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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Crossvault Capital Management
San Antonio,
Texas
| US$1.76億 | -US$1374萬 | -7% | 1.81% | 56.4% | 65 | 15.38% | 3 |
|
| 3527 |
3527
Newfound Research
Wellesley Hills,
Massachusetts
| US$1.76億 | -US$1262萬 | -7% | 0.16% | 54.6% | 282 | 37.59% | 1.2 |
|
| 3528 |
3528
Hudson Way Capital Management
Dallas,
Texas
| US$1.76億 | +US$967萬 | +6% | 1.54% | 51.3% | 16 | 31.25% | 0.7 |
|
| 3529 |
3529
USA Mutuals Advisors
Dallas,
Texas
| US$1.76億 | -US$851萬 | -5% | 2.18% | 14.1% | 76 | 69.74% | 3.9 |
|
| 3530 |
3530
Polaris Venture Management Co V
Boston,
Massachusetts
| US$1.75億 | +US$6200萬 | +55% | 30.2% | 281% | 11 | 9.09% | 2.5 |
|
| 3531 |
3531
Cornerstone Management
Duluth,
Georgia
| US$1.75億 | -US$2212萬 | -11% | 1.59% | 43.6% | 53 | 28.3% | 1.6 |
|
| 3532 |
SIG
3532
Schaller Investment Group
Winston Salem,
North Carolina
| US$1.75億 | -US$2610萬 | -13% | 5.71% | 21.9% | 44 | 18.18% | 3.6 |
|
| 3533 |
3533
Pinnacle Family Advisors
Springfield,
Missouri
| US$1.75億 | -US$4161萬 | -19% | 0.83% | 85.8% | 82 | 36.59% | 0.8 |
|
| 3534 |
3534
General Electric
Evendale,
Ohio
| US$1.75億 | -US$3958萬 | -18% | 14.5% | 23.2% | 5 | 20% | 1 |
|
| 3535 |
3535
Augustine Asset Management
Jacksonville,
Florida
| US$1.75億 | -US$124萬 | -0.7% | 0.35% | 316% | 82 | 18.29% | 1.9 |
|
| 3536 |
3536
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$1.75億 | -US$790萬 | -4% | 2.98% | 104% | 365 | 4.11% | 3.2 |
|
| 3537 |
3537
Oxford Financial Group
Carmel,
Indiana
| US$1.75億 | +US$2849萬 | +19% | 1.09% | 77.2% | 36 | 13.89% | 0.9 |
|
| 3538 |
3538
Lumbard & Kellner
Hollis,
New Hampshire
| US$1.75億 | -US$2005萬 | -10% | 2.13% | 137% | 89 | 13.48% | 2.8 |
|
| 3539 |
3539
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$1.74億 | +US$27.8萬 | +0.2% | 0.79% | 62.1% | 122 | 6.56% | 0.2 |
|
| 3540 |
3540
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$1.74億 | -US$652萬 | -4% | 1.66% | 93.2% | 671 | 11.77% | 1.5 |
|
| 3541 |
3541
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.74億 | -US$105萬 | -0.6% | 2.5% | 83.6% | 137 | 4.38% | 3.2 |
|
| 3542 |
3542
TIFF Advisory Services
Radnor,
Pennsylvania
| US$1.74億 | +US$8189萬 | +89% | 3.4% | 86.3% | 11 | 72.73% | 0.3 |
|
| 3543 |
3543
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$1.74億 | -US$912萬 | -5% | 1.42% | 40.2% | 55 | 12.73% | 2.5 |
|
| 3544 |
3544
Anderson Hoagland & Co
St Louis,
Missouri
| US$1.74億 | +US$382萬 | +2% | 2.52% | 104% | 104 | 14.42% | 2.7 |
|
| 3545 |
3545
Wall Capital Group
Phoenix,
Arizona
| US$1.74億 | +US$1590萬 | +10% | 0.91% | – | 51 | 37.25% | 0.9 |
|
| 3546 |
3546
Canal Capital Management
Richmond,
Virginia
| US$1.74億 | -US$757萬 | -4% | 0.31% | 67.8% | 136 | 20.59% | 1.6 |
|
| 3547 |
3547
Old West Investment Management
Los Angeles,
California
| US$1.73億 | -US$215萬 | -1% | 1.96% | 242% | 87 | 22.99% | 1.6 |
|
| 3548 |
3548
Engine Capital Management
New York
| US$1.73億 | -US$1009萬 | -6% | 2.64% | 21.1% | 48 | 33.33% | 0.6 |
|
| 3549 |
3549
Berkeley Capital Partners
Milton,
Georgia
| US$1.73億 | +US$2127萬 | +14% | 1.55% | 62.8% | 128 | 21.09% | 1.5 |
|
| 3550 |
3550
Covenant Asset Management
Chester,
New Jersey
| US$1.73億 | +US$105萬 | +0.6% | 4.49% | 177% | 166 | 24.1% | 0.9 |
|