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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Beaton Management Company
Haverhill,
Massachusetts
| US$1.58億 | +US$987萬 | +7% | 6.62% | 110% | 132 | 5.3% | 4.4 |
|
| 5302 |
CCP
5302
Cunning Capital Partners
Morrisville,
North Carolina
| US$1.58億 | +US$1125萬 | +8% | 7.53% | 271% | 95 | 78.95% | 0 |
|
| 5303 |
5303
Ayrshire Capital Management
Westport,
Connecticut
| US$1.58億 | +US$1145萬 | +8% | 7.59% | 84.8% | 50 | 12% | 2.8 |
|
| 5304 |
5304
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$1.58億 | +US$1677萬 | +12% | 6.3% | 81.9% | 165 | 16.97% | 1.8 |
|
| 5305 |
5305
Kensington Investment Counsel
Long Beach,
California
| US$1.58億 | +US$2525萬 | +19% | 7.6% | 81.9% | 99 | 17.17% | 1.9 |
|
| 5306 |
5306
HoldCo Asset Management
Fort Lauderdale,
Florida
| US$1.58億 | -US$2403萬 | -13% | 17.9% | – | 22 | 13.64% | 2 |
|
| 5307 |
5307
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.58億 | +US$71.4萬 | +0.5% | 2.51% | 85.5% | 31 | 3.23% | 4.2 |
|
| 5308 |
5308
Baron Wealth Management
Troy,
Michigan
| US$1.58億 | +US$1628萬 | +12% | 8.01% | 88.6% | 151 | 13.91% | 0.4 |
|
| 5309 |
5309
Juniper Investment Company
New York
| US$1.57億 | +US$2064萬 | +15% | 36.6% | 358% | 9 | 0% | 3.2 |
|
| 5310 |
5310
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$1.57億 | +US$1314萬 | +9% | 4.32% | 70.3% | 116 | 6.9% | 4 |
|
| 5311 |
5311
Range Financial Group
Tigard,
Oregon
| US$1.57億 | +US$458萬 | +3% | 6.47% | 195% | 185 | 29.19% | 1.2 |
|
| 5312 |
5312
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$1.57億 | +US$512萬 | +3% | 5.67% | 68.6% | 104 | 14.42% | 2.8 |
|
| 5313 |
5313
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.57億 | +US$414萬 | +3% | 5.25% | 112% | 166 | 7.23% | 7 |
|
| 5314 |
5314
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.57億 | -US$1444萬 | -8% | 13.9% | 150% | 197 | 0.51% | 1.4 |
|
| 5315 |
ZCM
5315
Zenyatta Capital Management
Dover,
Delaware
| US$1.57億 | +US$6424萬 | +69% | 2.08% | – | 38 | 55.26% | 0.5 |
|
| 5316 |
5316
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$1.57億 | +US$267萬 | +2% | 2.37% | 45.1% | 29 | 6.9% | 5.8 |
|
| 5317 |
5317
Piershale Financial Group
Barrington,
Illinois
| US$1.57億 | +US$3006萬 | +24% | 2.99% | 82% | 306 | 15.03% | 0.6 |
|
| 5318 |
5318
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$1.57億 | +US$457萬 | +3% | 4.6% | 66% | 173 | 9.25% | 1.2 |
|
| 5319 |
5319
626 Financial
Portage,
Michigan
| US$1.57億 | +US$566萬 | +4% | 6.94% | 81.1% | 120 | 9.17% | 1.7 |
|
| 5320 |
EP
5320
Elkhorn Partners
Omaha,
Nebraska
| US$1.57億 | +US$543萬 | +4% | 3.21% | 33.1% | 52 | 19.23% | 4.2 |
|
| 5321 |
5321
One Plus One Wealth Management
Jupiter,
Florida
| US$1.57億 | +US$1548萬 | +11% | 0.19% | 71.9% | 97 | 17.53% | 1.4 |
|
| 5322 |
5322
Horizon Bancorp
Michigan City,
Indiana
| US$1.57億 | -US$35.3萬 | -0.2% | 0.86% | 35.3% | 255 | 35.29% | 1.8 |
|
| 5323 |
5323
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| US$1.56億 | +US$951萬 | +6% | 13.5% | 303% | 49 | 22.45% | 1.2 |
|
| 5324 |
5324
Castellan Group
Louisville,
Kentucky
| US$1.56億 | +US$1006萬 | +7% | 14% | 184% | 66 | 21.21% | 1.3 |
|
| 5325 |
SVG
5325
Sun Valley Gold
Sun Valley,
Idaho
| US$1.56億 | -US$360萬 | -2% | 11.3% | 160% | 13 | 38.46% | 2.8 |
|