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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Dividend Assets Capital
Ridgeland,
South Carolina
| US$5.09億 | -US$1640萬 | -3% | 7.74% | 67.4% | 574 | 12.2% | 1.8 |
|
| 2852 |
VDBMI
2852
Van Den Berg Management I
Austin,
Texas
| US$5.08億 | +US$5108萬 | +11% | 8.04% | 187% | 76 | 11.84% | 1.8 |
|
| 2853 |
2853
Charles Schwab Trust
Henderson,
Nevada
| US$5.08億 | +US$2558萬 | +5% | 4.98% | 52.7% | 186 | 5.91% | 1.3 |
|
| 2854 |
2854
Bain Capital Credit
Boston,
Massachusetts
| US$5.08億 | +US$5682萬 | +13% | 7.86% | 14.4% | 22 | 54.55% | 0.6 |
|
| 2855 |
2855
Samson Rock Capital
London,
United Kingdom
| US$5.08億 | +US$1.08億 | +27% | 19.7% | 166% | 69 | 88.41% | 0.1 |
|
| 2856 |
2856
Night Owl Capital Management
Greenwich,
Connecticut
| US$5.07億 | +US$1510萬 | +3% | 15.8% | 162% | 28 | 14.29% | 3.7 |
|
| 2857 |
2857
StrategIQ Financial Group
Merrillville,
Indiana
| US$5.06億 | +US$3080萬 | +6% | 4.54% | 12.6% | 221 | 7.24% | 3.2 |
|
| 2858 |
2858
Mattern Capital Management
Lakewood,
Colorado
| US$5.06億 | +US$4336萬 | +9% | 5.59% | 39.8% | 116 | 6.03% | 1.3 |
|
| 2859 |
2859
TFO Wealth Partners
Maumee,
Ohio
| US$5.06億 | +US$1.72億 | +52% | 3.92% | 68.9% | 213 | 63.38% | 0.6 |
|
| 2860 |
HA
2860
Harbor Advisors
West Palm Beach,
Florida
| US$5.06億 | +US$5456萬 | +12% | 13.7% | 125% | 206 | 12.14% | 2.7 |
|
| 2861 |
2861
Simplicity Solutions
Minneapolis,
Minnesota
| US$5.05億 | +US$5112萬 | +11% | 7.56% | 37.1% | 584 | 29.45% | 1.9 |
|
| 2862 |
2862
SOL Capital Management
Rockville,
Maryland
| US$5.05億 | +US$3128萬 | +7% | 7.21% | 56.6% | 247 | 4.86% | 5.3 |
|
| 2863 |
2863
Summit Financial Strategies
Columbus,
Ohio
| US$5.05億 | +US$2.25億 | +81% | 5.52% | 59.4% | 119 | 48.74% | 1.8 |
|
| 2864 |
2864
Pacific Global Investment Management
Glendale,
California
| US$5.05億 | +US$2504萬 | +5% | 7.1% | 48% | 219 | 7.76% | 4.5 |
|
| 2865 |
2865
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$5.05億 | +US$4544萬 | +10% | 6.51% | 46.7% | 297 | 12.12% | 1.8 |
|
| 2866 |
2866
Faithward Advisors
Lancaster,
Pennsylvania
| US$5.05億 | +US$5730萬 | +13% | 8.5% | 119% | 278 | 17.63% | 0.7 |
|
| 2867 |
2867
Makaira Partners
La Jolla,
California
| US$5.04億 | +US$3092萬 | +7% | 10% | 22% | 9 | 0% | 3.7 |
|
| 2868 |
2868
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$5.04億 | +US$5076萬 | +11% | 5.41% | 67% | 120 | 10.83% | 2.7 |
|
| 2869 |
GF
2869
Greenfield FTC
Reno,
Nevada
| US$5.04億 | +US$3978萬 | +9% | 7.2% | 75.4% | 4 | 0% | 0.5 |
|
| 2870 |
2870
Founders Financial Securities
Towson,
Maryland
| US$5.04億 | +US$6988萬 | +16% | 6.57% | 71% | 319 | 28.53% | 1 |
|
| 2871 |
2871
Affinity Wealth Management
Wilmington,
Delaware
| US$5.04億 | +US$1413萬 | +3% | 7.21% | 116% | 117 | 26.5% | 1.3 |
|
| 2872 |
PS
2872
Portfolio Strategies
Monsey,
New York
| US$5.04億 | +US$2518萬 | +5% | 9.34% | 137% | 73 | 42.47% | 1.6 |
|
| 2873 |
2873
MAK Capital One
New York
| US$5.03億 | +US$8214萬 | +20% | 18% | 200% | 11 | 27.27% | 2.1 |
|
| 2874 |
2874
PNC Managed Account Solutions
Houston,
Texas
| US$5.03億 | – | – | 6.01% | – | 572 | – | 0 |
|
| 2875 |
2875
Infusive Asset Management
New York
| US$5.03億 | +US$7640萬 | +18% | 5.29% | 33.8% | 88 | 52.27% | 0.4 |
|