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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Hill Island Financial
Grand Rapids,
Michigan
| US$3.59億 | +US$1738萬 | +5% | 10.9% | 78.3% | 82 | 35.37% | 1.7 |
|
| 4152 |
4152
Wexford Capital
West Palm Beach,
Florida
| US$3.59億 | -US$2605萬 | -7% | 20% | 128% | 344 | 67.15% | 0.6 |
|
| 4153 |
DI
4153
DAGCO Inc
Westlake,
Ohio
| US$3.59億 | +US$4936萬 | +16% | 7.55% | 75% | 383 | 14.62% | 0.9 |
|
| 4154 |
4154
New Capital Management
Houston,
Texas
| US$3.58億 | +US$982萬 | +3% | 5.33% | 55.4% | 59 | 20.34% | 3.3 |
|
| 4155 |
4155
Wakefield Asset Management
Englewood,
Colorado
| US$3.58億 | +US$2789萬 | +8% | 13.7% | 147% | 253 | 41.11% | 1 |
|
| 4156 |
4156
Rialto Wealth Management
Syracuse,
New York
| US$3.58億 | +US$3939萬 | +12% | 7.91% | – | 1,778 | 48.37% | 0.2 |
|
| 4157 |
4157
Engaged Capital
Newport Beach,
California
| US$3.58億 | -US$3463萬 | -9% | 3.04% | 26.2% | 10 | 40% | 1.6 |
|
| 4158 |
4158
Clayton Dubilier & Rice
New York
| US$3.57億 | -US$7854萬 | -18% | 21.4% | 176% | 3 | 66.67% | 2 |
|
| 4159 |
4159
Elevated Capital Advisors
Sandy,
Utah
| US$3.57億 | US$0 | 0% | 4.76% | 50.2% | 252 | 0% | 2.2 |
|
| 4160 |
4160
Aspen Capital Management
Boise,
Idaho
| US$3.57億 | +US$4412萬 | +14% | 7.47% | – | 75 | 16% | 0.2 |
|
| 4161 |
4161
Trustees of Dartmouth College
Hanover,
New Hampshire
| US$3.57億 | +US$359萬 | +1% | 7.67% | 52.5% | 7 | 28.57% | 1.8 |
|
| 4162 |
4162
Bridge City Capital
Lake Oswego,
Oregon
| US$3.56億 | +US$2306萬 | +7% | 12.2% | 120% | 109 | 5.5% | 4.2 |
|
| 4163 |
4163
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$3.56億 | +US$4706萬 | +15% | 6.76% | 99.7% | 169 | 16.57% | 2.5 |
|
| 4164 |
4164
G2 Capital Management
Columbus,
Ohio
| US$3.56億 | +US$2576萬 | +8% | 7.9% | 55.1% | 68 | 11.76% | 2.3 |
|
| 4165 |
4165
Astoria Portfolio Advisors
New York
| US$3.56億 | +US$6228萬 | +21% | 9.24% | 75.4% | 279 | 22.58% | 1.6 |
|
| 4166 |
4166
O'Keefe Stevens Advisory
Rochester,
New York
| US$3.56億 | +US$5067萬 | +17% | 17.1% | 208% | 72 | 11.11% | 3.5 |
|
| 4167 |
4167
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| US$3.56億 | +US$6236萬 | +21% | 18.9% | – | 679 | 6.77% | 2.8 |
|
| 4168 |
4168
Greenlea Lane Capital Management
Weston,
Connecticut
| US$3.55億 | +US$6605萬 | +23% | 14.8% | 99.7% | 8 | 0% | 4 |
|
| 4169 |
4169
Hartree Partners
New York
| US$3.55億 | +US$7727萬 | +28% | 7.89% | 138% | 86 | 62.79% | 0.5 |
|
| 4170 |
4170
Summit Rock Advisors
New York
| US$3.55億 | +US$2.11億 | +147% | 16.3% | – | 3 | 100% | 0 |
|
| 4171 |
4171
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$3.55億 | +US$3651萬 | +11% | 15.7% | 166% | 211 | 4.74% | 7.7 |
|
| 4172 |
4172
BCGM Wealth Management
Lafayette,
Indiana
| US$3.55億 | +US$2918萬 | +9% | 7.79% | 58.3% | 165 | 8.48% | 2.5 |
|
| 4173 |
4173
Operose Advisors
Milwaukee,
Wisconsin
| US$3.55億 | +US$5274萬 | +17% | 10.3% | 68.8% | 424 | 12.26% | 2.2 |
|
| 4174 |
4174
Whitcomb & Hess
Ashland,
Ohio
| US$3.55億 | +US$2430萬 | +7% | 6.7% | 54% | 57 | 10.53% | 2.7 |
|
| 4175 |
4175
West Michigan Advisors
Holland,
Michigan
| US$3.54億 | +US$5292萬 | +18% | 9.19% | 97.4% | 250 | 21.6% | 1.7 |
|