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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
Gemmer Asset Management
Walnut Creek,
California
| US$1.69億 | +US$1108萬 | +7% | 3.45% | 96.8% | 1,362 | 10.21% | 1.5 |
|
| 3102 |
3102
Kingfisher Capital
Charlotte,
North Carolina
| US$1.69億 | +US$1145萬 | +7% | 4.12% | 58.5% | 293 | 60.75% | 0.7 |
|
| 3103 |
3103
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$1.69億 | +US$1685萬 | +11% | 5.44% | 49.3% | 133 | 17.29% | 0.9 |
|
| 3104 |
3104
IDG-Accel China Capital Associates
Central,
Hong Kong
| US$1.69億 | +US$4244萬 | +34% | 19.8% | 43% | 2 | 0% | 1.5 |
|
| 3105 |
3105
Iowa State Bank
Urbandale,
Iowa
| US$1.69億 | +US$2267萬 | +16% | 6.77% | 85.7% | 93 | 20.43% | 1.9 |
|
| 3106 |
3106
Cumberland Advisors
Sarasota,
Florida
| US$1.69億 | +US$810萬 | +5% | 4.04% | 80.7% | 71 | 52.11% | 0.9 |
|
| 3107 |
3107
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.69億 | +US$1225萬 | +8% | 6.6% | 112% | 1,213 | 15.33% | 1.9 |
|
| 3108 |
3108
MU Investments Company
Tokyo,
Japan
| US$1.69億 | -US$1604萬 | -9% | 6.78% | 40.4% | 285 | 36.14% | 1.8 |
|
| 3109 |
3109
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.69億 | – | – | 1.37% | 78.9% | 106 | – | 0 |
|
| 3110 |
3110
Cavalier Investments
Alpharetta,
Georgia
| US$1.68億 | +US$4877萬 | +41% | 6.12% | 171% | 129 | 76.74% | 0.1 |
|
| 3111 |
MM
3111
Midas Management
New York
| US$1.68億 | +US$1303萬 | +8% | 1.11% | 43.3% | 160 | 33.75% | 1.3 |
|
| 3112 |
3112
Geller Advisors
New York
| US$1.68億 | +US$1141萬 | +7% | 8.14% | 20.4% | 33 | 24.24% | 1.8 |
|
| 3113 |
NCM
3113
Northroad Capital Management
New York
| US$1.68億 | -US$183萬 | -1% | 2.45% | 0.16% | 59 | 10.17% | 1.9 |
|
| 3114 |
3114
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$1.68億 | +US$1304萬 | +8% | 5.81% | 84.7% | 129 | 14.73% | 1.6 |
|
| 3115 |
3115
USA Mutuals Advisors
Dallas,
Texas
| US$1.68億 | +US$264萬 | +2% | 10.4% | 14.1% | 229 | 50.22% | 0.6 |
|
| 3116 |
EP
3116
Elkhorn Partners
Omaha,
Nebraska
| US$1.67億 | +US$564萬 | +3% | 4.51% | 33.1% | 51 | 5.88% | 2 |
|
| 3117 |
3117
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$1.67億 | +US$824萬 | +5% | 3.5% | 48.5% | 42 | 9.52% | 2.2 |
|
| 3118 |
3118
Cambridge Financial Group
Columbus,
Ohio
| US$1.67億 | -US$7.37萬 | -0% | 4.83% | – | 36 | 30.56% | 1.3 |
|
| 3119 |
3119
Raffa Wealth Management
Washington,
District of Columbia
| US$1.67億 | -US$41.4萬 | -0.2% | 0.75% | 35.8% | 880 | 7.84% | 1.3 |
|
| 3120 |
3120
Heronetta Management
New York
| US$1.67億 | -US$608萬 | -4% | 2.87% | 55.4% | 37 | 13.51% | 2.1 |
|
| 3121 |
3121
Zhang Financial
Portage,
Michigan
| US$1.67億 | +US$988萬 | +6% | 1.96% | 75.8% | 73 | 10.96% | 1.9 |
|
| 3122 |
3122
CVentures
Denver,
Colorado
| US$1.67億 | – | – | 2.49% | – | 1 | – | 2 |
|
| 3123 |
EGA
3123
E&G Advisors
Houston,
Texas
| US$1.67億 | +US$953萬 | +6% | 3.66% | 97.7% | 103 | 19.42% | 1.3 |
|
| 3124 |
3124
FCG Advisors
Chatham,
New Jersey
| US$1.67億 | +US$4549萬 | +38% | 5.64% | 19.7% | 88 | 13.64% | 1.7 |
|
| 3125 |
3125
Eidelman Virant Capital
Saint Louis,
Missouri
| US$1.67億 | +US$1997萬 | +14% | 3.46% | 46.2% | 190 | 43.68% | 1.2 |
|