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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
Prince Street Capital Management
New York
| US$1.6億 | -US$1.2億 | -43% | 16.3% | 302% | 41 | 78.05% | 0.2 |
|
| 3052 |
3052
CT Financial Advisors
Chadds Ford,
Pennsylvania
| US$1.59億 | -US$1679萬 | -10% | 4.3% | – | 677 | 7.68% | 1.2 |
|
| 3053 |
3053
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| US$1.59億 | -US$8709萬 | -35% | 35% | – | 5 | 0% | 1.3 |
|
| 3054 |
3054
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$1.59億 | -US$1957萬 | -11% | 8.95% | 48.5% | 43 | 11.63% | 2.2 |
|
| 3055 |
3055
Financial Planning & Information Services
De Pere,
Wisconsin
| US$1.59億 | -US$809萬 | -5% | 8.39% | 13% | 33 | 6.06% | 1.6 |
|
| 3056 |
3056
Proffitt & Goodson
Knoxville,
Tennessee
| US$1.59億 | -US$1262萬 | -7% | 8.8% | 54% | 43 | 13.95% | 2 |
|
| 3057 |
3057
NorthRock Partners
Minneapolis,
Minnesota
| US$1.59億 | -US$5755萬 | -27% | 9.98% | 69.5% | 56 | 37.5% | 0.5 |
|
| 3058 |
3058
RKL Wealth Management
Lancaster,
Pennsylvania
| US$1.59億 | -US$812萬 | -5% | 3.34% | 76.8% | 53 | 5.66% | 1.3 |
|
| 3059 |
LWM
3059
LBA Wealth Management
Jacksonville,
Florida
| US$1.59億 | -US$68.2萬 | -0.4% | 5.73% | 19.2% | 385 | 25.71% | 1.2 |
|
| 3060 |
3060
Groesbeck Investment Management
Paramus,
New Jersey
| US$1.59億 | -US$5008萬 | -24% | 13.2% | 155% | 88 | 15.91% | 1.6 |
|
| 3061 |
3061
Retirement Capital Strategies
San Jose,
California
| US$1.58億 | -US$597萬 | -4% | 4.89% | 65.8% | 13 | 0% | 1.4 |
|
| 3062 |
MC
3062
MRJ Capital
New York
| US$1.58億 | -US$2110萬 | -12% | 10.7% | 127% | 56 | 12.5% | 1.7 |
|
| 3063 |
3063
Selway Asset Management
| US$1.58億 | -US$2386萬 | -13% | 9.91% | 36.5% | 70 | 8.57% | 1.5 |
|
| 3064 |
3064
Gemmer Asset Management
Walnut Creek,
California
| US$1.58億 | -US$636萬 | -4% | 5.3% | 96.8% | 1,393 | 11.27% | 1.3 |
|
| 3065 |
3065
AGF Investments America
Toronto,
Ontario, Canada
| US$1.58億 | -US$4072萬 | -21% | 9.65% | 72.1% | 82 | 10.98% | 1.7 |
|
| 3066 |
3066
IMA Advisory Services
Denver,
Colorado
| US$1.58億 | -US$5244萬 | -25% | 7.42% | 74.5% | 195 | 41.03% | 1.6 |
|
| 3067 |
3067
Kingfisher Capital
Charlotte,
North Carolina
| US$1.58億 | -US$1574萬 | -9% | 6.39% | 58.5% | 159 | 40.25% | 1.3 |
|
| 3068 |
3068
Insight Holdings Group
New York
| US$1.58億 | -US$7256萬 | -32% | 5.77% | 111% | 5 | 0% | 1.4 |
|
| 3069 |
HCM
3069
Horrell Capital Management
Little Rock,
Arkansas
| US$1.58億 | -US$780萬 | -5% | 8.94% | 55.6% | 233 | 20.17% | 1.8 |
|
| 3070 |
3070
Focused Wealth Management
Newburgh,
New York
| US$1.57億 | -US$416萬 | -3% | 8.47% | 80.9% | 774 | 12.14% | 1.6 |
|
| 3071 |
BCA
3071
Bray Capital Advisors
Naples,
Florida
| US$1.57億 | -US$1677萬 | -10% | 8.11% | 36.6% | 467 | 23.98% | 0.4 |
|
| 3072 |
DCCA
3072
D.C. Capital Advisors
New York
| US$1.57億 | -US$1520萬 | -9% | 12.7% | 59.9% | 26 | 34.62% | 1.1 |
|
| 3073 |
3073
Caldwell & Orkin
Norcross,
Georgia
| US$1.57億 | -US$1448萬 | -8% | 2.14% | 137% | 106 | 64.15% | 0.4 |
|
| 3074 |
EGA
3074
E&G Advisors
Houston,
Texas
| US$1.57億 | -US$1384萬 | -8% | 7.71% | 97.7% | 99 | 19.19% | 1.3 |
|
| 3075 |
3075
Anderson Hoagland & Co
St Louis,
Missouri
| US$1.57億 | -US$1452萬 | -8% | 6.82% | 104% | 109 | 12.84% | 1.7 |
|