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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 |
EAM
5201
Eukles Asset Management
Cincinnati,
Ohio
| US$2.45億 | +US$1664萬 | +7% | 9.84% | 87.9% | 243 | 10.29% | 4.2 |
|
| 5202 |
5202
Shaker Investments
Cleveland,
Ohio
| US$2.44億 | +US$3681萬 | +18% | 21% | 216% | 118 | 38.14% | 2.1 |
|
| 5203 |
JPLA
5203
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$2.44億 | +US$2553萬 | +12% | 9.91% | 84% | 154 | 11.04% | 3.5 |
|
| 5204 |
5204
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$2.44億 | +US$2168萬 | +10% | 9.89% | 108% | 884 | 15.95% | 2.2 |
|
| 5205 |
5205
Norris Financial Group
Greenville,
South Carolina
| US$2.44億 | +US$2984萬 | +14% | 12.4% | 142% | 99 | 31.31% | 1.6 |
|
| 5206 |
5206
Tiemann Investment Advisors
Menlo Park,
California
| US$2.44億 | +US$2376萬 | +11% | 10.3% | 77% | 202 | 6.44% | 6.8 |
|
| 5207 |
5207
Daventry Group
New York
| US$2.44億 | +US$1281萬 | +6% | 3.66% | 26.2% | 9 | 44.44% | 1.3 |
|
| 5208 |
5208
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$2.44億 | +US$3531萬 | +17% | 9.94% | 72.4% | 101 | 16.83% | 2 |
|
| 5209 |
5209
Forza Wealth Management
Sarasota,
Florida
| US$2.44億 | +US$2143萬 | +10% | 5.95% | 69.8% | 193 | 10.88% | 2.1 |
|
| 5210 |
5210
Alexander Labrunerie & Co
Columbia,
Missouri
| US$2.44億 | +US$1287萬 | +6% | 7.91% | – | 115 | 8.7% | 1 |
|
| 5211 |
5211
AXS Investments
Port Chester,
New York
| US$2.44億 | -US$1.18億 | -33% | 13.4% | 107% | 217 | 40.55% | 2.1 |
|
| 5212 |
5212
Tanglewood Legacy Advisors
Houston,
Texas
| US$2.44億 | +US$1558萬 | +7% | 8.02% | 61.1% | 303 | 9.9% | 2 |
|
| 5213 |
5213
Painted Porch Advisors
Santa Barbara,
California
| US$2.44億 | +US$478萬 | +2% | 2.78% | – | 557 | 21.36% | 0.9 |
|
| 5214 |
5214
Goodlander Investment Management
Dallas,
Texas
| US$2.44億 | +US$1.26億 | +108% | 60.4% | – | 17 | 76.47% | 0.1 |
|
| 5215 |
NCM
5215
NCM Capital Management
Ramsey,
New Jersey
| US$2.44億 | +US$2119萬 | +10% | 9.05% | 105% | 181 | 7.73% | 2.7 |
|
| 5216 |
5216
Kessler Investment Group
Columbus,
Indiana
| US$2.44億 | +US$3877萬 | +19% | 28.7% | 251% | 219 | 4.11% | 2.7 |
|
| 5217 |
5217
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$2.44億 | +US$977萬 | +4% | 6.76% | 76% | 110 | 5.45% | 2.7 |
|
| 5218 |
5218
14B Capital Management
La Jolla,
California
| US$2.43億 | +US$330萬 | +1% | 9.59% | – | 15 | 46.67% | 0.9 |
|
| 5219 |
5219
Dean Capital Management
Overland Park,
Kansas
| US$2.43億 | +US$1380萬 | +6% | 4.18% | 89.7% | 140 | 17.14% | 1.3 |
|
| 5220 |
5220
Juniper Investment Company
New York
| US$2.43億 | +US$2083萬 | +9% | 18.2% | 358% | 12 | 0% | 3.4 |
|
| 5221 |
5221
H&F Corporate Investors VIII
San Francisco,
California
| US$2.43億 | +US$1.32億 | +119% | 119% | 48.3% | 1 | 0% | 4.5 |
|
| 5222 |
5222
New Insight Wealth Advisors
San Ramon,
California
| US$2.43億 | +US$2281萬 | +10% | 9.64% | – | 109 | 16.51% | 1.1 |
|
| 5223 |
5223
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$2.43億 | +US$3191萬 | +15% | 6.99% | 55% | 58 | 5.17% | 2.6 |
|
| 5224 |
5224
1776 Wealth
Atlanta,
Georgia
| US$2.43億 | +US$2509萬 | +12% | 13.6% | 90.4% | 149 | 10.74% | 2.9 |
|
| 5225 |
5225
Fluent Financial
Dallas,
Texas
| US$2.43億 | +US$1329萬 | +6% | 2.49% | 46.9% | 77 | 41.56% | 1.5 |
|