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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Sterneck Capital Management
Kansas City,
Missouri
| US$1.69億 | +US$195萬 | +1% | 1.73% | 61.5% | 135 | 23.7% | 1.2 |
|
| 3102 |
3102
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$1.68億 | – | – | 3.77% | 40.2% | 77 | – | 0 |
|
| 3103 |
3103
Retirement Capital Strategies
San Jose,
California
| US$1.68億 | +US$5745萬 | +52% | 0.5% | 65.8% | 14 | 35.71% | 0.6 |
|
| 3104 |
ICP
3104
IBIS Capital Partners
London,
United Kingdom
| US$1.68億 | +US$1259萬 | +8% | 12.6% | 35.1% | 9 | 22.22% | 0.7 |
|
| 3105 |
3105
Selkirk Management
Chatham,
New Jersey
| US$1.67億 | +US$837萬 | +5% | 5.25% | 245% | 21 | 4.76% | 1.2 |
|
| 3106 |
3106
Founders Financial Securities
Towson,
Maryland
| US$1.67億 | +US$1203萬 | +8% | 3.41% | 71% | 93 | 45.16% | 0.5 |
|
| 3107 |
FPCM
3107
Fox Point Capital Management
New York
| US$1.67億 | +US$5798萬 | +53% | 15.1% | 201% | 26 | 46.15% | 0.3 |
|
| 3108 |
3108
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$1.67億 | +US$3409萬 | +26% | 4.97% | 82.6% | 157 | 12.74% | 1.2 |
|
| 3109 |
3109
Valicenti Advisory Services
Elmira,
New York
| US$1.67億 | +US$370萬 | +2% | 3.18% | 134% | 56 | 10.71% | 1.2 |
|
| 3110 |
3110
Southport Capital Management
Chattanooga,
Tennessee
| US$1.67億 | +US$1518萬 | +10% | 5.93% | 80% | 177 | 19.77% | 1.1 |
|
| 3111 |
3111
Thomas Story & Son
Culver,
Indiana
| US$1.67億 | +US$681萬 | +4% | 9.8% | 101% | 55 | 5.45% | 1.4 |
|
| 3112 |
OL
3112
Orbitronix LP
Newport Beach,
California
| US$1.67億 | -US$540萬 | -3% | 0.54% | 6.68% | 218 | 67.89% | 0.3 |
|
| 3113 |
3113
Glenview State Bank Trust Department
Glenview,
Illinois
| US$1.67億 | +US$350萬 | +2% | 4.78% | 76.6% | 88 | 11.36% | 0.9 |
|
| 3114 |
3114
Argent Trust Co
Nashville,
Tennessee
| US$1.66億 | – | – | 5.65% | 96.9% | 208 | – | 0 |
|
| 3115 |
LBC
3115
Lawrence B. Cohen
| US$1.66億 | +US$1467萬 | +10% | 6.08% | 41.8% | 71 | 4.23% | 1.4 |
|
| 3116 |
3116
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$1.66億 | -US$88.1萬 | -0.5% | 2.18% | 87.3% | 81 | 3.7% | 1.4 |
|
| 3117 |
GA
3117
Gagnon Advisors
New York
| US$1.66億 | +US$436萬 | +3% | 7.46% | 214% | 26 | 11.54% | 0.9 |
|
| 3118 |
SIG
3118
Schaller Investment Group
Winston Salem,
North Carolina
| US$1.66億 | -US$774萬 | -4% | 4.39% | 21.9% | 42 | 9.52% | 1.4 |
|
| 3119 |
SC
3119
Schulhoff & Co
Cincinnati,
Ohio
| US$1.66億 | +US$562萬 | +4% | 3.89% | 58.8% | 115 | 6.96% | 1.4 |
|
| 3120 |
3120
Vista Equity Partners Management
San Francisco,
California
| US$1.65億 | +US$7311萬 | +79% | 30.6% | 3.45% | 24 | 62.5% | 0.1 |
|
| 3121 |
3121
Raffa Wealth Management
Washington,
District of Columbia
| US$1.65億 | +US$3283萬 | +25% | 0.08% | 35.8% | 759 | 2.9% | 0.5 |
|
| 3122 |
3122
Electron Capital Partners
New York
| US$1.65億 | -US$3144萬 | -16% | 3.36% | 333% | 48 | 68.75% | 0.4 |
|
| 3123 |
3123
Independence Trust
Franklin,
Tennessee
| US$1.65億 | +US$1376萬 | +9% | 0.82% | 28.9% | 145 | 33.79% | 0.9 |
|
| 3124 |
3124
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.65億 | +US$731萬 | +5% | 5.09% | 112% | 1,419 | 17.55% | 1.2 |
|
| 3125 |
3125
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.65億 | +US$62萬 | +0.4% | 0.75% | 241% | 17 | 29.41% | 1 |
|