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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Greenwood Investments
Boston,
Massachusetts
| US$9543萬 | +US$238萬 | +3% | 6.63% | 1.64% | 14 | 7.14% | 1.6 |
|
| 3802 |
3802
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$9522萬 | -US$168萬 | -2% | 1.23% | 11.8% | 55 | 9.09% | 0.2 |
|
| 3803 |
3803
Raffles Associates
New York
| US$9521萬 | -US$1015萬 | -10% | 1.64% | 50% | 63 | 20.63% | 1.2 |
|
| 3804 |
IM
3804
ISF Management
New York
| US$9503萬 | -US$489萬 | -5% | 2.34% | – | 21 | 4.76% | 0.3 |
|
| 3805 |
3805
Detwiler Fenton Investment Management
Boston,
Massachusetts
| US$9498萬 | +US$642萬 | +7% | 10.1% | – | 96 | 35.42% | 0.6 |
|
| 3806 |
3806
Miracle Mile Advisors
Los Angeles,
California
| US$9463萬 | +US$156萬 | +2% | 5.48% | 56% | 41 | 53.66% | 0.3 |
|
| 3807 |
3807
All-Stars Investment
Hong Kong
| US$9408萬 | -US$2307萬 | -20% | 0.32% | 30.1% | 14 | 42.86% | 0.6 |
|
| 3808 |
3808
Appleton Group
Appleton,
Wisconsin
| US$9401萬 | +US$1139萬 | +14% | 1.94% | 58.3% | 25 | 20% | 0.9 |
|
| 3809 |
3809
Bernicke Wealth Management
Altoona,
Wisconsin
| US$9376萬 | -US$798萬 | -8% | 1.22% | – | 52 | 30.77% | 0.2 |
|
| 3810 |
GC
3810
Gruss & Co
West Palm Beach,
Florida
| US$9375萬 | +US$2330萬 | +33% | 4.49% | 173% | 52 | 50% | 0.9 |
|
| 3811 |
3811
Drexel Morgan & Co
Radnor,
Pennsylvania
| US$9364萬 | +US$500萬 | +6% | 0.41% | 50.1% | 111 | 28.83% | 1.2 |
|
| 3812 |
3812
Orinda Asset Management
Lafayette,
California
| US$9353萬 | +US$496萬 | +6% | 6.73% | 28.4% | 189 | 74.6% | 0.3 |
|
| 3813 |
PCM
3813
Potomac Capital Management
New York
| US$9315萬 | +US$650萬 | +7% | 2.68% | – | 98 | 48.98% | 0.6 |
|
| 3814 |
3814
Sandell Investment Services
New York
| US$9305萬 | -US$1184萬 | -11% | 6.64% | – | 30 | 73.33% | 0.2 |
|
| 3815 |
HM
3815
Harvest Management
New York
| US$9298萬 | +US$2206萬 | +31% | 30.8% | 610% | 100 | 72% | 0.3 |
|
| 3816 |
3816
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$9296萬 | +US$367萬 | +4% | 0.12% | 61% | 83 | 10.84% | 1.4 |
|
| 3817 |
3817
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$9294萬 | -US$142萬 | -2% | 3.07% | 73.7% | 197 | 9.14% | 1.5 |
|
| 3818 |
BCM
3818
Brightfield Capital Management
New York
| US$9241萬 | -US$201萬 | -2% | 1.66% | – | 49 | 40.82% | 0.7 |
|
| 3819 |
3819
Old Dominion Capital Management
Charlottesville,
Virginia
| US$9238萬 | -US$433萬 | -4% | 2.3% | 45.9% | 49 | 2.04% | 1.5 |
|
| 3820 |
3820
Merion Investment Management
Bay Harbor Islands,
Florida
| US$9231萬 | -US$3.78億 | -80% | 1.6% | 27.6% | 20 | 40% | 0.5 |
|
| 3821 |
3821
Lyons Wealth Management
Winter Park,
Florida
| US$9219萬 | -US$322萬 | -3% | 1.79% | 40.1% | 75 | 42.67% | 0.7 |
|
| 3822 |
3822
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$9192萬 | -US$803萬 | -8% | 0.01% | 81.5% | 111 | 11.71% | 1.6 |
|
| 3823 |
3823
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| US$9176萬 | +US$3704萬 | +68% | 8.4% | 19% | 39 | 38.46% | 0.5 |
|
| 3824 |
LCP
3824
Lamond Capital Partners
San Francisco,
California
| US$9152萬 | -US$6117萬 | -40% | 21.2% | 54.3% | 22 | 77.27% | 0.2 |
|
| 3825 |
3825
Ion Asset Management
Herzliya,
Israel
| US$9108萬 | -US$677萬 | -7% | 8.09% | 125% | 22 | 45.45% | 0.2 |
|