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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 |
3476
Bourgeon Capital Management
Darien,
Connecticut
| US$1.94億 | +US$797萬 | +4% | 7.57% | 121% | 77 | 7.79% | 2.6 |
|
| 3477 |
3477
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$1.94億 | +US$809萬 | +4% | 5.48% | 66.8% | 114 | 4.39% | 3.7 |
|
| 3478 |
3478
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$1.94億 | +US$1125萬 | +6% | 6.63% | 87.3% | 72 | 2.78% | 4.4 |
|
| 3479 |
3479
Athanor Capital
New York
| US$1.93億 | -US$5883萬 | -23% | 7.36% | 171% | 63 | 66.67% | 0.2 |
|
| 3480 |
3480
CastleArk Alternatives
Chicago,
Illinois
| US$1.93億 | +US$681萬 | +4% | 5.11% | – | 46 | 13.04% | 0.5 |
|
| 3481 |
3481
Confluence Wealth Management
Portland,
Oregon
| US$1.93億 | +US$409萬 | +2% | 5.13% | 31.9% | 125 | 9.6% | 2.9 |
|
| 3482 |
3482
Beech Hill Advisors
New York
| US$1.93億 | +US$1428萬 | +8% | 5.48% | 117% | 82 | 21.95% | 2.3 |
|
| 3483 |
3483
Talara Capital Management
Montclair,
New Jersey
| US$1.93億 | +US$1289萬 | +7% | 0.56% | 17.4% | 17 | 5.88% | 2 |
|
| 3484 |
3484
AMI Investment Management
Kendallville,
Indiana
| US$1.93億 | +US$367萬 | +2% | 5.94% | 52% | 65 | 10.77% | 2.9 |
|
| 3485 |
3485
GSI Capital Advisors
Newport Beach,
California
| US$1.92億 | +US$89.2萬 | +0.5% | 0.15% | 39.7% | 36 | 41.67% | 0.7 |
|
| 3486 |
3486
Spitfire Capital
Mill Valley,
California
| US$1.92億 | -US$1555萬 | -7% | 0.66% | 25.9% | 19 | 5.26% | 3.6 |
|
| 3487 |
ACM
3487
Ailanthus Capital Management
New York
| US$1.92億 | -US$1273萬 | -6% | 4.03% | – | 20 | 55% | 0.4 |
|
| 3488 |
CCC
3488
Chelsea Counsel Company
Los Angeles,
California
| US$1.92億 | +US$2386萬 | +14% | 8.72% | 106% | 80 | 10% | 3.6 |
|
| 3489 |
3489
Crestwood Capital Management
New York
| US$1.92億 | +US$640萬 | +3% | 7.47% | 203% | 27 | 25.93% | 1.6 |
|
| 3490 |
KA
3490
Kaizen Advisory
Wheaton,
Illinois
| US$1.92億 | -US$520萬 | -3% | 6.11% | – | 633 | 18.48% | 0.7 |
|
| 3491 |
3491
Lumbard & Kellner
Hollis,
New Hampshire
| US$1.92億 | +US$2064萬 | +12% | 4.83% | 137% | 85 | 10.59% | 2.9 |
|
| 3492 |
3492
Liberty Capital Management
Birmingham,
Michigan
| US$1.91億 | +US$2049萬 | +12% | 8.4% | – | 115 | 14.78% | 3.6 |
|
| 3493 |
3493
Blume Capital Management
Berkeley,
California
| US$1.91億 | +US$808萬 | +4% | 6.62% | 102% | 206 | 7.77% | 3.2 |
|
| 3494 |
HIS
3494
Horizon Investment Services
Hammond,
Indiana
| US$1.91億 | -US$982萬 | -5% | 6.04% | 250% | 113 | 30.97% | 1.7 |
|
| 3495 |
3495
Sharkey, Howes & Javer
Denver,
Colorado
| US$1.91億 | +US$1101萬 | +6% | 4.53% | 60.2% | 239 | 8.79% | 2.4 |
|
| 3496 |
3496
Janiczek Wealth Management
Denver,
Colorado
| US$1.91億 | +US$159萬 | +0.8% | 1.86% | 16.4% | 180 | 18.33% | 0.5 |
|
| 3497 |
3497
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$1.91億 | +US$433萬 | +2% | 2.1% | 76.5% | 114 | 11.4% | 1.9 |
|
| 3498 |
3498
Doheny Asset Management
Los Angeles,
California
| US$1.91億 | +US$662萬 | +4% | 4.56% | 135% | 106 | 11.32% | 3.7 |
|
| 3499 |
3499
Pacifica Capital Investments
Leander,
Texas
| US$1.91億 | +US$1602萬 | +9% | 11.1% | 69.8% | 21 | 4.76% | 3.4 |
|
| 3500 |
3500
CMH Wealth Management
Portsmouth,
New Hampshire
| US$1.91億 | +US$1601萬 | +9% | 6.02% | 88% | 64 | 21.88% | 1.1 |
|