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全球頂尖投資人與避險基金的最新股票投資組合

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)
Provident Investment Management
1951
Provident Investment Management
Michigan
US$11.2億 +US$2344萬 +2% 6.35% 90.8% 83 16.87% 4.1
Galvin Gaustad & Stein
1952
Galvin Gaustad & Stein
Arizona
US$11.2億 +US$4731萬 +4% 6.39% 60.7% 192 8.85% 2.7
Tradition Wealth Management
1953
Tradition Wealth Management
Minnesota
US$11.2億 +US$8712萬 +8% 6.24% 69.6% 427 9.6% 2.7
Sax Wealth Advisors
1954
Sax Wealth Advisors
New Jersey
US$11.2億 +US$7174萬 +7% 5.64% 64.3% 315 21.9% 1.6
Arax Advisory Partners
1955
Arax Advisory Partners
Colorado
US$11.2億 +US$9421萬 +9% 6.62% 64.7% 2,679 7.65% 1.9
Bouchey Financial Group
1956
Bouchey Financial Group
New York
US$11.2億 +US$6600萬 +6% 5.07% 66.7% 159 10.69% 3.2
Cardiff Park Advisors
1957
Cardiff Park Advisors
California
US$11.2億 +US$7240萬 +7% 7.42% 99.7% 354 10.45% 2.1
Hardy Reed
1958
Hardy Reed
Mississippi
US$11.2億 +US$1.21億 +12% 6.21% 77.5% 252 13.1% 1.6
TCV Trust & Wealth Management
1959
TCV Trust & Wealth Management
Virginia
US$11.2億 +US$6752萬 +6% 7.87% 75.3% 211 11.85% 6.6
PDS Planning
1960
PDS Planning
Ohio
US$11.2億 +US$1.25億 +13% 6.72% 69.1% 447 12.3% 2.5
ARS Investment Partners
1961
ARS Investment Partners
New York
US$11.2億 +US$7007萬 +7% 7.41% 266% 182 17.03% 3.3
Seven Eight Capital
1962
Seven Eight Capital
New York
US$11.1億 +US$1.57億 +16% 9.65% 13.6% 994 64.39% 0.3
Helikon Investments
1963
Helikon Investments
United Kingdom
US$11.1億 +US$2977萬 +3% 13.5% 282% 22 31.82% 1.3
Stack Financial Management
1964
Stack Financial Management
Montana
US$11.1億 +US$3397萬 +3% 8.62% 70% 50 6% 4.8
Penobscot Investment Management
1965
Penobscot Investment Management
Massachusetts
US$11.1億 +US$7542萬 +7% 7.31% 114% 316 5.06% 5.4
AltraVue Capital
1966
AltraVue Capital
Washington
US$11.1億 +US$1.05億 +10% 17.2% 221% 28 3.57% 3.6
Narwhal Capital Management
1967
Narwhal Capital Management
Georgia
US$11.1億 +US$5452萬 +5% 5.56% 109% 167 7.78% 5.6
Condor Capital Management
1968
Condor Capital Management
New Jersey
US$11.1億 +US$6561萬 +6% 5.76% 64.8% 208 17.31% 4.9
SlateStone Wealth
1969
SlateStone Wealth
Florida
US$11.1億 +US$1.88億 +20% 6.99% 79.1% 309 11.33% 2.5
Marathon Trading Investment Management
1970
Marathon Trading Investment Management
Pennsylvania
US$11.1億 -US$2.13億 -16% 3.6% 143% 359 42.9% 1.3
Melqart Asset Management
1971
Melqart Asset Management
United Kingdom
US$11.1億 -US$1.29億 -10% 2.37% 250% 68 45.59% 0.6
RKL Wealth Management
1972
RKL Wealth Management
Pennsylvania
US$11.1億 +US$6763萬 +7% 5.96% 76.8% 165 14.55% 5
Gillson Capital
1973
Gillson Capital
Illinois
US$11億 +US$6363萬 +6% 16.6% 84.9% 92 69.57% 0.3
Boussard & Gavaudan Investment Management
1974
Boussard & Gavaudan Investment Management
United Kingdom
US$11億 +US$4.72億 +75% 1.49% 25.8% 114 67.54% 0.3
Lyell Wealth Management
1975
Lyell Wealth Management
California
US$11億 +US$5243萬 +5% 5.53% 144% 208 4.81% 3.9