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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
AAM
5201
Ascension Asset Management
New York
| US$1.53億 | +US$996萬 | +7% | 8.2% | – | 79 | 1.27% | 0.4 |
|
| 5202 |
5202
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$1.53億 | +US$1128萬 | +8% | 7.21% | 74.6% | 49 | 2.04% | 1.8 |
|
| 5203 |
5203
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$1.53億 | +US$1574萬 | +11% | 7.21% | 70.6% | 645 | 35.81% | 1.3 |
|
| 5204 |
5204
First Dallas Securities
Dallas,
Texas
| US$1.53億 | +US$3502萬 | +30% | 5.44% | 160% | 118 | 14.41% | 2.8 |
|
| 5205 |
5205
Costello Asset Management
Feasterville,
Pennsylvania
| US$1.53億 | +US$785萬 | +5% | 8.23% | 81.5% | 269 | 23.79% | 1.1 |
|
| 5206 |
5206
Sterling Investment Management
Tucson,
Arizona
| US$1.53億 | +US$638萬 | +4% | 5.92% | 45.3% | 64 | 12.5% | 3.5 |
|
| 5207 |
5207
Corundum Group
Colorado Springs,
Colorado
| US$1.52億 | +US$2452萬 | +19% | 6.64% | 89.5% | 104 | 13.46% | 2.4 |
|
| 5208 |
5208
Cooper/Haims Advisors
Victor,
New York
| US$1.52億 | +US$1090萬 | +8% | 7.32% | 58.8% | 92 | 19.57% | 1.7 |
|
| 5209 |
5209
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$1.52億 | – | – | 9.69% | 151% | 112 | – | 0 |
|
| 5210 |
5210
Jess S. Morgan & Co
Los Angeles,
California
| US$1.52億 | +US$945萬 | +7% | 12.9% | 69.3% | 44 | 9.09% | 1.3 |
|
| 5211 |
5211
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$1.52億 | +US$1326萬 | +10% | 6.77% | 60.7% | 101 | 7.92% | 2 |
|
| 5212 |
5212
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$1.52億 | +US$2077萬 | +16% | 6.64% | 38.4% | 14 | 21.43% | 1.1 |
|
| 5213 |
5213
Harbor Group
Bedford,
New Hampshire
| US$1.52億 | +US$542萬 | +4% | 6.58% | 43% | 54 | 20.37% | 0.5 |
|
| 5214 |
5214
Investment Research & Advisory Group
Atlanta,
Georgia
| US$1.52億 | +US$1556萬 | +11% | 8.68% | 105% | 183 | 26.78% | 1.1 |
|
| 5215 |
5215
Iron Horse Wealth Management
Johston,
Iowa
| US$1.52億 | +US$1814萬 | +14% | 4.6% | 29.1% | 220 | 12.27% | 0.4 |
|
| 5216 |
5216
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$1.52億 | -US$1.43億 | -49% | 9.37% | 137% | 147 | 61.9% | 0.4 |
|
| 5217 |
5217
Weitzel Financial Services
Dubuque,
Iowa
| US$1.51億 | +US$834萬 | +6% | 3.58% | 46.3% | 30 | 16.67% | 0.4 |
|
| 5218 |
5218
Gunma Bank
Gunma,
Japan
| US$1.51億 | -US$2370萬 | -14% | 5.82% | 24.5% | 54 | 50% | 0.8 |
|
| 5219 |
5219
XXEC Inc
Tulsa,
Oklahoma
| US$1.51億 | +US$919萬 | +6% | 13.3% | 30.1% | 30 | 13.33% | 0.6 |
|
| 5220 |
5220
Barnett & Company
Chattanooga,
Tennessee
| US$1.51億 | -US$3654萬 | -19% | 5.65% | 77% | 295 | 28.14% | 3.3 |
|
| 5221 |
5221
BCK Partners
Corning,
New York
| US$1.51億 | +US$1102萬 | +8% | 5.1% | 46% | 28 | 3.57% | 0.5 |
|
| 5222 |
5222
Attestor
London,
United Kingdom
| US$1.51億 | -US$921萬 | -6% | 6.93% | 55.7% | 3 | 66.67% | 0.1 |
|
| 5223 |
5223
Private Wealth Group
Tampa,
Florida
| US$1.51億 | +US$1113萬 | +8% | 4.88% | 52.9% | 39 | 12.82% | 1.5 |
|
| 5224 |
5224
Quaero Capital
Geneve,
Switzerland
| US$1.51億 | +US$731萬 | +5% | 9.48% | 62.4% | 60 | 31.67% | 0.4 |
|
| 5225 |
5225
Empirical Capital Management
Hendersonville,
Tennessee
| US$1.51億 | +US$872萬 | +6% | 6.9% | 205% | 27 | 25.93% | 1.2 |
|