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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Scarborough Advisors
Annapolis,
Maryland
| US$4.18億 | +US$2109萬 | +5% | 4.8% | 63.3% | 80 | 22.5% | 0.8 |
|
| 3127 |
3127
FinTrust Capital Advisors
Greenville,
South Carolina
| US$4.18億 | +US$511萬 | +1% | 3.28% | 23.6% | 1,207 | 2.4% | 3 |
|
| 3128 |
3128
Meritech Capital Associates V
Palo Alto,
California
| US$4.18億 | -US$5815萬 | -12% | 1.67% | 133% | 7 | 14.29% | 2 |
|
| 3129 |
3129
Colonial Trust
Spartanburg,
South Carolina
| US$4.17億 | +US$2403萬 | +6% | 7.35% | 83.6% | 983 | 13.12% | 0.5 |
|
| 3130 |
CT
3130
Chicago Trust
Grayslake,
Illinois
| US$4.17億 | +US$1864萬 | +5% | 6.75% | 96.7% | 318 | 9.75% | 3.8 |
|
| 3131 |
3131
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$4.17億 | -US$2890萬 | -6% | 4.32% | 69.7% | 91 | 16.48% | 3.8 |
|
| 3132 |
3132
Tetrad Corporation
Omaha,
Nebraska
| US$4.17億 | +US$2848萬 | +7% | 7.73% | 45.6% | 3 | 0% | 10 |
|
| 3133 |
3133
McNamara Financial Services
Marshfield,
Massachusetts
| US$4.17億 | +US$1495萬 | +4% | 2.88% | 47.7% | 66 | 4.55% | 4.1 |
|
| 3134 |
3134
Emerald Advisors
Bellevue,
Washington
| US$4.16億 | +US$2847萬 | +7% | 8.01% | 71.8% | 81 | 4.94% | 2.3 |
|
| 3135 |
PWS
3135
Private Wealth Strategies
New Albany,
Ohio
| US$4.16億 | +US$2112萬 | +5% | 5.09% | 18.8% | 81 | 13.58% | 2.4 |
|
| 3136 |
3136
Huber Capital Management
El Segundo,
California
| US$4.16億 | +US$1200萬 | +3% | 4.03% | 66.3% | 88 | 7.95% | 5.1 |
|
| 3137 |
3137
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$4.16億 | +US$3062萬 | +8% | 4.88% | 51.6% | 100 | 8% | 4.1 |
|
| 3138 |
3138
Tolleson Wealth Management
Dallas,
Texas
| US$4.15億 | +US$2786萬 | +7% | 5.26% | 56.2% | 83 | 15.66% | 2.7 |
|
| 3139 |
3139
Squadra Investments
Rio De Janeiro,
Brazil
| US$4.14億 | +US$5661萬 | +16% | 34.6% | 1.55% | 7 | 57.14% | 2 |
|
| 3140 |
3140
AWM Capital
Phoenix,
Arizona
| US$4.14億 | +US$5889萬 | +17% | 3.57% | 51.1% | 77 | 12.99% | 1.2 |
|
| 3141 |
3141
Bay Colony Advisors
Concord,
Massachusetts
| US$4.14億 | +US$3535萬 | +9% | 6.32% | 99.6% | 368 | 14.4% | 2.4 |
|
| 3142 |
3142
Leelyn Smith
Geneva,
Illinois
| US$4.14億 | +US$2324萬 | +6% | 6.1% | 86% | 121 | 14.88% | 2.9 |
|
| 3143 |
3143
G2 Investment Partners Management
New York
| US$4.14億 | +US$5713萬 | +16% | 27.9% | 1,145% | 124 | 58.06% | 0.9 |
|
| 3144 |
3144
Bellecapital
Zurich,
Switzerland
| US$4.13億 | +US$1141萬 | +3% | 8.11% | 152% | 202 | 25.74% | 3.1 |
|
| 3145 |
3145
Abacus Planning Group
Columbia,
South Carolina
| US$4.13億 | +US$2526萬 | +7% | 6.09% | 67.8% | 206 | 8.74% | 3.1 |
|
| 3146 |
3146
Meridian Wealth Advisors
Austin,
Texas
| US$4.13億 | +US$1385萬 | +3% | 7.54% | 91.2% | 192 | 6.77% | 3.2 |
|
| 3147 |
3147
Vise Technologies
New York
| US$4.13億 | +US$3348萬 | +9% | 5.3% | – | 377 | 22.55% | 0.9 |
|
| 3148 |
3148
Sentinel Pension Advisors
Wakefield,
Massachusetts
| US$4.13億 | +US$1820萬 | +5% | 3.3% | 52.1% | 102 | 15.69% | 2 |
|
| 3149 |
3149
Ursa Fund Management
Danville,
California
| US$4.13億 | +US$1.43億 | +53% | 6.41% | 93.5% | 24 | 45.83% | 0.3 |
|
| 3150 |
3150
Engine Capital Management
New York
| US$4.13億 | +US$7356萬 | +22% | 7.62% | 21.1% | 44 | 27.27% | 1.1 |
|