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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
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$2.34億 | -US$213萬 | -0.9% | 0.91% | 89.9% | 81 | 2.47% | 2 |
|
| 3252 |
3252
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$2.34億 | +US$1268萬 | +6% | 2.58% | 24.5% | 33 | 3.03% | 3.3 |
|
| 3253 |
3253
Matthew Goff Investment Advisor
Houston,
Texas
| US$2.34億 | +US$1682萬 | +8% | 5.39% | 89.6% | 56 | 10.71% | 1.8 |
|
| 3254 |
3254
SFE Investment Counsel
Los Angeles,
California
| US$2.34億 | +US$1164萬 | +5% | 2.5% | 114% | 118 | 7.63% | 3.6 |
|
| 3255 |
3255
Benin Management Corp
Wilton,
Connecticut
| US$2.34億 | +US$78.8萬 | +0.3% | 4.97% | 91.7% | 97 | 8.25% | 4.5 |
|
| 3256 |
BC
3256
Blackstart Capital
New York
| US$2.34億 | -US$2.14億 | -48% | 1.5% | 9% | 30 | 63.33% | 0.4 |
|
| 3257 |
3257
Clear Creek Financial Management
Silverdale,
Washington
| US$2.34億 | – | – | 2.45% | 86.1% | 144 | – | 0 |
|
| 3258 |
3258
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$2.33億 | +US$9278萬 | +66% | 1.88% | 59.6% | 63 | 42.86% | 0.8 |
|
| 3259 |
3259
Henry James International Management
New York
| US$2.33億 | +US$1282萬 | +6% | 8.59% | 125% | 150 | 12.67% | 0.6 |
|
| 3260 |
3260
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$2.33億 | +US$682萬 | +3% | 3.95% | 168% | 220 | 14.09% | 2.1 |
|
| 3261 |
RP
3261
RBS Partners
Bay Harbor Islands,
Florida
| US$2.33億 | -US$1528萬 | -6% | 4.2% | 210% | 4 | 0% | 5.2 |
|
| 3262 |
CBTWT
3262
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$2.33億 | +US$542萬 | +2% | 2.95% | 124% | 139 | 6.47% | 2.9 |
|
| 3263 |
3263
Oakwood Capital Management
Los Angeles,
California
| US$2.33億 | -US$524萬 | -2% | 3.4% | 72.7% | 56 | 19.64% | 3 |
|
| 3264 |
3264
RiverPark Advisors
New York
| US$2.33億 | +US$284萬 | +1% | 6.94% | 87.5% | 55 | 12.73% | 2.5 |
|
| 3265 |
PPP
3265
Private Portfolio Partners
Paramus,
New Jersey
| US$2.33億 | +US$4376萬 | +23% | 2.72% | 16.9% | 230 | 18.26% | 0.4 |
|
| 3266 |
3266
Chicago Capital Management
Chicago,
Illinois
| US$2.33億 | +US$1339萬 | +6% | 15.4% | 270% | 45 | 77.78% | 0.1 |
|
| 3267 |
3267
Redmond Asset Management
Henrico,
Virginia
| US$2.33億 | +US$267萬 | +1% | 4.57% | 68.2% | 171 | 16.37% | 2.8 |
|
| 3268 |
3268
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| US$2.32億 | -US$996萬 | -4% | 2.79% | 18.2% | 15 | 0% | 3.3 |
|
| 3269 |
PL
3269
Polianta Ltd
St Helier,
Jersey
| US$2.32億 | -US$3519萬 | -13% | 3.98% | 31.6% | 119 | 88.24% | 0.2 |
|
| 3270 |
3270
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$2.32億 | +US$3682萬 | +19% | 4.24% | 97.3% | 1,485 | 15.08% | 1.1 |
|
| 3271 |
3271
HMS Capital Management
Nashville,
Tennessee
| US$2.32億 | -US$316萬 | -1% | 4.6% | 140% | 285 | 45.26% | 0.7 |
|
| 3272 |
3272
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$2.32億 | +US$575萬 | +3% | 2.18% | 52.5% | 78 | 7.69% | 3.1 |
|
| 3273 |
3273
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$2.31億 | +US$1443萬 | +7% | 3.49% | 39.1% | 75 | 18.67% | 2.1 |
|
| 3274 |
3274
Evolution Wealth Advisors
Aventura,
Florida
| US$2.31億 | +US$1385萬 | +6% | 3.12% | 96% | 495 | 84.44% | 0.1 |
|
| 3275 |
3275
Wildcat Capital Management
New York
| US$2.31億 | +US$6048萬 | +35% | 7.86% | 77.7% | 32 | 37.5% | 0.9 |
|