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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 |
4476
Asset Allocation & Management Company
Chicago,
Illinois
| US$2.17億 | +US$1409萬 | +7% | 4.29% | 58.5% | 47 | 23.4% | 1 |
|
| 4477 |
4477
Shaker Investments
Cleveland,
Ohio
| US$2.16億 | +US$992萬 | +5% | 7.25% | 216% | 96 | 9.38% | 2.3 |
|
| 4478 |
4478
Financial Strategies Group
Okemos,
Michigan
| US$2.16億 | +US$2311萬 | +12% | 4.09% | 49.2% | 76 | 11.84% | 1 |
|
| 4479 |
4479
Kercheville Advisors
San Antonio,
Texas
| US$2.16億 | +US$1647萬 | +8% | 10.3% | 261% | 128 | 16.41% | 0.4 |
|
| 4480 |
4480
Cape Ann Asset Management
London,
United Kingdom
| US$2.16億 | -US$406萬 | -2% | 3.73% | 199% | 10 | 10% | 1.1 |
|
| 4481 |
4481
Access Financial Services
Minneapolis,
Minnesota
| US$2.15億 | +US$169萬 | +0.8% | 4.2% | 51.1% | 121 | 24.79% | 1.7 |
|
| 4482 |
4482
MBA Advisors
Hermitage,
Pennsylvania
| US$2.15億 | +US$3280萬 | +18% | 5.65% | 66.1% | 141 | 10.64% | 0.2 |
|
| 4483 |
4483
Nikulski Financial
Bettendorf,
Iowa
| US$2.15億 | +US$1967萬 | +10% | 6.92% | 107% | 127 | 7.09% | 2 |
|
| 4484 |
GAMC
4484
Garner Asset Management Corp
Plano,
Texas
| US$2.15億 | +US$1721萬 | +9% | 6.02% | 103% | 170 | 5.88% | 2.9 |
|
| 4485 |
4485
Lagoda Investment Management
New York
| US$2.15億 | +US$1422萬 | +7% | 9.84% | 250% | 38 | 5.26% | 3.6 |
|
| 4486 |
SFA
4486
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$2.15億 | +US$1469萬 | +7% | 1.05% | 187% | 12 | 8.33% | 1.9 |
|
| 4487 |
4487
SkyView Investment Advisors
Shrewsbury,
New Jersey
| US$2.14億 | -US$1126萬 | -5% | 5.89% | 70.3% | 296 | 2.7% | 0.5 |
|
| 4488 |
4488
Lake Point Wealth Management
Rockwall,
Texas
| US$2.14億 | – | – | 3.98% | – | 449 | – | 1.5 |
|
| 4489 |
4489
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$2.14億 | +US$2162萬 | +11% | 5.89% | 109% | 145 | 26.9% | 2.1 |
|
| 4490 |
PAM
4490
Pegasus Asset Management
Montebello,
New York
| US$2.14億 | +US$1735萬 | +9% | 8.27% | 101% | 74 | 1.35% | 2.8 |
|
| 4491 |
4491
Hamilton Wealth
Encino,
California
| US$2.14億 | +US$833萬 | +4% | 6.8% | 108% | 58 | 25.86% | 1.3 |
|
| 4492 |
CWAG
4492
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$2.14億 | +US$3951萬 | +23% | 5.19% | 76.1% | 76 | 7.89% | 1.9 |
|
| 4493 |
4493
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$2.14億 | +US$1340萬 | +7% | 7.98% | 93% | 62 | 4.84% | 0.2 |
|
| 4494 |
SC
4494
Sawyer & Company
Boston,
Massachusetts
| US$2.14億 | +US$1344萬 | +7% | 6.32% | 111% | 182 | 12.09% | 2.7 |
|
| 4495 |
4495
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$2.14億 | +US$2335萬 | +12% | 6.06% | 87.7% | 12 | 16.67% | 0.4 |
|
| 4496 |
LA
4496
LFL Advisers
Evanston,
Illinois
| US$2.14億 | +US$1099萬 | +5% | 6.95% | 73.9% | 11 | 0% | 3 |
|
| 4497 |
4497
Arcus Capital Partners
Atlanta,
Georgia
| US$2.14億 | -US$10.5億 | -83% | 4.13% | 75% | 119 | 18.49% | 1.8 |
|
| 4498 |
4498
Tiemann Investment Advisors
Menlo Park,
California
| US$2.14億 | +US$1319萬 | +7% | 7.45% | 86.2% | 214 | 4.67% | 4.3 |
|
| 4499 |
4499
IRON Financial
Northbrook,
Illinois
| US$2.14億 | +US$2420萬 | +13% | 4.34% | 60.6% | 123 | 28.46% | 2.1 |
|
| 4500 |
4500
Gill Capital Partners
Denver,
Colorado
| US$2.14億 | +US$1747萬 | +9% | 5.05% | 59% | 119 | 6.72% | 1.6 |
|