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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
Richard Young Associates
Augusta,
Georgia
| US$1.5億 | +US$1876萬 | +14% | 13.2% | – | 31 | 25.81% | 0.4 |
|
| 7477 |
7477
Leibman Financial Services
Louisville,
Nebraska
| US$1.5億 | +US$1424萬 | +10% | 10.7% | 59.2% | 53 | 20.75% | 1.5 |
|
| 7478 |
7478
Quattro Advisors
Pittsburgh,
Pennsylvania
| US$1.5億 | +US$3489萬 | +30% | 24.1% | – | 60 | 18.33% | 0.4 |
|
| 7479 |
7479
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$1.5億 | +US$1505萬 | +11% | 19.5% | – | 88 | 36.36% | 1.2 |
|
| 7480 |
7480
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$1.5億 | -US$642萬 | -4% | 12.6% | – | 60 | 11.67% | 3.9 |
|
| 7481 |
PIP
7481
PB Investment Partners
Burlingame,
California
| US$1.5億 | +US$2317萬 | +18% | 15.7% | 81.1% | 10 | 10% | 2.6 |
|
| 7482 |
7482
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$1.5億 | +US$3220萬 | +27% | 45.2% | 740% | 2 | 0% | 4.5 |
|
| 7483 |
NMCM
7483
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$1.5億 | +US$1975萬 | +15% | 15.4% | – | 46 | 8.7% | 1.1 |
|
| 7484 |
7484
Bridger Management
New York
| US$1.5億 | +US$2211萬 | +17% | 21.8% | 103% | 29 | 34.48% | 2.1 |
|
| 7485 |
7485
Kennondale Capital Management
Richmond,
Virginia
| US$1.5億 | +US$1135萬 | +8% | 12.1% | – | 80 | 2.5% | 1.3 |
|
| 7486 |
7486
Turn8 Private Wealth
Pointe Claire,
| US$1.5億 | -US$1017萬 | -6% | 10.5% | – | 61 | 27.87% | 0.9 |
|
| 7487 |
7487
PW Advisors
Tallahassee,
Florida
| US$1.5億 | +US$1634萬 | +12% | 9.08% | – | 37 | 8.11% | 0.4 |
|
| 7488 |
7488
Sankala Group
Lyons,
Colorado
| US$1.5億 | +US$2736萬 | +22% | 8.8% | – | 655 | 18.93% | 0.4 |
|
| 7489 |
7489
Sovereign's Capital Management
Atlanta,
Georgia
| US$1.5億 | +US$1395萬 | +10% | 17.5% | – | 76 | 7.89% | 1.3 |
|
| 7490 |
7490
PlanVest Financial
Gaithersburg,
Maryland
| US$1.5億 | +US$1818萬 | +14% | 13.2% | – | 606 | 8.75% | 0.2 |
|
| 7491 |
SHFC
7491
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| US$1.5億 | +US$2183萬 | +17% | 8.91% | – | 63 | 22.22% | 0.4 |
|
| 7492 |
AIM
7492
Axiom Investment Management
New York
| US$1.5億 | +US$1818萬 | +14% | 25.1% | – | 541 | 31.05% | 0.7 |
|
| 7493 |
7493
Phillip James Consulting
Plymouth,
Minnesota
| US$1.5億 | +US$1778萬 | +13% | 11.3% | – | 476 | 52.52% | 0.2 |
|
| 7494 |
7494
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$1.5億 | +US$1032萬 | +7% | 12.3% | – | 31 | 6.45% | 1.8 |
|
| 7495 |
CFG
7495
Compass Financial Group
Dublin,
Ohio
| US$1.5億 | +US$1293萬 | +9% | 10.5% | – | 48 | 6.25% | 0.5 |
|
| 7496 |
7496
LTG Capital
Newton,
Massachusetts
| US$1.5億 | +US$1864萬 | +14% | 14.1% | 59% | 24 | 4.17% | 4.2 |
|
| 7497 |
7497
EJF Capital
Arlington,
Virginia
| US$1.5億 | +US$759萬 | +5% | 15.3% | 127% | 74 | 9.46% | 2.4 |
|
| 7498 |
7498
South Shore Capital Advisors
Cohasset,
Massachusetts
| US$1.49億 | +US$1263萬 | +9% | 20.1% | – | 172 | 29.65% | 1.5 |
|
| 7499 |
7499
Platt Investment Counsel
Lake Mary,
Florida
| US$1.49億 | +US$1937萬 | +15% | 14.7% | 62.9% | 14 | 7.14% | 2.7 |
|
| 7500 |
7500
Blodgett Wealth Advisors
Concord,
California
| US$1.49億 | +US$2306萬 | +18% | 20.1% | 150% | 74 | 16.22% | 2.9 |
|