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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Fulcrum Capital
Seattle,
Washington
| US$4.73億 | +US$2169萬 | +5% | 13% | 102% | 110 | 13.64% | 3.4 |
|
| 3502 |
3502
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$4.73億 | +US$2549萬 | +6% | 5.67% | 74.6% | 120 | 11.67% | 2.4 |
|
| 3503 |
3503
Mudrick Capital Management
New York
| US$4.73億 | +US$1.83億 | +63% | 74% | 212% | 4 | 25% | 0.2 |
|
| 3504 |
DA
3504
Dash Acquisitions
Woodland Hills,
California
| US$4.72億 | +US$2363萬 | +5% | 11.7% | 52% | 66 | 13.64% | 2.4 |
|
| 3505 |
3505
Garden Investment Management
Greenwich,
Connecticut
| US$4.72億 | +US$7127萬 | +18% | 5.25% | – | 1 | 0% | 0.5 |
|
| 3506 |
3506
Seaview Investment Managers
Miami,
Florida
| US$4.72億 | +US$6032萬 | +15% | 17.7% | 148% | 154 | 30.52% | 1.2 |
|
| 3507 |
3507
WestHill Financial Advisors
San Rafael,
California
| US$4.71億 | +US$3434萬 | +8% | 8.51% | 62.9% | 75 | 6.67% | 3.3 |
|
| 3508 |
3508
Farmers & Merchants Trust Company
Long Beach,
California
| US$4.71億 | +US$7604萬 | +19% | 8.42% | 79.8% | 227 | 18.94% | 3.9 |
|
| 3509 |
GF
3509
Greenfield FTC
Reno,
Nevada
| US$4.71億 | +US$4010萬 | +9% | 10.3% | 75.4% | 3 | 0% | 4.5 |
|
| 3510 |
3510
Mengis Capital Management
Portland,
Oregon
| US$4.71億 | -US$831萬 | -2% | 9.07% | 104% | 206 | 11.17% | 5.5 |
|
| 3511 |
3511
New World Advisors
Hingham,
Massachusetts
| US$4.7億 | +US$2853萬 | +6% | 3.88% | 84.1% | 94 | 41.49% | 2.2 |
|
| 3512 |
3512
Quarry LP
New York
| US$4.7億 | +US$898萬 | +2% | 4.67% | 83.2% | 2,159 | 47.66% | 0.6 |
|
| 3513 |
3513
West Paces Advisors
Atlanta,
Georgia
| US$4.7億 | +US$3099萬 | +7% | 7.35% | 57.7% | 585 | 69.4% | 6.1 |
|
| 3514 |
3514
Palo Alto Investors
Palo Alto,
California
| US$4.7億 | -US$5515萬 | -11% | 5.27% | 157% | 50 | 22% | 3.8 |
|
| 3515 |
3515
Satovsky Asset Management
New York
| US$4.7億 | +US$2278萬 | +5% | 5.54% | 53.6% | 66 | 19.7% | 2.4 |
|
| 3516 |
3516
BCM Advisors
Lafayette,
Louisiana
| US$4.7億 | +US$2865萬 | +6% | 5.29% | 66.3% | 71 | 4.23% | 4.6 |
|
| 3517 |
3517
HeadInvest LLC
Portland,
Maine
| US$4.69億 | -US$4493萬 | -9% | 8.52% | 59.1% | 238 | 14.71% | 6.3 |
|
| 3518 |
OP
3518
ORG Partners
Roanoke,
Indiana
| US$4.69億 | +US$6256萬 | +15% | 7.92% | 69.5% | 1,686 | 23.67% | 0.8 |
|
| 3519 |
3519
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$4.69億 | +US$3819萬 | +9% | 7.55% | 54.3% | 453 | 17.88% | 5.3 |
|
| 3520 |
3520
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$4.68億 | +US$4241萬 | +10% | 12.6% | 96.4% | 68 | 0% | 6.9 |
|
| 3521 |
3521
TBH Global Asset Management
Brentwood,
Tennessee
| US$4.68億 | -US$5358萬 | -10% | 7.89% | 83.3% | 180 | 10% | 3.1 |
|
| 3522 |
3522
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$4.68億 | +US$2119萬 | +5% | 11.4% | 130% | 147 | 29.93% | 1.9 |
|
| 3523 |
3523
Foguth Wealth Management
Brighton,
Michigan
| US$4.67億 | +US$5531萬 | +13% | 6.35% | – | 169 | 29.59% | 0.8 |
|
| 3524 |
3524
JMAC Enterprises
Newtown,
Pennsylvania
| US$4.67億 | +US$4573萬 | +11% | 7.36% | 68.5% | 125 | 18.4% | 2.3 |
|
| 3525 |
VH
3525
V3 Holding
Rye,
New York
| US$4.66億 | +US$2.42億 | +108% | 108% | – | 1 | 0% | 0.5 |
|