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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Peachtree Investment Advisors
Atlanta,
Georgia
| US$1.5億 | -US$21.2萬 | -0.1% | 1.75% | 24.2% | 404 | 67.33% | 0.2 |
|
| 3052 |
3052
Girard Partners
King Of Prussia,
Pennsylvania
| US$1.49億 | +US$459萬 | +3% | 1.22% | 25.7% | 143 | 9.79% | 0.7 |
|
| 3053 |
3053
Solaris Asset Management
New York
| US$1.49億 | -US$348萬 | -2% | 1.71% | 74% | 232 | 18.53% | 0.9 |
|
| 3054 |
3054
Manifold Partners
San Francisco,
California
| US$1.49億 | -US$2275萬 | -13% | 3.36% | 24.9% | 108 | 76.85% | 0.3 |
|
| 3055 |
3055
Davis Rea
Toronto,
Ontario, Canada
| US$1.49億 | -US$2982萬 | -17% | 1.28% | 66.9% | 47 | 10.64% | 1 |
|
| 3056 |
3056
Credential Securities
Vancouver,
| US$1.49億 | -US$183萬 | -1% | 3.54% | 32.5% | 209 | 7.18% | 0.5 |
|
| 3057 |
3057
Peavine Capital
Reno,
Nevada
| US$1.49億 | +US$206萬 | +1% | 0.94% | 30.8% | 13 | 0% | 0.8 |
|
| 3058 |
3058
Farley Capital
New York
| US$1.49億 | -US$630萬 | -4% | 0.42% | 116% | 17 | 29.41% | 0.8 |
|
| 3059 |
3059
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$1.49億 | -US$148萬 | -1% | 3.14% | 54.3% | 161 | 5.59% | 0.7 |
|
| 3060 |
3060
Boston Research & Management
Manchester,
Massachusetts
| US$1.49億 | +US$405萬 | +3% | 0.36% | 63.6% | 104 | 7.69% | 1.1 |
|
| 3061 |
NIC
3061
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$1.49億 | -US$32.2萬 | -0.2% | 0.28% | 32.4% | 107 | 8.41% | 1.2 |
|
| 3062 |
SAMT
3062
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$1.49億 | +US$4262萬 | +40% | 1.55% | 80% | 50 | 40% | 0.5 |
|
| 3063 |
3063
Fidelity National Financial
Jacksonville,
Florida
| US$1.48億 | +US$404萬 | +3% | 3.15% | 21.4% | 18 | 11.11% | 1.2 |
|
| 3064 |
3064
Weybosset Research & Management
Province,
Rhode Island
| US$1.48億 | -US$738萬 | -5% | 0.67% | 74.8% | 53 | 7.55% | 1.1 |
|
| 3065 |
3065
Riverpark Capital Management
New York
| US$1.48億 | -US$539萬 | -4% | 2.3% | 152% | 49 | 10.2% | 0.2 |
|
| 3066 |
3066
Tanglewood Wealth Management
Houston,
Texas
| US$1.48億 | +US$4540萬 | +44% | 4.65% | 64.6% | 5 | 0% | 1.2 |
|
| 3067 |
3067
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$1.48億 | -US$947萬 | -6% | 1.73% | 104% | 362 | 9.67% | 0.7 |
|
| 3068 |
3068
Goodman Financial
Houston,
Texas
| US$1.48億 | -US$1907萬 | -11% | 3.45% | 51.2% | 46 | 17.39% | 1 |
|
| 3069 |
3069
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.48億 | -US$276萬 | -2% | 0.82% | 93.3% | 127 | 7.87% | 1.1 |
|
| 3070 |
3070
Confluence Wealth Management
Portland,
Oregon
| US$1.48億 | -US$2777萬 | -16% | 0.81% | 31.9% | 133 | 40.6% | 0.5 |
|
| 3071 |
3071
Lenox Wealth Management
Cincinnati,
Ohio
| US$1.48億 | +US$206萬 | +1% | 2.27% | 24.7% | 168 | 5.36% | 0.7 |
|
| 3072 |
ECM
3072
EagleClaw Capital Management
Boston,
Massachusetts
| US$1.47億 | +US$7,000 | +0% | 0% | 109% | 108 | 11.11% | 0.5 |
|
| 3073 |
GIM
3073
Greenwich Investment Management
Norwalk,
Connecticut
| US$1.47億 | -US$640萬 | -4% | 4.94% | – | 45 | 17.78% | 0.6 |
|
| 3074 |
3074
Court Place Advisors
Ellicott City,
Maryland
| US$1.47億 | +US$241萬 | +2% | 0.55% | 92% | 129 | 6.98% | 0.7 |
|
| 3075 |
3075
Shaker Investments
Cleveland,
Ohio
| US$1.47億 | -US$737萬 | -5% | 1.71% | 216% | 66 | 21.21% | 0.5 |
|