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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Stringer Asset Management
Memphis,
Tennessee
| US$9033萬 | -US$884萬 | -9% | 2.92% | 16.4% | 27 | 29.63% | 1.1 |
|
| 4702 |
PI
4702
Pachira Investments
Dana Point,
California
| US$9020萬 | -US$2104萬 | -19% | 2.92% | 82.3% | 15 | 13.33% | 1.4 |
|
| 4703 |
4703
PRW Wealth Management
Quincy,
Massachusetts
| US$9018萬 | -US$1738萬 | -16% | 4.28% | 42.3% | 800 | 93.13% | 0.5 |
|
| 4704 |
4704
Gargoyle Investment Advisor
Englewood,
New Jersey
| US$9012萬 | -US$1387萬 | -13% | 1.96% | 34.5% | 120 | 15.83% | 0.9 |
|
| 4705 |
4705
Castle Rock Wealth Management
Walnut Creek,
California
| US$9012萬 | +US$8779萬 | +3,766% | 3.1% | 115% | 161 | 76.4% | 0.1 |
|
| 4706 |
4706
Charter Research & Investment Group
Southport,
Connecticut
| US$8991萬 | -US$49.7萬 | -0.5% | 3.39% | 82.3% | 84 | 9.52% | 3.5 |
|
| 4707 |
4707
Orca Investment Management
Roseburg,
Oregon
| US$8975萬 | +US$206萬 | +2% | 0.37% | 139% | 71 | 9.86% | 3.4 |
|
| 4708 |
ALS
4708
Andrew L. Share
| US$8974萬 | -US$2798萬 | -24% | 23.8% | 3.31% | 1 | 0% | 1.5 |
|
| 4709 |
WA
4709
WP Advisors
San Francisco,
California
| US$8969萬 | -US$217萬 | -2% | 2.85% | 113% | 176 | 65.91% | 2 |
|
| 4710 |
4710
Barington Capital Group
New York
| US$8964萬 | -US$518萬 | -5% | 6.45% | 71.1% | 16 | 25% | 1.5 |
|
| 4711 |
4711
Appleton Group
Appleton,
Wisconsin
| US$8960萬 | -US$1424萬 | -14% | 3.11% | 58.3% | 32 | 9.38% | 2.4 |
|
| 4712 |
4712
Meridian Financial Partners
Warrenton,
Virginia
| US$8944萬 | +US$112萬 | +1% | 2.7% | 80.8% | 51 | 1.96% | 0.5 |
|
| 4713 |
4713
Trustco Bank (New York)
Albany,
New York
| US$8925萬 | +US$32.5萬 | +0.4% | 3.63% | 131% | 68 | 2.94% | 3.2 |
|
| 4714 |
4714
Verity Asset Management
Durham,
North Carolina
| US$8909萬 | +US$263萬 | +3% | 2.36% | 87% | 142 | 28.17% | 1.3 |
|
| 4715 |
4715
Colrain Capital
Boston,
Massachusetts
| US$8905萬 | +US$375萬 | +4% | 3.83% | – | 51 | 23.53% | 3.8 |
|
| 4716 |
4716
Legg Mason Asset Management
Tokyo,
Japan
| US$8890萬 | +US$380萬 | +4% | 2.49% | – | 143 | 19.58% | 1.9 |
|
| 4717 |
4717
Kiley Juergens Wealth Management
Olympia,
Washington
| US$8886萬 | +US$858萬 | +11% | 6.55% | 106% | 40 | 7.5% | 1.3 |
|
| 4718 |
RCA
4718
Reitz Capital Advisors
Freeland,
Michigan
| US$8870萬 | +US$227萬 | +3% | 2.37% | 11% | 44 | 13.64% | 0.4 |
|
| 4719 |
LM
4719
Litespeed Management
New York
| US$8846萬 | -US$999萬 | -10% | 8.73% | 73.7% | 15 | 53.33% | 0.6 |
|
| 4720 |
4720
TRV GP
Boston,
Massachusetts
| US$8836萬 | -US$1262萬 | -12% | 10.1% | 3,178% | 4 | 0% | 1.3 |
|
| 4721 |
YECIP
4721
YT Extraction Co Investment Partners
New York
| US$8808萬 | +US$203萬 | +2% | 2.36% | – | 1 | 0% | 2.5 |
|
| 4722 |
4722
Caxton Corporation
Princeton,
New Jersey
| US$8804萬 | -US$1972萬 | -18% | 6.4% | 512% | 33 | 27.27% | 0.8 |
|
| 4723 |
4723
Washington Capital Management
Seattle,
Washington
| US$8799萬 | -US$32.6萬 | -0.4% | 3.8% | 81.8% | 108 | 24.07% | 2.4 |
|
| 4724 |
4724
Costello Asset Management
Feasterville,
Pennsylvania
| US$8787萬 | +US$435萬 | +5% | 3.97% | 81.5% | 53 | 5.66% | 0.5 |
|
| 4725 |
4725
Kopp Investment Advisors
Bloomington,
Minnesota
| US$8777萬 | -US$3582萬 | -29% | 4.4% | 109% | 59 | 20.34% | 3.7 |
|