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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
HT Partners
Centerbrook,
Connecticut
| US$2.38億 | +US$10.5萬 | +0% | 0.33% | 71.1% | 30 | 3.33% | 3 |
|
| 3202 |
3202
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$2.38億 | -US$253萬 | -1% | 1.49% | 86.1% | 196 | 11.73% | 4.2 |
|
| 3203 |
JPC
3203
Jabodon PT Co
Reno,
Nevada
| US$2.38億 | +US$1.09億 | +85% | 2.59% | 61.9% | 26 | 38.46% | 0.7 |
|
| 3204 |
3204
Howard Capital Management
Roswell,
Georgia
| US$2.37億 | +US$1184萬 | +5% | 0.18% | 144% | 44 | 25% | 0.6 |
|
| 3205 |
3205
Siris Capital Group
New York
| US$2.37億 | +US$178萬 | +0.8% | 0.76% | – | 1 | 0% | 1 |
|
| 3206 |
CT
3206
Chicago Trust
Grayslake,
Illinois
| US$2.37億 | +US$230萬 | +1% | 1.38% | 96.7% | 202 | 11.39% | 2.9 |
|
| 3207 |
SC
3207
Saybrook Capital
Winston Salem,
North Carolina
| US$2.37億 | +US$3.5萬 | +0% | 0.2% | 72.5% | 49 | 4.08% | 5 |
|
| 3208 |
3208
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$2.37億 | +US$545萬 | +2% | 1.73% | 39.1% | 75 | 13.33% | 2.1 |
|
| 3209 |
3209
Zhang Financial
Portage,
Michigan
| US$2.37億 | -US$235萬 | -1% | 0.69% | 67.9% | 92 | 7.61% | 3.9 |
|
| 3210 |
3210
SFE Investment Counsel
Los Angeles,
California
| US$2.37億 | +US$299萬 | +1% | 0.5% | 114% | 118 | 5.93% | 3.6 |
|
| 3211 |
3211
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$2.36億 | +US$322萬 | +1% | 0.45% | 168% | 218 | 14.68% | 2.3 |
|
| 3212 |
3212
Financial Planning & Information Services
De Pere,
Wisconsin
| US$2.36億 | +US$522萬 | +2% | 0.82% | 13% | 50 | 4% | 3.7 |
|
| 3213 |
3213
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$2.36億 | +US$1.05億 | +80% | 5.36% | 80.8% | 67 | 11.94% | 1.1 |
|
| 3214 |
AC
3214
AMS Capital
Sao Paulo,
Brazil
| US$2.36億 | +US$9550萬 | +68% | 7.92% | 63.1% | 31 | 54.84% | 0.5 |
|
| 3215 |
FCA
3215
FLC Capital Advisors
Palm Desert,
California
| US$2.36億 | -US$703萬 | -3% | 1.45% | 59.3% | 136 | 10.29% | 0.6 |
|
| 3216 |
PCM
3216
Perritt Capital Management
Chicago,
Illinois
| US$2.36億 | -US$1738萬 | -7% | 4.02% | 80.9% | 244 | 12.3% | 3.3 |
|
| 3217 |
3217
Wildcat Capital Management
New York
| US$2.35億 | +US$430萬 | +2% | 2.82% | 77.7% | 41 | 56.1% | 0.9 |
|
| 3218 |
3218
Winmill & Co
Walpole,
New Hampshire
| US$2.35億 | – | – | 2.03% | 146% | 108 | – | 0 |
|
| 3219 |
3219
Wind River Trust Company
Jackson,
Wyoming
| US$2.35億 | +US$10.8萬 | +0% | 0.01% | 62.1% | 9 | 0% | 4.7 |
|
| 3220 |
3220
Permit Capital
West Conshohocken,
Pennsylvania
| US$2.35億 | +US$921萬 | +4% | 4.74% | 121% | 26 | 0% | 5 |
|
| 3221 |
3221
Cheviot Value Management
Beverly Hills,
California
| US$2.35億 | +US$369萬 | +2% | 1.1% | 77.8% | 69 | 10.14% | 3.4 |
|
| 3222 |
3222
Henry James International Management
New York
| US$2.35億 | +US$125萬 | +0.5% | 0.84% | 125% | 145 | 9.66% | 0.8 |
|
| 3223 |
3223
RDA Financial Network
Akron,
Iowa
| US$2.34億 | +US$1232萬 | +6% | 1.45% | 93.4% | 253 | 12.65% | 0.4 |
|
| 3224 |
HA
3224
Hamel Associates
Chatham,
New Jersey
| US$2.34億 | +US$614萬 | +3% | 3.98% | 59.4% | 86 | 4.65% | 3.9 |
|
| 3225 |
3225
Montgomery Investment Management
Rockville,
Maryland
| US$2.34億 | +US$526萬 | +2% | 3.45% | 105% | 94 | 7.45% | 4.7 |
|