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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
VST
3151
Van Strum & Towne
San Francisco,
California
| US$1.62億 | +US$841萬 | +5% | 3.22% | 72.3% | 74 | 16.22% | 1.1 |
|
| 3152 |
3152
Old West Investment Management
Los Angeles,
California
| US$1.62億 | +US$297萬 | +2% | 1.82% | 242% | 88 | 13.64% | 1.1 |
|
| 3153 |
3153
TCI Wealth Advisors
Tucson,
Arizona
| US$1.62億 | +US$297萬 | +2% | 3.45% | 68.2% | 981 | 14.37% | 1.2 |
|
| 3154 |
3154
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$1.61億 | +US$1276萬 | +9% | 1.32% | 54.3% | 238 | 33.61% | 0.6 |
|
| 3155 |
TI
3155
Telemetry Investments
New York
| US$1.61億 | – | – | 3.72% | 77.4% | 179 | – | 0 |
|
| 3156 |
3156
Sigma Investment Management
Portland,
Oregon
| US$1.61億 | +US$2023萬 | +14% | 1.65% | 8.4% | 33 | 27.27% | 1.1 |
|
| 3157 |
HA
3157
Havens Advisors
New York
| US$1.61億 | -US$1938萬 | -11% | 10.8% | 460% | 68 | 55.88% | 0.4 |
|
| 3158 |
3158
TT International
London,
United Kingdom
| US$1.6億 | – | – | 8.78% | – | 16 | – | 0.2 |
|
| 3159 |
3159
Hillman Company
Pittsburgh,
Pennsylvania
| US$1.6億 | – | – | 4.79% | 118% | 15 | – | 0 |
|
| 3160 |
3160
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$1.6億 | – | – | 1.9% | 123% | 59 | – | 0 |
|
| 3161 |
3161
Girard Partners
King Of Prussia,
Pennsylvania
| US$1.6億 | +US$1049萬 | +7% | 5.1% | 25.7% | 149 | 12.75% | 0.8 |
|
| 3162 |
3162
Confluence Wealth Management
Portland,
Oregon
| US$1.6億 | +US$1207萬 | +8% | 4.07% | 31.9% | 96 | 23.96% | 0.6 |
|
| 3163 |
3163
1492 Capital Management
Milwaukee,
Wisconsin
| US$1.6億 | -US$2100萬 | -12% | 3.27% | 298% | 157 | 43.95% | 0.5 |
|
| 3164 |
3164
Boston Research & Management
Manchester,
Massachusetts
| US$1.6億 | +US$1083萬 | +7% | 5.32% | 63.6% | 105 | 5.71% | 1.3 |
|
| 3165 |
3165
Chesapeake Asset Management
New York
| US$1.59億 | -US$430萬 | -3% | 5.03% | 166% | 94 | 26.6% | 1.1 |
|
| 3166 |
3166
Tanglewood Wealth Management
Houston,
Texas
| US$1.59億 | +US$1126萬 | +8% | 1.81% | 64.6% | 6 | 16.67% | 1.2 |
|
| 3167 |
3167
DG Capital Management
New York
| US$1.59億 | – | – | 2.26% | 82% | 12 | – | 0 |
|
| 3168 |
3168
Lubar & Co
Milwaukee,
Wisconsin
| US$1.59億 | -US$1469萬 | -8% | 8.02% | – | 13 | 7.69% | 1.2 |
|
| 3169 |
3169
Willingdon Wealth Management
Huntersville,
North Carolina
| US$1.59億 | +US$703萬 | +5% | 3.11% | 15.3% | 93 | 18.28% | 0.8 |
|
| 3170 |
3170
Harbour Investment Management
Edmonds,
Washington
| US$1.59億 | +US$861萬 | +6% | 5.15% | 58.8% | 83 | 7.23% | 1.4 |
|
| 3171 |
KCP
3171
Kenmare Capital Partners
New York
| US$1.59億 | -US$3769萬 | -19% | 2.36% | 48.8% | 22 | 31.82% | 1 |
|
| 3172 |
3172
HT Partners
Centerbrook,
Connecticut
| US$1.59億 | -US$3888萬 | -20% | 3.77% | 71.1% | 44 | 50% | 0.8 |
|
| 3173 |
3173
Tuttle Capital Management
Riverside,
Connecticut
| US$1.58億 | -US$1224萬 | -7% | 6.66% | 115% | 36 | 63.89% | 0.3 |
|
| 3174 |
3174
Iowa State Bank
Urbandale,
Iowa
| US$1.58億 | +US$878萬 | +6% | 4.45% | 85.7% | 76 | 3.95% | 1.4 |
|
| 3175 |
3175
Marlowe Partners
New York
| US$1.58億 | – | – | 12.5% | 16.3% | 12 | – | 0 |
|