New York
| US$2.75億 | +US$1281萬 | +5% | 7.43% | 62.9% | 20 | 0% | 2.9 |
|
| 2643 |
GJCM
2643
Grand Jean Capital Management
San Francisco,
California
| US$2.74億 | +US$1134萬 | +4% | 7.37% | 61.4% | 46 | 28.26% | 2 |
|
| 2644 |
2644
Aviance Capital Partners
Naples,
Florida
| US$2.74億 | -US$986萬 | -3% | 7.27% | 109% | 210 | 9.05% | 2.4 |
|
| 2645 |
2645
Sanders Morris Harris
Houston,
Texas
| US$2.74億 | +US$5778萬 | +27% | 5.91% | 85.8% | 161 | 31.06% | 0.7 |
|
| 2646 |
2646
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$2.74億 | -US$3523萬 | -11% | 5.97% | 60.2% | 73 | 5.48% | 2.7 |
|
| 2647 |
2647
Montecito Bank & Trust
Santa Barbara,
California
| US$2.74億 | -US$1283萬 | -4% | 5.67% | – | 414 | 62.8% | 1.8 |
|
| 2648 |
WA
2648
WealthTrust Axiom
Wayne,
Pennsylvania
| US$2.73億 | -US$190萬 | -0.7% | 2.95% | 123% | 245 | 12.24% | 2.7 |
|
| 2649 |
2649
Monarch Capital Management
Fort Wayne,
Indiana
| US$2.73億 | +US$542萬 | +2% | 4.07% | 77% | 97 | 1.03% | 3.2 |
|
| 2650 |
2650
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| US$2.73億 | +US$872萬 | +3% | 4.99% | 30.8% | 114 | 10.53% | 1.7 |
|