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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Penn Capital Management
Philadelphia,
Pennsylvania
| US$9.8億 | -US$5264萬 | -5% | 3.95% | 170% | 164 | 20.73% | 1.9 |
|
| 1802 |
1802
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$9.8億 | -US$2715萬 | -3% | 1.26% | 78.9% | 277 | 2.89% | 4.4 |
|
| 1803 |
1803
Procyon Advisors
Shelton,
Connecticut
| US$9.8億 | +US$1.8億 | +23% | 2.71% | 92.3% | 501 | 15.17% | 1.8 |
|
| 1804 |
1804
Willis Johnson & Associates
Houston,
Texas
| US$9.8億 | +US$3723萬 | +4% | 3.51% | 55.9% | 143 | 19.58% | 1.6 |
|
| 1805 |
CG
1805
Cutler Group
San Francisco,
California
| US$9.7億 | +US$2.55億 | +35% | 3.51% | 57.7% | 4,549 | 34.4% | 2 |
|
| 1806 |
1806
Washington Trust Advisors
Wellesley,
Massachusetts
| US$9.7億 | -US$5683萬 | -6% | 3.51% | 106% | 694 | 7.93% | 1.6 |
|
| 1807 |
1807
Himension Capital (Singapore)
Singapore
| US$9.7億 | -US$1.23億 | -11% | 1.35% | 492% | 94 | 89.36% | 0.2 |
|
| 1808 |
1808
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$9.7億 | -US$8302萬 | -8% | 1.23% | 173% | 238 | 11.34% | 4.6 |
|
| 1809 |
1809
SFMG Wealth Advisors
Plano,
Texas
| US$9.7億 | +US$110萬 | +0.1% | 3.4% | 76.1% | 278 | 15.47% | 3.5 |
|
| 1810 |
1810
Summit Securities Group
New York
| US$9.7億 | +US$2.05億 | +27% | 0.29% | 149% | 1,121 | 70.03% | 0.8 |
|
| 1811 |
1811
Sandler Capital Management
New York
| US$9.7億 | -US$2.44億 | -20% | 1.65% | 325% | 134 | 47.76% | 0.7 |
|
| 1812 |
1812
Main Street Research
Lakeville,
Connecticut
| US$9.7億 | +US$3.43億 | +55% | 1.67% | 232% | 101 | 17.82% | 4.8 |
|
| 1813 |
1813
Litman Gregory Wealth Management
Larkspur,
California
| US$9.7億 | +US$1.68億 | +21% | 3.37% | 55.5% | 127 | 39.37% | 0.5 |
|
| 1814 |
1814
Concentric Capital Strategies
Stamford,
Connecticut
| US$9.7億 | +US$4.71億 | +95% | 1.77% | 165% | 275 | 73.09% | 0.2 |
|
| 1815 |
1815
Ensemble Capital Management
San Francisco,
California
| US$9.7億 | -US$6746萬 | -7% | 4.52% | 36.2% | 25 | 0% | 5.5 |
|
| 1816 |
1816
Ion Asset Management
Herzliya,
Israel
| US$9.7億 | +US$1.11億 | +13% | 19.1% | 125% | 44 | 34.09% | 1.2 |
|
| 1817 |
1817
Elm Partners Management
Philadelphia,
Pennsylvania
| US$9.7億 | -US$2585萬 | -3% | 3.31% | 46.9% | 47 | 12.77% | 3 |
|
| 1818 |
1818
Executive Wealth Management
Brighton,
Michigan
| US$9.7億 | -US$42.5萬 | -0% | 4.03% | 18.4% | 213 | 13.15% | 2.7 |
|
| 1819 |
1819
Belpointe Asset Management
Reno,
Nevada
| US$9.7億 | +US$2024萬 | +2% | 2.9% | 80.1% | 726 | 26.17% | 3 |
|
| 1820 |
1820
Clear Harbor Asset Management
Stamford,
Connecticut
| US$9.7億 | -US$5574萬 | -5% | 2.83% | 106% | 384 | 15.63% | 3.7 |
|
| 1821 |
1821
Zazove Associates
Incline Village,
Nevada
| US$9.6億 | -US$1.33億 | -12% | 0.29% | 11% | 157 | 14.01% | 1.5 |
|
| 1822 |
1822
QV Investors
Calgary,
Alberta, Canada
| US$9.6億 | -US$1.45億 | -13% | 2.45% | 68.3% | 70 | 8.57% | 3.6 |
|
| 1823 |
1823
Adell Harriman & Carpenter
Houston,
Texas
| US$9.6億 | -US$2028萬 | -2% | 0.83% | 191% | 165 | 3.03% | 5.5 |
|
| 1824 |
1824
Parcion Private Wealth
Bellevue,
Washington
| US$9.6億 | -US$2703萬 | -3% | 3.73% | 114% | 194 | 12.37% | 2.5 |
|
| 1825 |
1825
Kensington Asset Management
Austin,
Texas
| US$9.6億 | -US$5.56億 | -37% | 3.27% | 38.1% | 16 | 75% | 0.3 |
|