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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Panoramic Investment Advisors
Denver,
Colorado
| US$1.45億 | – | – | 5.28% | – | 118 | – | 1.3 |
|
| 6352 |
6352
Taylor Financial Group
Roanoke,
Virginia
| US$1.45億 | +US$1456萬 | +11% | 9.33% | 79% | 100 | 10% | 0.7 |
|
| 6353 |
6353
Lantern Wealth Advisors
Melville,
New York
| US$1.44億 | +US$642萬 | +5% | 7.05% | – | 135 | 9.63% | 0.7 |
|
| 6354 |
6354
Cladis Investment Advisory
Billings,
Montana
| US$1.44億 | +US$645萬 | +5% | 7.69% | 145% | 146 | 14.38% | 2 |
|
| 6355 |
6355
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$1.44億 | +US$1644萬 | +13% | 6.98% | 101% | 108 | 13.89% | 2.2 |
|
| 6356 |
6356
Allen Wealth Management
Boone,
North Carolina
| US$1.44億 | +US$3187萬 | +28% | 6.33% | 60.3% | 62 | 11.29% | 0.7 |
|
| 6357 |
6357
Bain Capital Public Equity
Boston,
Massachusetts
| US$1.44億 | +US$3924萬 | +37% | 13.1% | 169% | 44 | 43.18% | 0.6 |
|
| 6358 |
6358
Pelion Inc
Salt Lake City,
Utah
| US$1.44億 | +US$2251萬 | +19% | 22.8% | 16.9% | 4 | 0% | 2.8 |
|
| 6359 |
MKW
6359
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$1.44億 | +US$1507萬 | +12% | 9.12% | – | 56 | 5.36% | 0.2 |
|
| 6360 |
6360
General Equity Holdings
Brooklyn,
New York
| US$1.44億 | -US$1977萬 | -12% | 30.1% | 775% | 7 | 42.86% | 1.6 |
|
| 6361 |
6361
Foresite Capital Management V
Larkspur,
California
| US$1.44億 | -US$1272萬 | -8% | 5.98% | 401% | 5 | 0% | 1.7 |
|
| 6362 |
6362
Clarity Asset Management
Ames,
Iowa
| US$1.44億 | +US$304萬 | +2% | 5.12% | 51.8% | 211 | 14.22% | 0.7 |
|
| 6363 |
6363
First Bancorp
Damariscotta,
Maine
| US$1.44億 | +US$850萬 | +6% | 6.65% | 80.3% | 125 | 10.4% | 2.7 |
|
| 6364 |
6364
Objectivity Squared
Charleston,
South Carolina
| US$1.44億 | +US$1297萬 | +10% | 5.33% | 75.6% | 51 | 7.84% | 0.7 |
|
| 6365 |
6365
Apis Capital Advisors
New York
| US$1.44億 | +US$821萬 | +6% | 18.1% | 1,493% | 43 | 39.53% | 0.9 |
|
| 6366 |
6366
Certus Wealth Management
Redwood City,
California
| US$1.44億 | +US$1201萬 | +9% | 5.62% | – | 56 | 16.07% | 1 |
|
| 6367 |
6367
26North Partners
New York
| US$1.44億 | +US$750萬 | +6% | 5.41% | 77.8% | 1 | 0% | 1.8 |
|
| 6368 |
6368
Michael S. Ryan Inc
Latham,
New York
| US$1.44億 | +US$1158萬 | +9% | 6.51% | 63.3% | 49 | 16.33% | 1 |
|
| 6369 |
6369
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| US$1.43億 | +US$895萬 | +7% | 6.27% | 64.5% | 123 | 18.7% | 1 |
|
| 6370 |
6370
Napatree Capital
Westerly,
Rhode Island
| US$1.43億 | +US$2001萬 | +16% | 7.22% | – | 167 | 23.35% | 0.5 |
|
| 6371 |
6371
Sippican Capital Advisors
Boston,
Massachusetts
| US$1.43億 | +US$1699萬 | +13% | 13% | 81.1% | 121 | 13.22% | 5.1 |
|
| 6372 |
AMAL
6372
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.43億 | +US$1228萬 | +9% | 10.9% | 125% | 17 | 5.88% | 4.7 |
|
| 6373 |
6373
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$1.43億 | +US$1323萬 | +10% | 6.21% | 74.2% | 189 | 29.1% | 0.6 |
|
| 6374 |
6374
Empirical Capital Management
Hendersonville,
Tennessee
| US$1.43億 | +US$289萬 | +2% | 7.31% | 205% | 24 | 54.17% | 2.4 |
|
| 6375 |
6375
Financial Symmetry
Raleigh,
North Carolina
| US$1.43億 | +US$1454萬 | +11% | 6.41% | 68.4% | 46 | 10.87% | 0.6 |
|