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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
First Bankers Trust
Louisville,
Kentucky
| US$2.3億 | +US$346萬 | +2% | 3.45% | 78.9% | 149 | 7.38% | 1.4 |
|
| 2702 |
2702
Western Asset Management Company
Pasadena,
California
| US$2.3億 | +US$8925萬 | +63% | 0.72% | 2.29% | 21 | 19.05% | 1.2 |
|
| 2703 |
2703
Forte Capital
Rochester,
New York
| US$2.3億 | +US$1316萬 | +6% | 5.2% | 98.3% | 164 | 8.54% | 0.2 |
|
| 2704 |
UIM
2704
Underhill Investment Management
Greenbrae,
California
| US$2.3億 | +US$3039萬 | +15% | 8.41% | 59.8% | 22 | 22.73% | 1.1 |
|
| 2705 |
2705
Finepoint Capital
Boston,
Massachusetts
| US$2.3億 | – | – | 8.5% | 27.4% | 6 | – | 0 |
|
| 2706 |
CCM
2706
Castine Capital Management
Boston,
Massachusetts
| US$2.3億 | +US$702萬 | +3% | 10.9% | 13.9% | 50 | 26% | 0.9 |
|
| 2707 |
RCP
2707
RPM Capital Partners
New York
| US$2.29億 | +US$1902萬 | +9% | 9.04% | 8.37% | 1 | 0% | 1.5 |
|
| 2708 |
2708
NWAM LLC
Mercer Island,
Washington
| US$2.29億 | -US$5182萬 | -18% | 2.01% | 126% | 313 | 28.43% | 1 |
|
| 2709 |
2709
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$2.29億 | +US$2482萬 | +12% | 3.66% | 31.3% | 1,126 | 34.1% | 0.5 |
|
| 2710 |
2710
CNO Financial Group
Carmel,
Indiana
| US$2.29億 | – | – | 2.61% | – | 16 | – | 0 |
|
| 2711 |
2711
Old Second National Bank of Aurora
Aurora,
Illinois
| US$2.29億 | +US$2462萬 | +12% | 4.07% | 93.7% | 327 | 27.22% | 1 |
|
| 2712 |
2712
Univest Financial
Souderton,
Pennsylvania
| US$2.28億 | +US$1502萬 | +7% | 5.83% | 96.9% | 88 | 12.5% | 1.2 |
|
| 2713 |
6CM
2713
683 Capital Management
New York
| US$2.28億 | -US$6497萬 | -22% | 4.5% | 311% | 75 | 49.33% | 0.6 |
|
| 2714 |
2714
Argyle Capital Management
Center Valley,
Pennsylvania
| US$2.28億 | +US$1082萬 | +5% | 4.54% | 106% | 114 | 5.26% | 1.4 |
|
| 2715 |
MCM
2715
Matarin Capital Management
New York
| US$2.28億 | +US$1010萬 | +5% | 14.9% | 73.2% | 192 | 36.46% | 0.8 |
|
| 2716 |
2716
Bocage Capital
San Francisco,
California
| US$2.28億 | -US$2.11億 | -48% | 1.28% | 25.3% | 29 | 44.83% | 0.7 |
|
| 2717 |
HCM
2717
Horrell Capital Management
Little Rock,
Arkansas
| US$2.28億 | +US$1904萬 | +9% | 12.8% | 55.6% | 336 | 8.33% | 1.2 |
|
| 2718 |
III
2718
Independent Investors Inc
Nesconset,
New York
| US$2.27億 | +US$468萬 | +2% | 4.87% | 94.5% | 91 | 4.4% | 1.4 |
|
| 2719 |
2719
Stonerise Capital Management
San Francisco,
California
| US$2.27億 | +US$2501萬 | +12% | 11.8% | 0.77% | 13 | 46.15% | 0.8 |
|
| 2720 |
2720
Lebenthal Holdings
New York
| US$2.27億 | – | – | 3.66% | – | 213 | – | 0 |
|
| 2721 |
2721
Advisor Partners
Walnut Creek,
California
| US$2.27億 | +US$5174萬 | +30% | 5.31% | 63.8% | 305 | 26.89% | 1 |
|
| 2722 |
TCM
2722
Texan Capital Management
Houston,
Texas
| US$2.27億 | -US$1040萬 | -4% | 2.42% | 19.3% | 144 | 22.92% | 1.1 |
|
| 2723 |
TL
2723
TowerView LLC
New York
| US$2.27億 | +US$5118萬 | +29% | 12.4% | 16.3% | 23 | 17.39% | 1.2 |
|
| 2724 |
HPCM
2724
High Pointe Capital Management
Chicago,
Illinois
| US$2.27億 | -US$429萬 | -2% | 8.22% | 92.4% | 192 | 31.25% | 0.8 |
|
| 2725 |
2725
Stairway Partners
Chicago,
Illinois
| US$2.26億 | +US$2267萬 | +11% | 0.4% | 48.1% | 8 | 0% | 1.5 |
|