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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Continental Grain Company
New York
| US$2.94億 | -US$7503萬 | -20% | 0.65% | 18.5% | 6 | 16.67% | 0.5 |
|
| 3077 |
3077
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.94億 | +US$4278萬 | +17% | 5.87% | 43.8% | 92 | 22.83% | 2.1 |
|
| 3078 |
3078
BSW Wealth Partners
Boulder,
Colorado
| US$2.94億 | +US$3358萬 | +13% | 7.23% | 75.4% | 166 | 37.35% | 2.6 |
|
| 3079 |
3079
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$2.93億 | +US$1195萬 | +4% | 5% | 44.9% | 51 | 13.73% | 1 |
|
| 3080 |
3080
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$2.93億 | +US$3745萬 | +15% | 14.5% | 48.7% | 13 | 15.38% | 1.9 |
|
| 3081 |
3081
Krensavage Asset Management
New York
| US$2.93億 | +US$3260萬 | +13% | 12% | 124% | 14 | 42.86% | 2.1 |
|
| 3082 |
3082
Running Oak Capital
Edina,
Minnesota
| US$2.93億 | – | – | 7.38% | 40.8% | 64 | – | 0 |
|
| 3083 |
3083
Winmill & Co
Walpole,
New Hampshire
| US$2.92億 | +US$5701萬 | +24% | 10% | 160% | 122 | 18.03% | 0.2 |
|
| 3084 |
3084
Amarillo National Bank
Amarillo,
Texas
| US$2.92億 | +US$2905萬 | +11% | 7.09% | 63.5% | 94 | 6.38% | 4.1 |
|
| 3085 |
3085
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| US$2.92億 | – | – | 10.4% | – | 18 | – | 0 |
|
| 3086 |
3086
Requisite Capital Management
Dallas,
Texas
| US$2.92億 | +US$3196萬 | +12% | 7.7% | 42.6% | 112 | 42.86% | 0.6 |
|
| 3087 |
3087
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$2.92億 | +US$2092萬 | +8% | 6.7% | 78.2% | 175 | 6.86% | 3.7 |
|
| 3088 |
3088
Adventist Health System West
Roseville,
California
| US$2.92億 | -US$1453萬 | -5% | 8.06% | 60.2% | 4 | 25% | 0.8 |
|
| 3089 |
3089
Wright Investors Service
Shelton,
Connecticut
| US$2.92億 | +US$1364萬 | +5% | 10% | 161% | 157 | 21.02% | 2.9 |
|
| 3090 |
3090
Squadra Investments
Rio De Janeiro,
Brazil
| US$2.92億 | – | – | 5.28% | 1.55% | 3 | – | 0 |
|
| 3091 |
MAM
3091
Morse Asset Management
Darien,
Connecticut
| US$2.92億 | +US$2410萬 | +9% | 10.7% | 224% | 151 | 32.45% | 1.6 |
|
| 3092 |
MCM
3092
Mason Capital Management
New York
| US$2.91億 | -US$1.19億 | -29% | 13.5% | 18.5% | 9 | 11.11% | 1.9 |
|
| 3093 |
3093
DAFNA Capital Management
Los Angeles,
California
| US$2.91億 | +US$2544萬 | +10% | 35.6% | 313% | 96 | 22.92% | 2 |
|
| 3094 |
3094
Paradigm Financial Advisors
Des Peres,
Missouri
| US$2.91億 | +US$3518萬 | +14% | 10.2% | 114% | 134 | 8.96% | 3.4 |
|
| 3095 |
3095
New England Investment & Retirement Group
North Andover,
Massachusetts
| US$2.91億 | +US$5170萬 | +22% | 5.57% | 72.5% | 66 | 24.24% | 1.3 |
|
| 3096 |
3096
Rowland Carmichael Advisors
Scottsdale,
Arizona
| US$2.91億 | -US$24.2萬 | -0.1% | 5.48% | 39% | 378 | 14.55% | 2 |
|
| 3097 |
3097
RMR Advisors
Newton,
Massachusetts
| US$2.91億 | -US$130萬 | -0.4% | 0.27% | 2.17% | 116 | 1.72% | 4.9 |
|
| 3098 |
3098
Rikoon Group
Santa Fe,
New Mexico
| US$2.91億 | +US$2078萬 | +8% | 8.93% | 63.3% | 208 | 6.25% | 2.5 |
|
| 3099 |
GCA
3099
Gideon Capital Advisors
New York
| US$2.91億 | -US$1502萬 | -5% | 6.42% | 37.6% | 424 | 75.47% | 0.2 |
|
| 3100 |
3100
Martel Wealth Advisors
Vancouver,
Washington
| US$2.9億 | +US$1336萬 | +5% | 4.67% | 43.4% | 41 | 7.32% | 1.1 |
|