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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
PL Capital Advisors
Naples,
Florida
| US$3.01億 | +US$168萬 | +0.6% | 6.56% | 86.4% | 29 | 24.14% | 3.7 |
|
| 4827 |
CL
4827
COWA LLC
Tulsa,
Oklahoma
| US$3.01億 | +US$3870萬 | +15% | 7.59% | 67.7% | 144 | 13.89% | 2.7 |
|
| 4828 |
LJCM
4828
Lee Johnson Capital Management
Fort Worth,
Texas
| US$3.01億 | +US$1048萬 | +4% | 11.7% | 136% | 105 | 42.86% | 0.6 |
|
| 4829 |
4829
Baker Boyer National Bank
Walla Walla,
Washington
| US$3.01億 | +US$1106萬 | +4% | 5.81% | 49.3% | 81 | 4.94% | 5.5 |
|
| 4830 |
4830
Amtrust Financial Services
New York
| US$3.01億 | +US$1887萬 | +7% | 6.89% | 61.9% | 15 | 0% | 3.4 |
|
| 4831 |
4831
Ameliora Wealth Management
Zurich,
Switzerland
| US$3億 | +US$2072萬 | +7% | 7.38% | 73.9% | 238 | 17.23% | 1.7 |
|
| 4832 |
4832
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$3億 | +US$3501萬 | +13% | 8.99% | 86.2% | 99 | 13.13% | 3.8 |
|
| 4833 |
4833
Galibier Capital Management
Toronto,
Ontario, Canada
| US$3億 | -US$3274萬 | -10% | 10.5% | 66.8% | 38 | 0% | 3.3 |
|
| 4834 |
4834
Sykon Capital
Harrison,
New York
| US$3億 | +US$2563萬 | +9% | 6.04% | 63.7% | 110 | 31.82% | 0.8 |
|
| 4835 |
4835
Robinswood Financial
Kirkland,
Washington
| US$3億 | +US$1715萬 | +6% | 5.12% | 43.1% | 408 | 8.33% | 1.6 |
|
| 4836 |
WFA
4836
WMG Financial Advisors
Knoxville,
Tennessee
| US$3億 | +US$2957萬 | +11% | 8.01% | 73.8% | 221 | 17.19% | 1.8 |
|
| 4837 |
4837
MMA Asset Management
Conshohocken,
Pennsylvania
| US$3億 | +US$3884萬 | +15% | 7.02% | 61.2% | 312 | 51.28% | 1.1 |
|
| 4838 |
4838
Next Capital Management
New York
| US$3億 | +US$2900萬 | +11% | 5.96% | 61.3% | 149 | 14.77% | 2.9 |
|
| 4839 |
4839
TFR Capital
Plano,
Texas
| US$3億 | +US$2337萬 | +8% | 8.27% | – | 172 | 9.88% | 0.6 |
|
| 4840 |
4840
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$2.99億 | +US$2709萬 | +10% | 6.57% | 61.6% | 416 | 8.17% | 4.6 |
|
| 4841 |
4841
Canopy Partners
Cincinnati,
Ohio
| US$2.99億 | +US$2670萬 | +10% | 8.31% | 108% | 245 | 11.43% | 1.3 |
|
| 4842 |
4842
Georgetown University
Washington,
District of Columbia
| US$2.99億 | +US$3676萬 | +14% | 11.1% | 89.4% | 20 | 20% | 3 |
|
| 4843 |
4843
Kanen Wealth Management
Coconut Creek,
Florida
| US$2.99億 | +US$3776萬 | +14% | 30.8% | 321% | 32 | 21.88% | 1.5 |
|
| 4844 |
4844
Realta Investment Advisors
Wilmington,
Delaware
| US$2.99億 | +US$4601萬 | +18% | 14.3% | 151% | 360 | 24.44% | 2.7 |
|
| 4845 |
4845
Grey Rock Energy Management
Dallas,
Texas
| US$2.99億 | -US$5306萬 | -15% | 15.1% | – | 1 | 0% | 0.8 |
|
| 4846 |
4846
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$2.99億 | +US$2070萬 | +7% | 6.02% | 53.7% | 27 | 0% | 6.1 |
|
| 4847 |
FCT
4847
Family Capital Trust
Peabody,
Massachusetts
| US$2.99億 | +US$1019萬 | +4% | 3.51% | 39.1% | 96 | 41.67% | 4.3 |
|
| 4848 |
4848
Private Client Services
Louisville,
Kentucky
| US$2.99億 | +US$4209萬 | +16% | 7.04% | 72% | 223 | 23.77% | 1 |
|
| 4849 |
TAP
4849
Tounjian Advisory Partners
Fort Myers,
Florida
| US$2.99億 | -US$2.17億 | -42% | 8.63% | – | 248 | 45.56% | 0.5 |
|
| 4850 |
4850
Costello Asset Management
Feasterville,
Pennsylvania
| US$2.99億 | +US$3246萬 | +12% | 9.41% | 81.5% | 705 | 8.23% | 1.4 |
|