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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Everhart Financial Group
Dublin,
Ohio
| US$4.51億 | +US$6603萬 | +17% | 6.97% | 123% | 333 | 17.12% | 1.7 |
|
| 3402 |
3402
Untitled Investments
New York
| US$4.51億 | +US$344萬 | +0.8% | 11.2% | 79.6% | 19 | 15.79% | 1.5 |
|
| 3403 |
3403
BWCP LP
Dallas,
Texas
| US$4.51億 | +US$5323萬 | +13% | 12.8% | 198% | 29 | 37.93% | 1.1 |
|
| 3404 |
3404
Perkins Coie Trust Company
Seattle,
Washington
| US$4.51億 | +US$2082萬 | +5% | 6.34% | 83.2% | 298 | 9.73% | 5.8 |
|
| 3405 |
3405
O'Dell Group
Cincinnati,
Ohio
| US$4.51億 | +US$4264萬 | +10% | 5.84% | 72.2% | 101 | 13.86% | 2.9 |
|
| 3406 |
3406
Patten Group
Chattanooga,
Tennessee
| US$4.5億 | +US$2635萬 | +6% | 5.72% | 99% | 250 | 5.2% | 5.8 |
|
| 3407 |
AAM
3407
AR Asset Management
West Hollywood,
California
| US$4.5億 | +US$3501萬 | +8% | 8.98% | 66% | 112 | 1.79% | 8.1 |
|
| 3408 |
3408
Groupe Bruxelles Lambert
Brussels,
Belgium
| US$4.5億 | -US$1.06億 | -19% | 19% | – | 1 | 0% | 0.8 |
|
| 3409 |
3409
First National Corp
Rockland,
Massachusetts
| US$4.5億 | +US$2974萬 | +7% | 6.61% | 56.3% | 163 | 15.95% | 3.8 |
|
| 3410 |
FRM
3410
Fox Run Management
Greenwich,
Connecticut
| US$4.49億 | -US$8201萬 | -15% | 5.94% | 64% | 1,175 | 72.51% | 0.2 |
|
| 3411 |
3411
Seven Grand Managers
Bronxville,
New York
| US$4.49億 | +US$2.27億 | +103% | 14.5% | 281% | 84 | 63.1% | 0.2 |
|
| 3412 |
3412
Fourthstone LLC
St Louis,
Missouri
| US$4.49億 | +US$1.35億 | +43% | 19.1% | 104% | 77 | 54.55% | 0.8 |
|
| 3413 |
CPRC
3413
Consolidated Portfolio Review Corp
Woodbury,
New York
| US$4.48億 | +US$1945萬 | +5% | 6.58% | 65.4% | 328 | 15.85% | 1.1 |
|
| 3414 |
3414
Marino Stram & Associates
Braintree,
Massachusetts
| US$4.48億 | +US$3881萬 | +9% | 7.53% | 72.2% | 170 | 4.71% | 3.4 |
|
| 3415 |
3415
Kirr Marbach & Co
Columbus,
Indiana
| US$4.48億 | +US$3214萬 | +8% | 9.4% | 121% | 57 | 7.02% | 3.9 |
|
| 3416 |
3416
Goodman Financial
Houston,
Texas
| US$4.48億 | -US$129萬 | -0.3% | 4.59% | 52.5% | 75 | 26.67% | 2.7 |
|
| 3417 |
3417
Welch Capital Partners
Harrison,
New York
| US$4.47億 | +US$2503萬 | +6% | 6.34% | 79.2% | 25 | 12% | 4.2 |
|
| 3418 |
3418
Blume Capital Management
Berkeley,
California
| US$4.47億 | +US$3239萬 | +8% | 2.63% | 102% | 361 | 13.57% | 4.8 |
|
| 3419 |
GJCM
3419
Grand Jean Capital Management
San Francisco,
California
| US$4.47億 | +US$4577萬 | +11% | 9.78% | 61.4% | 52 | 19.23% | 4.8 |
|
| 3420 |
3420
WestHill Financial Advisors
San Rafael,
California
| US$4.46億 | +US$3376萬 | +8% | 6.12% | 62.9% | 76 | 9.21% | 2.6 |
|
| 3421 |
3421
SilverOak Wealth Management
Edina,
Minnesota
| US$4.46億 | +US$2937萬 | +7% | 7.23% | 77.8% | 98 | 7.14% | 0.7 |
|
| 3422 |
3422
Knightsbridge Asset Management
Newport Beach,
California
| US$4.46億 | +US$4276萬 | +11% | 8.99% | 150% | 123 | 13.82% | 2.6 |
|
| 3423 |
MAM
3423
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$4.46億 | +US$4618萬 | +12% | 4.73% | 64.4% | 232 | 31.9% | 0.7 |
|
| 3424 |
3424
America First Investment Advisors
Omaha,
Nebraska
| US$4.46億 | +US$3943萬 | +10% | 12.2% | 78.2% | 80 | 47.5% | 8.2 |
|
| 3425 |
3425
Silverarc Capital Management
Boston,
Massachusetts
| US$4.45億 | +US$2143萬 | +5% | 18.7% | 2,765% | 84 | 32.14% | 1 |
|