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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
Northcape Wealth Management
Williamsville,
New York
| US$3.28億 | +US$1812萬 | +6% | 6.38% | 74% | 140 | 6.43% | 2.4 |
|
| 4377 |
QCI
4377
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$3.28億 | +US$1785萬 | +6% | 11.4% | 107% | 19 | 26.32% | 2.8 |
|
| 4378 |
4378
HT Partners
Centerbrook,
Connecticut
| US$3.27億 | +US$3582萬 | +12% | 9.39% | 71.1% | 52 | 9.62% | 5.9 |
|
| 4379 |
4379
FDx Advisors
Chicago,
Illinois
| US$3.27億 | +US$1974萬 | +6% | 9.4% | 71.6% | 194 | 18.56% | 6.2 |
|
| 4380 |
FIM
4380
FWL Investment Management
Dallas,
Texas
| US$3.27億 | +US$5760萬 | +21% | 20.7% | 165% | 352 | 25.57% | 1.2 |
|
| 4381 |
4381
HORAN Wealth
Cincinnati,
Ohio
| US$3.27億 | – | – | 7.98% | – | 120 | – | 0 |
|
| 4382 |
SCM
4382
Sophron Capital Management
Summit,
New Jersey
| US$3.27億 | +US$3261萬 | +11% | 5.58% | – | 47 | 34.04% | 0.4 |
|
| 4383 |
4383
Trinity Financial Advisors
Columbus,
Ohio
| US$3.27億 | +US$4923萬 | +18% | 8.21% | 74.5% | 97 | 15.46% | 2.1 |
|
| 4384 |
4384
Ceera Investments
Bellaire,
Texas
| US$3.27億 | +US$3619萬 | +12% | 5.34% | 56.1% | 116 | 16.38% | 2 |
|
| 4385 |
4385
Claar Advisors
New York
| US$3.26億 | +US$3026萬 | +10% | 13.5% | 65.5% | 20 | 15% | 4.5 |
|
| 4386 |
4386
Magnitude Capital
New York
| US$3.26億 | +US$1344萬 | +4% | 4.29% | – | 1 | 0% | 1.5 |
|
| 4387 |
4387
NovaPoint Capital
Atlanta,
Georgia
| US$3.26億 | +US$170萬 | +0.5% | 10.9% | 94% | 137 | 43.8% | 3.7 |
|
| 4388 |
4388
Droms Strauss Advisors
St. Louis,
Missouri
| US$3.26億 | +US$3475萬 | +12% | 9.68% | 74.5% | 72 | 12.5% | 3.4 |
|
| 4389 |
4389
EnRich Financial Partners
Madison,
Wisconsin
| US$3.26億 | +US$2798萬 | +9% | 6.49% | 50.7% | 60 | 10% | 1.3 |
|
| 4390 |
4390
CV Advisors
Aventura,
Florida
| US$3.26億 | +US$4128萬 | +15% | 15.3% | 112% | 39 | 12.82% | 1.4 |
|
| 4391 |
4391
Blueshift Asset Management
Red Bank,
New Jersey
| US$3.25億 | +US$7314萬 | +29% | 11% | 38.8% | 630 | 71.11% | 0.2 |
|
| 4392 |
4392
PFW Advisors
Atlanta,
Georgia
| US$3.25億 | +US$611萬 | +2% | 7.07% | – | 130 | 10.77% | 4.6 |
|
| 4393 |
EFH
4393
Eaton Financial Holdings
Coral Springs,
Florida
| US$3.25億 | +US$8411萬 | +35% | 9% | – | 119 | 49.58% | 0.9 |
|
| 4394 |
4394
Westend Capital Management
Sausalito,
California
| US$3.25億 | +US$6159萬 | +23% | 30.9% | – | 257 | 21.01% | 1.7 |
|
| 4395 |
EE
4395
EWG Elevate
Roseville,
California
| US$3.25億 | +US$5704萬 | +21% | 8.32% | 76% | 157 | 32.48% | 1.9 |
|
| 4396 |
4396
Howard Bailey Securities
Fort Wayne,
Indiana
| US$3.24億 | +US$2429萬 | +8% | 7.42% | – | 178 | 29.21% | 0.6 |
|
| 4397 |
4397
Pinnacle Bancorp
Beatrice,
Nebraska
| US$3.24億 | +US$1731萬 | +6% | 6.06% | 72.9% | 951 | 9.99% | 4.5 |
|
| 4398 |
4398
Wells Trecaso Financial Group
Akron,
Ohio
| US$3.24億 | +US$2407萬 | +8% | 11.8% | 108% | 93 | 4.3% | 5.2 |
|
| 4399 |
4399
FC Advisory
West Chester,
Pennsylvania
| US$3.24億 | +US$2806萬 | +9% | 7.49% | 46.6% | 115 | 11.3% | 4.8 |
|
| 4400 |
4400
Ogorek Anthony Joseph
Williamsville,
New York
| US$3.24億 | +US$1974萬 | +6% | 8.59% | 61.1% | 703 | 8.25% | 1.9 |
|