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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Whitcomb & Hess
Ashland,
Ohio
| US$4.63億 | +US$3421萬 | +8% | 7.3% | 54% | 68 | 8.82% | 3 |
|
| 4102 |
4102
Outlook Wealth Advisors
Shenandoah,
Texas
| US$4.63億 | +US$4960萬 | +12% | 15.5% | 76% | 338 | 18.05% | 2.4 |
|
| 4103 |
4103
Milestone Investment Advisors
Middleton,
Wisconsin
| US$4.63億 | +US$4871萬 | +12% | 12.3% | 56.9% | 147 | 9.52% | 2.7 |
|
| 4104 |
4104
Great Oak Capital Partners
South Easton,
Massachusetts
| US$4.63億 | +US$3285萬 | +8% | 9.35% | 53.3% | 48 | 8.33% | 1.8 |
|
| 4105 |
SA
4105
Strategic Advisors
New York
| US$4.63億 | -US$1.4億 | -23% | 15.1% | 106% | 196 | 22.96% | 5.5 |
|
| 4106 |
4106
Essex Savings Bank
Essex,
Connecticut
| US$4.62億 | +US$1041萬 | +2% | 14.4% | 95.2% | 333 | 12.91% | 4.1 |
|
| 4107 |
4107
Patton Fund Management
Dallas,
Texas
| US$4.62億 | -US$1.26億 | -21% | 35.4% | 211% | 489 | 82.62% | 1.9 |
|
| 4108 |
BCH
4108
Berkshire Capital Holdings
San Jose,
California
| US$4.62億 | +US$1.85億 | +67% | 158% | 2,611% | 130 | 18.46% | 2.5 |
|
| 4109 |
4109
Fielder Capital Group
Nashville,
Tennessee
| US$4.62億 | +US$289萬 | +0.6% | 3.52% | 161% | 322 | 15.84% | 1.5 |
|
| 4110 |
4110
Marks Wealth
Annapolis,
Maryland
| US$4.62億 | +US$8186萬 | +22% | 28.9% | 165% | 23 | 65.22% | 0.8 |
|
| 4111 |
4111
Mokosak Advisory Group
Urbandale,
Iowa
| US$4.62億 | +US$6223萬 | +16% | 15.9% | 59.2% | 39 | 15.38% | 4.5 |
|
| 4112 |
4112
Brightline Capital Management
Miami,
Florida
| US$4.62億 | +US$1.23億 | +36% | 50% | 810% | 13 | 46.15% | 0.7 |
|
| 4113 |
4113
Uncommon Cents Investing
Janesville,
Wisconsin
| US$4.61億 | +US$3046萬 | +7% | 8.91% | 91.4% | 218 | 5.96% | 5.2 |
|
| 4114 |
4114
Harrell Investment Partners
Austin,
Texas
| US$4.61億 | +US$4215萬 | +10% | 15.9% | 121% | 153 | 11.76% | 2.8 |
|
| 4115 |
4115
Prevatt Capital
Nassau,
Bahamas
| US$4.61億 | +US$9015萬 | +24% | 18.2% | – | 12 | 8.33% | 1.4 |
|
| 4116 |
4116
Peregrine Asset Advisers
Portland,
Oregon
| US$4.61億 | +US$8979萬 | +24% | 19.9% | 189% | 230 | 23.04% | 2.4 |
|
| 4117 |
4117
Investment Advisory Group
Hanover,
Massachusetts
| US$4.61億 | +US$6761萬 | +17% | 13.4% | 61.6% | 221 | 12.67% | 2.7 |
|
| 4118 |
4118
Sector Gamma AS
Oslo,
Norway
| US$4.61億 | +US$3748萬 | +9% | 9.59% | 61.8% | 48 | 29.17% | 2.8 |
|
| 4119 |
JC
4119
Joho Capital
New York
| US$4.6億 | +US$8735萬 | +23% | 20.1% | 80.2% | 11 | 18.18% | 1.9 |
|
| 4120 |
4120
Generali Investments Management
Ljubljana,
Slovenia
| US$4.6億 | +US$3043萬 | +7% | 16.5% | – | 168 | 5.95% | 1.2 |
|
| 4121 |
4121
Alpine Woods Capital Investors
Purchase,
New York
| US$4.6億 | +US$4350萬 | +10% | 15.3% | 105% | 253 | 34.39% | 3.5 |
|
| 4122 |
4122
DeDora Capital
Napa,
California
| US$4.6億 | +US$5225萬 | +13% | 15% | 91.2% | 136 | 14.71% | 3.5 |
|
| 4123 |
4123
RIA Advisory Group
Des Moines,
Iowa
| US$4.6億 | +US$3886萬 | +9% | 9.17% | – | 168 | 22.02% | 1.4 |
|
| 4124 |
4124
Atwater Malick
Lancaster,
Pennsylvania
| US$4.59億 | +US$8888萬 | +24% | 16.3% | 83.4% | 131 | 24.43% | 2.6 |
|
| 4125 |
4125
Arrowpoint Investment Partners
Singapore
| US$4.59億 | +US$3.47億 | +308% | 33.3% | – | 167 | 74.25% | 0.1 |
|