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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Vestor Capital
Chicago,
Illinois
| US$4.82億 | +US$1913萬 | +4% | 0.4% | 200% | 122 | 9.84% | 2.5 |
|
| 2152 |
2152
Cobalt Capital Management
Short Hills,
New Jersey
| US$4.82億 | -US$1.66億 | -26% | 1.23% | 235% | 61 | 55.74% | 0.6 |
|
| 2153 |
2153
Modera Wealth Management
Westwood,
New Jersey
| US$4.82億 | +US$1820萬 | +4% | 0.66% | 75.5% | 137 | 7.3% | 2.6 |
|
| 2154 |
2154
Adell Harriman & Carpenter
Houston,
Texas
| US$4.82億 | +US$954萬 | +2% | 0.67% | 191% | 150 | 5.33% | 3.1 |
|
| 2155 |
SFM
2155
Signature Financial Management
Norfolk,
Virginia
| US$4.81億 | +US$1.11億 | +30% | 1.35% | 20.8% | 165 | 34.55% | 2.1 |
|
| 2156 |
BC
2156
Bruce & Co
Chicago,
Illinois
| US$4.79億 | +US$1734萬 | +4% | 2.75% | 94.5% | 48 | 8.33% | 3.3 |
|
| 2157 |
BCM
2157
Blockhouse Capital Management
New York
| US$4.78億 | -US$4806萬 | -9% | 3.83% | – | 46 | 60.87% | 0.4 |
|
| 2158 |
2158
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$4.78億 | +US$138萬 | +0.3% | 1% | 26.3% | 144 | 5.56% | 3.6 |
|
| 2159 |
2159
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$4.78億 | -US$3533萬 | -7% | 0.11% | 25.1% | 7 | 0% | 2.1 |
|
| 2160 |
2160
First Mercantile Trust
Cordova,
Tennessee
| US$4.78億 | -US$3311萬 | -6% | 1.28% | 51.2% | 867 | 19.84% | 2.4 |
|
| 2161 |
DA
2161
DSC Advisors
Chicago,
Illinois
| US$4.78億 | +US$3.05億 | +177% | 7.38% | 3.18% | 100 | 50% | 1 |
|
| 2162 |
OCMI
2162
Oaktop Capital Management II
Chatham,
New Jersey
| US$4.77億 | -US$1997萬 | -4% | 2.64% | 451% | 19 | 5.26% | 3.3 |
|
| 2163 |
SCM
2163
Somerset Capital Management
London,
United Kingdom
| US$4.77億 | -US$1857萬 | -4% | 1.28% | 7.5% | 17 | 23.53% | 2.3 |
|
| 2164 |
2164
Kirr Marbach & Co
Columbus,
Indiana
| US$4.77億 | -US$2082萬 | -4% | 0.71% | 121% | 89 | 14.61% | 2.1 |
|
| 2165 |
2165
Cypress Capital Group
Palm Beach,
Florida
| US$4.77億 | -US$407萬 | -0.8% | 1.24% | 111% | 225 | 16% | 3 |
|
| 2166 |
2166
Savant Capital
Rockford,
Illinois
| US$4.74億 | -US$129萬 | -0.3% | 0.19% | 66.5% | 298 | 7.72% | 3.1 |
|
| 2167 |
2167
Next Financial Group
Houston,
Texas
| US$4.74億 | +US$2.4億 | +103% | 1.12% | 85.4% | 426 | 38.73% | 2.2 |
|
| 2168 |
2168
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$4.73億 | -US$2.25億 | -32% | 1.01% | 173% | 91 | 54.95% | 0.7 |
|
| 2169 |
2169
Sentinel Trust
Houston,
Texas
| US$4.73億 | -US$798萬 | -2% | 3.96% | 93.3% | 122 | 9.84% | 2.8 |
|
| 2170 |
2170
Trigran Investments
Northbrook,
Illinois
| US$4.73億 | +US$2743萬 | +6% | 5.16% | 30.2% | 24 | 29.17% | 2.3 |
|
| 2171 |
2171
Cobiz Wealth
Denver,
Colorado
| US$4.73億 | -US$580萬 | -1% | 0.31% | 54% | 138 | 9.42% | 3.4 |
|
| 2172 |
2172
Institutional & Family Asset Management
Fort Collins,
Colorado
| US$4.73億 | -US$4958萬 | -9% | 2.21% | 19% | 862 | 81.09% | 0.3 |
|
| 2173 |
2173
Northstar Investment Advisors
Denver,
Colorado
| US$4.73億 | -US$8097萬 | -15% | 3.46% | 85.8% | 120 | 14.17% | 3.2 |
|
| 2174 |
2174
Globeflex Capital
San Diego,
California
| US$4.73億 | +US$1.14億 | +32% | 0.18% | 186% | 465 | 21.51% | 1.3 |
|
| 2175 |
2175
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$4.72億 | -US$7156萬 | -13% | 10.8% | 6.16% | 3 | 0% | 0.6 |
|