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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Curran Financial Partners
Daniel Island,
South Carolina
| US$2.3億 | +US$1940萬 | +9% | 4.61% | 53.5% | 76 | 14.47% | 1.5 |
|
| 4377 |
4377
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$2.3億 | +US$4147萬 | +22% | 6.28% | 44.2% | 120 | 31.67% | 1.5 |
|
| 4378 |
4378
Guidance Capital
Lousville,
Kentucky
| US$2.3億 | – | – | 3.46% | 63.7% | 154 | – | 0 |
|
| 4379 |
4379
Jeppson Wealth Management
Manhattan Beach,
California
| US$2.3億 | +US$12萬 | +0.1% | 5.09% | 107% | 209 | 12.92% | 2 |
|
| 4380 |
4380
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$2.3億 | -US$750萬 | -3% | 0.27% | 73.6% | 32 | 12.5% | 4.7 |
|
| 4381 |
4381
Westmount Partners
Los Angeles,
California
| US$2.3億 | +US$1340萬 | +6% | 8.2% | 101% | 194 | 8.25% | 0.5 |
|
| 4382 |
4382
Websterrogers Financial Advisors
Florence,
South Carolina
| US$2.3億 | +US$1223萬 | +6% | 2.8% | 46% | 66 | 18.18% | 1.5 |
|
| 4383 |
4383
TFB Advisors
Overland Park,
Kansas
| US$2.3億 | +US$9804萬 | +75% | 6.2% | 85% | 240 | 47.92% | 0.3 |
|
| 4384 |
4384
G2 Capital Management
Columbus,
Ohio
| US$2.3億 | -US$465萬 | -2% | 6% | 55.1% | 55 | 21.82% | 1.3 |
|
| 4385 |
4385
Richard W. Paul & Associates
Novi,
Michigan
| US$2.3億 | +US$1229萬 | +6% | 6.19% | 65.2% | 570 | 7.37% | 0.5 |
|
| 4386 |
RA
4386
Rovida Advisors
Fort Lauderdale,
Florida
| US$2.29億 | -US$2696萬 | -11% | 1.99% | 24.8% | 24 | 33.33% | 1.8 |
|
| 4387 |
4387
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$2.29億 | – | – | 7.32% | 116% | 459 | – | 1 |
|
| 4388 |
4388
Cederberg Capital
London,
United Kingdom
| US$2.29億 | -US$6494萬 | -22% | 4.3% | 273% | 6 | 50% | 1.8 |
|
| 4389 |
4389
Teramo Advisors
Naples,
Florida
| US$2.29億 | -US$224萬 | -1% | 13.3% | 72.1% | 18 | 16.67% | 0.9 |
|
| 4390 |
4390
Anfield Capital Management
Irvine,
California
| US$2.29億 | +US$1302萬 | +6% | 5.35% | 65.3% | 77 | 25.97% | 1.5 |
|
| 4391 |
4391
TNF
Billings,
Montana
| US$2.29億 | +US$684萬 | +3% | 4.3% | 21.3% | 99 | 2.02% | 1.6 |
|
| 4392 |
4392
Shaker Financial Services
Arlington,
Virginia
| US$2.29億 | +US$17.2萬 | +0.1% | 1.22% | 12.9% | 174 | 21.26% | 1.6 |
|
| 4393 |
4393
Unique Wealth
Clearwater,
Florida
| US$2.29億 | +US$2265萬 | +11% | 6.46% | 68.5% | 80 | 27.5% | 0.4 |
|
| 4394 |
4394
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$2.29億 | +US$1027萬 | +5% | 4.3% | 76.7% | 42 | 14.29% | 2.7 |
|
| 4395 |
4395
Holowesko Partners
Nassau,
Bahamas
| US$2.29億 | +US$3814萬 | +20% | 1.85% | 51.1% | 29 | 13.79% | 3.6 |
|
| 4396 |
4396
Mathes Company
New York
| US$2.29億 | – | – | 10.2% | 121% | 125 | – | 5.5 |
|
| 4397 |
4397
First Sabrepoint Capital Management
Dallas,
Texas
| US$2.29億 | -US$959萬 | -4% | 7.84% | 218% | 34 | 44.12% | 1.1 |
|
| 4398 |
GFI
4398
Global Frontier Investments
Charleston,
South Carolina
| US$2.28億 | +US$586萬 | +3% | 5.21% | – | 17 | 5.88% | 2.4 |
|
| 4399 |
4399
Oarsman Capital
Milwaukee,
Wisconsin
| US$2.28億 | +US$1449萬 | +7% | 6.58% | 74.9% | 183 | 9.29% | 4.6 |
|
| 4400 |
4400
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$2.28億 | +US$2388萬 | +12% | 8.54% | 136% | 131 | 12.98% | 2.9 |
|