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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
Vertex Planning Partners
Downers Grove,
Illinois
| US$4.79億 | +US$2087萬 | +5% | 7.33% | 55.4% | 195 | 11.28% | 1.7 |
|
| 3477 |
3477
New Hampshire Trust
Concord,
New Hampshire
| US$4.79億 | +US$4148萬 | +9% | 10.8% | 88.5% | 179 | 4.47% | 2.2 |
|
| 3478 |
3478
Cambridge Advisors
Omaha,
Nebraska
| US$4.78億 | +US$2186萬 | +5% | 6.85% | 58.6% | 176 | 5.11% | 6.6 |
|
| 3479 |
3479
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$4.78億 | +US$4366萬 | +10% | 7.05% | 50.9% | 167 | 13.77% | 3.8 |
|
| 3480 |
3480
JFG Wealth Management
Denver,
Colorado
| US$4.78億 | +US$3800萬 | +9% | 9.76% | 65.2% | 82 | 26.83% | 2.2 |
|
| 3481 |
3481
Manchester Financial
Westlake Village,
California
| US$4.78億 | +US$3390萬 | +8% | 10.4% | 73% | 129 | 11.63% | 3.1 |
|
| 3482 |
3482
High Ground Investment Management
London,
United Kingdom
| US$4.77億 | +US$4884萬 | +11% | 3.69% | 11.1% | 9 | 33.33% | 1.8 |
|
| 3483 |
3483
Herold Advisors
New York
| US$4.77億 | +US$2162萬 | +5% | 8.45% | 90.2% | 321 | 15.26% | 2.3 |
|
| 3484 |
3484
Catalio Capital Management
New York
| US$4.77億 | +US$6581萬 | +16% | 7.86% | – | 49 | 42.86% | 0.3 |
|
| 3485 |
TCM
3485
Trybe Capital Management
Greenwich,
Connecticut
| US$4.77億 | +US$9503萬 | +25% | 35.4% | 681% | 11 | 27.27% | 2.4 |
|
| 3486 |
3486
Long Run Wealth Advisors
Lake Placid,
New York
| US$4.77億 | +US$3572萬 | +8% | 7.29% | 50.5% | 111 | 13.51% | 2.3 |
|
| 3487 |
3487
RAM Investment Partners
Bellevue,
Washington
| US$4.76億 | +US$7135萬 | +18% | 10.7% | 61.9% | 101 | 15.84% | 1.5 |
|
| 3488 |
3488
Chemung Canal Trust
Elmira,
New York
| US$4.76億 | +US$2123萬 | +5% | 8.84% | 93.4% | 125 | 8% | 7.7 |
|
| 3489 |
3489
Capco Asset Management
Tampa,
Florida
| US$4.75億 | +US$5267萬 | +12% | 17.8% | 47.9% | 27 | 33.33% | 4.2 |
|
| 3490 |
3490
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$4.75億 | +US$5459萬 | +13% | 9.32% | 73.7% | 149 | 18.79% | 3.1 |
|
| 3491 |
3491
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$4.75億 | +US$7010萬 | +17% | 16.5% | 168% | 313 | 21.73% | 2.9 |
|
| 3492 |
EFL
3492
ERn Financial LLC
Middleton,
Wisconsin
| US$4.74億 | -US$1.59億 | -25% | 8.15% | 61.2% | 193 | 31.61% | 3.8 |
|
| 3493 |
RIS
3493
Richmond Investment Services
Mequon,
Wisconsin
| US$4.73億 | +US$2.89億 | +157% | 10.1% | – | 211 | 49.29% | 0.2 |
|
| 3494 |
3494
Great Diamond Partners
Portland,
Maine
| US$4.73億 | +US$1.08億 | +29% | 10.5% | 86.1% | 238 | 30.25% | 2.6 |
|
| 3495 |
3495
Engine Capital Management
New York
| US$4.73億 | -US$5415萬 | -10% | 4.42% | 21.1% | 35 | 25.71% | 2 |
|
| 3496 |
3496
Patten Group
Chattanooga,
Tennessee
| US$4.73億 | +US$3696萬 | +8% | 10.2% | 99% | 262 | 8.4% | 6 |
|
| 3497 |
MAM
3497
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$4.73億 | +US$342萬 | +0.7% | 8.43% | 64.4% | 253 | 37.55% | 1 |
|
| 3498 |
3498
Sage Rhino Capital
Menlo Park,
California
| US$4.73億 | +US$4194萬 | +10% | 9.56% | 93.9% | 301 | 18.27% | 3.2 |
|
| 3499 |
RM
3499
Rudius Management
New York
| US$4.73億 | -US$1378萬 | -3% | 0.3% | 8.92% | 5 | 20% | 3.3 |
|
| 3500 |
3500
Pilgrim Global Advisors
Reno,
Nevada
| US$4.73億 | -US$5674萬 | -11% | 8.96% | – | 4 | 0% | 1.3 |
|