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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
HA
4476
Havens Advisors
New York
| US$1.1億 | -US$3226萬 | -23% | 2.08% | 460% | 40 | 55% | 0.3 |
|
| 4477 |
4477
Roubaix Capital
Denver,
Colorado
| US$1.1億 | -US$994萬 | -8% | 4.72% | 159% | 48 | 62.5% | 0.2 |
|
| 4478 |
FRM
4478
Fox Run Management
Greenwich,
Connecticut
| US$1.1億 | -US$4071萬 | -27% | 0.38% | 71.7% | 650 | 85.38% | 0.1 |
|
| 4479 |
4479
Newport Wealth Strategies
Irvine,
California
| US$1.1億 | +US$103萬 | +0.9% | 1.38% | 51.5% | 84 | 7.14% | 1.4 |
|
| 4480 |
4480
Ballew Advisors
Jackson,
Mississippi
| US$1.1億 | -US$31.1萬 | -0.3% | 1.19% | 68% | 94 | 10.64% | 1.5 |
|
| 4481 |
4481
Sterneck Capital Management
Kansas City,
Missouri
| US$1.09億 | -US$589萬 | -5% | 2.26% | 61.5% | 82 | 10.98% | 3.7 |
|
| 4482 |
KCM
4482
Knoll Capital Management
Miami,
Florida
| US$1.09億 | -US$1289萬 | -11% | 10.6% | 258% | 23 | 4.35% | 1.4 |
|
| 4483 |
4483
Titus Wealth Management
Larskpur,
California
| US$1.09億 | +US$782萬 | +8% | 0.45% | 26.6% | 105 | 16.19% | 1.2 |
|
| 4484 |
4484
Mork Capital Management
Healdsburg,
California
| US$1.09億 | +US$109萬 | +1% | 1.15% | 61.9% | 107 | 4.67% | 1.9 |
|
| 4485 |
4485
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$1.09億 | -US$96.9萬 | -0.9% | 0.1% | 100% | 119 | 31.09% | 1.3 |
|
| 4486 |
HH
4486
HWG Holdings
Houston,
Texas
| US$1.08億 | +US$527萬 | +5% | 3.21% | – | 146 | 37.67% | 0.7 |
|
| 4487 |
4487
Fort Baker Capital Management
Larkspur,
California
| US$1.08億 | -US$1802萬 | -14% | 2.77% | 46.3% | 33 | 87.88% | 0.1 |
|
| 4488 |
AAM
4488
Ascension Asset Management
New York
| US$1.08億 | -US$520萬 | -5% | 3.1% | – | 74 | 8.11% | 1.6 |
|
| 4489 |
4489
Mendel Money Management
Northbrook,
Illinois
| US$1.08億 | +US$367萬 | +4% | 2.28% | 88.8% | 53 | 9.43% | 3.3 |
|
| 4490 |
4490
Formidable Asset Management
Cincinnati,
Ohio
| US$1.08億 | -US$1.83億 | -63% | 5.09% | 62.2% | 248 | 60.08% | 0.4 |
|
| 4491 |
4491
CNB Bank
Clearfield,
Pennsylvania
| US$1.08億 | -US$914萬 | -8% | 1.19% | 106% | 518 | 26.45% | 1.2 |
|
| 4492 |
4492
Xcel Wealth Management
Holly Hill,
Florida
| US$1.08億 | +US$595萬 | +6% | 1.37% | 98.8% | 76 | 3.95% | 0.7 |
|
| 4493 |
4493
Genesee Capital Advisors
Auburn,
New York
| US$1.08億 | +US$875萬 | +9% | 2.58% | 107% | 74 | 13.51% | 0.5 |
|
| 4494 |
4494
Inherent Group
New York
| US$1.08億 | +US$1593萬 | +17% | 6.12% | 61.7% | 7 | 28.57% | 0.4 |
|
| 4495 |
4495
Copernicus Capital Management
San Francisco,
California
| US$1.07億 | -US$494萬 | -4% | 6.34% | 126% | 19 | 36.84% | 0.7 |
|
| 4496 |
RHDIC
4496
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$1.07億 | -US$54.1萬 | -0.5% | 0.36% | 55.9% | 47 | 0% | 5.2 |
|
| 4497 |
4497
IFG Advisors
St. Louis,
Missouri
| US$1.07億 | – | – | 1.09% | 78.7% | 65 | – | 0 |
|
| 4498 |
4498
Bull Street Advisors
Savannah,
Georgia
| US$1.07億 | – | – | 2.1% | 48.5% | 87 | – | 0 |
|
| 4499 |
SRCM
4499
Swift Run Capital Management
Charlottesville,
Virginia
| US$1.07億 | -US$119萬 | -1% | 3.8% | 9.9% | 41 | 9.76% | 3.4 |
|
| 4500 |
SC
4500
Spindletop Capital
Chappaqua,
New York
| US$1.07億 | -US$390萬 | -4% | 2.4% | – | 8 | 0% | 3.4 |
|