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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
ORC
5626
O'Rourke & Company
Boston,
Massachusetts
| US$1.18億 | -US$2721萬 | -19% | 13.7% | 71.9% | 126 | 12.7% | 0.5 |
|
| 5627 |
5627
Avory & Company
Miami,
Florida
| US$1.18億 | -US$4185萬 | -26% | 24.7% | 74.9% | 27 | 14.81% | 0.7 |
|
| 5628 |
5628
Asset Management Resources
Hyannis,
Massachusetts
| US$1.18億 | -US$593萬 | -5% | 10.8% | – | 62 | 16.13% | 0.4 |
|
| 5629 |
5629
Shelton Wealth Management
Fort Worth,
Texas
| US$1.18億 | -US$909萬 | -7% | 13% | 89.4% | 73 | 21.92% | 0.4 |
|
| 5630 |
5630
Integral Investment Advisors
Turlock,
California
| US$1.18億 | -US$4210萬 | -26% | 12.7% | 69% | 99 | 24.24% | 0.5 |
|
| 5631 |
5631
Lakeside Advisors
Seattle,
Washington
| US$1.18億 | -US$1485萬 | -11% | 13.2% | 83.7% | 62 | 12.9% | 0.5 |
|
| 5632 |
EC
5632
Euclidean Capital
New York
| US$1.18億 | -US$5451萬 | -32% | 26.2% | 79.7% | 11 | 9.09% | 1.2 |
|
| 5633 |
LCM
5633
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$1.17億 | +US$968萬 | +9% | 3.35% | 883% | 15 | 26.67% | 0.4 |
|
| 5634 |
5634
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$1.17億 | – | – | 5.27% | 961% | 41 | – | 0.3 |
|
| 5635 |
5635
Pinnacle Financial Group
Western Springs,
Illinois
| US$1.17億 | -US$609萬 | -5% | 13% | 59.1% | 69 | 14.49% | 0.5 |
|
| 5636 |
5636
Alpha DNA Investment Management
Columbia,
Maryland
| US$1.17億 | -US$2518萬 | -18% | 13.2% | 134% | 185 | 75.14% | 0.3 |
|
| 5637 |
5637
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$1.17億 | -US$1723萬 | -13% | 11.7% | 61% | 93 | 7.53% | 4.7 |
|
| 5638 |
5638
Kensington Investment Counsel
Long Beach,
California
| US$1.17億 | -US$3386萬 | -22% | 12.4% | 81.9% | 89 | 12.36% | 1.4 |
|
| 5639 |
5639
Braemar Energy Ventures III
New York
| US$1.17億 | -US$5716萬 | -33% | 31.1% | – | 1 | 0% | 0.5 |
|
| 5640 |
5640
Miller Equity Capital Advisors
Irving,
Texas
| US$1.17億 | -US$79.2萬 | -0.7% | 15.6% | 23.7% | 50 | 6% | 2.1 |
|
| 5641 |
5641
Dravo Bay
Rehoboth Beach,
Delaware
| US$1.17億 | -US$830萬 | -7% | 12.5% | 45.2% | 173 | 77.46% | 0.5 |
|
| 5642 |
5642
Medina Value Partners
Los Angeles,
California
| US$1.17億 | -US$3887萬 | -25% | 15.8% | 80% | 25 | 44% | 0.3 |
|
| 5643 |
ECM
5643
EMC Capital Management
Houston,
Texas
| US$1.17億 | -US$2276萬 | -16% | 18.4% | – | 328 | 9.15% | 0.4 |
|
| 5644 |
PL
5644
Polianta Ltd
St Helier,
Jersey
| US$1.17億 | -US$3574萬 | -23% | 17.3% | 31.6% | 103 | 63.11% | 0.3 |
|
| 5645 |
ASFA
5645
All Season Financial Advisors
Denver,
Colorado
| US$1.17億 | -US$2396萬 | -17% | 9.96% | 33.8% | 180 | 61.67% | 0.4 |
|
| 5646 |
5646
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$1.17億 | +US$435萬 | +4% | 12.4% | 67.6% | 117 | 18.8% | 0.4 |
|
| 5647 |
5647
Mountain Lake Investment Management
Boca Raton,
Florida
| US$1.17億 | -US$4889萬 | -29% | 12.4% | 64% | 31 | 29.03% | 1.9 |
|
| 5648 |
5648
Cohen Investment Advisors
Bedford,
New Hampshire
| US$1.17億 | -US$1777萬 | -13% | 11.5% | 90.6% | 79 | 3.8% | 1.4 |
|
| 5649 |
5649
WFA of San Diego
San Diego,
California
| US$1.17億 | -US$1460萬 | -11% | 12.5% | – | 436 | 79.13% | 0.3 |
|
| 5650 |
5650
University of Massachusetts Foundation
Newton,
Massachusetts
| US$1.17億 | +US$664萬 | +6% | 15.4% | 53.6% | 5 | 0% | 1.9 |
|