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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
GM Advisory Group
Melville,
New York
| US$12.2億 | +US$1580萬 | +1% | 2.82% | 53.6% | 200 | 7.5% | 3 |
|
| 1552 |
1552
SSI Investment Management
Los Angeles,
California
| US$12.2億 | -US$2.03億 | -14% | 0.64% | 16.4% | 247 | 6.07% | 2.8 |
|
| 1553 |
BFO
1553
Boston Family Office
Boston,
Massachusetts
| US$12.2億 | -US$8466萬 | -6% | 4.64% | 53.4% | 265 | 6.42% | 7 |
|
| 1554 |
1554
McAdam LLC
Philadelphia,
Pennsylvania
| US$12.2億 | +US$807萬 | +0.7% | 3.81% | 65.4% | 273 | 8.06% | 2.6 |
|
| 1555 |
1555
Foster & Motley
Cincinnati,
Ohio
| US$12.2億 | -US$7128萬 | -6% | 2.8% | 68.8% | 399 | 14.29% | 4.3 |
|
| 1556 |
SCI
1556
S&CO Inc
Boston,
Massachusetts
| US$12.2億 | -US$2340萬 | -2% | 1.46% | 80% | 189 | 5.82% | 6.4 |
|
| 1557 |
1557
Baystate Wealth Management
Boston,
Massachusetts
| US$12.1億 | -US$442萬 | -0.4% | 3.73% | 14.6% | 1,110 | 12.97% | 3.7 |
|
| 1558 |
1558
Winton Group
London,
United Kingdom
| US$12.1億 | +US$1874萬 | +2% | 0.11% | 128% | 971 | 45.42% | 1.2 |
|
| 1559 |
1559
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$12.1億 | -US$4.73億 | -28% | 18.9% | 151% | 147 | 35.37% | 1.9 |
|
| 1560 |
1560
Equitable Trust
Nashville,
Tennessee
| US$12.1億 | -US$9789萬 | -7% | 3.9% | 109% | 423 | 10.87% | 3 |
|
| 1561 |
1561
Stadion Money Management
Watkinsville,
Georgia
| US$12.1億 | -US$3.31億 | -21% | 3.54% | 55.3% | 32 | 56.25% | 2 |
|
| 1562 |
1562
BC Partners Advisors
New York
| US$12.1億 | -US$126億 | -91% | 17.9% | 25.6% | 5 | 20% | 2.4 |
|
| 1563 |
1563
Value Partners Investments
Winnipeg,
Manitoba, Canada
| US$12.1億 | -US$3725萬 | -3% | 4.81% | 50.7% | 74 | 8.11% | 2.3 |
|
| 1564 |
1564
Courier Capital
Buffalo,
New York
| US$12.1億 | -US$6358萬 | -5% | 3.31% | 70.8% | 372 | 11.56% | 5.5 |
|
| 1565 |
1565
FDx Advisors
Chicago,
Illinois
| US$12億 | -US$6.18億 | -34% | 3.01% | 71.6% | 801 | 29.34% | 4.2 |
|
| 1566 |
1566
Comerica Securities
Detroit,
Michigan
| US$12億 | -US$2.38億 | -16% | 3.18% | 25.6% | 487 | 11.09% | 4.4 |
|
| 1567 |
ACM
1567
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$12億 | -US$7246萬 | -6% | 4.48% | 70.7% | 11 | 27.27% | 4.1 |
|
| 1568 |
1568
Flagship Harbor Advisors
Boston,
Massachusetts
| US$12億 | -US$829萬 | -0.7% | 3.34% | 75.7% | 658 | 13.37% | 3.9 |
|
| 1569 |
SFG
1569
Sather Financial Group
Victoria,
Texas
| US$12億 | -US$4725萬 | -4% | 0.84% | 82.3% | 97 | 12.37% | 3.2 |
|
| 1570 |
1570
Oak Associates
Akron,
Ohio
| US$12億 | -US$4884萬 | -4% | 0.21% | 152% | 136 | 5.88% | 5.6 |
|
| 1571 |
1571
Marathon Trading Investment Management
Radnor,
Pennsylvania
| US$12億 | +US$1023萬 | +0.9% | 7.26% | 143% | 366 | 37.43% | 1 |
|
| 1572 |
1572
SpiderRock Advisors
Wilimington,
Delaware
| US$12億 | -US$7691萬 | -6% | – | – | 178 | 0% | 2.4 |
|
| 1573 |
1573
Valley Wealth Managers
Paramus,
New Jersey
| US$12億 | +US$8633萬 | +8% | 2.3% | 118% | 391 | 18.93% | 2.7 |
|
| 1574 |
1574
Wolf Hill Capital Management
Greenwich,
Connecticut
| US$12億 | -US$1.87億 | -13% | 0.59% | 384% | 32 | 46.88% | 0.6 |
|
| 1575 |
1575
Community Trust & Investment
Versailles,
Kentucky
| US$12億 | -US$5060萬 | -4% | 3.56% | 123% | 119 | 10.92% | 3.5 |
|