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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Stagwell Group
Miami Beach,
Florida
| US$1.84億 | +US$4028萬 | +28% | 28% | 8.47% | 1 | 0% | 0.8 |
|
| 4427 |
4427
LCNB Corp
Lebanon,
Ohio
| US$1.84億 | -US$888萬 | -5% | 5.54% | 83.1% | 167 | 7.19% | 3.7 |
|
| 4428 |
4428
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$1.84億 | -US$1557萬 | -8% | 3.67% | 62.6% | 69 | 24.64% | 2 |
|
| 4429 |
TFA
4429
Triad Financial Advisors
Greensboro,
North Carolina
| US$1.84億 | +US$338萬 | +2% | 4.46% | – | 109 | 12.84% | 0.7 |
|
| 4430 |
CVV
4430
Curative Ventures V
Dallas,
Texas
| US$1.84億 | +US$836萬 | +5% | 4.76% | 15.4% | 1 | 0% | 0.8 |
|
| 4431 |
4431
Chicago Capital Management
Chicago,
Illinois
| US$1.84億 | +US$757萬 | +4% | 36.8% | 270% | 50 | 80% | 0.1 |
|
| 4432 |
4432
Triumph Capital Management
Denver,
Colorado
| US$1.84億 | -US$559萬 | -3% | 5.48% | 55.5% | 235 | 33.62% | 0.7 |
|
| 4433 |
XS
4433
XR Securities
Chicago,
Illinois
| US$1.84億 | -US$1.18億 | -39% | 4.93% | 17% | 510 | 55.88% | 0.9 |
|
| 4434 |
4434
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$1.84億 | -US$947萬 | -5% | 4.86% | 36.7% | 4 | 0% | 4.5 |
|
| 4435 |
4435
Veracity Capital
Atlanta,
Georgia
| US$1.84億 | -US$439萬 | -2% | 3.59% | 149% | 198 | 17.17% | 1.8 |
|
| 4436 |
SC
4436
Sawyer & Company
Boston,
Massachusetts
| US$1.83億 | -US$1354萬 | -7% | 5.83% | 111% | 176 | 3.98% | 3.5 |
|
| 4437 |
4437
Norway Savings Bank
Portland,
Maine
| US$1.83億 | -US$974萬 | -5% | 5.02% | 117% | 294 | 3.74% | 4.4 |
|
| 4438 |
4438
Goodman Advisory Group
Needham,
Massachusetts
| US$1.83億 | -US$4086萬 | -18% | 6.12% | 101% | 178 | 11.24% | 0.4 |
|
| 4439 |
4439
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$1.83億 | -US$1796萬 | -9% | 4.44% | 61.1% | 35 | 17.14% | 2.8 |
|
| 4440 |
4440
RDA Financial Network
Akron,
Iowa
| US$1.83億 | -US$1506萬 | -8% | 6.63% | 93.4% | 216 | 9.72% | 2.7 |
|
| 4441 |
4441
Prentice Wealth Management
Rochester,
New York
| US$1.83億 | +US$8489萬 | +86% | 5.37% | 47.8% | 194 | 77.32% | 0.6 |
|
| 4442 |
4442
MSD Capital
New York
| US$1.83億 | -US$4261萬 | -19% | 17.9% | 11.5% | 5 | 0% | 4.4 |
|
| 4443 |
4443
Kabouter Management
Chicago,
Illinois
| US$1.83億 | +US$345萬 | +2% | 12.7% | 12.9% | 11 | 27.27% | 1 |
|
| 4444 |
4444
Nicollet Investment Management
Minneapolis,
Minnesota
| US$1.83億 | -US$265萬 | -1% | 2.65% | 104% | 59 | 5.08% | 3.8 |
|
| 4445 |
4445
Lexington Partners
New York
| US$1.83億 | -US$1077萬 | -6% | 5.81% | 24.5% | 8 | 25% | 1.3 |
|
| 4446 |
4446
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$1.83億 | -US$1247萬 | -6% | 3.87% | 64.4% | 69 | 2.9% | 6.6 |
|
| 4447 |
4447
Aull & Monroe Investment Management
Mobile,
Alabama
| US$1.83億 | -US$1504萬 | -8% | 4.96% | 98.3% | 132 | 4.55% | 6.9 |
|
| 4448 |
4448
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$1.83億 | -US$986萬 | -5% | 5.22% | 28.2% | 110 | 3.64% | 2.7 |
|
| 4449 |
4449
Metavasi Capital
Larchmont,
New York
| US$1.82億 | +US$5477萬 | +43% | 6.71% | 840% | 30 | 50% | 0.4 |
|
| 4450 |
CNBT
4450
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$1.82億 | -US$1734萬 | -9% | 5.35% | 38.5% | 62 | 8.06% | 2.4 |
|