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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Phillips Financial Management
Fort Wayne,
Indiana
| US$5.25億 | +US$5650萬 | +12% | 9.36% | 45.6% | 81 | 8.64% | 4 |
|
| 2102 |
2102
NewSquare Capital
Newtown Square,
Pennsylvania
| US$5.24億 | +US$5107萬 | +11% | 10.9% | 82.5% | 362 | 16.3% | 2.5 |
|
| 2103 |
2103
Equitec Specialists
Chicago,
Illinois
| US$5.24億 | +US$1.64億 | +46% | 17.6% | 65.4% | 121 | 55.37% | 0.4 |
|
| 2104 |
2104
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$5.24億 | +US$1.37億 | +35% | 14.9% | 81% | 37 | 8.11% | 2.3 |
|
| 2105 |
2105
Richard C. Young & Co
Newport,
Rhode Island
| US$5.24億 | +US$5542萬 | +12% | 10% | 152% | 76 | 18.42% | 2.8 |
|
| 2106 |
2106
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$5.23億 | +US$2711萬 | +5% | 11% | 75.1% | 59 | 0% | 3.7 |
|
| 2107 |
2107
EnCap Energy Capital Fund IX
Houston,
Texas
| US$5.23億 | +US$1.35億 | +35% | 25.2% | 69.2% | 3 | 0% | 1.6 |
|
| 2108 |
SC
2108
Selz Capital
New York
| US$5.23億 | +US$1.84億 | +54% | 16.9% | 10.2% | 80 | 52.5% | 1.4 |
|
| 2109 |
2109
Thompson Investment Management
Madison,
Wisconsin
| US$5.23億 | +US$9658萬 | +23% | 15.1% | 100% | 184 | 8.7% | 3.8 |
|
| 2110 |
2110
IFG Advisory
Atlanta,
Georgia
| US$5.23億 | +US$9845萬 | +23% | 12.3% | 76.3% | 351 | 16.52% | 1 |
|
| 2111 |
2111
Investure LLC
Charlottesville,
Virginia
| US$5.22億 | +US$2888萬 | +6% | 18.4% | 65.9% | 18 | 22.22% | 2.1 |
|
| 2112 |
2112
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$5.22億 | +US$4854萬 | +10% | 12.6% | – | 321 | 14.95% | 3.1 |
|
| 2113 |
2113
Freshford Capital Management
Rye Brook,
New York
| US$5.22億 | +US$3262萬 | +7% | 11.8% | 97.3% | 23 | 39.13% | 1 |
|
| 2114 |
2114
Ardsley Advisory Partners
Stamford,
Connecticut
| US$5.21億 | +US$1.23億 | +31% | 19.6% | 555% | 160 | 53.75% | 0.7 |
|
| 2115 |
BCM
2115
Bayesian Capital Management
Brooklyn,
New York
| US$5.21億 | +US$3261萬 | +7% | 24% | 107% | 876 | 72.26% | 0.2 |
|
| 2116 |
2116
BTR Capital Management
Oakland,
California
| US$5.2億 | +US$4545萬 | +10% | 12.7% | 35% | 172 | 11.05% | 3.8 |
|
| 2117 |
2117
Granite Investment Advisors
Concord,
New Hampshire
| US$5.2億 | +US$4385萬 | +9% | 12.3% | 55.6% | 164 | 13.41% | 3 |
|
| 2118 |
2118
Cobiz Wealth
Denver,
Colorado
| US$5.19億 | +US$6380萬 | +14% | 14.3% | 54% | 129 | 10.08% | 4.2 |
|
| 2119 |
2119
CWA Asset Management Group
Naples,
Florida
| US$5.18億 | +US$8912萬 | +21% | 14.3% | – | 235 | 20.43% | 1.6 |
|
| 2120 |
2120
Kerrisdale Advisers
Miami,
Florida
| US$5.18億 | +US$3.57億 | +221% | 28.2% | 78.8% | 45 | 77.78% | 0.3 |
|
| 2121 |
2121
Decatur Capital Management
Decatur,
Georgia
| US$5.17億 | +US$7304萬 | +16% | 16% | 155% | 64 | 29.69% | 1.5 |
|
| 2122 |
2122
Adams Street Partners
Chicago,
Illinois
| US$5.17億 | +US$3956萬 | +8% | 26.6% | 399% | 20 | 45% | 0.9 |
|
| 2123 |
2123
Kays Financial Advisory
Atlanta,
Georgia
| US$5.16億 | +US$7577萬 | +17% | 10.3% | 23.3% | 138 | 38.41% | 1.7 |
|
| 2124 |
2124
Petrus Trust Company
Dallas,
Texas
| US$5.16億 | +US$5997萬 | +13% | 14.9% | 36.9% | 349 | 61.89% | 0.8 |
|
| 2125 |
2125
Shepherd Financial Partners
Winchester,
Massachusetts
| US$5.16億 | +US$5636萬 | +12% | 12.8% | 88.4% | 131 | 11.45% | 1.6 |
|