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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Montgomery Investment Management
Rockville,
Maryland
| US$1.69億 | -US$2605萬 | -13% | 11.6% | 105% | 85 | 12.94% | 1.8 |
|
| 2977 |
2977
Cambridge Advisors
Omaha,
Nebraska
| US$1.69億 | -US$817萬 | -5% | 6.17% | 58.6% | 133 | 12.03% | 0.7 |
|
| 2978 |
2978
Oarsman Capital
Milwaukee,
Wisconsin
| US$1.69億 | +US$2258萬 | +15% | 8% | 74.9% | 203 | 15.27% | 1.7 |
|
| 2979 |
2979
HealthInvest Partners
Stockholm,
Sweden
| US$1.69億 | -US$2666萬 | -14% | 16.1% | 146% | 18 | 44.44% | 1 |
|
| 2980 |
PA
2980
Paracle Advisors
Mercer Island,
Washington
| US$1.69億 | +US$1444萬 | +9% | 5.82% | 30.9% | 39 | 20.51% | 0.8 |
|
| 2981 |
SV
2981
Stilwell Value
New York
| US$1.69億 | -US$326萬 | -2% | 0.78% | 87.9% | 53 | 3.77% | 0.5 |
|
| 2982 |
QCI
2982
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$1.69億 | +US$1028萬 | +6% | 7.55% | 107% | 38 | 26.32% | 0.6 |
|
| 2983 |
2983
Ibbotson Associates
Chicago,
Illinois
| US$1.68億 | +US$1966萬 | +13% | 6.04% | – | 21 | 0% | 2.2 |
|
| 2984 |
2984
Bocage Capital
San Francisco,
California
| US$1.68億 | -US$1709萬 | -9% | 25.1% | 25.3% | 19 | 36.84% | 0.9 |
|
| 2985 |
2985
Nepsis Inc
Minneapolis,
Minnesota
| US$1.68億 | +US$1944萬 | +13% | 7.43% | 131% | 34 | 35.29% | 1 |
|
| 2986 |
2986
BSW Wealth Partners
Boulder,
Colorado
| US$1.68億 | +US$1024萬 | +7% | 7.75% | 75.4% | 68 | 25% | 1.6 |
|
| 2987 |
2987
Tiger Veda Management
New York
| US$1.68億 | -US$1.11億 | -40% | 10.6% | – | 21 | 47.62% | 1 |
|
| 2988 |
2988
Raffa Wealth Management
Washington,
District of Columbia
| US$1.68億 | -US$20.5萬 | -0.1% | 4% | 35.8% | 854 | 4.68% | 1.1 |
|
| 2989 |
2989
Ascent Wealth Partners
New Hartford,
New York
| US$1.68億 | -US$1428萬 | -8% | 7.01% | 105% | 120 | 16.67% | 1.4 |
|
| 2990 |
2990
NGP MR Management
Dallas,
Texas
| US$1.67億 | +US$6361萬 | +61% | 24.1% | 21.9% | 2 | 0% | 1.4 |
|
| 2991 |
2991
Cambridge Financial Group
Columbus,
Ohio
| US$1.67億 | -US$2049萬 | -11% | 5.5% | – | 33 | 18.18% | 1.2 |
|
| 2992 |
2992
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$1.67億 | +US$57.6萬 | +0.3% | 6.32% | 52% | 656 | 8.54% | 1.8 |
|
| 2993 |
2993
Pacifica Capital Investments
Leander,
Texas
| US$1.67億 | +US$433萬 | +3% | 6.99% | 69.8% | 16 | 6.25% | 1.7 |
|
| 2994 |
2994
Vista Equity Partners Management
San Francisco,
California
| US$1.67億 | -US$1118萬 | -6% | 11.3% | 3.45% | 37 | 48.65% | 0.5 |
|
| 2995 |
2995
Napier Park Global Capital (US)
New York
| US$1.67億 | -US$1.17億 | -41% | 8% | 237% | 65 | 63.08% | 0.5 |
|
| 2996 |
2996
Evermay Wealth Management
Arlington,
Virginia
| US$1.67億 | -US$128萬 | -0.8% | 7.19% | 61.1% | 87 | 10.34% | 1.4 |
|
| 2997 |
2997
Punch Card Management
Winter Park,
Florida
| US$1.67億 | +US$5091萬 | +44% | 15.5% | 41% | 7 | 28.57% | 0.4 |
|
| 2998 |
FPFS
2998
First Personal Financial Services
Charlotte,
North Carolina
| US$1.66億 | -US$56.3萬 | -0.3% | 3.75% | 31.5% | 504 | 13.69% | 0.7 |
|
| 2999 |
2999
Cabot-Wellington
Boston,
Massachusetts
| US$1.66億 | -US$3670萬 | -18% | 14.8% | 73.1% | 32 | 6.25% | 1.9 |
|
| 3000 |
3000
TCI Wealth Advisors
Tucson,
Arizona
| US$1.66億 | -US$874萬 | -5% | 8% | 68.2% | 1,079 | 13.35% | 1.5 |
|