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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
TF
2876
TimeScale Financial
Danvers,
Massachusetts
| US$2.96億 | +US$2558萬 | +9% | 0.66% | 31.3% | 555 | 9.55% | 0.3 |
|
| 2877 |
VS
2877
VK Services
Menlo Park,
California
| US$2.96億 | -US$3.2億 | -52% | 26.1% | 1,605% | 1 | 0% | 0.8 |
|
| 2878 |
VM
2878
VPR Management
Houston,
Texas
| US$2.96億 | +US$3111萬 | +12% | 1.68% | 54.5% | 21 | 9.52% | 1.7 |
|
| 2879 |
2879
Mitchell Capital Management
Leawood,
Kansas
| US$2.96億 | -US$229萬 | -0.8% | 1.37% | 234% | 133 | 12.78% | 1.7 |
|
| 2880 |
2880
ArchPoint Investors
Coral Gables,
Florida
| US$2.96億 | -US$2051萬 | -6% | 3.27% | 106% | 140 | 12.14% | 2.5 |
|
| 2881 |
CIA
2881
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$2.95億 | -US$1193萬 | -4% | 2.03% | 114% | 99 | 6.06% | 4.1 |
|
| 2882 |
2882
Gateway Advisory
Westfield,
New Jersey
| US$2.95億 | -US$9392萬 | -24% | 1.16% | 26% | 66 | 18.18% | 2.1 |
|
| 2883 |
2883
Rowlandmiller & Partners
Atlanta,
Georgia
| US$2.95億 | +US$653萬 | +2% | 2.23% | 84% | 139 | 5.04% | 3.7 |
|
| 2884 |
2884
Dock Street Asset Management
Palm Beach,
Florida
| US$2.95億 | -US$179萬 | -0.6% | 0.78% | 218% | 49 | 10.2% | 3.2 |
|
| 2885 |
2885
Haverford Financial Services
Radnor,
Pennsylvania
| US$2.95億 | +US$682萬 | +2% | 2.78% | 57.9% | 72 | 13.89% | 2.9 |
|
| 2886 |
2886
KMG Fiduciary Partners
Toledo,
Ohio
| US$2.95億 | +US$1798萬 | +7% | 3.13% | 114% | 121 | 14.88% | 0.7 |
|
| 2887 |
2887
Spectrum Management Group
Indianapolis,
Indiana
| US$2.94億 | -US$6633萬 | -18% | 3.57% | 44% | 248 | 17.74% | 1.8 |
|
| 2888 |
2888
Moerus Capital Management
New York
| US$2.94億 | -US$2857萬 | -9% | 6.61% | 205% | 15 | 0% | 0.8 |
|
| 2889 |
2889
Delphi Financial Group
Wilmington,
Delaware
| US$2.94億 | +US$2462萬 | +9% | 1.49% | 47.4% | 22 | 4.55% | 1.9 |
|
| 2890 |
2890
Teewinot Capital Advisers
New York
| US$2.93億 | -US$1712萬 | -6% | 4.22% | 149% | 43 | 34.88% | 3.5 |
|
| 2891 |
2891
Dimension Capital Management
Coral Gables,
Florida
| US$2.93億 | -US$287萬 | -1% | 0.13% | 65.5% | 102 | 16.67% | 1.6 |
|
| 2892 |
2892
SeaBridge Investment Advisors
Summit,
New Jersey
| US$2.93億 | -US$818萬 | -3% | 3.22% | 139% | 281 | 13.88% | 3.2 |
|
| 2893 |
2893
Fulcrum Capital
Seattle,
Washington
| US$2.93億 | +US$1966萬 | +7% | 1.38% | 102% | 79 | 29.11% | 1 |
|
| 2894 |
2894
Coastal Bridge Advisors
Westport,
Connecticut
| US$2.93億 | -US$4509萬 | -13% | 4.32% | 88.1% | 164 | 28.05% | 1.9 |
|
| 2895 |
2895
FinTrust Capital Advisors
Greenville,
South Carolina
| US$2.93億 | +US$4258萬 | +17% | 1.03% | 23.6% | 1,124 | 13.35% | 0.7 |
|
| 2896 |
2896
Pegasus Partners
Mequon,
Wisconsin
| US$2.93億 | -US$3863萬 | -12% | 1.86% | 32.6% | 194 | 20.1% | 1.7 |
|
| 2897 |
LWANC
2897
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$2.93億 | +US$859萬 | +3% | 2.14% | 71.1% | 555 | 10.81% | 0.7 |
|
| 2898 |
2898
Avalon Global Asset Management
San Francisco,
California
| US$2.93億 | +US$8077萬 | +38% | 4.73% | 278% | 51 | 58.82% | 2 |
|
| 2899 |
2899
Icon Wealth Partners
Houston,
Texas
| US$2.92億 | +US$965萬 | +3% | 0.92% | – | 179 | 16.76% | 1.5 |
|
| 2900 |
2900
Toronado Partners
San Francisco,
California
| US$2.92億 | +US$6464萬 | +28% | 0.79% | 158% | 12 | 0% | 0.7 |
|