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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Tieton Capital Management
Yakima,
Washington
| US$1.29億 | +US$2030萬 | +19% | 28.1% | 155% | 29 | 3.45% | 2.7 |
|
| 4052 |
4052
Nixon Peabody Trust
Boston,
Massachusetts
| US$1.29億 | +US$1743萬 | +16% | 2.93% | 101% | 77 | 20.78% | 1.8 |
|
| 4053 |
4053
Sterling Investment Management
Tucson,
Arizona
| US$1.29億 | +US$504萬 | +4% | 1.59% | 45.3% | 60 | 10% | 2.5 |
|
| 4054 |
4054
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$1.29億 | +US$688萬 | +6% | 2.95% | 123% | 306 | 47.71% | 1.1 |
|
| 4055 |
4055
Kathryn A. Hall
| US$1.29億 | +US$299萬 | +2% | 2.12% | 95.2% | 7 | 28.57% | 2.4 |
|
| 4056 |
MHIM
4056
MacNealy Hoover Investment Management
Canton,
Ohio
| US$1.29億 | +US$336萬 | +3% | 2.15% | 42.5% | 71 | 4.23% | 4 |
|
| 4057 |
4057
Ballast Inc
Lexington,
Kentucky
| US$1.29億 | +US$329萬 | +3% | 1.13% | 71.3% | 91 | 12.09% | 0.5 |
|
| 4058 |
4058
Summit Financial Group
Moorefield,
West Virginia
| US$1.29億 | +US$70.1萬 | +0.5% | 3% | 26.1% | 131 | 9.16% | 0.9 |
|
| 4059 |
4059
TMD & Associates
Scottsdale,
Arizona
| US$1.28億 | +US$1272萬 | +11% | 2.34% | 20.5% | 25 | 32% | 1.3 |
|
| 4060 |
4060
Ferox Capital Management
London,
United Kingdom
| US$1.28億 | -US$1517萬 | -11% | 0.17% | 2.07% | 37 | 0% | 1.3 |
|
| 4061 |
4061
Ogorek Anthony Joseph
Williamsville,
New York
| US$1.28億 | +US$1334萬 | +12% | 1.42% | 66.3% | 148 | 16.89% | 1.3 |
|
| 4062 |
4062
University of Tennessee
Knoxville,
Tennessee
| US$1.28億 | +US$1835萬 | +17% | 0.53% | – | 2 | 0% | 0.5 |
|
| 4063 |
4063
Hutner Capital Management
Manchester,
Vermont
| US$1.28億 | -US$30.5萬 | -0.2% | 0.82% | 52.2% | 44 | 4.55% | 1.6 |
|
| 4064 |
4064
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.28億 | -US$108萬 | -0.8% | 1.15% | 87.5% | 40 | 20% | 2.1 |
|
| 4065 |
4065
Providence First Trust
Scottsdale,
Arizona
| US$1.28億 | +US$684萬 | +6% | 2.84% | 68.4% | 71 | 5.63% | 0.8 |
|
| 4066 |
4066
Lattice Strategies
Wayne,
Pennsylvania
| US$1.28億 | -US$980萬 | -7% | 4.13% | 19.9% | 64 | 4.69% | 4.1 |
|
| 4067 |
WWM
4067
Windsor Wealth Management
Indianapolis,
Indiana
| US$1.28億 | +US$964萬 | +8% | 2.72% | 37.3% | 130 | 14.62% | 0.4 |
|
| 4068 |
4068
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| US$1.28億 | +US$1075萬 | +9% | 0.29% | 101% | 72 | 44.44% | 1.3 |
|
| 4069 |
4069
Harbour Investment Management
Edmonds,
Washington
| US$1.28億 | -US$616萬 | -5% | 1.89% | 58.8% | 66 | 6.06% | 4.4 |
|
| 4070 |
4070
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.28億 | +US$398萬 | +3% | 2.64% | 116% | 106 | 7.55% | 2.9 |
|
| 4071 |
BLA
4071
Balter Liquid Alternatives
Boston,
Massachusetts
| US$1.28億 | +US$2300萬 | +22% | 9.24% | 76.7% | 270 | 51.11% | 0.4 |
|
| 4072 |
4072
Glen Eagle Advisors
Kingston,
New Jersey
| US$1.28億 | +US$643萬 | +5% | 3.01% | 68.5% | 717 | 9.48% | 1.2 |
|
| 4073 |
BOCM
4073
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$1.28億 | +US$230萬 | +2% | 1.06% | 49.6% | 29 | 0% | 2.3 |
|
| 4074 |
4074
JRM Investment Counsel
Omaha,
Nebraska
| US$1.27億 | +US$318萬 | +3% | 2.05% | 65.5% | 35 | 11.43% | 2.1 |
|
| 4075 |
4075
Whitener Capital Management
Rocky Mount,
North Carolina
| US$1.27億 | -US$339萬 | -3% | 5.15% | 113% | 492 | 74.8% | 0.5 |
|