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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.2億 | +US$1318萬 | +12% | 8.09% | 92.7% | 87 | 12.64% | 3 |
|
| 4727 |
4727
Rho Capital Partners
New York
| US$1.2億 | -US$3430萬 | -22% | 22.1% | – | 5 | 0% | 3.6 |
|
| 4728 |
4728
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$1.2億 | +US$6788萬 | +130% | 117% | 151% | 4 | 25% | 1.4 |
|
| 4729 |
4729
AUA Capital Management
Camp Hill,
Pennsylvania
| US$1.2億 | +US$2003萬 | +20% | 6.37% | 70.2% | 369 | 54.47% | 1.5 |
|
| 4730 |
4730
Banyan Capital Management
Atlanta,
Georgia
| US$1.2億 | +US$1134萬 | +10% | 11.1% | 44.4% | 18 | 0% | 1.7 |
|
| 4731 |
4731
United Bank (Georgia)
Zebulon,
Georgia
| US$1.2億 | +US$1367萬 | +13% | 8.61% | 93.7% | 79 | 7.59% | 2.6 |
|
| 4732 |
4732
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$1.2億 | +US$744萬 | +7% | 5.68% | 57.8% | 755 | 11.79% | 0.2 |
|
| 4733 |
4733
Pacific Sun Financial
Los Angeles,
California
| US$1.2億 | +US$893萬 | +8% | 7.37% | 70.3% | 149 | 6.71% | 1.9 |
|
| 4734 |
4734
Coyle Financial Counsel
Glenview,
Illinois
| US$1.2億 | +US$1134萬 | +10% | 10.1% | 67.3% | 53 | 16.98% | 1.8 |
|
| 4735 |
4735
Fourthstone LLC
St Louis,
Missouri
| US$1.19億 | -US$1,000 | -0% | 5.23% | 104% | 60 | 48.33% | 0.4 |
|
| 4736 |
4736
Triton Wealth Management
Sun City,
Arizona
| US$1.19億 | +US$2251萬 | +23% | 13.2% | – | 89 | 16.85% | 0.4 |
|
| 4737 |
4737
Boyar Asset Management
New York
| US$1.19億 | +US$1105萬 | +10% | 8.05% | 75.5% | 71 | 8.45% | 4.5 |
|
| 4738 |
4738
MBE Wealth Management
Tomah,
Wisconsin
| US$1.19億 | +US$10.7萬 | +0.1% | 7.14% | 66.5% | 47 | 0% | 0.7 |
|
| 4739 |
4739
Trust Company
Manhattan,
Kansas
| US$1.19億 | +US$1371萬 | +13% | 7.16% | 40.6% | 333 | 12.31% | 3.3 |
|
| 4740 |
4740
CNB Bank
Clearfield,
Pennsylvania
| US$1.19億 | +US$518萬 | +5% | 7.84% | 91.6% | 440 | 14.77% | 1.9 |
|
| 4741 |
4741
Bluestem Financial Advisors
Champaign,
Illinois
| US$1.19億 | +US$944萬 | +9% | 4.28% | 42.2% | 26 | 7.69% | 0.6 |
|
| 4742 |
4742
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.19億 | -US$628萬 | -5% | 5.93% | 52.4% | 45 | 2.22% | 2.3 |
|
| 4743 |
4743
ValueWorks
New York
| US$1.19億 | +US$211萬 | +2% | 0.54% | 190% | 33 | 18.18% | 3 |
|
| 4744 |
4744
Meridian Financial Partners
Warrenton,
Virginia
| US$1.19億 | +US$823萬 | +7% | 5.47% | 80.8% | 67 | 16.42% | 1.2 |
|
| 4745 |
4745
HBC Financial Services
Seattle,
Washington
| US$1.19億 | +US$726萬 | +7% | 6.5% | 12.6% | 211 | 36.49% | 0.5 |
|
| 4746 |
4746
Loveless Wealth Management
Billings,
Montana
| US$1.19億 | +US$1123萬 | +10% | 8.9% | – | 118 | 8.47% | 0.7 |
|
| 4747 |
4747
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$1.19億 | +US$1177萬 | +11% | 8.14% | 61.1% | 107 | 9.35% | 4.4 |
|
| 4748 |
4748
Phoenician Capital
New York
| US$1.18億 | -US$3725萬 | -24% | 12.8% | 41.1% | 17 | 23.53% | 0.8 |
|
| 4749 |
4749
Monetta Financial Services
Wheaton,
Illinois
| US$1.18億 | +US$460萬 | +4% | 13.4% | 275% | 39 | 17.95% | 2.5 |
|
| 4750 |
4750
Sterneck Capital Management
Kansas City,
Missouri
| US$1.18億 | +US$1218萬 | +11% | 10.5% | 61.5% | 80 | 15% | 4 |
|