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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Coe Capital Management
Highland Park,
Illinois
| US$8994萬 | -US$232萬 | -3% | 2.93% | 84.4% | 90 | 13.33% | 2.9 |
|
| 4452 |
4452
Townsend & Associates
Westminster,
Colorado
| US$8913萬 | -US$3606萬 | -29% | 0.05% | 58% | 190 | 27.37% | 0.4 |
|
| 4453 |
4453
Ballew Advisors
Jackson,
Mississippi
| US$8874萬 | -US$2570萬 | -22% | 1.48% | 68% | 325 | 11.38% | 0.3 |
|
| 4454 |
KCS
4454
Koonce Calvin Scott
| US$8828萬 | -US$728萬 | -8% | 7.62% | 67.9% | 1 | 0% | 3.5 |
|
| 4455 |
4455
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$8802萬 | -US$2975萬 | -25% | 4.8% | 92.9% | 369 | 27.91% | 0.4 |
|
| 4456 |
NVIM
4456
New Vernon Investment Management
Highland Park,
Illinois
| US$8765萬 | +US$400萬 | +5% | 3.54% | 83.1% | 52 | 17.31% | 2 |
|
| 4457 |
4457
Concorde Asset Management
Ann Arbor,
Michigan
| US$8760萬 | +US$584萬 | +7% | 3.01% | – | 129 | 15.5% | 1.4 |
|
| 4458 |
4458
Gator Capital Management
Tampa,
Florida
| US$8745萬 | -US$1616萬 | -16% | 4.23% | 245% | 117 | 43.59% | 1 |
|
| 4459 |
4459
Dragon Financial & Investment Group
San Mateo,
California
| US$8741萬 | -US$2290萬 | -21% | 0.27% | – | 37 | 32.43% | 0.4 |
|
| 4460 |
4460
Holistic Financial Partners
Indianapolis,
Indiana
| US$8737萬 | -US$3257萬 | -27% | 1.48% | 95.7% | 437 | 91.99% | 0.5 |
|
| 4461 |
4461
Charter Research & Investment Group
Southport,
Connecticut
| US$8722萬 | +US$344萬 | +4% | 1.93% | 82.3% | 76 | 6.58% | 2.8 |
|
| 4462 |
4462
Clover Partners
Dallas,
Texas
| US$8698萬 | -US$271萬 | -3% | 4.6% | 32.2% | 29 | 17.24% | 1.5 |
|
| 4463 |
4463
Larson Financial Group
St Louis,
Missouri
| US$8683萬 | +US$163萬 | +2% | 1.36% | 89.7% | 50 | 12% | 0.5 |
|
| 4464 |
KCP
4464
Kenmare Capital Partners
New York
| US$8666萬 | -US$668萬 | -7% | 7.3% | 48.8% | 20 | 10% | 1.6 |
|
| 4465 |
4465
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$8666萬 | +US$251萬 | +3% | 2.18% | 47.5% | 18 | 0% | 1.7 |
|
| 4466 |
4466
Newport Wealth Strategies
Irvine,
California
| US$8640萬 | -US$4145萬 | -32% | 4% | 51.5% | 101 | 24.75% | 0.5 |
|
| 4467 |
LM
4467
Litespeed Management
New York
| US$8622萬 | +US$2741萬 | +47% | 11.6% | 73.7% | 11 | 45.45% | 0.4 |
|
| 4468 |
4468
Chesapeake Asset Management
New York
| US$8585萬 | -US$744萬 | -8% | 3.16% | 153% | 67 | 17.91% | 3.4 |
|
| 4469 |
4469
Security National Bank of So Dak
Sioux City,
Iowa
| US$8582萬 | -US$151萬 | -2% | 2.45% | 67.7% | 88 | 5.68% | 3.5 |
|
| 4470 |
4470
Successful Portfolios
Clearwater,
Florida
| US$8562萬 | +US$326萬 | +4% | 2% | 110% | 138 | 9.42% | 0.5 |
|
| 4471 |
4471
Trustees of Dartmouth College
Hanover,
New Hampshire
| US$8548萬 | +US$1468萬 | +21% | 20.9% | 52.5% | 28 | 32.14% | 0.4 |
|
| 4472 |
4472
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$8543萬 | -US$1367萬 | -14% | 6.74% | 90% | 31 | 9.68% | 1.5 |
|
| 4473 |
4473
Columbia Pacific Advisors
Seattle,
Washington
| US$8536萬 | +US$787萬 | +10% | 34.4% | 5.27% | 40 | 47.5% | 1.3 |
|
| 4474 |
4474
UBP Investment Advisors
Geneva,
Switzerland
| US$8485萬 | -US$782萬 | -8% | 2.2% | 11.2% | 52 | 21.15% | 0.4 |
|
| 4475 |
4475
Colrain Capital
Boston,
Massachusetts
| US$8483萬 | -US$960萬 | -10% | 5.16% | – | 39 | 2.56% | 3.9 |
|