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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Retirement Guys Formula
Maumee,
Ohio
| US$2.09億 | +US$356萬 | +2% | 2.21% | 75.7% | 132 | 12.88% | 1.4 |
|
| 5177 |
5177
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| US$2.09億 | -US$10.1億 | -83% | 7.77% | 37.2% | 2 | 50% | 3.8 |
|
| 5178 |
5178
Juniper Investment Company
New York
| US$2.09億 | +US$761萬 | +4% | 6.04% | 358% | 12 | 16.67% | 2.8 |
|
| 5179 |
5179
Hillman Company
Pittsburgh,
Pennsylvania
| US$2.09億 | -US$575萬 | -3% | 3.42% | 118% | 13 | 15.38% | 2 |
|
| 5180 |
NERM
5180
New England Research & Management
Chicago,
Illinois
| US$2.08億 | +US$443萬 | +2% | 0.26% | 65% | 182 | 23.08% | 3.5 |
|
| 5181 |
5181
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.08億 | +US$1800萬 | +9% | 3.29% | 73% | 42 | 2.38% | 2.7 |
|
| 5182 |
5182
Foresight Global Investors
Purchase,
New York
| US$2.08億 | +US$490萬 | +2% | 1.73% | 69.9% | 46 | 26.09% | 0.8 |
|
| 5183 |
5183
BKM Wealth Management
Brookfield,
Wisconsin
| US$2.08億 | -US$2458萬 | -11% | 0.08% | 69.6% | 201 | 33.33% | 0.5 |
|
| 5184 |
AA
5184
Alta Advisers
London,
United Kingdom
| US$2.08億 | +US$621萬 | +3% | 4.04% | 129% | 402 | 3.23% | 1.7 |
|
| 5185 |
5185
CNB Bank
Clearfield,
Pennsylvania
| US$2.08億 | +US$281萬 | +1% | 4.62% | 106% | 530 | 10.38% | 3.7 |
|
| 5186 |
5186
Alpha Financial Advisors
Charlotte,
North Carolina
| US$2.08億 | -US$429萬 | -2% | 1.1% | 46.6% | 45 | 8.89% | 1.2 |
|
| 5187 |
5187
Crestmont Private Wealth
Houston,
Texas
| US$2.08億 | +US$600萬 | +3% | 1.88% | 59.3% | 89 | 39.33% | 0.9 |
|
| 5188 |
5188
Pettee Investors
Rowayton,
Connecticut
| US$2.07億 | -US$2889萬 | -12% | 0.59% | 102% | 119 | 4.2% | 6.6 |
|
| 5189 |
5189
Findell Capital Management
New York
| US$2.07億 | +US$1657萬 | +9% | 8.73% | – | 23 | 39.13% | 0.3 |
|
| 5190 |
5190
One Degree Advisors
San Diego,
California
| US$2.07億 | +US$648萬 | +3% | 0.78% | 54.1% | 55 | 10.91% | 0.5 |
|
| 5191 |
5191
Bull Street Advisors
Savannah,
Georgia
| US$2.07億 | -US$164萬 | -0.8% | 0.9% | 48.5% | 94 | 5.32% | 4.4 |
|
| 5192 |
5192
Gainplan
Bloomfield Hills,
Michigan
| US$2.07億 | +US$27.7萬 | +0.1% | 3.29% | 103% | 82 | 40.24% | 1.4 |
|
| 5193 |
5193
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$2.07億 | -US$746萬 | -3% | 0.92% | 93.3% | 147 | 4.08% | 7.3 |
|
| 5194 |
5194
Gen-Wealth Partners
Zeeland,
Michigan
| US$2.07億 | +US$527萬 | +3% | 0.69% | – | 690 | 14.93% | 0.2 |
|
| 5195 |
5195
Planned Solutions
Folsom,
California
| US$2.07億 | +US$276萬 | +1% | 0.75% | 68.3% | 112 | 16.96% | 2.2 |
|
| 5196 |
SC
5196
Slotnik Capital
Dallas,
Texas
| US$2.06億 | +US$4366萬 | +27% | 11.7% | – | 29 | 75.86% | 0.1 |
|
| 5197 |
5197
Summa Corp
Tomball,
Texas
| US$2.06億 | +US$2322萬 | +13% | 18.1% | 348% | 62 | 8.06% | 0.5 |
|
| 5198 |
5198
Decatur Capital Management
Decatur,
Georgia
| US$2.06億 | +US$2235萬 | +12% | 11.5% | 155% | 51 | 11.76% | 3.9 |
|
| 5199 |
5199
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.06億 | +US$1738萬 | +9% | 6.97% | 98.6% | 146 | 15.07% | 4.5 |
|
| 5200 |
5200
Anfield Capital Management
Irvine,
California
| US$2.06億 | -US$154萬 | -0.7% | 3.45% | 65.3% | 546 | 62.82% | 0.3 |
|