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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
Cardiff Park Advisors
Carlsbad,
California
| US$7.61億 | +US$4454萬 | +6% | 11.4% | 99.7% | 335 | 13.13% | 1.1 |
|
| 2102 |
2102
Chai Trust Company
Chicago,
Illinois
| US$7.6億 | +US$2857萬 | +4% | 5.71% | 12.7% | 22 | 13.64% | 4.4 |
|
| 2103 |
2103
Permian Investment Partners
Dallas,
Texas
| US$7.6億 | +US$1.87億 | +33% | 11.9% | 78.6% | 18 | 33.33% | 1.3 |
|
| 2104 |
2104
ShawSpring Partners
Boston,
Massachusetts
| US$7.59億 | +US$1.29億 | +21% | 23.5% | 23.4% | 7 | 0% | 1.8 |
|
| 2105 |
2105
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$7.58億 | +US$7087萬 | +10% | 8.46% | 145% | 146 | 10.27% | 2.8 |
|
| 2106 |
2106
United Asset Strategies
Garden City,
New York
| US$7.58億 | +US$4053萬 | +6% | 8.64% | 111% | 248 | 17.74% | 2.9 |
|
| 2107 |
2107
Wedmont Private Capital
West Chester,
Pennsylvania
| US$7.58億 | +US$8978萬 | +13% | 7.5% | 87.5% | 494 | 16.4% | 0.8 |
|
| 2108 |
2108
Leuthold Group
Minneapolis,
Minnesota
| US$7.57億 | +US$1514萬 | +2% | 7.87% | 138% | 225 | 30.22% | 1.9 |
|
| 2109 |
2109
Bouchey Financial Group
Troy,
New York
| US$7.57億 | +US$6284萬 | +9% | 7.64% | 77.6% | 104 | 11.54% | 3.3 |
|
| 2110 |
2110
Estate Counselors
Thiensville,
Wisconsin
| US$7.57億 | +US$4160萬 | +6% | 3.49% | 61.3% | 177 | 51.98% | 2.2 |
|
| 2111 |
2111
Transamerica Financial Advisors
St. Petersburg,
Florida
| US$7.57億 | +US$5430萬 | +8% | 5.44% | 81.6% | 728 | 19.51% | 1.3 |
|
| 2112 |
2112
James Investment Research
Alpha,
Ohio
| US$7.56億 | +US$4071萬 | +6% | 6.56% | 110% | 655 | 21.37% | 3.4 |
|
| 2113 |
2113
Cozad Asset Management
Champaign,
Illinois
| US$7.55億 | +US$4398萬 | +6% | 7.33% | 138% | 391 | 10.23% | 2.7 |
|
| 2114 |
2114
Arax Advisory Partners
Denver,
Colorado
| US$7.55億 | +US$3267萬 | +5% | 4.68% | 74.6% | 1,326 | 8.3% | 2.5 |
|
| 2115 |
2115
Marex Group
London,
| US$7.55億 | +US$5141萬 | +7% | 10.2% | 254% | 349 | 50.43% | 0.2 |
|
| 2116 |
MCM
2116
McKinley Capital Management
Anchorage,
Alaska
| US$7.55億 | +US$825萬 | +1% | 10.6% | 63.3% | 179 | 18.44% | 3.8 |
|
| 2117 |
2117
Daymark Wealth Partners
Cincinnati,
Ohio
| US$7.54億 | +US$1.88億 | +33% | 7.07% | 109% | 304 | 28.62% | 0.2 |
|
| 2118 |
2118
Flat Footed LLC
Wilson,
Wyoming
| US$7.52億 | +US$2.04億 | +37% | 3.06% | 152% | 51 | 52.94% | 0.4 |
|
| 2119 |
2119
Private Ocean
San Rafael,
California
| US$7.52億 | -US$5367萬 | -7% | 4.29% | 2.82% | 703 | 31.29% | 2.9 |
|
| 2120 |
2120
Nottingham Advisors
Amherst,
New York
| US$7.51億 | +US$1362萬 | +2% | 4.74% | 47.6% | 154 | 14.94% | 3.9 |
|
| 2121 |
BIC
2121
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$7.51億 | -US$5026萬 | -6% | 1.86% | 36% | 162 | 11.11% | 5.3 |
|
| 2122 |
2122
Core Alternative Capital
Peachtree Corners,
Georgia
| US$7.49億 | -US$3702萬 | -5% | 3.08% | 89% | 511 | 27.98% | 1.2 |
|
| 2123 |
2123
Aveo Capital Partners
Englewood,
Colorado
| US$7.49億 | +US$8433萬 | +13% | 5.24% | 19.1% | 375 | 22.67% | 1.5 |
|
| 2124 |
2124
Pekin Hardy Strauss
Chicago,
Illinois
| US$7.49億 | +US$2208萬 | +3% | 3.58% | 105% | 336 | 13.39% | 3.7 |
|
| 2125 |
2125
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$7.49億 | +US$4482萬 | +6% | 7.5% | 106% | 201 | 15.42% | 2.9 |
|