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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
DCM
3001
Divisar Capital Management
San Francisco,
California
| US$5.28億 | +US$727萬 | +1% | 1.32% | 173% | 37 | 16.22% | 3.2 |
|
| 3002 |
3002
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$5.27億 | +US$1006萬 | +2% | 1.86% | 58.1% | 129 | 14.73% | 1.9 |
|
| 3003 |
QCM
3003
Qsemble Capital Management
New York
| US$5.27億 | +US$6944萬 | +15% | 3.74% | 45.8% | 602 | 67.28% | 0.2 |
|
| 3004 |
3004
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$5.27億 | +US$371萬 | +0.7% | 1.33% | 86.8% | 155 | 10.97% | 3.8 |
|
| 3005 |
3005
Pacific Global Investment Management
Glendale,
California
| US$5.26億 | +US$306萬 | +0.6% | 4.06% | 48% | 218 | 11.01% | 6.4 |
|
| 3006 |
3006
Praesidium Investment Management Company
New York
| US$5.26億 | -US$1.52億 | -22% | 4.12% | 79% | 12 | 0% | 3 |
|
| 3007 |
3007
Amarillo National Bank
Amarillo,
Texas
| US$5.26億 | -US$1004萬 | -2% | 1.48% | 63.5% | 98 | 11.22% | 5.9 |
|
| 3008 |
3008
Bordeaux Wealth Advisors
Menlo Park,
California
| US$5.25億 | +US$2.22億 | +73% | 11.7% | 141% | 147 | 26.53% | 1.6 |
|
| 3009 |
3009
Cannon Financial Strategists
Athens,
Georgia
| US$5.24億 | +US$1585萬 | +3% | 0.46% | 56.7% | 96 | 6.25% | 3.1 |
|
| 3010 |
3010
Portside Wealth Group
Provo,
Utah
| US$5.24億 | -US$1630萬 | -3% | 1.35% | 90.1% | 407 | 20.88% | 0.8 |
|
| 3011 |
3011
Horst & Graben Wealth Management
Portland,
Oregon
| US$5.23億 | +US$3216萬 | +7% | 2.79% | 62.2% | 157 | 12.1% | 2.5 |
|
| 3012 |
3012
Alpha Omega Wealth Management
Richmond,
Virginia
| US$5.23億 | -US$1516萬 | -3% | 1.45% | 65.9% | 215 | 5.58% | 5.7 |
|
| 3013 |
3013
Eagle Strategies
New York
| US$5.23億 | +US$7280萬 | +16% | 1.91% | 77.7% | 348 | 64.08% | 1 |
|
| 3014 |
3014
Deltec Asset Management
New York
| US$5.23億 | +US$1579萬 | +3% | 3.46% | 127% | 176 | 26.14% | 3.3 |
|
| 3015 |
3015
Sky Investment Group
Hartford,
Connecticut
| US$5.23億 | +US$300萬 | +0.6% | 2.69% | 81.4% | 131 | 6.11% | 6.3 |
|
| 3016 |
WPI
3016
Walter Public Investments
Westmount,
Canada
| US$5.23億 | +US$1121萬 | +2% | 1.73% | 85.1% | 43 | 4.65% | 1.6 |
|
| 3017 |
3017
Great Point Partners
Greenwich,
Connecticut
| US$5.22億 | -US$1.2億 | -19% | 4.37% | 710% | 42 | 38.1% | 0.6 |
|
| 3018 |
3018
Front Street Capital Management
Missoula,
Montana
| US$5.22億 | -US$1062萬 | -2% | 0.07% | 316% | 73 | 6.85% | 4.9 |
|
| 3019 |
3019
Callan Family Office
Radnor,
Pennsylvania
| US$5.21億 | +US$9432萬 | +22% | 1.95% | 107% | 157 | 45.86% | 0.7 |
|
| 3020 |
3020
Te Ahumairangi Investment Management
Wellington,
New Zealand
| US$5.2億 | -US$5509萬 | -10% | 0.82% | 74.5% | 88 | 6.82% | 3.1 |
|
| 3021 |
3021
Embree Financial Group
Chicago,
Illinois
| US$5.2億 | +US$1073萬 | +2% | 3.67% | 87.6% | 195 | 10.26% | 0.5 |
|
| 3022 |
3022
Duncker Streett & Co
St. Louis,
Missouri
| US$5.2億 | +US$1365萬 | +3% | 3.51% | 102% | 499 | 6.81% | 6.3 |
|
| 3023 |
3023
Benjamin Edwards Inc
Clayton,
Missouri
| US$5.2億 | +US$1649萬 | +3% | 3.3% | 72.6% | 784 | 16.58% | 2.5 |
|
| 3024 |
3024
Crane Advisory
Fullerton,
California
| US$5.19億 | +US$2273萬 | +5% | 1.7% | 38.2% | 43 | 9.3% | 1 |
|
| 3025 |
3025
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$5.18億 | +US$2603萬 | +5% | 2.59% | 62.1% | 125 | 7.2% | 4.7 |
|