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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Brian C. Broderick
| US$2.36億 | +US$1127萬 | +5% | 5.05% | 98.6% | 119 | 17.65% | 1.2 |
|
| 2677 |
2677
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$2.36億 | +US$4190萬 | +22% | 11.8% | 151% | 153 | 6.54% | 0.9 |
|
| 2678 |
2678
Aston Asset Management
Chicago,
Illinois
| US$2.35億 | -US$1.89億 | -45% | 5.43% | 26.1% | 148 | 15.54% | 1.1 |
|
| 2679 |
HCP
2679
Holt Capital Partners
Fort Worth,
Texas
| US$2.35億 | +US$1465萬 | +7% | 2.91% | 75.1% | 246 | 57.72% | 0.4 |
|
| 2680 |
2680
Ipswich Investment Management
Beverly,
Massachusetts
| US$2.35億 | -US$26.7萬 | -0.1% | 2.46% | 104% | 144 | 15.28% | 1.2 |
|
| 2681 |
2681
Permian Investment Partners
Dallas,
Texas
| US$2.34億 | +US$7155萬 | +44% | 1.17% | 78.6% | 15 | 33.33% | 0.4 |
|
| 2682 |
2682
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$2.34億 | +US$586萬 | +3% | 2.77% | 116% | 182 | 8.79% | 1.3 |
|
| 2683 |
2683
Ridgemont Partners Management
Charlotte,
North Carolina
| US$2.34億 | +US$979萬 | +4% | 5.25% | 45.6% | 6 | 0% | 1.1 |
|
| 2684 |
2684
Baker Street Capital Management
Los Angeles,
California
| US$2.34億 | -US$1649萬 | -7% | 0.26% | 78.6% | 10 | 40% | 0.4 |
|
| 2685 |
2685
United Asset Strategies
Garden City,
New York
| US$2.34億 | +US$1090萬 | +5% | 3.97% | 111% | 150 | 28% | 0.7 |
|
| 2686 |
2686
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.34億 | +US$857萬 | +4% | 5.79% | 58.2% | 12 | 16.67% | 1.2 |
|
| 2687 |
2687
Greatmark Investment Partners
Columbus,
Georgia
| US$2.34億 | +US$1816萬 | +8% | 5.61% | 72.5% | 94 | 10.64% | 1.3 |
|
| 2688 |
2688
Cutler Capital Management
Worcester,
Massachusetts
| US$2.34億 | -US$459萬 | -2% | 1.69% | 39.7% | 88 | 12.5% | 1 |
|
| 2689 |
2689
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$2.33億 | +US$1214萬 | +5% | 3.02% | 86.3% | 462 | 9.09% | 1.3 |
|
| 2690 |
2690
Battery Partners IX
Boston,
Massachusetts
| US$2.33億 | – | – | 1.67% | 322% | 3 | – | 0.5 |
|
| 2691 |
2691
Bar Harbor Trust Services
Ellsworth,
Maine
| US$2.33億 | +US$985萬 | +4% | 5.65% | 86.4% | 101 | 26.73% | 1.1 |
|
| 2692 |
2692
Rosenblum Silverman Sutton
San Francisco,
California
| US$2.32億 | +US$1002萬 | +5% | 7.33% | 107% | 82 | 18.29% | 0.9 |
|
| 2693 |
2693
Brouwer & Janachowski
Mill Valley,
California
| US$2.32億 | +US$2268萬 | +11% | 0.34% | 41.8% | 53 | 11.32% | 0.9 |
|
| 2694 |
2694
12th Street Asset Management Company
Nashville,
Tennessee
| US$2.31億 | – | – | 12.9% | 89.2% | 16 | – | 0 |
|
| 2695 |
2695
ARS Wealth Advisors
St. Petersburg,
Florida
| US$2.31億 | +US$1562萬 | +7% | 3.12% | 62.5% | 81 | 20.99% | 0.8 |
|
| 2696 |
2696
Spectrum Management Group
Indianapolis,
Indiana
| US$2.31億 | +US$6874萬 | +42% | 4.94% | 44% | 153 | 25.49% | 0.8 |
|
| 2697 |
SWK
2697
Stephen W. Kidder
| US$2.31億 | +US$1062萬 | +5% | 5.27% | 94.7% | 99 | 5.05% | 1 |
|
| 2698 |
2698
NFC Investments
Memphis,
Tennessee
| US$2.31億 | +US$465萬 | +2% | 1.51% | 58% | 43 | 16.28% | 1.3 |
|
| 2699 |
2699
MU Investments Company
Tokyo,
Japan
| US$2.3億 | +US$2722萬 | +13% | 6.16% | 40.4% | 333 | 10.51% | 1.3 |
|
| 2700 |
NAMP
2700
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$2.3億 | +US$25.8萬 | +0.1% | 4.81% | 90.2% | 113 | 9.73% | 1.2 |
|