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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Juniper Investment Company
New York
| US$2.61億 | +US$1822萬 | +7% | 20.2% | 358% | 12 | 25% | 4.1 |
|
| 5227 |
5227
Tiemann Investment Advisors
Menlo Park,
California
| US$2.61億 | +US$1726萬 | +7% | 8.27% | 86.2% | 210 | 7.14% | 6.8 |
|
| 5228 |
5228
Altman Advisors
Chicago,
Illinois
| US$2.61億 | +US$1657萬 | +7% | 9.56% | 143% | 98 | 8.16% | 2.6 |
|
| 5229 |
5229
Sea Cliff Partners Management
San Francisco,
California
| US$2.61億 | -US$3199萬 | -11% | 1.95% | – | 16 | 12.5% | 0.8 |
|
| 5230 |
5230
ShariaPortfolio
Lake Mary,
Florida
| US$2.61億 | +US$2780萬 | +12% | 13.2% | 254% | 25 | 12% | 1.5 |
|
| 5231 |
5231
Aegis Financial
Mc Lean,
Virginia
| US$2.61億 | +US$9144萬 | +54% | 36.7% | 226% | 27 | 11.11% | 2.7 |
|
| 5232 |
HCM
5232
Harspring Capital Management
New York
| US$2.61億 | -US$2299萬 | -8% | 0.97% | 80.2% | 17 | 11.76% | 3.5 |
|
| 5233 |
5233
Forza Wealth Management
Sarasota,
Florida
| US$2.61億 | +US$1716萬 | +7% | 6.29% | 69.8% | 199 | 9.55% | 2.2 |
|
| 5234 |
5234
AXQ Capital
Jersey City,
New Jersey
| US$2.61億 | -US$4864萬 | -16% | 5.58% | 30.5% | 876 | 74.77% | 0.2 |
|
| 5235 |
5235
Mendon Capital Advisors
Key Largo,
Florida
| US$2.61億 | +US$5444萬 | +26% | 4.14% | – | 76 | 44.74% | 1.5 |
|
| 5236 |
5236
Mullooly Asset Management
Wall Township,
New Jersey
| US$2.61億 | +US$2246萬 | +9% | 6.4% | – | 51 | 7.84% | 0.5 |
|
| 5237 |
5237
Retirement Capital Strategies
San Jose,
California
| US$2.61億 | +US$830萬 | +3% | 5.41% | 65.8% | 64 | 3.13% | 3 |
|
| 5238 |
5238
Strait & Sound Wealth Management
San Francisco,
California
| US$2.61億 | +US$2520萬 | +11% | 9.6% | 74% | 151 | 5.96% | 1.8 |
|
| 5239 |
5239
Hamilton Capital Partners
Atlanta,
Georgia
| US$2.61億 | +US$5197萬 | +25% | 16.1% | – | 26 | 26.92% | 0.6 |
|
| 5240 |
5240
Greenbush Financial Group
Albany,
New York
| US$2.61億 | +US$3108萬 | +14% | 7.44% | – | 32 | 0% | 0.7 |
|
| 5241 |
5241
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$2.61億 | +US$1160萬 | +5% | 9.21% | 73.6% | 28 | 7.14% | 5.6 |
|
| 5242 |
5242
Cumberland Advisors
Sarasota,
Florida
| US$2.61億 | +US$2280萬 | +10% | 8.52% | 80.7% | 49 | 2.04% | 5 |
|
| 5243 |
5243
Sanofi
Paris,
France
| US$2.6億 | +US$8462萬 | +48% | 51.8% | – | 11 | 27.27% | 0.6 |
|
| 5244 |
5244
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.6億 | +US$2972萬 | +13% | 9.76% | 98.6% | 155 | 18.71% | 4.8 |
|
| 5245 |
5245
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$2.6億 | +US$2140萬 | +9% | 6.2% | 68.8% | 133 | 7.52% | 2.8 |
|
| 5246 |
5246
Ananym Capital Management
New York
| US$2.6億 | +US$2704萬 | +12% | 6.56% | – | 14 | 28.57% | 0.7 |
|
| 5247 |
GPC
5247
Guardian Point Capital
Charlottesville,
Virginia
| US$2.6億 | +US$4157萬 | +19% | 7.9% | 142% | 12 | 16.67% | 2.3 |
|
| 5248 |
5248
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$2.6億 | +US$810萬 | +3% | 6.28% | – | 42 | 0% | 3.6 |
|
| 5249 |
5249
Carnegie Lake Advisors
Princeton,
New Jersey
| US$2.6億 | +US$727萬 | +3% | 5.92% | – | 171 | 7.6% | 0.9 |
|
| 5250 |
5250
Campbell Capital Management
Miami,
Florida
| US$2.6億 | +US$324萬 | +1% | 12.8% | 123% | 60 | 41.67% | 2 |
|