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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Wynnefield Capital
New York
| US$1.66億 | -US$315萬 | -2% | 5.72% | 52.1% | 16 | 6.25% | 5.6 |
|
| 6552 |
6552
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.66億 | +US$1111萬 | +7% | 9.68% | 85.5% | 33 | 3.03% | 5.1 |
|
| 6553 |
BIO
6553
Blue Investment Opportunities
Miami Beach,
Florida
| US$1.66億 | -US$2164萬 | -12% | 11.5% | – | 1 | 0% | 0.5 |
|
| 6554 |
6554
Redpoint Management
Woodside,
California
| US$1.66億 | -US$338萬 | -2% | 1.45% | 20.6% | 5 | 0% | 2.9 |
|
| 6555 |
6555
Thor Investment Management
Cincinnati,
Ohio
| US$1.66億 | +US$1875萬 | +13% | 21.3% | 122% | 48 | 10.42% | 1.4 |
|
| 6556 |
6556
Warburton Capital Management
Tulsa,
Oklahoma
| US$1.66億 | -US$260萬 | -2% | 8.47% | – | 63 | 7.94% | 0.6 |
|
| 6557 |
6557
Tevis Investment Management
Plano,
Texas
| US$1.66億 | +US$998萬 | +6% | 7.23% | 58.7% | 109 | 7.34% | 2.3 |
|
| 6558 |
6558
NVP Associates
Menlo Park,
California
| US$1.66億 | -US$1810萬 | -10% | 51.5% | 953% | 7 | 28.57% | 1.6 |
|
| 6559 |
6559
Andrews Lucia Wealth Management
Danville,
California
| US$1.66億 | +US$1206萬 | +8% | 7.17% | 64% | 32 | 12.5% | 2.6 |
|
| 6560 |
6560
Avory & Company
Miami,
Florida
| US$1.66億 | +US$199萬 | +1% | 2.42% | 74.9% | 35 | 17.14% | 2.1 |
|
| 6561 |
6561
Ariston Services Group
San Diego,
California
| US$1.66億 | +US$2530萬 | +18% | 12.6% | 71.7% | 75 | 10.67% | 1.3 |
|
| 6562 |
6562
Keynote Financial Services
Vernon,
Connecticut
| US$1.66億 | +US$1707萬 | +11% | 10.8% | – | 166 | 4.22% | 1.3 |
|
| 6563 |
6563
Tabor Asset Management
New York
| US$1.66億 | +US$1928萬 | +13% | 18.2% | 214% | 55 | 54.55% | 1 |
|
| 6564 |
6564
Turning Point Benefit Group
Frederick,
Maryland
| US$1.66億 | +US$3371萬 | +26% | 7.21% | – | 758 | 89.71% | 0.1 |
|
| 6565 |
6565
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$1.66億 | +US$1240萬 | +8% | 7.01% | 76.3% | 79 | 13.92% | 2.1 |
|
| 6566 |
6566
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$1.66億 | +US$1699萬 | +11% | 8.02% | 88.8% | 6 | 0% | 3.3 |
|
| 6567 |
6567
Martin Capital Advisors
San Antonio,
Texas
| US$1.66億 | +US$1194萬 | +8% | 10.1% | 140% | 74 | 5.41% | 2.9 |
|
| 6568 |
6568
Two West Capital Advisors
Overland Park,
Kansas
| US$1.66億 | +US$1295萬 | +8% | 5.74% | – | 99 | 10.1% | 0.9 |
|
| 6569 |
6569
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.66億 | +US$1557萬 | +10% | 11.8% | 134% | 138 | 18.12% | 2.5 |
|
| 6570 |
KCM
6570
KRS Capital Management
Bloomfield,
Michigan
| US$1.66億 | +US$1600萬 | +11% | 11.9% | 272% | 118 | 13.56% | 2.6 |
|
| 6571 |
6571
Carter Financial Group
Barrington,
Illinois
| US$1.66億 | +US$1264萬 | +8% | 10.1% | – | 135 | 28.89% | 1.2 |
|
| 6572 |
6572
Tacita Capital
Toronto,
Ontario, Canada
| US$1.65億 | +US$992萬 | +6% | 7.9% | 72.3% | 224 | 8.93% | 3.4 |
|
| 6573 |
6573
Lakewood Asset Management
Naperville,
Illinois
| US$1.65億 | +US$1569萬 | +10% | 7.2% | 69.3% | 105 | 4.76% | 2.3 |
|
| 6574 |
6574
Guerra Pan Advisors
Montclair,
New Jersey
| US$1.65億 | +US$1367萬 | +9% | 11.1% | 149% | 118 | 8.47% | 2.6 |
|
| 6575 |
6575
Ameraudi Asset Management
New York
| US$1.65億 | -US$2540萬 | -13% | 5.73% | 51.5% | 57 | 17.54% | 3 |
|