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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Martin Investment Management
Palm Beach Gardens,
Florida
| US$3.55億 | +US$708萬 | +2% | 6.26% | 50% | 53 | 7.55% | 4.6 |
|
| 3427 |
3427
Park Place Capital
Homewood,
Alabama
| US$3.54億 | -US$183萬 | -0.5% | 4.65% | 67.9% | 1,043 | 7.48% | 0.5 |
|
| 3428 |
3428
Westside Investment Management
Santa Monica,
California
| US$3.54億 | +US$1360萬 | +4% | 6.99% | 126% | 865 | 5.9% | 3.9 |
|
| 3429 |
3429
SkyOak Wealth
Southfield,
Michigan
| US$3.54億 | +US$2612萬 | +8% | 8.64% | 80.7% | 271 | 15.87% | 2.2 |
|
| 3430 |
3430
Coppell Advisory Solutions
Coppell,
Texas
| US$3.54億 | +US$4863萬 | +16% | 3.45% | – | 1,448 | 86.12% | 0.2 |
|
| 3431 |
3431
HughesLittle Investment Management
Vancouver,
| US$3.54億 | +US$2487萬 | +8% | 8.01% | 106% | 16 | 0% | 5.1 |
|
| 3432 |
3432
SFE Investment Counsel
Los Angeles,
California
| US$3.53億 | +US$3000萬 | +9% | 8.19% | 114% | 113 | 1.77% | 5.3 |
|
| 3433 |
3433
Wellspring Financial Advisors
Cleveland,
Ohio
| US$3.53億 | +US$1650萬 | +5% | 5.09% | 77.2% | 131 | 16.03% | 2 |
|
| 3434 |
3434
WestHill Financial Advisors
San Rafael,
California
| US$3.53億 | +US$1915萬 | +6% | 5.26% | 62.9% | 114 | 4.39% | 2 |
|
| 3435 |
3435
Washington State Investment Board
Olympia,
Washington
| US$3.53億 | -US$1158萬 | -3% | 14.4% | 274% | 2 | 0% | 1.9 |
|
| 3436 |
3436
Marino Stram & Associates
Braintree,
Massachusetts
| US$3.53億 | +US$2214萬 | +7% | 5.07% | 72.2% | 164 | 6.71% | 2.6 |
|
| 3437 |
3437
Boston Research & Management
Manchester,
Massachusetts
| US$3.53億 | +US$1834萬 | +5% | 4.72% | 53.2% | 115 | 6.09% | 7 |
|
| 3438 |
3438
Mach-1 Financial Group
Rogers,
Arkansas
| US$3.53億 | +US$3.37億 | +2,145% | 7.26% | 85.3% | 373 | 77.48% | 0.5 |
|
| 3439 |
3439
True North Advisors
Dallas,
Texas
| US$3.53億 | +US$1272萬 | +4% | 11.7% | 82.9% | 241 | 33.61% | 1.7 |
|
| 3440 |
3440
Opes Wealth Management
Menlo Park,
California
| US$3.53億 | +US$4240萬 | +14% | 5.72% | 54.1% | 123 | 13.82% | 2.1 |
|
| 3441 |
3441
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$3.53億 | +US$421萬 | +1% | 7.23% | 64.8% | 66 | 10.61% | 3.2 |
|
| 3442 |
3442
Manchester Financial
Westlake Village,
California
| US$3.52億 | +US$710萬 | +2% | 3.6% | 73% | 104 | 16.35% | 2.4 |
|
| 3443 |
SFS
3443
Security Financial Services
Fort Wayne,
Indiana
| US$3.52億 | +US$2336萬 | +7% | 5.07% | 67.7% | 155 | 17.42% | 1.1 |
|
| 3444 |
3444
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$3.52億 | +US$1400萬 | +4% | 6.85% | 85.6% | 145 | 6.21% | 4.6 |
|
| 3445 |
3445
EnCap Energy Capital Fund IX
Houston,
Texas
| US$3.52億 | +US$2.83億 | +412% | 8.97% | 69.2% | 2 | 50% | 1.3 |
|
| 3446 |
3446
Nicolet Bankshares
Green Bay,
Wisconsin
| US$3.52億 | +US$4397萬 | +14% | 7.61% | 75.5% | 208 | 8.65% | 4.8 |
|
| 3447 |
3447
Harbourvest Partners
Boston,
Massachusetts
| US$3.52億 | +US$5518萬 | +19% | 26.9% | 8.96% | 64 | 7.81% | 1.9 |
|
| 3448 |
3448
Perkins Coie Trust Company
Seattle,
Washington
| US$3.52億 | +US$1828萬 | +5% | 6.01% | 83.2% | 253 | 14.23% | 6.8 |
|
| 3449 |
3449
O'Dell Group
Cincinnati,
Ohio
| US$3.52億 | +US$4172萬 | +13% | 5.58% | 72.2% | 523 | 85.85% | 0.4 |
|
| 3450 |
3450
East Coast Asset Management
Essex,
Massachusetts
| US$3.52億 | +US$1598萬 | +5% | 13.5% | 167% | 66 | 4.55% | 8.1 |
|