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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$3.24億 | -US$1778萬 | -5% | 7.19% | 113% | 159 | 13.21% | 3.1 |
|
| 2752 |
2752
Quattro Financial Advisors
The Woodlands,
Texas
| US$3.24億 | +US$2.29億 | +242% | 2.13% | 77.6% | 86 | 84.88% | 0.2 |
|
| 2753 |
BA
2753
Broadview Advisors
Milwaukee,
Wisconsin
| US$3.24億 | -US$4340萬 | -12% | 2.86% | 65.3% | 97 | 30.93% | 2 |
|
| 2754 |
2754
Bayview Asset Management
Coral Gables,
Florida
| US$3.24億 | +US$788萬 | +2% | 3.55% | 55.4% | 13 | 30.77% | 0.4 |
|
| 2755 |
2755
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$3.24億 | +US$7727萬 | +31% | 4.04% | 282% | 24 | 29.17% | 1.4 |
|
| 2756 |
2756
Ascent Wealth Partners
New Hartford,
New York
| US$3.24億 | +US$1648萬 | +5% | 4.43% | 105% | 141 | 18.44% | 3.6 |
|
| 2757 |
2757
Roble Belko & Company
Sewickley,
Pennsylvania
| US$3.23億 | +US$3166萬 | +11% | 2.19% | 53.3% | 370 | 18.65% | 2.5 |
|
| 2758 |
2758
Dillon & Associates
Jackson,
Michigan
| US$3.23億 | +US$1563萬 | +5% | 6.08% | 117% | 67 | 2.99% | 4.7 |
|
| 2759 |
2759
AIA Investment Management
Singapore
| US$3.23億 | -US$391萬 | -1% | 4.85% | 63.3% | 13 | 0% | 1.1 |
|
| 2760 |
2760
Sensato Investors
San Francisco,
California
| US$3.23億 | -US$3378萬 | -9% | 4.17% | 75.8% | 91 | 38.46% | 1 |
|
| 2761 |
2761
RK Capital Management (Colorado)
Denver,
Colorado
| US$3.23億 | -US$2403萬 | -7% | 8.85% | 89% | 59 | 33.9% | 1.3 |
|
| 2762 |
2762
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| US$3.23億 | +US$2.48億 | +329% | 3.85% | 39.2% | 6 | 33.33% | 0.5 |
|
| 2763 |
2763
Darwin Wealth Management
Tampa,
Florida
| US$3.23億 | +US$1951萬 | +6% | 4.36% | 56.8% | 156 | 12.82% | 1.3 |
|
| 2764 |
PWW
2764
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$3.23億 | +US$1568萬 | +5% | 4.1% | 70.9% | 150 | 8% | 4.1 |
|
| 2765 |
WAM
2765
WT Asset Management
Hong Kong
| US$3.22億 | +US$6608萬 | +26% | 0.15% | 2,732% | 41 | 58.54% | 0.2 |
|
| 2766 |
2766
Moerus Capital Management
New York
| US$3.22億 | -US$1525萬 | -5% | 0.82% | 220% | 15 | 0% | 0.5 |
|
| 2767 |
2767
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$3.22億 | +US$1003萬 | +3% | 3.62% | 71.9% | 200 | 10% | 2.1 |
|
| 2768 |
2768
Abundance Wealth Counselors
State College,
Pennsylvania
| US$3.21億 | +US$1682萬 | +6% | 2.23% | 107% | 31 | 16.13% | 0.4 |
|
| 2769 |
2769
AlphaSimPlex Group
Boston,
Massachusetts
| US$3.21億 | +US$2392萬 | +8% | 4.73% | 35.5% | 237 | 22.36% | 0.5 |
|
| 2770 |
HJA
2770
Hugh Johnson Advisors
Albany,
New York
| US$3.2億 | -US$434萬 | -1% | 3.68% | 41.5% | 96 | 5.21% | 4.1 |
|
| 2771 |
2771
Buffington Mohr McNeal
Boise,
Idaho
| US$3.2億 | +US$930萬 | +3% | 5.39% | 29.3% | 365 | 68.77% | 3 |
|
| 2772 |
GPC
2772
Guardian Point Capital
Charlottesville,
Virginia
| US$3.2億 | +US$6909萬 | +28% | 3.44% | 142% | 17 | 29.41% | 1.1 |
|
| 2773 |
2773
Bulldog Investors
Saddle Brook,
New Jersey
| US$3.2億 | +US$9448萬 | +42% | 3.67% | 22.5% | 201 | 41.79% | 0.8 |
|
| 2774 |
2774
Tarbox Family Office
Newport Beach,
California
| US$3.2億 | +US$4611萬 | +17% | 2.39% | 66.4% | 1,135 | 45.2% | 2.3 |
|
| 2775 |
2775
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$3.2億 | +US$570萬 | +2% | 1.95% | 48.5% | 79 | 10.13% | 2.7 |
|