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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Rutabaga Capital Management
Boston,
Massachusetts
| US$2.3億 | +US$1285萬 | +6% | 6.86% | 57% | 52 | 5.77% | 3.1 |
|
| 4327 |
4327
MilWealth Group
Milwaukee,
Wisconsin
| US$2.3億 | +US$2184萬 | +10% | 4.18% | 39.6% | 66 | 15.15% | 1.9 |
|
| 4328 |
4328
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$2.3億 | +US$2284萬 | +11% | 10.5% | 180% | 105 | 36.19% | 0.6 |
|
| 4329 |
4329
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$2.3億 | +US$1976萬 | +9% | 6.79% | 73.9% | 403 | 16.13% | 1.1 |
|
| 4330 |
4330
SV Health Investors
Boston,
Massachusetts
| US$2.3億 | -US$3740萬 | -14% | 10.5% | 97.4% | 8 | 12.5% | 3 |
|
| 4331 |
4331
DeDora Capital
Napa,
California
| US$2.29億 | +US$1809萬 | +9% | 9.59% | 91.2% | 99 | 5.05% | 2.4 |
|
| 4332 |
4332
Oxler Private Wealth
Rye Brook,
New York
| US$2.29億 | +US$3195萬 | +16% | 8.15% | 119% | 128 | 10.16% | 0.4 |
|
| 4333 |
4333
Pacific Center for Financial Services
San Ramon,
California
| US$2.29億 | +US$2019萬 | +10% | 7.87% | 60.1% | 360 | 5% | 3.3 |
|
| 4334 |
4334
TMD Wealth Management
Scottsdale,
Arizona
| US$2.29億 | +US$1874萬 | +9% | 4.69% | 2.41% | 43 | 16.28% | 0.4 |
|
| 4335 |
4335
Marathon Asset Management (New York)
New York
| US$2.29億 | +US$1.43億 | +166% | 0.39% | 490% | 40 | 70% | 0.4 |
|
| 4336 |
4336
Voleon Capital Management
Berkeley,
California
| US$2.29億 | +US$6897萬 | +43% | 21.1% | – | 12 | 100% | 0 |
|
| 4337 |
4337
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.29億 | +US$710萬 | +3% | 7.48% | 64.4% | 74 | 4.05% | 5.1 |
|
| 4338 |
4338
Pinnacle Family Advisors
Springfield,
Missouri
| US$2.29億 | +US$3829萬 | +20% | 7.62% | 85.8% | 150 | 34.67% | 0.9 |
|
| 4339 |
4339
Palouse Capital Management
Spokane,
Washington
| US$2.29億 | +US$216萬 | +1% | 5.92% | 67.8% | 104 | 15.38% | 2.1 |
|
| 4340 |
4340
Abbot Financial Management
Andover,
Massachusetts
| US$2.29億 | +US$837萬 | +4% | 4.86% | 116% | 135 | 3.7% | 2.8 |
|
| 4341 |
4341
Bison Wealth
Atlanta,
Georgia
| US$2.29億 | -US$452萬 | -2% | 6.65% | 37.4% | 506 | 16.6% | 2.2 |
|
| 4342 |
4342
Chou Associates Management
Toronto,
Ontario, Canada
| US$2.29億 | +US$735萬 | +3% | 6.32% | 70% | 20 | 5% | 4.6 |
|
| 4343 |
CNBT
4343
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$2.29億 | +US$1545萬 | +7% | 3.41% | 38.5% | 62 | 4.84% | 1.3 |
|
| 4344 |
4344
Arthedge Capital Management
Jericho,
New York
| US$2.28億 | +US$4543萬 | +25% | 22.6% | 80.7% | 19 | 26.32% | 0.4 |
|
| 4345 |
4345
Tinicum
New York
| US$2.28億 | -US$369萬 | -2% | 0.15% | 21.1% | 2 | 0% | 5.1 |
|
| 4346 |
4346
HM Capital Management
Clayton,
Missouri
| US$2.28億 | +US$1310萬 | +6% | 6.58% | 29.6% | 46 | 10.87% | 4.3 |
|
| 4347 |
4347
Castleview Partners
Dallas,
Texas
| US$2.28億 | – | – | 7.2% | 61.3% | 921 | – | 0.3 |
|
| 4348 |
4348
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$2.28億 | +US$7608萬 | +50% | 8.43% | 173% | 62 | 56.45% | 0.8 |
|
| 4349 |
4349
Diker Management
New York
| US$2.28億 | +US$1454萬 | +7% | 16.1% | 210% | 44 | 34.09% | 1.8 |
|
| 4350 |
4350
Nixon Capital
Austin,
Texas
| US$2.28億 | +US$2818萬 | +14% | 6.88% | 118% | 25 | 12% | 0.4 |
|