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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
First Citizens Bancorporation
Columbia,
South Carolina
| US$1.25億 | -US$137萬 | -1% | 2.94% | – | 112 | 17.86% | 0.6 |
|
| 3252 |
3252
New Century Advisors
Chevy Chase,
Maryland
| US$1.24億 | +US$524萬 | +4% | 0.8% | – | 48 | 20.83% | 0.2 |
|
| 3253 |
3253
Capital Impact Advisors
Boston,
Massachusetts
| US$1.24億 | -US$41.3萬 | -0.3% | 1.69% | – | 93 | 1.08% | 0.3 |
|
| 3254 |
3254
Wilsey Asset Management
San Diego,
California
| US$1.24億 | +US$1492萬 | +14% | 1.91% | 66.9% | 28 | 21.43% | 0.2 |
|
| 3255 |
DIS
3255
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$1.24億 | -US$102萬 | -0.8% | 3.69% | 93.8% | 72 | 11.11% | 0.6 |
|
| 3256 |
3256
Avalon Capital Management
Port Of Redwood City,
California
| US$1.24億 | +US$514萬 | +4% | 3.27% | 163% | 137 | 59.85% | 0.3 |
|
| 3257 |
3257
BSW Wealth Partners
Boulder,
Colorado
| US$1.24億 | -US$162萬 | -1% | 1.42% | 75.4% | 55 | 16.36% | 0.6 |
|
| 3258 |
3258
Elite Wealth Management
Kirkland,
Washington
| US$1.24億 | -US$1321萬 | -10% | 1.03% | 182% | 950 | 69.68% | 0.5 |
|
| 3259 |
3259
Amarillo National Bank
Amarillo,
Texas
| US$1.23億 | +US$344萬 | +3% | 2.18% | 63.5% | 134 | 13.43% | 0.7 |
|
| 3260 |
3260
Panthera Investment
Frankfurt,
Germany
| US$1.23億 | – | – | 0.8% | – | 45 | – | 0 |
|
| 3261 |
3261
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$1.23億 | +US$94.1萬 | +0.8% | 1.32% | 83% | 90 | 7.78% | 0.7 |
|
| 3262 |
3262
Montgomery Investment Management
Rockville,
Maryland
| US$1.23億 | +US$43.5萬 | +0.4% | 3.03% | 105% | 64 | 0% | 0.7 |
|
| 3263 |
MKC
3263
M. Kraus & Co
Shelburne,
Vermont
| US$1.23億 | +US$22.4萬 | +0.2% | 2.55% | 65.9% | 49 | 6.12% | 0.3 |
|
| 3264 |
3264
Foothills Asset Management
Scottsdale,
Arizona
| US$1.23億 | +US$210萬 | +2% | 1.47% | 8.84% | 55 | 10.91% | 0.2 |
|
| 3265 |
3265
Raffa Wealth Management
Washington,
District of Columbia
| US$1.23億 | -US$4253萬 | -26% | 0.87% | 35.8% | 774 | 67.83% | 0.2 |
|
| 3266 |
JPC
3266
Jabodon PT Co
Reno,
Nevada
| US$1.23億 | +US$1189萬 | +11% | 2.99% | 66.6% | 7 | 42.86% | 0.2 |
|
| 3267 |
3267
BlueSpruce Investments
Chicago,
Illinois
| US$1.23億 | +US$4106萬 | +50% | 0.26% | 59.6% | 11 | 36.36% | 0.2 |
|
| 3268 |
3268
Boyar Asset Management
New York
| US$1.23億 | +US$228萬 | +2% | 1.03% | 87% | 68 | 7.35% | 0.7 |
|
| 3269 |
CFMC
3269
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$1.23億 | – | – | 0.95% | 69.6% | 126 | – | 0 |
|
| 3270 |
3270
Peninsula Asset Management
Bradenton,
Florida
| US$1.22億 | -US$132萬 | -1% | 2.04% | 54.2% | 51 | 13.73% | 0.7 |
|
| 3271 |
3271
EFG Asset Management (Americas)
Miami,
Florida
| US$1.22億 | +US$909萬 | +8% | 0.37% | 112% | 154 | 31.17% | 0.2 |
|
| 3272 |
3272
Quality Growth Management
Rancho Santa Fe,
California
| US$1.22億 | +US$512萬 | +4% | 1.4% | – | 22 | 4.55% | 0.2 |
|
| 3273 |
3273
Pear Tree Advisors
Lincoln,
Massachusetts
| US$1.22億 | +US$4196萬 | +52% | 9.18% | 45.8% | 51 | 7.84% | 0.6 |
|
| 3274 |
3274
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.22億 | +US$381萬 | +3% | 2.8% | 83.3% | 94 | 12.77% | 0.6 |
|
| 3275 |
3275
Financial Engines Advisors
Santa Clara,
California
| US$1.22億 | +US$201萬 | +2% | 4.11% | 42.3% | 54 | 5.56% | 0.7 |
|