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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
New Century Advisors
Chevy Chase,
Maryland
| US$1.19億 | -US$57.7萬 | -0.5% | 1.1% | – | 47 | 14.89% | 1.1 |
|
| 3577 |
3577
Weiss Asset Management
Boston,
Massachusetts
| US$1.18億 | -US$1.28億 | -52% | 1.68% | 138% | 80 | 61.25% | 0.3 |
|
| 3578 |
RHFI
3578
Reilly Herbert Faulkner III
| US$1.18億 | +US$565萬 | +5% | 1.74% | 80.6% | 43 | 9.3% | 1.1 |
|
| 3579 |
3579
Biltmore Wealth Management
Tempe,
Arizona
| US$1.18億 | +US$348萬 | +3% | 1.58% | 59.8% | 44 | 20.45% | 0.2 |
|
| 3580 |
3580
Kovack Advisors
Ft. Lauderdale,
Florida
| US$1.18億 | +US$2152萬 | +22% | 1.81% | 131% | 228 | 42.11% | 0.5 |
|
| 3581 |
3581
Friedenthal Financial
Marlton,
New Jersey
| US$1.18億 | +US$36萬 | +0.3% | 4.02% | 105% | 44 | 25% | 0.8 |
|
| 3582 |
3582
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$1.18億 | +US$675萬 | +6% | 3.63% | 64.4% | 69 | 5.8% | 0.2 |
|
| 3583 |
3583
Lightyear Capital
New York
| US$1.18億 | -US$1518萬 | -11% | 8.04% | – | 3 | 0% | 0.3 |
|
| 3584 |
3584
Financial Engines Advisors
Santa Clara,
California
| US$1.18億 | +US$53.2萬 | +0.5% | 2.89% | 42.3% | 55 | 5.45% | 1.6 |
|
| 3585 |
3585
Boardman Bay Capital Management
New York
| US$1.18億 | +US$2333萬 | +25% | 4.94% | 145% | 89 | 61.8% | 0.1 |
|
| 3586 |
3586
Kavar Capital Partners Group
Leawood,
Kansas
| US$1.18億 | -US$958萬 | -8% | 0.21% | 86.8% | 134 | 31.34% | 1.1 |
|
| 3587 |
AM
3587
Account Management
Boxford,
Massachusetts
| US$1.17億 | +US$1069萬 | +10% | 7.02% | 88.3% | 31 | 9.68% | 1.4 |
|
| 3588 |
AWW
3588
Alan W. Weber
| US$1.17億 | +US$252萬 | +2% | 3.29% | 191% | 55 | 14.55% | 0.2 |
|
| 3589 |
3589
Guild Investment Management
Los Angeles,
California
| US$1.17億 | +US$819萬 | +8% | 5.71% | 119% | 43 | 81.4% | 0.1 |
|
| 3590 |
PAM
3590
Pope Asset Management
Memphis,
Tennessee
| US$1.17億 | -US$769萬 | -6% | 2.08% | – | 25 | 4% | 1.3 |
|
| 3591 |
3591
Stockman Wealth Management
Billings,
Montana
| US$1.17億 | +US$7.5萬 | +0.1% | 1.22% | 77.5% | 85 | 11.76% | 0.2 |
|
| 3592 |
3592
JRM Investment Counsel
Omaha,
Nebraska
| US$1.17億 | +US$625萬 | +6% | 0.36% | 65.1% | 41 | 12.2% | 0.2 |
|
| 3593 |
AIA
3593
AIMZ Investment Advisors
Los Altos,
California
| US$1.17億 | +US$467萬 | +4% | 2.73% | 81.3% | 96 | 5.21% | 0.2 |
|
| 3594 |
3594
Capital Innovations
Pewaukee,
Wisconsin
| US$1.17億 | +US$368萬 | +3% | 1.78% | – | 100 | 26% | 0.8 |
|
| 3595 |
3595
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.17億 | +US$100萬 | +0.9% | 0.99% | 116% | 486 | 14.2% | 0.2 |
|
| 3596 |
3596
Rench Wealth Management
Denton,
Texas
| US$1.17億 | -US$204萬 | -2% | 0.08% | 121% | 51 | 13.73% | 1 |
|
| 3597 |
JPC
3597
Jackson Park Capital
Alpine,
Utah
| US$1.17億 | -US$876萬 | -7% | 0.17% | – | 41 | 34.15% | 0.2 |
|
| 3598 |
WCM
3598
Weyland Capital Management
Portsmouth,
New Hampshire
| US$1.17億 | +US$453萬 | +4% | 2.86% | 25.7% | 11 | 0% | 1.6 |
|
| 3599 |
3599
Lincoln Capital
Lincoln,
Nebraska
| US$1.17億 | +US$125萬 | +1% | 0.83% | 67.1% | 57 | 3.51% | 0.2 |
|
| 3600 |
3600
Aldebaran Financial
| US$1.17億 | +US$275萬 | +2% | 0.97% | 115% | 117 | 14.53% | 1 |
|