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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
TC
3626
Teilinger Capital
Houston,
Texas
| US$3.23億 | +US$5769萬 | +22% | 4.23% | 30.2% | 53 | 54.72% | 0.3 |
|
| 3627 |
3627
Milestone Investment Advisors
Middleton,
Wisconsin
| US$3.23億 | -US$97.5萬 | -0.3% | 5.52% | 56.9% | 450 | 74.67% | 0.5 |
|
| 3628 |
3628
Searle & Co
Greenwich,
Connecticut
| US$3.23億 | +US$1727萬 | +6% | 5.46% | 108% | 155 | 7.1% | 4.5 |
|
| 3629 |
3629
Parkside Advisors
Berkeley,
California
| US$3.23億 | +US$2071萬 | +7% | 4.2% | 36.7% | 79 | 8.86% | 3.8 |
|
| 3630 |
3630
Carderock Capital Management
Chevy Chase,
Maryland
| US$3.23億 | +US$3558萬 | +12% | 7.38% | 97.6% | 126 | 54.76% | 5.9 |
|
| 3631 |
3631
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| US$3.23億 | +US$6617萬 | +26% | 25.8% | – | 1 | 0% | 0.5 |
|
| 3632 |
3632
Cove Street Capital
El Segundo,
California
| US$3.22億 | -US$1306萬 | -4% | 14% | 84.2% | 90 | 18.89% | 3.3 |
|
| 3633 |
PBF
3633
Petix & Botte Financial
La Mesa,
California
| US$3.22億 | +US$1.74億 | +117% | 3.45% | 51.2% | 117 | 35.04% | 1.8 |
|
| 3634 |
3634
Tekne Capital Management
New York
| US$3.22億 | -US$4434萬 | -12% | 7.85% | 516% | 12 | 8.33% | 2 |
|
| 3635 |
3635
Johnson & Johnson
New Brunswick,
New Jersey
| US$3.22億 | +US$1465萬 | +5% | 30.7% | 339% | 23 | 4.35% | 1.6 |
|
| 3636 |
3636
GR Financial Group
Tucson,
Arizona
| US$3.22億 | +US$4119萬 | +15% | 7.09% | 75.4% | 14 | 14.29% | 0.4 |
|
| 3637 |
3637
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| US$3.22億 | +US$324萬 | +1% | 2.69% | 129% | 163 | 50.92% | 1 |
|
| 3638 |
3638
Inscription Capital
Houston,
Texas
| US$3.22億 | -US$5696萬 | -15% | 5.11% | – | 211 | 13.74% | 2.2 |
|
| 3639 |
3639
Capital City Trust
Tallahassee,
Florida
| US$3.22億 | +US$780萬 | +2% | 4.54% | 98.5% | 124 | 9.68% | 6.2 |
|
| 3640 |
3640
Geometric Wealth Advisors
Washington,
District of Columbia
| US$3.21億 | +US$3488萬 | +12% | 4.52% | 62.1% | 39 | 7.69% | 1 |
|
| 3641 |
3641
Tradewinds Capital Management
Bellingham,
Washington
| US$3.21億 | +US$271萬 | +0.9% | 0.91% | 96.9% | 525 | 14.67% | 4.5 |
|
| 3642 |
3642
Progressive Investment Management
Lake Oswego,
Oregon
| US$3.21億 | +US$1086萬 | +4% | 10.9% | 139% | 61 | 8.2% | 4 |
|
| 3643 |
3643
Accurate Wealth Management
Wesley Chapel,
Florida
| US$3.21億 | +US$3055萬 | +11% | 8.29% | 101% | 295 | 24.41% | 0.9 |
|
| 3644 |
3644
Burton Enright Welch
Walnut Creek,
California
| US$3.2億 | +US$5819萬 | +22% | 5.3% | 66.6% | 75 | 16% | 1.1 |
|
| 3645 |
3645
Waypoint Capital Advisors
Minneapolis,
Minnesota
| US$3.2億 | +US$1339萬 | +4% | 5.89% | 50.3% | 136 | 5.15% | 1.1 |
|
| 3646 |
3646
Adams Wealth Management
Logan,
Utah
| US$3.2億 | +US$1059萬 | +3% | 7.32% | 112% | 108 | 7.41% | 1.9 |
|
| 3647 |
3647
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$3.2億 | +US$1810萬 | +6% | 6.53% | 130% | 105 | 22.86% | 1.7 |
|
| 3648 |
3648
Steginsky Capital
Port Washington,
New York
| US$3.2億 | +US$3995萬 | +14% | 13.9% | 99.4% | 7 | 0% | 6.4 |
|
| 3649 |
3649
Donoghue Forlines
Boston,
Massachusetts
| US$3.2億 | +US$4206萬 | +15% | 4.77% | 229% | 284 | 41.2% | 1 |
|
| 3650 |
VARA
3650
Value Aligned Research Advisors
Princeton,
New Jersey
| US$3.2億 | +US$3729萬 | +13% | 12.9% | 1,641% | 22 | 40.91% | 0.4 |
|