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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Formidable Asset Management
Cincinnati,
Ohio
| US$2.29億 | +US$3142萬 | +16% | 5.8% | 62.2% | 215 | 25.12% | 1.9 |
|
| 2902 |
TLCM
2902
Tiger Legatus Capital Management
New York
| US$2.29億 | -US$4146萬 | -15% | 13.3% | 19.1% | 18 | 50% | 0.9 |
|
| 2903 |
2903
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$2.29億 | +US$154萬 | +0.7% | 3.42% | 71.4% | 149 | 13.42% | 1.4 |
|
| 2904 |
2904
Oceanic Investment Management
Douglas,
Isle Of Man
| US$2.29億 | -US$910萬 | -4% | 11.5% | – | 38 | 50% | 0.6 |
|
| 2905 |
2905
Proficio Capital Partners
Newton,
Massachusetts
| US$2.29億 | -US$701萬 | -3% | 5.56% | 97% | 1,425 | 23.02% | 0.8 |
|
| 2906 |
2906
Moller Wealth Partners
| US$2.29億 | +US$2600萬 | +13% | 4.41% | 44.1% | 45 | 6.67% | 2.8 |
|
| 2907 |
2907
Univest Financial
Souderton,
Pennsylvania
| US$2.29億 | -US$755萬 | -3% | 4.82% | 96.9% | 105 | 17.14% | 2.7 |
|
| 2908 |
SCM
2908
Stonehill Capital Management
New York
| US$2.28億 | +US$3085萬 | +16% | 15.5% | 117% | 21 | 42.86% | 0.8 |
|
| 2909 |
BA
2909
BKS Advisors
Southfield,
Michigan
| US$2.28億 | +US$1562萬 | +7% | 7.78% | 58% | 212 | 18.4% | 1.2 |
|
| 2910 |
IAA
2910
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$2.28億 | -US$1.38億 | -38% | 8.7% | 49.3% | 158 | 60.13% | 1.8 |
|
| 2911 |
JIM
2911
JB Investments Management
Phoenixville,
Pennsylvania
| US$2.28億 | +US$1946萬 | +9% | 9.34% | – | 1 | 0% | 0.3 |
|
| 2912 |
2912
Orgel Wealth Management
Altoona,
Wisconsin
| US$2.28億 | +US$7292萬 | +47% | 6% | 39.6% | 31 | 45.16% | 0.6 |
|
| 2913 |
2913
Quadrant Capital Group
Cincinnati,
Ohio
| US$2.28億 | +US$2820萬 | +14% | 5.54% | 118% | 2,261 | 10.08% | 1.2 |
|
| 2914 |
2914
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$2.28億 | +US$1135萬 | +5% | 7.01% | 17.7% | 325 | 14.77% | 2.1 |
|
| 2915 |
2915
Goldstein Munger & Associates
San Ramon,
California
| US$2.27億 | +US$299萬 | +1% | 5.39% | 11.9% | 43 | 20.93% | 2.4 |
|
| 2916 |
2916
Buffington Mohr McNeal
Boise,
Idaho
| US$2.27億 | -US$3448萬 | -13% | 4.9% | 29.3% | 185 | 48.11% | 1.6 |
|
| 2917 |
2917
Edgestream Partners
Princeton,
New Jersey
| US$2.27億 | +US$1.79億 | +371% | 9.68% | 44.5% | 148 | 54.05% | 0.4 |
|
| 2918 |
2918
Rowlandmiller & Partners
Atlanta,
Georgia
| US$2.27億 | +US$575萬 | +3% | 2.96% | 84% | 130 | 8.46% | 1.9 |
|
| 2919 |
2919
Sky Investment Group
Hartford,
Connecticut
| US$2.27億 | +US$1111萬 | +5% | 4.69% | 81.4% | 95 | 11.58% | 2.4 |
|
| 2920 |
WIP
2920
Wellesley Investment Partners
Wellesley,
Massachusetts
| US$2.26億 | +US$1986萬 | +10% | 3.96% | 22.7% | 115 | 10.43% | 1 |
|
| 2921 |
SD
2921
Sumway Development
Shanghai,
China
| US$2.26億 | +US$542萬 | +2% | 21.9% | – | 11 | 18.18% | 0.8 |
|
| 2922 |
2922
Filament
Seattle,
Washington
| US$2.26億 | +US$1472萬 | +7% | 5.77% | 46.9% | 35 | 8.57% | 2.5 |
|
| 2923 |
2923
Rikoon Group
Santa Fe,
New Mexico
| US$2.26億 | -US$95.1萬 | -0.4% | 4.84% | 63.3% | 176 | 9.09% | 0.4 |
|
| 2924 |
CT
2924
Chicago Trust
Grayslake,
Illinois
| US$2.26億 | -US$435萬 | -2% | 3.74% | 96.7% | 169 | 13.61% | 1.7 |
|
| 2925 |
2925
Tandem Investment Advisors
Charleston,
South Carolina
| US$2.26億 | +US$1858萬 | +9% | 4.33% | 18.7% | 57 | 10.53% | 0.2 |
|