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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$1.98億 | +US$1501萬 | +8% | 10.3% | 78.6% | 121 | 5.79% | 3.6 |
|
| 5852 |
5852
Heritage Family Offices
Scottsdale,
Arizona
| US$1.98億 | +US$224萬 | +1% | 6.83% | – | 181 | 2.21% | 0.9 |
|
| 5853 |
5853
Woodward Diversified Capital
Bakersfield,
California
| US$1.98億 | +US$5639萬 | +40% | 11.4% | 118% | 180 | 28.89% | 2.2 |
|
| 5854 |
5854
Copperleaf Capital
Raleigh,
North Carolina
| US$1.98億 | +US$3035萬 | +18% | 14.3% | 102% | 116 | 10.34% | 2 |
|
| 5855 |
5855
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$1.98億 | +US$1867萬 | +10% | 16.4% | 128% | 119 | 10.92% | 3.3 |
|
| 5856 |
5856
Darrow Company
Needham,
Massachusetts
| US$1.98億 | +US$1822萬 | +10% | 7.02% | 44.5% | 52 | 3.85% | 2.1 |
|
| 5857 |
5857
Immersion
Aventura,
Florida
| US$1.97億 | +US$3460萬 | +21% | 9.81% | – | 10 | 20% | 0.3 |
|
| 5858 |
IMC
5858
Inherent Management Corp
New York
| US$1.97億 | +US$3303萬 | +20% | 11.9% | – | 11 | 9.09% | 0.4 |
|
| 5859 |
5859
Sterneck Capital Management
Kansas City,
Missouri
| US$1.97億 | +US$1213萬 | +7% | 6.56% | 61.5% | 108 | 15.74% | 4.6 |
|
| 5860 |
5860
Core Wealth Partners
Santa Rosa,
California
| US$1.97億 | +US$2512萬 | +15% | 9.49% | 75.7% | 188 | 17.55% | 1.5 |
|
| 5861 |
5861
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.97億 | +US$2643萬 | +15% | 10.5% | 77.9% | 32 | 18.75% | 1.7 |
|
| 5862 |
PK
5862
Pflug Koory
Omaha,
Nebraska
| US$1.97億 | +US$1740萬 | +10% | 4.7% | – | 424 | 10.85% | 6 |
|
| 5863 |
5863
Kaizen Financial Strategies
Campbell,
California
| US$1.97億 | +US$2349萬 | +14% | 13.3% | 126% | 159 | 18.24% | 2 |
|
| 5864 |
5864
Catawba River Capital
Lake Wylie,
South Carolina
| US$1.97億 | +US$3232萬 | +20% | 15.9% | 65.1% | 21 | 23.81% | 2.7 |
|
| 5865 |
5865
Penney Financial
Houston,
Texas
| US$1.97億 | +US$4446萬 | +29% | 7.05% | 54.8% | 44 | 20.45% | 1.1 |
|
| 5866 |
5866
Galilei Investment Office
London,
United Kingdom
| US$1.97億 | +US$1203萬 | +7% | 9.21% | – | 29 | 13.79% | 0.4 |
|
| 5867 |
5867
Friday Financial
Dubuque,
Iowa
| US$1.97億 | +US$2944萬 | +18% | 8.81% | – | 86 | 17.44% | 0.4 |
|
| 5868 |
IF
5868
Integrity Financial
Cheyenne,
Wyoming
| US$1.97億 | +US$2010萬 | +11% | 9.58% | 75.8% | 298 | 7.72% | 2 |
|
| 5869 |
II
5869
Ironclad Investments
Maitland,
Florida
| US$1.96億 | +US$1868萬 | +11% | 10.5% | 78.4% | 3 | 0% | 1.5 |
|
| 5870 |
5870
Forte Asset Management
Bedford,
New York
| US$1.96億 | -US$227萬 | -1% | 7.64% | 57.7% | 72 | 16.67% | 1.9 |
|
| 5871 |
5871
EPIQ Partners
Minneapolis,
Minnesota
| US$1.96億 | +US$670萬 | +4% | 6.12% | 49.6% | 74 | 2.7% | 3.6 |
|
| 5872 |
5872
CHB Investment Group
New Hope,
Pennsylvania
| US$1.96億 | +US$798萬 | +4% | 3.87% | – | 88 | 37.5% | 0.6 |
|
| 5873 |
5873
Sitrin Capital Management
Century City,
California
| US$1.96億 | +US$1068萬 | +6% | 14.4% | 139% | 42 | 2.38% | 4.1 |
|
| 5874 |
5874
Atlantic Investment Management
New York
| US$1.96億 | +US$1699萬 | +9% | 6.46% | 28.8% | 12 | 33.33% | 0.8 |
|
| 5875 |
5875
Constitution Capital
Shelton,
Connecticut
| US$1.96億 | +US$1540萬 | +9% | 13.6% | 91.1% | 61 | 9.84% | 3.3 |
|