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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Edgar Lomax Company
Kingstowne,
Virginia
| US$15.4億 | -US$7439萬 | -5% | 1.89% | 66.2% | 65 | 3.08% | 4.6 |
|
| 1502 |
1502
Efficient Advisors
Mason,
Ohio
| US$15.4億 | -US$1730萬 | -1% | 0.58% | 30.6% | 68 | 2.94% | 6.3 |
|
| 1503 |
1503
Basswood Capital Management
New York
| US$15.4億 | -US$1.74億 | -10% | 2.11% | 111% | 103 | 17.48% | 4.9 |
|
| 1504 |
1504
HG Vora Capital Management
New York
| US$15.4億 | -US$2.05億 | -12% | 3.87% | 42.6% | 13 | 23.08% | 2.5 |
|
| 1505 |
1505
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| US$15.3億 | – | – | 0.98% | – | 9 | – | 0 |
|
| 1506 |
1506
Regal Investment Advisors
Kentwood,
Michigan
| US$15.3億 | +US$6995萬 | +5% | 1.8% | 64.7% | 618 | 13.59% | 2.3 |
|
| 1507 |
1507
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$15.3億 | +US$1.51億 | +11% | 2.62% | 149% | 424 | 18.63% | 2 |
|
| 1508 |
1508
Visionary Wealth Advisors
O'fallon,
Illinois
| US$15.3億 | +US$4821萬 | +3% | 1.85% | 75.4% | 520 | 10.19% | 2.4 |
|
| 1509 |
1509
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$15.3億 | +US$4023萬 | +3% | 7.09% | 142% | 251 | 12.35% | 4.7 |
|
| 1510 |
LLL
1510
Lynrock Lake LP
Rye Brook,
New York
| US$15.3億 | -US$3.43億 | -18% | 2.86% | 21.2% | 28 | 10.71% | 2.1 |
|
| 1511 |
1511
BSN Capital Partners
London,
United Kingdom
| US$15.3億 | +US$1.78億 | +13% | 12% | 183% | 8 | 50% | 0.4 |
|
| 1512 |
1512
Pine Valley Investments
Marlton,
New Jersey
| US$15.3億 | +US$3794萬 | +3% | 3.58% | 103% | 525 | 11.62% | 0.9 |
|
| 1513 |
1513
E.S. Barr & Co
Lexington,
Kentucky
| US$15.2億 | -US$1025萬 | -0.7% | 2.33% | 72.1% | 95 | 7.37% | 6.8 |
|
| 1514 |
1514
First National Bank of Omaha
Omaha,
Nebraska
| US$15.2億 | +US$5614萬 | +4% | 1.97% | 70.9% | 336 | 16.67% | 6 |
|
| 1515 |
SHIM
1515
Spruce House Investment Management
New York
| US$15.2億 | +US$1.28億 | +9% | 19.9% | 863% | 11 | 9.09% | 3.8 |
|
| 1516 |
1516
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$15.2億 | +US$2280萬 | +2% | 1.96% | 83.5% | 78 | 5.13% | 7.2 |
|
| 1517 |
1517
MUFG Securities (Canada)
New York
| US$15.2億 | +US$7.26億 | +92% | 4.89% | – | 42 | 0% | 0.5 |
|
| 1518 |
1518
Main Street Research
Lakeville,
Connecticut
| US$15.2億 | +US$4522萬 | +3% | 7.93% | 232% | 112 | 12.5% | 4.5 |
|
| 1519 |
1519
Oxford Financial Group
Carmel,
Indiana
| US$15.2億 | +US$7515萬 | +5% | 4.12% | 77.2% | 336 | 23.21% | 2.6 |
|
| 1520 |
1520
Capstone Financial Advisors
Downers Grove,
Illinois
| US$15.1億 | +US$2657萬 | +2% | 1.09% | 54.5% | 162 | 9.26% | 4 |
|
| 1521 |
1521
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$15.1億 | +US$1354萬 | +0.9% | 2.69% | 85% | 265 | 3.77% | 6.5 |
|
| 1522 |
1522
Motley Fool Asset Management
Alexandria,
Virginia
| US$15.1億 | -US$3739萬 | -2% | 4.74% | 135% | 225 | 10.67% | 2.7 |
|
| 1523 |
1523
Oak Associates
Akron,
Ohio
| US$15.1億 | +US$6487萬 | +4% | 7.21% | 152% | 135 | 2.22% | 5.8 |
|
| 1524 |
1524
EverSource Wealth Advisors
Birmingham,
Alabama
| US$15.1億 | +US$2.34億 | +18% | 1.85% | 98.1% | 3,190 | 12.92% | 1.5 |
|
| 1525 |
1525
First Interstate Bank
Billings,
Montana
| US$15.1億 | +US$6183萬 | +4% | 0.76% | 49.7% | 177 | 8.47% | 4.8 |
|