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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
CWA Asset Management Group
Naples,
Florida
| US$8888萬 | – | – | 3.04% | – | 137 | – | 0 |
|
| 3927 |
3927
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$8886萬 | -US$108萬 | -1% | 2.27% | 152% | 95 | 21.05% | 0.8 |
|
| 3928 |
3928
Richmond Hill Investment Company
New York
| US$8881萬 | -US$476萬 | -5% | 6.1% | 7.84% | 13 | 46.15% | 0.7 |
|
| 3929 |
3929
Princeton Capital Management
Red Bank,
New Jersey
| US$8879萬 | +US$70.1萬 | +0.8% | 6.59% | 206% | 88 | 23.86% | 1.4 |
|
| 3930 |
3930
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$8866萬 | +US$269萬 | +3% | 4.58% | 91% | 78 | 16.67% | 0.7 |
|
| 3931 |
DI
3931
Diligent Investors
Redlands,
California
| US$8862萬 | -US$460萬 | -5% | 6.26% | 82.2% | 150 | 9.33% | 0.9 |
|
| 3932 |
SSCM
3932
Summit Street Capital Management
New York
| US$8851萬 | +US$431萬 | +5% | 1.65% | 217% | 37 | 18.92% | 0.7 |
|
| 3933 |
3933
Osmium Partners
Greenbrae,
California
| US$8845萬 | +US$166萬 | +2% | 10.3% | 28.4% | 22 | 27.27% | 1.6 |
|
| 3934 |
TSBJ
3934
Trevor, Stewart, Burton & Jacobsen
New York
| US$8843萬 | +US$232萬 | +3% | 6.55% | – | 64 | 18.75% | 1.1 |
|
| 3935 |
3935
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$8842萬 | – | – | 0.34% | 48.3% | 571 | – | 0.7 |
|
| 3936 |
3936
P.A.W. Capital
Greenwich,
Connecticut
| US$8838萬 | +US$118萬 | +1% | 5.26% | 30.2% | 68 | 13.24% | 1.7 |
|
| 3937 |
RHDIC
3937
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$8831萬 | -US$745萬 | -8% | 8.51% | 55.9% | 59 | 13.56% | 1.8 |
|
| 3938 |
AM
3938
Account Management
Boxford,
Massachusetts
| US$8824萬 | -US$1637萬 | -16% | 3.29% | 88.3% | 31 | 19.35% | 1.9 |
|
| 3939 |
3939
Winch Advisory Services
Appleton,
Wisconsin
| US$8821萬 | +US$1978萬 | +29% | 8.26% | 92.4% | 318 | 30.82% | 0.6 |
|
| 3940 |
3940
National Investment Services
Milwaukee,
Wisconsin
| US$8813萬 | +US$353萬 | +4% | 8.82% | 47.2% | 44 | 22.73% | 1.2 |
|
| 3941 |
3941
Spectrum Asset Management (California)
Newport Beach,
California
| US$8809萬 | +US$276萬 | +3% | 4.8% | 68.3% | 65 | 27.69% | 0.7 |
|
| 3942 |
3942
Farley Capital
New York
| US$8800萬 | -US$3811萬 | -30% | 9.54% | 116% | 14 | 14.29% | 1.4 |
|
| 3943 |
CNFG
3943
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$8798萬 | +US$22.9萬 | +0.3% | 3.81% | 52.6% | 80 | 7.5% | 0.9 |
|
| 3944 |
DIS
3944
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$8779萬 | +US$419萬 | +5% | 5.63% | 93.8% | 73 | 24.66% | 1.7 |
|
| 3945 |
GECH
3945
Garnet Equity Capital Holdings
New York
| US$8761萬 | -US$1.18億 | -57% | 0.4% | 302% | 28 | 17.86% | 1.6 |
|
| 3946 |
VV
3946
Valentine Ventures
Bend,
Oregon
| US$8756萬 | -US$138萬 | -2% | 2.52% | – | 35 | 31.43% | 0.7 |
|
| 3947 |
3947
Weatherstone Capital Management
Denver,
Colorado
| US$8744萬 | -US$2088萬 | -19% | 2.68% | 32% | 81 | 35.8% | 1.1 |
|
| 3948 |
3948
Central Square Management
Naperville,
Illinois
| US$8716萬 | -US$624萬 | -7% | 2.84% | 8.22% | 47 | 46.81% | 0.7 |
|
| 3949 |
3949
Verity Asset Management
Durham,
North Carolina
| US$8696萬 | -US$1301萬 | -13% | 4.65% | 87% | 119 | 60.5% | 0.5 |
|
| 3950 |
SH
3950
Scepter Holdings
Fort Worth,
Texas
| US$8670萬 | -US$7588萬 | -47% | 0.51% | – | 18 | 44.44% | 0.5 |
|