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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
True North Advisors
Dallas,
Texas
| US$3.55億 | – | – | 7% | 82.9% | 121 | – | 0 |
|
| 2777 |
CCPM
2777
Cooper Creek Partners Management
New York
| US$3.55億 | +US$6998萬 | +25% | 15.2% | 86.4% | 120 | 69.17% | 0.3 |
|
| 2778 |
2778
Cubic Asset Management
Boston,
Massachusetts
| US$3.55億 | +US$2124萬 | +6% | 9.11% | 40.5% | 172 | 7.56% | 4.1 |
|
| 2779 |
DCM
2779
Divisar Capital Management
San Francisco,
California
| US$3.55億 | +US$5411萬 | +18% | 24.2% | 173% | 31 | 12.9% | 1.7 |
|
| 2780 |
2780
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$3.55億 | +US$2553萬 | +8% | 6.75% | 48.5% | 87 | 6.9% | 2.9 |
|
| 2781 |
2781
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$3.54億 | +US$1878萬 | +6% | 6.4% | 80.8% | 247 | 7.29% | 0.5 |
|
| 2782 |
2782
Asset Dedication LLC
San Francisco,
California
| US$3.54億 | +US$5315萬 | +18% | 6.68% | 71.9% | 839 | 27.89% | 1.8 |
|
| 2783 |
2783
Buffington Mohr McNeal
Boise,
Idaho
| US$3.54億 | +US$2702萬 | +8% | 6.7% | 29.3% | 118 | 8.47% | 3.4 |
|
| 2784 |
2784
Buckhead Capital Management
Atlanta,
Georgia
| US$3.54億 | +US$437萬 | +1% | 6.65% | 76.1% | 87 | 9.2% | 5.1 |
|
| 2785 |
2785
Pathway Financial Advisors
South Burlington,
Vermont
| US$3.53億 | +US$358萬 | +1% | 3.81% | 52.7% | 129 | 19.38% | 1.3 |
|
| 2786 |
2786
Steamboat Capital Partners
Rye,
New York
| US$3.53億 | +US$2899萬 | +9% | 11.2% | 280% | 35 | 20% | 1.4 |
|
| 2787 |
2787
Sage Rock Capital Management
New York
| US$3.53億 | – | – | 2.28% | 13% | 96 | – | 0 |
|
| 2788 |
2788
Forte Capital
Rochester,
New York
| US$3.53億 | +US$2940萬 | +9% | 9.2% | 98.3% | 94 | 7.45% | 3.7 |
|
| 2789 |
2789
Good Life Advisors
Reading,
Pennsylvania
| US$3.53億 | +US$2939萬 | +9% | 6.85% | 60% | 277 | 9.39% | 2 |
|
| 2790 |
2790
Wilkins Investment Counsel
Boston,
Massachusetts
| US$3.52億 | +US$1942萬 | +6% | 6.33% | 71.3% | 75 | 2.67% | 5.5 |
|
| 2791 |
2791
Toronado Partners
San Francisco,
California
| US$3.52億 | +US$5974萬 | +20% | 9.36% | 192% | 13 | 15.38% | 0.9 |
|
| 2792 |
CAS
2792
Cascadia Advisory Services
Portland,
Oregon
| US$3.52億 | – | – | 6.12% | – | 235 | – | 0 |
|
| 2793 |
TM
2793
Tiger Management
New York
| US$3.52億 | +US$8801萬 | +33% | 14.3% | – | 35 | 37.14% | 2.3 |
|
| 2794 |
2794
NBW Capital
Boston,
Massachusetts
| US$3.52億 | +US$1526萬 | +5% | 7.99% | 86% | 75 | 4% | 3.7 |
|
| 2795 |
2795
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$3.52億 | -US$727萬 | -2% | 9.38% | 304% | 345 | 50.43% | 1.8 |
|
| 2796 |
2796
Ascent Wealth Partners
New Hartford,
New York
| US$3.52億 | +US$2502萬 | +8% | 9.62% | 105% | 122 | 7.38% | 3.9 |
|
| 2797 |
2797
St Louis Trust
Saint Louis,
Missouri
| US$3.51億 | +US$2853萬 | +9% | 7.71% | 77.2% | 76 | 1.32% | 3 |
|
| 2798 |
2798
Siena Capital Partners
Chicago,
Illinois
| US$3.51億 | +US$1776萬 | +5% | 3.98% | 42.5% | 126 | 11.9% | 1.1 |
|
| 2799 |
2799
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$3.51億 | +US$2.01億 | +134% | 2.19% | 51.4% | 167 | 20.36% | 2.4 |
|
| 2800 |
BCM
2800
BlueMar Capital Management
Miami,
Florida
| US$3.51億 | +US$2976萬 | +9% | 7.72% | 27.4% | 50 | 40% | 1.4 |
|