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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
HCM
4001
Horrell Capital Management
Little Rock,
Arkansas
| US$2.71億 | +US$1695萬 | +7% | 7.92% | 55.6% | 210 | 12.38% | 4.5 |
|
| 4002 |
4002
Summit Wealth & Retirement Planning
San Ramon,
California
| US$2.7億 | +US$122萬 | +0.5% | 5.47% | 67.6% | 103 | 28.16% | 1.6 |
|
| 4003 |
4003
Opes Wealth Management
Menlo Park,
California
| US$2.7億 | +US$1390萬 | +5% | 7.24% | 54.1% | 90 | 12.22% | 1.3 |
|
| 4004 |
NME
4004
Notis-McConarty Edward
| US$2.7億 | +US$1321萬 | +5% | 6.54% | 91.2% | 98 | 3.06% | 5.6 |
|
| 4005 |
4005
Versant Capital Management
Phoenix,
Arizona
| US$2.7億 | -US$420萬 | -2% | 5.8% | 97.3% | 1,685 | 10.39% | 3.9 |
|
| 4006 |
4006
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$2.7億 | +US$639萬 | +2% | 4.49% | 76.5% | 105 | 6.67% | 3.9 |
|
| 4007 |
4007
Capital Advisors Wealth Management
Yakima,
Washington
| US$2.7億 | +US$3824萬 | +17% | 5.62% | 70.5% | 99 | 14.14% | 0.2 |
|
| 4008 |
4008
Shaker Financial Services
Arlington,
Virginia
| US$2.7億 | +US$1865萬 | +7% | 5.83% | 12.9% | 190 | 31.58% | 1.3 |
|
| 4009 |
4009
Montgomery Investment Management
Rockville,
Maryland
| US$2.7億 | +US$846萬 | +3% | 5.26% | 105% | 84 | 3.57% | 5.5 |
|
| 4010 |
4010
Corbyn Investment Management
Lutherville,
Maryland
| US$2.69億 | +US$2284萬 | +9% | 7.69% | 71% | 84 | 34.52% | 2.3 |
|
| 4011 |
FA
4011
FMA Advisory
Harrisburg,
Pennsylvania
| US$2.69億 | -US$5459萬 | -17% | 5.69% | 46.7% | 172 | 29.65% | 3.1 |
|
| 4012 |
4012
Knuff & Co
Foster City,
California
| US$2.69億 | +US$3542萬 | +15% | 10.9% | 108% | 173 | 15.61% | 1.6 |
|
| 4013 |
4013
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$2.69億 | -US$1930萬 | -7% | 8.97% | 245% | 378 | 37.57% | 0.4 |
|
| 4014 |
4014
BHZ Capital Management
San Jose,
California
| US$2.69億 | -US$4618萬 | -15% | 6.2% | 3.24% | 141 | 14.89% | 2.9 |
|
| 4015 |
4015
Ibex Investors
Denver,
Colorado
| US$2.69億 | -US$2247萬 | -8% | 11.5% | 1.71% | 107 | 72.9% | 0.4 |
|
| 4016 |
MPEM
4016
Marathon Partners Equity Management
New York
| US$2.69億 | +US$2922萬 | +12% | 3.87% | – | 17 | 41.18% | 2.1 |
|
| 4017 |
4017
Worth Venture Partners
Fort Lee,
New Jersey
| US$2.69億 | +US$6247萬 | +30% | 10.2% | 105% | 139 | 34.53% | 0.6 |
|
| 4018 |
PCA
4018
Prospect Capital Advisors
Sausalito,
California
| US$2.69億 | +US$4145萬 | +18% | 13.2% | 202% | 36 | 22.22% | 1.7 |
|
| 4019 |
4019
Entrust Global Partners
New York
| US$2.69億 | -US$2960萬 | -10% | 3.93% | 82.3% | 4 | 25% | 0.5 |
|
| 4020 |
4020
Ford Financial Group
Fresno,
California
| US$2.68億 | +US$3578萬 | +15% | 5.84% | 47.7% | 620 | 83.87% | 0.3 |
|
| 4021 |
4021
First Washington Corp
Seattle,
Washington
| US$2.68億 | +US$1532萬 | +6% | 8.19% | 142% | 88 | 18.18% | 3.3 |
|
| 4022 |
4022
Thomas Story & Son
Culver,
Indiana
| US$2.68億 | +US$318萬 | +1% | 5.58% | 101% | 68 | 5.88% | 4.5 |
|
| 4023 |
4023
Red Wave Investments
Dillsburg,
Pennsylvania
| US$2.68億 | +US$2512萬 | +10% | 5.18% | 58% | 96 | 10.42% | 0.4 |
|
| 4024 |
4024
59 North Capital Management
Houston,
Texas
| US$2.68億 | +US$2949萬 | +12% | 15.1% | 81.4% | 17 | 52.94% | 0.3 |
|
| 4025 |
4025
Fulcrum Equity Management
Plano,
Texas
| US$2.68億 | +US$1492萬 | +6% | 7.87% | 116% | 246 | 57.32% | 0.5 |
|