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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Portland Global Advisors
Portland,
Maine
| US$1.94億 | -US$84.3萬 | -0.4% | 1.86% | 48.8% | 118 | 12.71% | 1.4 |
|
| 2952 |
CGC
2952
Cloud Gate Capital
Chicago,
Illinois
| US$1.93億 | +US$9331萬 | +93% | 4.87% | – | 31 | 38.71% | 0.2 |
|
| 2953 |
PAS
2953
Partnervest Advisory Services
Santa Barbara,
California
| US$1.93億 | -US$1322萬 | -6% | 0.38% | 45.1% | 190 | 28.95% | 1.2 |
|
| 2954 |
2954
Kingfisher Capital
Charlotte,
North Carolina
| US$1.93億 | -US$203萬 | -1% | 2.46% | 58.5% | 151 | 23.18% | 1.1 |
|
| 2955 |
2955
Ropes Wealth Advisors
Boston,
Massachusetts
| US$1.93億 | – | – | 0.08% | 71% | 330 | – | 0 |
|
| 2956 |
2956
Cumberland Advisors
Sarasota,
Florida
| US$1.93億 | +US$2091萬 | +12% | 3.98% | 80.7% | 76 | 28.95% | 0.6 |
|
| 2957 |
2957
Capital Advisors Ltd
Shaker Heights,
Ohio
| US$1.93億 | +US$929萬 | +5% | 1.59% | 61.1% | 346 | 9.25% | 1.1 |
|
| 2958 |
CCM
2958
CrestPoint Capital Management
Four Seasons,
Missouri
| US$1.92億 | +US$808萬 | +4% | 1.82% | 42.6% | 265 | 35.09% | 0.8 |
|
| 2959 |
ECM
2959
Empire Capital Management
Westport,
Connecticut
| US$1.92億 | -US$1.64億 | -46% | 0.41% | 17.2% | 68 | 83.82% | 0.2 |
|
| 2960 |
2960
Capital Wealth Planning
Naples,
Florida
| US$1.92億 | -US$2245萬 | -10% | 0.09% | 73.9% | 150 | 27.33% | 0.8 |
|
| 2961 |
2961
Blue Clay Capital Management
Minneapolis,
Minnesota
| US$1.92億 | +US$5486萬 | +40% | 12.5% | – | 83 | 28.92% | 0.2 |
|
| 2962 |
PLFAM
2962
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| US$1.92億 | +US$2225萬 | +13% | 0.64% | 81.6% | 112 | 17.86% | 1.3 |
|
| 2963 |
2963
RRE Ventures GP III
New York
| US$1.92億 | -US$2532萬 | -12% | 6.16% | 74.5% | 5 | 40% | 1.2 |
|
| 2964 |
2964
Night Owl Capital Management
Greenwich,
Connecticut
| US$1.91億 | -US$1180萬 | -6% | 1.97% | 162% | 27 | 14.81% | 1.2 |
|
| 2965 |
2965
Ferox Capital Management
London,
United Kingdom
| US$1.91億 | -US$824萬 | -4% | 0% | 2.07% | 26 | 0% | 0.6 |
|
| 2966 |
2966
Birchview Capital
Burlington,
Vermont
| US$1.9億 | +US$1810萬 | +11% | 9.57% | 327% | 38 | 13.16% | 0.2 |
|
| 2967 |
2967
ValueWorks
New York
| US$1.9億 | -US$1289萬 | -6% | 0.57% | 161% | 36 | 8.33% | 1.5 |
|
| 2968 |
7A
2968
734 Agriculture
New York
| US$1.9億 | +US$456萬 | +2% | 2.46% | 23.8% | 1 | 0% | 1 |
|
| 2969 |
LA
2969
Lynch & Associates
Newburgh,
Indiana
| US$1.9億 | +US$397萬 | +2% | 1.9% | 73.5% | 108 | 12.04% | 1.4 |
|
| 2970 |
2970
Hendershot Investments
Centreville,
Virginia
| US$1.9億 | -US$87.4萬 | -0.5% | 0.53% | 61.9% | 60 | 5% | 1.5 |
|
| 2971 |
2971
Smith, Moore & Co
Clayton,
Missouri
| US$1.89億 | +US$170萬 | +0.9% | 1.9% | 74.5% | 183 | 15.3% | 0.9 |
|
| 2972 |
2972
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$1.89億 | -US$6042萬 | -24% | 3.89% | 103% | 63 | 15.87% | 0.9 |
|
| 2973 |
2973
Selway Asset Management
| US$1.89億 | +US$341萬 | +2% | 0.48% | 36.5% | 75 | 16% | 1.1 |
|
| 2974 |
2974
Advisors Preferred
Rockville,
Maryland
| US$1.89億 | -US$2380萬 | -11% | 5.38% | 102% | 405 | 72.59% | 0.2 |
|
| 2975 |
2975
East Coast Asset Management
Essex,
Massachusetts
| US$1.88億 | +US$571萬 | +3% | 1.77% | 167% | 117 | 5.13% | 1.6 |
|