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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| US$3.21億 | +US$7234萬 | +29% | 3.09% | – | 1,612 | 94.42% | 0 |
|
| 4027 |
4027
Keystone Wealth Services
Palm Desert,
California
| US$3.21億 | +US$1368萬 | +4% | 3.2% | 91.1% | 237 | 9.7% | 1.7 |
|
| 4028 |
4028
G2 Capital Management
Columbus,
Ohio
| US$3.21億 | +US$1038萬 | +3% | 1.36% | 55.1% | 65 | 1.54% | 1.6 |
|
| 4029 |
ACM
4029
AIGH Capital Management
Baltimore,
Maryland
| US$3.21億 | -US$1199萬 | -4% | 3.38% | 3,026% | 50 | 36% | 0.9 |
|
| 4030 |
4030
Whitcomb & Hess
Ashland,
Ohio
| US$3.21億 | +US$981萬 | +3% | 0.3% | 54% | 55 | 12.73% | 1.9 |
|
| 4031 |
4031
Prevatt Capital
Nassau,
Bahamas
| US$3.21億 | +US$2426萬 | +8% | 3.61% | – | 15 | 0% | 0.5 |
|
| 4032 |
4032
Outlook Wealth Advisors
Shenandoah,
Texas
| US$3.2億 | -US$333萬 | -1% | 3.27% | 76% | 301 | 29.24% | 1.7 |
|
| 4033 |
4033
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$3.2億 | -US$2385萬 | -7% | 2.22% | 107% | 30 | 6.67% | 4.5 |
|
| 4034 |
4034
Guidance Point Advisors
Wellesley,
Massachusetts
| US$3.2億 | +US$1378萬 | +4% | 1.05% | 71.8% | 89 | 11.24% | 3.3 |
|
| 4035 |
4035
Boltwood Capital Management
Walnut Creek,
California
| US$3.2億 | -US$270萬 | -0.8% | 0.81% | 63% | 173 | 6.36% | 5.9 |
|
| 4036 |
SWK
4036
Stephen W. Kidder
| US$3.2億 | +US$669萬 | +2% | 3.72% | 94.7% | 75 | 9.33% | 6.8 |
|
| 4037 |
4037
Little House Capital
Braintree,
Massachusetts
| US$3.2億 | +US$1783萬 | +6% | 5.63% | 118% | 132 | 18.94% | 2.2 |
|
| 4038 |
4038
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$3.2億 | +US$2402萬 | +8% | 2.41% | 84.6% | 120 | 10.83% | 5.3 |
|
| 4039 |
4039
Olympus Wealth Management
Cottonwood Heights,
Utah
| US$3.2億 | +US$1.51億 | +90% | 1.23% | 43.1% | 17 | 17.65% | 1.7 |
|
| 4040 |
4040
SVF Sponsor III
Menlo Park,
California
| US$3.2億 | -US$8945萬 | -22% | 21.9% | 133% | 1 | 0% | 1.5 |
|
| 4041 |
4041
Kerrisdale Advisers
Miami,
Florida
| US$3.2億 | +US$129萬 | +0.4% | 4.31% | 78.8% | 101 | 21.78% | 1.2 |
|
| 4042 |
4042
ETF Portfolio Partners
Leawood,
Kansas
| US$3.19億 | +US$389萬 | +1% | 0.79% | 50.2% | 62 | 17.74% | 4.2 |
|
| 4043 |
4043
Peak Financial Management
Wellesley,
Massachusetts
| US$3.19億 | +US$398萬 | +1% | 1.62% | 58.2% | 102 | 13.73% | 3.6 |
|
| 4044 |
4044
SR One Capital Management
Wayne,
Pennsylvania
| US$3.19億 | -US$4469萬 | -12% | 19.3% | 656% | 9 | 33.33% | 1.1 |
|
| 4045 |
4045
Redwood Grove Capital
Palo Alto,
California
| US$3.19億 | -US$165萬 | -0.5% | 0.14% | 79.8% | 28 | 10.71% | 2.4 |
|
| 4046 |
4046
Xcel Wealth Management
Holly Hill,
Florida
| US$3.19億 | -US$50.9萬 | -0.2% | 0.59% | 98.8% | 131 | 9.16% | 3.3 |
|
| 4047 |
GTC
4047
Ghost Tree Capital
New York
| US$3.19億 | -US$4196萬 | -12% | 7.53% | 265% | 86 | 43.02% | 0.6 |
|
| 4048 |
4048
Hiddenite Capital Partners
New York
| US$3.19億 | +US$5902萬 | +23% | 10.7% | 466% | 59 | 72.88% | 0.5 |
|
| 4049 |
4049
TSP Capital Management Group
Summit,
New Jersey
| US$3.19億 | +US$829萬 | +3% | 11.6% | 186% | 48 | 0% | 4.5 |
|
| 4050 |
4050
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$3.19億 | +US$1103萬 | +4% | 0.45% | 47.2% | 75 | 13.33% | 2 |
|