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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Gables Capital Management
Miami,
Florida
| US$1.31億 | +US$861萬 | +7% | 6.52% | 173% | 397 | 5.79% | 0.4 |
|
| 4077 |
4077
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.31億 | +US$330萬 | +3% | 3.59% | 87.5% | 39 | 5.13% | 2.3 |
|
| 4078 |
HCM
4078
Hudson Capital Management
Ramsey,
New Jersey
| US$1.31億 | -US$1242萬 | -9% | 3.45% | 66.8% | 82 | 13.41% | 0.7 |
|
| 4079 |
4079
OmniStar Financial Group
Wilmington,
North Carolina
| US$1.31億 | +US$2608萬 | +25% | 8.37% | 75.6% | 148 | 40.54% | 0.4 |
|
| 4080 |
LBS
4080
Lawrence B. Seidman
| US$1.31億 | -US$2.2萬 | -0% | 2.94% | 12.3% | 35 | 28.57% | 1.8 |
|
| 4081 |
4081
HM Capital Management
Clayton,
Missouri
| US$1.31億 | +US$106萬 | +0.8% | 6.52% | 29.6% | 42 | 16.67% | 3.4 |
|
| 4082 |
4082
Providence First Trust
Scottsdale,
Arizona
| US$1.31億 | +US$275萬 | +2% | 5.53% | 68.4% | 76 | 18.42% | 1 |
|
| 4083 |
4083
One Wealth Advisors
San Francisco,
California
| US$1.31億 | +US$545萬 | +4% | 5.02% | 74.4% | 628 | 18.95% | 0.6 |
|
| 4084 |
PIM
4084
Partner Investment Management
San Francisco,
California
| US$1.31億 | +US$673萬 | +5% | 8.89% | 168% | 135 | 36.3% | 0.8 |
|
| 4085 |
4085
Invictus RG
Hamilton,
Bermuda
| US$1.31億 | +US$1184萬 | +10% | 18.5% | 289% | 311 | 84.24% | 0.1 |
|
| 4086 |
4086
Bay Colony Advisors
Concord,
Massachusetts
| US$1.3億 | -US$1109萬 | -8% | 6.22% | 99.6% | 1,048 | 83.49% | 0.2 |
|
| 4087 |
BC
4087
Breakline Capital
New York
| US$1.3億 | -US$1276萬 | -9% | 12.5% | – | 36 | 75% | 0.2 |
|
| 4088 |
4088
Foothills Asset Management
Scottsdale,
Arizona
| US$1.3億 | -US$14.6萬 | -0.1% | 3.93% | 8.84% | 63 | 7.94% | 2.7 |
|
| 4089 |
LFWA
4089
LBJ Family Wealth Advisors
Austin,
Texas
| US$1.3億 | +US$612萬 | +5% | 8.63% | 64.9% | 17 | 0% | 3.8 |
|
| 4090 |
4090
Huber Financial Advisors
Lincolnshire,
Illinois
| US$1.3億 | +US$2068萬 | +19% | 3.64% | – | 105 | 9.52% | 0.6 |
|
| 4091 |
HPC
4091
Hobart Private Capital
Charlotte,
North Carolina
| US$1.3億 | +US$763萬 | +6% | 3.33% | 60% | 157 | 25.48% | 0.5 |
|
| 4092 |
4092
Clearstead Trust
Portland,
Maine
| US$1.3億 | +US$1838萬 | +16% | 7.44% | 124% | 225 | 16.89% | 0.9 |
|
| 4093 |
4093
Weatherstone Capital Management
Denver,
Colorado
| US$1.3億 | +US$519萬 | +4% | 4.9% | 32% | 105 | 33.33% | 1.3 |
|
| 4094 |
4094
Geneva Partners
Lake Geneva,
Wisconsin
| US$1.3億 | +US$413萬 | +3% | 9.97% | 417% | 99 | 27.27% | 1.4 |
|
| 4095 |
AM
4095
Account Management
Boxford,
Massachusetts
| US$1.3億 | +US$1186萬 | +10% | 9.55% | 88.3% | 26 | 3.85% | 3.2 |
|
| 4096 |
4096
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$1.3億 | +US$953萬 | +8% | 7.73% | 36.7% | 4 | 0% | 0.5 |
|
| 4097 |
SBA
4097
Secrest Blakey & Associates
Raleigh,
North Carolina
| US$1.3億 | +US$269萬 | +2% | 5.32% | 19.4% | 116 | 15.52% | 0.6 |
|
| 4098 |
4098
Mad River Investors
Boston,
Massachusetts
| US$1.3億 | +US$924萬 | +8% | 9.99% | 169% | 29 | 3.45% | 2.6 |
|
| 4099 |
4099
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$1.3億 | +US$1757萬 | +16% | 2.39% | 55.5% | 40 | 17.5% | 0.6 |
|
| 4100 |
4100
Wildcat Capital Management
New York
| US$1.3億 | -US$110萬 | -0.8% | 0.01% | 77.7% | 21 | 33.33% | 1.2 |
|