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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
Blue Edge Capital
Richmond,
Virginia
| US$3.34億 | +US$5734萬 | +21% | 18.7% | 73.2% | 100 | 12% | 3.5 |
|
| 2777 |
2777
Security National Trust
Wheeling,
West Virginia
| US$3.34億 | +US$5904萬 | +22% | 21.9% | 58.3% | 494 | 20.85% | 4.9 |
|
| 2778 |
2778
Ackerman Capital Advisors
Dallas,
Texas
| US$3.34億 | +US$7678萬 | +30% | 12.6% | 46.4% | 143 | 50.35% | 0.6 |
|
| 2779 |
2779
Roble Belko & Company
Sewickley,
Pennsylvania
| US$3.34億 | +US$2433萬 | +8% | 16.8% | 58.4% | 349 | 11.46% | 3.2 |
|
| 2780 |
2780
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$3.34億 | +US$4595萬 | +16% | 20.2% | 75.9% | 127 | 14.96% | 4.8 |
|
| 2781 |
2781
Good Life Advisors
Reading,
Pennsylvania
| US$3.33億 | +US$5752萬 | +21% | 17.1% | 60% | 269 | 24.16% | 2.1 |
|
| 2782 |
2782
Sage Rock Capital Management
New York
| US$3.33億 | +US$8961萬 | +37% | 19.5% | 13% | 123 | 36.59% | 0.3 |
|
| 2783 |
2783
Quest Capital Management
Dallas,
Texas
| US$3.33億 | +US$4175萬 | +14% | 15% | 87.7% | 214 | 20.09% | 1.1 |
|
| 2784 |
2784
Muzinich & Co
New York
| US$3.33億 | +US$1.36億 | +69% | 26.3% | 13.5% | 62 | 38.71% | 3.2 |
|
| 2785 |
2785
Pathway Financial Advisors
South Burlington,
Vermont
| US$3.32億 | +US$3274萬 | +11% | 9.66% | 52.7% | 107 | 18.69% | 1.8 |
|
| 2786 |
2786
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$3.32億 | -US$858萬 | -3% | 20.2% | 65.6% | 35 | 31.43% | 2.7 |
|
| 2787 |
CRB
2787
Chad R. Baker
| US$3.32億 | +US$7462萬 | +29% | 28% | 123% | 57 | 8.77% | 3.4 |
|
| 2788 |
2788
Plancorp LLC
Saint Louis,
Missouri
| US$3.32億 | +US$7353萬 | +28% | 23.6% | 73.1% | 184 | 14.67% | 2.8 |
|
| 2789 |
2789
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$3.32億 | +US$3758萬 | +13% | 14.4% | 54.3% | 293 | 6.14% | 4 |
|
| 2790 |
AMCA
2790
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$3.32億 | +US$7987萬 | +32% | 23.1% | 129% | 130 | 24.62% | 3.1 |
|
| 2791 |
2791
Zeal Asset Management
Central,
Hong Kong
| US$3.32億 | +US$1.53億 | +86% | 40.9% | 26.9% | 5 | 20% | 0.4 |
|
| 2792 |
2792
Bluescape Energy Partners
Dallas,
Texas
| US$3.31億 | +US$5130萬 | +18% | 18.7% | 57.9% | 2 | 0% | 1.5 |
|
| 2793 |
2793
Geller Advisors
New York
| US$3.3億 | -US$1761萬 | -5% | 20.2% | 20.4% | 105 | 56.19% | 1.1 |
|
| 2794 |
2794
Gifford Fong Associates
Lafayette,
California
| US$3.3億 | +US$5755萬 | +21% | 24% | 180% | 130 | 3.08% | 2 |
|
| 2795 |
2795
Creative Financial Designs
Kokomo,
Indiana
| US$3.3億 | +US$1.36億 | +70% | 17.9% | 58.8% | 1,233 | 61.56% | 0.8 |
|
| 2796 |
ARMC
2796
American Research & Management Company
Marion,
Massachusetts
| US$3.29億 | +US$6611萬 | +25% | 18.6% | 35.1% | 389 | 23.65% | 4.2 |
|
| 2797 |
2797
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$3.29億 | +US$7891萬 | +32% | 20.8% | 90.5% | 183 | 14.75% | 3.5 |
|
| 2798 |
2798
Zevin Asset Management
Boston,
Massachusetts
| US$3.29億 | +US$6040萬 | +22% | 25% | 71.7% | 81 | 8.64% | 4.4 |
|
| 2799 |
2799
Abundance Wealth Counselors
State College,
Pennsylvania
| US$3.29億 | +US$4068萬 | +14% | 18.2% | 107% | 78 | 52.56% | 0.5 |
|
| 2800 |
2800
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$3.28億 | +US$7343萬 | +29% | 17.6% | 78.2% | 192 | 14.58% | 3.5 |
|