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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Steamboat Capital Partners
Rye,
New York
| US$4.03億 | +US$3803萬 | +10% | 0.39% | 280% | 69 | 33.33% | 2.2 |
|
| 4127 |
4127
Bridgefront Capital
Austin,
Texas
| US$4.02億 | +US$452萬 | +1% | 0.06% | 52.1% | 807 | 76.7% | 0.2 |
|
| 4128 |
4128
United Wealth Management
Charlottesville,
Virginia
| US$4.02億 | +US$1568萬 | +4% | 0.29% | – | 24 | 0% | 1.2 |
|
| 4129 |
MM
4129
Meridian Management
Little Rock,
Arkansas
| US$4.02億 | -US$201萬 | -0.5% | 0.96% | 65.3% | 88 | 17.05% | 6.1 |
|
| 4130 |
4130
Integral Investment Advisors
Turlock,
California
| US$4.02億 | -US$144萬 | -0.4% | 2.97% | 69% | 182 | 7.69% | 2.4 |
|
| 4131 |
4131
Beam Wealth Advisors
Covington,
Louisiana
| US$4.02億 | +US$3742萬 | +10% | 0.46% | 69.2% | 119 | 19.33% | 2.4 |
|
| 4132 |
4132
Fruth Investment Management
Houston,
Texas
| US$4.01億 | +US$3052萬 | +8% | 12.6% | 79.4% | 233 | 8.15% | 8.5 |
|
| 4133 |
4133
TRV GP V
Boston,
Massachusetts
| US$4.01億 | -US$2816萬 | -7% | 5.38% | – | 3 | 0% | 1.2 |
|
| 4134 |
4134
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$4.01億 | -US$255萬 | -0.6% | 0.73% | 84.6% | 131 | 14.5% | 6.1 |
|
| 4135 |
4135
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$4.01億 | +US$1.2億 | +43% | 0.96% | 116% | 684 | 54.97% | 1.2 |
|
| 4136 |
4136
Alpine Investment Management
Hong Kong
| US$4.01億 | +US$1641萬 | +4% | 18.3% | 33.7% | 15 | 46.67% | 0.4 |
|
| 4137 |
4137
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$4億 | -US$547萬 | -1% | 0.18% | 82.3% | 1,029 | 28.67% | 2.1 |
|
| 4138 |
4138
Joseph Group Capital Management
Columbus,
Ohio
| US$4億 | +US$1974萬 | +5% | 1.49% | 64.3% | 393 | 33.59% | 0.8 |
|
| 4139 |
4139
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$4億 | +US$1511萬 | +4% | 1.09% | 74% | 95 | 18.95% | 6.1 |
|
| 4140 |
4140
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$4億 | -US$1638萬 | -4% | 0.29% | 86.1% | 218 | 13.76% | 7.2 |
|
| 4141 |
4141
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$4億 | +US$1283萬 | +3% | 5.92% | 99.7% | 179 | 15.64% | 3 |
|
| 4142 |
4142
RDA Financial Network
Akron,
Iowa
| US$4億 | -US$1573萬 | -4% | 3.06% | 93.4% | 293 | 16.38% | 3.6 |
|
| 4143 |
4143
Mokosak Advisory Group
Urbandale,
Iowa
| US$3.99億 | +US$102萬 | +0.3% | 0.26% | 59.2% | 39 | 15.38% | 4.8 |
|
| 4144 |
4144
Capital Innovations
Pewaukee,
Wisconsin
| US$3.99億 | +US$4797萬 | +14% | 0% | – | 104 | 100% | 0 |
|
| 4145 |
4145
Monument Capital Management
Alexandria,
Virginia
| US$3.99億 | -US$286萬 | -0.7% | 6.78% | 170% | 250 | 25.2% | 2.5 |
|
| 4146 |
4146
Kettle Hill Capital Management
New York
| US$3.99億 | -US$4925萬 | -11% | 3.36% | 37.4% | 67 | 74.63% | 0.3 |
|
| 4147 |
4147
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| US$3.99億 | +US$1263萬 | +3% | 0.02% | – | 203 | 26.11% | 0.2 |
|
| 4148 |
4148
PW Nova Financial Services
Newtown,
Pennsylvania
| US$3.99億 | +US$1.35億 | +51% | 0.3% | – | 194 | 40.72% | 0.1 |
|
| 4149 |
IAA
4149
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$3.99億 | +US$418萬 | +1% | 1.29% | 49.3% | 86 | 18.6% | 3.2 |
|
| 4150 |
4150
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| US$3.99億 | +US$1.4億 | +54% | 1.1% | 62.1% | 163 | 57.67% | 1.2 |
|