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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
TA Associates
Boston,
Massachusetts
| US$7.17億 | -US$2.89億 | -29% | 27.3% | – | 2 | 0% | 1.4 |
|
| 2102 |
2102
Cardiff Park Advisors
Carlsbad,
California
| US$7.16億 | +US$7699萬 | +12% | 8.31% | 99.7% | 335 | 12.84% | 0.9 |
|
| 2103 |
2103
Litman Gregory Wealth Management
Larkspur,
California
| US$7.16億 | +US$9054萬 | +14% | 6.54% | 55.5% | 82 | 9.76% | 3.3 |
|
| 2104 |
2104
Estate Counselors
Thiensville,
Wisconsin
| US$7.15億 | +US$6873萬 | +11% | 6.08% | 60% | 195 | 40.51% | 2.1 |
|
| 2105 |
2105
James Investment Research
Alpha,
Ohio
| US$7.15億 | +US$1411萬 | +2% | 9.37% | 110% | 618 | 19.74% | 3.3 |
|
| 2106 |
2106
Alta Park Capital
San Francisco,
California
| US$7.14億 | +US$2.19億 | +44% | 3.28% | 1,071% | 30 | 40% | 0.9 |
|
| 2107 |
2107
AltraVue Capital
Bellevue,
Washington
| US$7.14億 | +US$4550萬 | +7% | 8.42% | 221% | 32 | 9.38% | 2.9 |
|
| 2108 |
2108
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$7.14億 | -US$8232萬 | -10% | 6.44% | 34% | 106 | 28.3% | 5.7 |
|
| 2109 |
2109
United Bank (Virginia)
Vienna,
Virginia
| US$7.14億 | +US$6388萬 | +10% | 10.6% | 76.1% | 170 | 12.94% | 3.8 |
|
| 2110 |
2110
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$7.13億 | +US$7600萬 | +12% | 13.3% | 113% | 33 | 6.06% | 4.6 |
|
| 2111 |
2111
Curi Wealth Management
Raleigh,
North Carolina
| US$7.13億 | +US$1.09億 | +18% | 7.84% | 16.2% | 212 | 25.47% | 1.1 |
|
| 2112 |
KC
2112
KCL Capital
New York
| US$7.13億 | +US$2.75億 | +63% | 7.15% | 106% | 47 | 61.7% | 0.4 |
|
| 2113 |
2113
L. Roy Papp & Associates
Phoenix,
Arizona
| US$7.13億 | +US$5127萬 | +8% | 10.7% | 80.1% | 170 | 7.06% | 5.9 |
|
| 2114 |
2114
Cozad Asset Management
Champaign,
Illinois
| US$7.12億 | +US$9514萬 | +15% | 10.1% | 132% | 386 | 13.73% | 2.5 |
|
| 2115 |
2115
Hackensack Meridian Health
Edison,
New Jersey
| US$7.11億 | -US$2070萬 | -3% | 9.76% | 53.4% | 13 | 53.85% | 0.8 |
|
| 2116 |
2116
Jay A. Fishman Ltd
Troy,
Michigan
| US$7.11億 | +US$1954萬 | +3% | 5.77% | 119% | 97 | 8.25% | 5.3 |
|
| 2117 |
2117
Traynor Capital Management
Malvern,
Pennsylvania
| US$7.09億 | +US$1.49億 | +27% | 6.74% | 244% | 232 | 26.29% | 2.6 |
|
| 2118 |
2118
Tradition Wealth Management
Edina,
Minnesota
| US$7.08億 | +US$4275萬 | +6% | 7.05% | 69.6% | 1,245 | 12.53% | 1.4 |
|
| 2119 |
2119
DigitalBridge Group
Boca Raton,
Florida
| US$7.08億 | +US$457萬 | +0.6% | 8.28% | 161% | 62 | 27.42% | 1.1 |
|
| 2120 |
2120
Caldwell Trust
Venice,
Florida
| US$7.07億 | +US$3381萬 | +5% | 10% | 97.5% | 752 | 7.58% | 2.6 |
|
| 2121 |
AIM
2121
Aigen Investment Management
New York
| US$7.07億 | +US$1005萬 | +1% | 8.2% | 55.5% | 842 | 73.52% | 0.2 |
|
| 2122 |
2122
Greenwood Gearhart
Fayetteville,
Arkansas
| US$7.06億 | +US$7578萬 | +12% | 8.92% | 79% | 103 | 14.56% | 3.8 |
|
| 2123 |
AH
2123
Allen Holding
New York
| US$7.05億 | +US$6858萬 | +11% | 10.6% | 185% | 16 | 6.25% | 5 |
|
| 2124 |
2124
KWMG LLC
Overland Park,
Kansas
| US$7.04億 | +US$5387萬 | +8% | 8.41% | 76.2% | 144 | 7.64% | 5 |
|
| 2125 |
2125
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$7.04億 | +US$2.64億 | +60% | 6.59% | 88.1% | 119 | 43.7% | 1 |
|