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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Bourne Lent Asset Management
Pawling,
New York
| US$2.46億 | +US$1939萬 | +9% | 13.2% | 95.1% | 62 | 4.84% | 6.1 |
|
| 4502 |
4502
Modus Advisors
Excelsior,
Minnesota
| US$2.46億 | +US$1710萬 | +7% | 10.9% | 99.2% | 108 | 19.44% | 2.7 |
|
| 4503 |
4503
Millstreet Capital Management
Boston,
Massachusetts
| US$2.46億 | – | – | 50.6% | – | 4 | – | 0 |
|
| 4504 |
4504
Passive Capital Management
Baltimore,
Maryland
| US$2.46億 | +US$2261萬 | +10% | 10.1% | 41% | 57 | 10.53% | 1.6 |
|
| 4505 |
4505
TRV GP IV
Boston,
Massachusetts
| US$2.46億 | -US$1928萬 | -7% | 5.37% | 1,102% | 3 | 0% | 3.3 |
|
| 4506 |
4506
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| US$2.46億 | – | – | 10.5% | 84.4% | 468 | – | 0 |
|
| 4507 |
4507
Kaydan Wealth Management
Fenton,
Michigan
| US$2.46億 | -US$453萬 | -2% | 6.97% | 58% | 101 | 10.89% | 1.6 |
|
| 4508 |
4508
Weaver Consulting Group
Huntington Beach,
California
| US$2.46億 | +US$2461萬 | +11% | 7.95% | 56.4% | 199 | 8.04% | 2.9 |
|
| 4509 |
4509
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$2.46億 | +US$4912萬 | +25% | 12.7% | 89.1% | 104 | 26.92% | 1.4 |
|
| 4510 |
4510
BCGM Wealth Management
Lafayette,
Indiana
| US$2.46億 | +US$2792萬 | +13% | 8.73% | 58.3% | 137 | 14.6% | 1.7 |
|
| 4511 |
4511
Martin Capital Partners
Eugene,
Oregon
| US$2.45億 | +US$767萬 | +3% | 6.84% | 42.3% | 73 | 5.48% | 3.9 |
|
| 4512 |
4512
Nicollet Investment Management
Minneapolis,
Minnesota
| US$2.45億 | +US$2184萬 | +10% | 12.1% | 104% | 66 | 7.58% | 4.2 |
|
| 4513 |
RA
4513
Rovida Advisors
Fort Lauderdale,
Florida
| US$2.45億 | -US$1789萬 | -7% | 12.3% | 24.8% | 21 | 33.33% | 2.1 |
|
| 4514 |
HI
4514
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$2.45億 | -US$4302萬 | -15% | 14.2% | 37.9% | 369 | 85.09% | 0.4 |
|
| 4515 |
4515
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$2.45億 | +US$2671萬 | +12% | 9.48% | 63.1% | 844 | 21.8% | 0.9 |
|
| 4516 |
4516
Westmount Partners
Los Angeles,
California
| US$2.45億 | +US$1790萬 | +8% | 12% | 123% | 214 | 14.49% | 0.9 |
|
| 4517 |
4517
Rivermont Capital Management
New York
| US$2.45億 | +US$2121萬 | +9% | 17.3% | 555% | 26 | 42.31% | 0.5 |
|
| 4518 |
4518
Forager Capital Management
Birmingham,
Alabama
| US$2.45億 | +US$1177萬 | +5% | 12% | 52.6% | 14 | 7.14% | 1.8 |
|
| 4519 |
4519
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$2.44億 | +US$3590萬 | +17% | 11.3% | 31.6% | 127 | 25.2% | 1 |
|
| 4520 |
4520
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$2.44億 | +US$3378萬 | +16% | 16.2% | 40.5% | 5 | 20% | 1.3 |
|
| 4521 |
RFG
4521
RFP Financial Group
Atlanta,
Georgia
| US$2.44億 | +US$1686萬 | +7% | 9.28% | 63.4% | 1,044 | 27.97% | 0.7 |
|
| 4522 |
4522
Drake & Associates
Waukesha,
Wisconsin
| US$2.44億 | +US$2346萬 | +11% | 8.63% | 47.9% | 83 | 26.51% | 1 |
|
| 4523 |
4523
Lion Street Advisors
Austin,
Texas
| US$2.44億 | -US$6225萬 | -20% | 8.32% | 38% | 273 | 19.05% | 1.1 |
|
| 4524 |
4524
Flagstone Financial Management
Lincoln,
Nebraska
| US$2.44億 | +US$2549萬 | +12% | 8.29% | 46.2% | 44 | 15.91% | 0.8 |
|
| 4525 |
4525
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$2.44億 | +US$2139萬 | +10% | 12% | 167% | 182 | 1.65% | 0.8 |
|