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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Progressive Investment Management
Lake Oswego,
Oregon
| US$1.87億 | +US$831萬 | +5% | 2.83% | 139% | 37 | 0% | 3.8 |
|
| 3602 |
3602
Voce Capital Management
San Francisco,
California
| US$1.87億 | -US$498萬 | -3% | 1.84% | 69.2% | 16 | 25% | 1 |
|
| 3603 |
3603
Paragon Wealth Strategies
Jacksonville,
Florida
| US$1.87億 | +US$254萬 | +1% | 1.8% | 59.8% | 49 | 18.37% | 1.3 |
|
| 3604 |
RI
3604
Rudd International
Sarasota,
Florida
| US$1.87億 | +US$825萬 | +5% | 5.86% | – | 80 | 11.25% | 0.7 |
|
| 3605 |
3605
O'Brien Greene & Co
Media,
Pennsylvania
| US$1.86億 | -US$443萬 | -2% | 0.12% | 90.9% | 111 | 8.11% | 0.7 |
|
| 3606 |
ARG
3606
Advisory Resource Group
Tulsa,
Oklahoma
| US$1.86億 | +US$384萬 | +2% | 0.98% | 72% | 81 | 19.75% | 0.6 |
|
| 3607 |
3607
PhiloSmith Capital
Stamford,
Connecticut
| US$1.86億 | +US$1420萬 | +8% | 4.85% | 47% | 43 | 32.56% | 2 |
|
| 3608 |
3608
Creative Financial Designs
Kokomo,
Indiana
| US$1.86億 | +US$144萬 | +0.8% | 0.74% | 58.8% | 680 | 21.18% | 1.6 |
|
| 3609 |
3609
Yorktown Management & Research Company
Forest,
Virginia
| US$1.86億 | -US$7921萬 | -30% | 0.48% | 211% | 357 | 34.73% | 1.3 |
|
| 3610 |
SM
3610
Sabby Management
Miami Beach,
Florida
| US$1.86億 | +US$1.06億 | +133% | 29.2% | 95.5% | 120 | 48.33% | 0.5 |
|
| 3611 |
3611
Whalerock Point Partners
Providence,
Rhode Island
| US$1.86億 | +US$1044萬 | +6% | 2.35% | 103% | 153 | 9.15% | 3.1 |
|
| 3612 |
3612
Pettinga Financial Advisors
Evansville,
Indiana
| US$1.86億 | -US$681萬 | -4% | 2.09% | 78.1% | 94 | 11.7% | 0.7 |
|
| 3613 |
WEO
3613
William E. Oberndorf
| US$1.85億 | -US$1900萬 | -9% | 9.16% | 36.2% | 10 | 40% | 2.5 |
|
| 3614 |
3614
Shah Capital Management
Raleigh,
North Carolina
| US$1.85億 | +US$539萬 | +3% | 6.57% | 287% | 19 | 21.05% | 2.3 |
|
| 3615 |
3615
Western Asset Management Company
Pasadena,
California
| US$1.85億 | +US$867萬 | +5% | 2.71% | 2.29% | 21 | 14.29% | 1 |
|
| 3616 |
3616
Deep Field Asset Management
Beverly Hills,
California
| US$1.85億 | +US$603萬 | +3% | 3.03% | 20.1% | 19 | 31.58% | 0.5 |
|
| 3617 |
3617
Stokes Capital Advisors
Greenwood,
South Carolina
| US$1.85億 | +US$877萬 | +5% | 3.3% | 61.3% | 77 | 3.9% | 1.5 |
|
| 3618 |
3618
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$1.85億 | +US$114萬 | +0.6% | 0.71% | 51.1% | 293 | 6.83% | 2.2 |
|
| 3619 |
3619
Bourgeon Capital Management
Darien,
Connecticut
| US$1.85億 | +US$1217萬 | +7% | 1.5% | 121% | 244 | 71.72% | 0.8 |
|
| 3620 |
PCC
3620
Park Circle Company
Baltimore,
Maryland
| US$1.84億 | +US$3762萬 | +26% | 1.37% | 70.5% | 101 | 22.77% | 2.3 |
|
| 3621 |
3621
Monument Capital Management
Alexandria,
Virginia
| US$1.84億 | -US$120萬 | -0.6% | 2.73% | 170% | 91 | 14.29% | 1.3 |
|
| 3622 |
MKC
3622
M. Kraus & Co
Shelburne,
Vermont
| US$1.84億 | +US$453萬 | +3% | 1.95% | 65.9% | 47 | 4.26% | 4.1 |
|
| 3623 |
3623
Beck Capital Management
Austin,
Texas
| US$1.84億 | -US$550萬 | -3% | 3.27% | 291% | 118 | 43.22% | 1.2 |
|
| 3624 |
3624
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$1.84億 | -US$973萬 | -5% | 1.32% | 151% | 224 | 52.23% | 0.9 |
|
| 3625 |
3625
Cynosure Group
Salt Lake City,
Utah
| US$1.84億 | -US$3382萬 | -16% | 2.11% | 63% | 78 | 12.82% | 0.3 |
|