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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
WCA
3476
Woodbine Capital Advisors
New York
| US$9970萬 | +US$1642萬 | +20% | 5.72% | – | 36 | 88.89% | 0.1 |
|
| 3477 |
3477
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$9958萬 | -US$6808萬 | -41% | 1.07% | – | 187 | 32.62% | 0.7 |
|
| 3478 |
3478
Trust Investment Advisors
Indianapolis,
Indiana
| US$9952萬 | +US$260萬 | +3% | 0.69% | 178% | 105 | 14.29% | 0.2 |
|
| 3479 |
3479
Bridgewater Advisors
New York
| US$9945萬 | +US$215萬 | +2% | 2.34% | 61% | 98 | 18.37% | 0.2 |
|
| 3480 |
RAM
3480
Roumell Asset Management
Chevy Chase,
Maryland
| US$9944萬 | +US$527萬 | +6% | 1.6% | 46.9% | 25 | 64% | 0.3 |
|
| 3481 |
3481
McCarthy Capital
Omaha,
Nebraska
| US$9918萬 | -US$174萬 | -2% | 1.73% | – | 1 | 0% | 0.8 |
|
| 3482 |
3482
Summit Rock Advisors
New York
| US$9912萬 | -US$3333萬 | -25% | 0.78% | – | 3 | 0% | 0.8 |
|
| 3483 |
3483
GSI Capital Advisors
Newport Beach,
California
| US$9909萬 | +US$951萬 | +11% | 10.2% | 39.7% | 39 | 46.15% | 0.4 |
|
| 3484 |
3484
Suncoast Equity Management
Tampa,
Florida
| US$9906萬 | +US$55萬 | +0.6% | 0.08% | 96.1% | 21 | 9.52% | 0.8 |
|
| 3485 |
3485
Van Hulzen Asset Management
El Dorado Hills,
California
| US$9889萬 | -US$1681萬 | -15% | 2.5% | 86.3% | 111 | 34.23% | 0.2 |
|
| 3486 |
LC
3486
Lakeshore Capital
Birmingham,
Alabama
| US$9885萬 | -US$338萬 | -3% | 7.75% | – | 28 | 0% | 0.8 |
|
| 3487 |
RCA
3487
Rex Capital Advisors
Providence,
Rhode Island
| US$9867萬 | +US$796萬 | +9% | 2.47% | 7.31% | 56 | 12.5% | 0.7 |
|
| 3488 |
FIG
3488
Fusion Investment Group
Pittsburgh,
Pennsylvania
| US$9861萬 | -US$3661萬 | -27% | 0.96% | – | 263 | 23.57% | 0.2 |
|
| 3489 |
HA
3489
Havens Advisors
New York
| US$9810萬 | -US$2786萬 | -22% | 11.1% | 460% | 52 | 71.15% | 0.2 |
|
| 3490 |
3490
N.G. Partners II
Palo Alto,
California
| US$9809萬 | -US$6764萬 | -41% | 30.3% | – | 1 | 0% | 0.3 |
|
| 3491 |
3491
Wheatland Advisors
Lancaster,
Pennsylvania
| US$9791萬 | +US$253萬 | +3% | 2.26% | 30.5% | 86 | 6.98% | 0.2 |
|
| 3492 |
3492
Verity Asset Management
Durham,
North Carolina
| US$9744萬 | +US$590萬 | +6% | 4.89% | 87% | 75 | 44% | 0.2 |
|
| 3493 |
3493
Nierenberg Investment Management Company
Camas,
Washington
| US$9721萬 | -US$1348萬 | -12% | 8.71% | 135% | 7 | 0% | 0.7 |
|
| 3494 |
3494
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$9705萬 | -US$1487萬 | -13% | 4.55% | 73.7% | 67 | 13.43% | 0.2 |
|
| 3495 |
3495
Merriman Wealth Management
Seattle,
Washington
| US$9662萬 | -US$1.39億 | -59% | 2.12% | 18.3% | 111 | 86.49% | 0.2 |
|
| 3496 |
WRIP
3496
White River Investment Partners
San Francisco,
California
| US$9614萬 | +US$385萬 | +4% | 3.19% | – | 23 | 56.52% | 0.2 |
|
| 3497 |
BC
3497
Banced Corp
Edwardsville,
Illinois
| US$9611萬 | -US$324萬 | -3% | 2.64% | 27.5% | 227 | 34.8% | 0.5 |
|
| 3498 |
3498
NGP MR Management
Dallas,
Texas
| US$9592萬 | -US$17.7萬 | -0.2% | 8.44% | 21.9% | 4 | 75% | 0.1 |
|
| 3499 |
3499
Grace Capital
Quincy,
Massachusetts
| US$9534萬 | +US$880萬 | +10% | 1.37% | 127% | 82 | 3.66% | 0.7 |
|
| 3500 |
3500
M Holdings Securities
Portland,
Oregon
| US$9533萬 | -US$4495萬 | -32% | 1.77% | 94.1% | 211 | 40.76% | 0.2 |
|