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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
ArchPoint Investors
Coral Gables,
Florida
| US$1.47億 | +US$1166萬 | +9% | 1.73% | 111% | 156 | 28.21% | 1 |
|
| 3327 |
SL
3327
SIB LLC
New York,
New York
| US$1.47億 | +US$437萬 | +3% | 4.38% | 29.2% | 26 | 0% | 1.6 |
|
| 3328 |
3328
Mosaic Financial Partners
San Francisco,
California
| US$1.46億 | -US$111萬 | -0.8% | 0.49% | 6.05% | 48 | 6.25% | 1.5 |
|
| 3329 |
3329
Yorkville Capital Management
New York
| US$1.46億 | +US$308萬 | +2% | 1.39% | – | 52 | 23.08% | 1.3 |
|
| 3330 |
3330
iAB Financial Bank
Fort Wayne,
Indiana
| US$1.46億 | +US$2758萬 | +23% | 0.76% | 22.5% | 107 | 12.15% | 1.3 |
|
| 3331 |
NVIM
3331
New Vernon Investment Management
Highland Park,
Illinois
| US$1.46億 | -US$212萬 | -1% | 2.82% | 83.1% | 61 | 21.31% | 0.6 |
|
| 3332 |
WIM
3332
Wilen Investment Management
Bonita Springs,
Florida
| US$1.46億 | -US$607萬 | -4% | 5.27% | 79.9% | 78 | 14.1% | 1.5 |
|
| 3333 |
AMAL
3333
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.46億 | -US$128萬 | -0.9% | 2.2% | 125% | 33 | 18.18% | 0.8 |
|
| 3334 |
TC
3334
Talkot Capital
Sausalito,
California
| US$1.46億 | +US$1292萬 | +10% | 0.7% | 13.2% | 27 | 37.04% | 0.6 |
|
| 3335 |
3335
Ogorek Anthony Joseph
Williamsville,
New York
| US$1.46億 | +US$1209萬 | +9% | 3.06% | 66.3% | 54 | 12.96% | 0.2 |
|
| 3336 |
3336
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| US$1.45億 | -US$1749萬 | -11% | 0.95% | 1.3% | 9 | 22.22% | 0.4 |
|
| 3337 |
3337
Archford Capital Strategies
Swansea,
Illinois
| US$1.45億 | +US$926萬 | +7% | 0.16% | 87.4% | 825 | 12.61% | 0.9 |
|
| 3338 |
3338
Lipe & Dalton
Syracuse,
New York
| US$1.45億 | -US$454萬 | -3% | 2.09% | 101% | 75 | 25.33% | 1.2 |
|
| 3339 |
3339
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$1.45億 | +US$646萬 | +5% | 2.72% | 28.2% | 96 | 7.29% | 1.1 |
|
| 3340 |
3340
Tuttle Capital Management
Riverside,
Connecticut
| US$1.45億 | -US$1347萬 | -8% | 0.93% | 115% | 30 | 40% | 0.4 |
|
| 3341 |
3341
Parkside Advisors
Berkeley,
California
| US$1.45億 | +US$643萬 | +5% | 1.62% | 36.7% | 34 | 14.71% | 1.1 |
|
| 3342 |
3342
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.45億 | -US$509萬 | -3% | 0.54% | 72.3% | 141 | 5.67% | 1.6 |
|
| 3343 |
3343
Oarsman Capital
Milwaukee,
Wisconsin
| US$1.45億 | +US$605萬 | +4% | 1.07% | 74.9% | 175 | 4% | 1.5 |
|
| 3344 |
CIA
3344
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$1.45億 | -US$3793萬 | -21% | 0.85% | 114% | 89 | 13.48% | 1.5 |
|
| 3345 |
3345
First City Capital Management
Savannah,
Georgia
| US$1.45億 | -US$34.7萬 | -0.2% | 1.28% | 86.4% | 652 | 17.33% | 1 |
|
| 3346 |
NME
3346
Notis-McConarty Edward
| US$1.44億 | -US$170萬 | -1% | 0.35% | 104% | 115 | 1.74% | 1.2 |
|
| 3347 |
3347
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.44億 | +US$391萬 | +3% | 0.52% | 83.6% | 142 | 7.75% | 1.4 |
|
| 3348 |
3348
HealthInvest Partners
Stockholm,
Sweden
| US$1.44億 | +US$2341萬 | +19% | 11.2% | 146% | 16 | 6.25% | 0.9 |
|
| 3349 |
3349
Blume Capital Management
Berkeley,
California
| US$1.44億 | +US$235萬 | +2% | 0.48% | 102% | 344 | 26.45% | 0.8 |
|
| 3350 |
3350
Meridian Investment Counsel
Lafayette,
California
| US$1.44億 | +US$600萬 | +4% | 0.08% | 116% | 156 | 5.13% | 1.1 |
|