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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Dorsey Wright & Associates
Pasadena,
California
| US$3.42億 | -US$8875萬 | -21% | 9.63% | 311% | 353 | 44.19% | 0.5 |
|
| 3302 |
3302
HughesLittle Investment Management
Vancouver,
| US$3.41億 | -US$9708萬 | -22% | 20% | 106% | 15 | 6.67% | 4.4 |
|
| 3303 |
3303
Siemens
Munich,
Germany
| US$3.41億 | -US$1.62億 | -32% | 32.2% | 16.8% | 1 | 0% | 0.5 |
|
| 3304 |
GA
3304
GRS Advisors
Chicago,
Illinois
| US$3.41億 | -US$5621萬 | -14% | 15.1% | 54.3% | 40 | 45% | 0.8 |
|
| 3305 |
PFMOSF
3305
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$3.4億 | +US$2956萬 | +10% | 15.1% | 209% | 51 | 58.82% | 0.3 |
|
| 3306 |
3306
Curated Wealth Partners
El Segundo,
California
| US$3.4億 | +US$4525萬 | +15% | 22.6% | 39.9% | 168 | 40.48% | 1.1 |
|
| 3307 |
3307
Benjamin Edwards Inc
Clayton,
Missouri
| US$3.4億 | -US$365萬 | -1% | 9.8% | 66.5% | 760 | 15% | 1.4 |
|
| 3308 |
3308
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| US$3.4億 | -US$9972萬 | -23% | 22.7% | 46% | 2 | 0% | 0.5 |
|
| 3309 |
3309
Greenspring Advisors
Towson,
Maryland
| US$3.4億 | -US$3664萬 | -10% | 12.8% | – | 123 | 21.95% | 0.4 |
|
| 3310 |
3310
The Family Firm
Bethesda,
Maryland
| US$3.39億 | -US$4216萬 | -11% | 13% | 40.2% | 185 | 10.27% | 4.3 |
|
| 3311 |
3311
Abacus Planning Group
Columbia,
South Carolina
| US$3.39億 | -US$3210萬 | -9% | 15% | 67.8% | 220 | 18.18% | 2.7 |
|
| 3312 |
3312
SOA Wealth Advisors
New York
| US$3.39億 | -US$7073萬 | -17% | 17.4% | 79.1% | 1,087 | 13.52% | 1.3 |
|
| 3313 |
3313
Hohimer Wealth Management
Seattle,
Washington
| US$3.39億 | -US$1.68億 | -33% | 14.9% | 111% | 222 | 14.41% | 1.7 |
|
| 3314 |
3314
EVR Research
Richmond,
Virginia
| US$3.39億 | +US$6768萬 | +25% | 10% | 165% | 49 | 61.22% | 0.3 |
|
| 3315 |
3315
Benedict Financial Advisors
Atlanta,
Georgia
| US$3.38億 | -US$3593萬 | -10% | 8.88% | 72.4% | 123 | 5.69% | 4.8 |
|
| 3316 |
3316
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$3.38億 | -US$5682萬 | -14% | 10.3% | 137% | 219 | 31.96% | 2 |
|
| 3317 |
SF
3317
Symphony Financial
Houston,
Texas
| US$3.38億 | -US$8744萬 | -21% | 14% | 95.7% | 210 | 23.33% | 1.3 |
|
| 3318 |
3318
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$3.38億 | -US$5908萬 | -15% | 15.4% | 72.3% | 90 | 8.89% | 5.6 |
|
| 3319 |
3319
Gibson Capital
Wexford,
Pennsylvania
| US$3.38億 | -US$6177萬 | -15% | 16.8% | 67.2% | 46 | 23.91% | 4.3 |
|
| 3320 |
3320
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$3.38億 | -US$5588萬 | -14% | 15.7% | 95.4% | 32 | 0% | 5.5 |
|
| 3321 |
3321
Callodine Capital Management
Boston,
Massachusetts
| US$3.37億 | +US$2599萬 | +8% | 12% | 53.8% | 54 | 27.78% | 1.2 |
|
| 3322 |
3322
Occidental Asset Management
Burlingame,
California
| US$3.37億 | -US$5374萬 | -14% | 12.1% | 97.4% | 201 | 16.92% | 3.4 |
|
| 3323 |
3323
Noesis Capital Mangement
Boca Raton,
Florida
| US$3.37億 | -US$7858萬 | -19% | 16.2% | 139% | 121 | 20.66% | 4.5 |
|
| 3324 |
3324
Brown University
Providence,
Rhode Island
| US$3.36億 | -US$7229萬 | -18% | 19.1% | 40.1% | 14 | 14.29% | 0.9 |
|
| 3325 |
3325
Janiczek Wealth Management
Denver,
Colorado
| US$3.36億 | -US$2578萬 | -7% | 11.7% | 16.4% | 1,111 | 13.59% | 1.6 |
|