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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$1.21億 | -US$762萬 | -6% | 13.9% | 83.1% | 58 | 31.03% | 1 |
|
| 5577 |
5577
Red Tortoise LLC
Atlanta,
Georgia
| US$1.21億 | -US$1125萬 | -9% | 12.2% | 43.7% | 67 | 10.45% | 0.7 |
|
| 5578 |
5578
University of Maryland Foundation
Adelphi,
Maryland
| US$1.21億 | +US$3793萬 | +46% | 16.2% | 54.9% | 7 | 14.29% | 1.8 |
|
| 5579 |
5579
Security National Bank of So Dak
Sioux City,
Iowa
| US$1.21億 | -US$2277萬 | -16% | 12.6% | 67.7% | 105 | 17.14% | 4.9 |
|
| 5580 |
5580
CVS Health
Woonsocket,
Rhode Island
| US$1.21億 | -US$2830萬 | -19% | 5.67% | 50% | 6 | 0% | 0.4 |
|
| 5581 |
5581
Capital Square
Chattanooga,
Tennessee
| US$1.21億 | -US$1971萬 | -14% | 10.6% | 62.5% | 162 | 13.58% | 1.7 |
|
| 5582 |
5582
Garrison Point Advisors
Walnut Creek,
California
| US$1.2億 | -US$2243萬 | -16% | 13.2% | 95.4% | 155 | 9.03% | 2.8 |
|
| 5583 |
LI
5583
Latigo Investments
Fort Lauderdale,
Florida
| US$1.2億 | -US$2331萬 | -16% | 15.8% | 62.6% | 17 | 11.76% | 0.5 |
|
| 5584 |
MWA
5584
Miller Wealth Advisors
Ridgeway,
Colorado
| US$1.2億 | -US$3357萬 | -22% | 19.1% | 147% | 96 | 11.46% | 0.5 |
|
| 5585 |
5585
Threadgill Financial
Spring,
Texas
| US$1.2億 | -US$1.3億 | -52% | 14.2% | 49.3% | 43 | 16.28% | 0.6 |
|
| 5586 |
5586
Strategic Investment Management
Arlington,
Virginia
| US$1.2億 | -US$1947萬 | -14% | 12.8% | 53.4% | 10 | 10% | 4.8 |
|
| 5587 |
5587
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.2億 | -US$3068萬 | -20% | 8.54% | 83.3% | 91 | 21.98% | 4.5 |
|
| 5588 |
5588
Steward Financial Group
Colleyville,
Texas
| US$1.2億 | +US$807萬 | +7% | 13.1% | – | 1,503 | 78.18% | 0.1 |
|
| 5589 |
5589
Nierenberg Investment Management Company
Camas,
Washington
| US$1.2億 | -US$2123萬 | -15% | 16.3% | 127% | 46 | 23.91% | 1.1 |
|
| 5590 |
5590
Sterling Investment Management
Tucson,
Arizona
| US$1.2億 | -US$2192萬 | -15% | 11.7% | 45.3% | 78 | 20.51% | 3.8 |
|
| 5591 |
5591
Riverpark Capital Management
New York
| US$1.2億 | -US$5961萬 | -33% | 33.2% | 152% | 33 | 18.18% | 3.9 |
|
| 5592 |
MCM
5592
McMillion Capital Management
Greensboro,
North Carolina
| US$1.2億 | -US$4135萬 | -26% | 14.6% | 59.3% | 222 | 65.77% | 1.9 |
|
| 5593 |
5593
Resource Planning Group
Atlanta,
Georgia
| US$1.2億 | -US$1908萬 | -14% | 10.5% | 1.9% | 73 | 19.18% | 2.6 |
|
| 5594 |
5594
Frontier Asset Management
Sheridan,
Wyoming
| US$1.2億 | -US$2265萬 | -16% | 12.3% | 57.1% | 49 | 42.86% | 0.3 |
|
| 5595 |
5595
Pinion Investment Advisors
Wichita,
Kansas
| US$1.2億 | -US$2426萬 | -17% | 11.6% | 81.7% | 175 | 18.29% | 2.3 |
|
| 5596 |
5596
Vetamer Capital Management
Menlo Park,
California
| US$1.2億 | -US$3579萬 | -23% | 25.5% | – | 55 | 38.18% | 0.3 |
|
| 5597 |
5597
Derbend Asset Management
Peachtree City,
Georgia
| US$1.2億 | +US$1742萬 | +17% | 13.3% | 23.9% | 92 | 32.61% | 0.9 |
|
| 5598 |
5598
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$1.19億 | -US$1340萬 | -10% | 11.4% | 64.3% | 123 | 11.38% | 0.8 |
|
| 5599 |
5599
Gator Capital Management
Tampa,
Florida
| US$1.19億 | -US$1736萬 | -13% | 15.4% | 217% | 78 | 19.23% | 1.6 |
|
| 5600 |
5600
Van Leeuwen & Company
Princeton,
New Jersey
| US$1.19億 | -US$1659萬 | -12% | 11.3% | 75.4% | 71 | 38.03% | 2 |
|