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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
Verus Financial Partners
Richmond,
Virginia
| US$7.68億 | -US$2555萬 | -3% | 3.41% | 45.7% | 105 | 3.81% | 3.3 |
|
| 2152 |
2152
Makaira Partners
La Jolla,
California
| US$7.67億 | +US$2805萬 | +4% | 3.16% | 22% | 10 | 0% | 4.3 |
|
| 2153 |
2153
Hengehold Capital Management
Cincinnati,
Ohio
| US$7.66億 | +US$1279萬 | +2% | 3.37% | 54.5% | 172 | 6.4% | 4.5 |
|
| 2154 |
2154
Anchor Investment Management
Columbia,
South Carolina
| US$7.66億 | -US$1703萬 | -2% | 2.72% | 83.7% | 1,016 | 9.94% | 4.6 |
|
| 2155 |
2155
Dorsey Asset Management
Chicago,
Illinois
| US$7.66億 | +US$1064萬 | +1% | 2.55% | 122% | 11 | 18.18% | 3.5 |
|
| 2156 |
2156
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$7.66億 | +US$1.88億 | +33% | 41.2% | 13.3% | 5 | 0% | 2.8 |
|
| 2157 |
2157
ICICI Prudential Asset Management
Mumbai,
India
| US$7.65億 | -US$2275萬 | -3% | 3.86% | 79.3% | 166 | 7.83% | 1.7 |
|
| 2158 |
2158
Harvey Investment Company
Louisville,
Kentucky
| US$7.64億 | -US$29.9萬 | -0% | 3.54% | 56.4% | 94 | 8.51% | 7.9 |
|
| 2159 |
2159
P2 Capital Partners
New York
| US$7.64億 | -US$9496萬 | -11% | 7.15% | 7.96% | 16 | 18.75% | 2.6 |
|
| 2160 |
2160
Harbor Investment Advisory
Lutherville,
Maryland
| US$7.64億 | +US$4612萬 | +6% | 1.15% | 97.5% | 1,387 | 17.66% | 2.9 |
|
| 2161 |
2161
Vantage Investment Partners
Kansas City,
Missouri
| US$7.63億 | -US$884萬 | -1% | 4.1% | 77.4% | 71 | 16.9% | 4.4 |
|
| 2162 |
2162
Atika Capital Management
New York
| US$7.62億 | -US$2.37億 | -24% | 1.59% | 811% | 107 | 52.34% | 1.2 |
|
| 2163 |
2163
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$7.62億 | -US$3281萬 | -4% | 4% | 80.2% | 196 | 8.67% | 6.2 |
|
| 2164 |
2164
Daido Life Insurance Company
Osaka,
Japan
| US$7.62億 | -US$1.42億 | -16% | 3.65% | 78.3% | 12 | 58.33% | 4.3 |
|
| 2165 |
2165
United Bank (Virginia)
Vienna,
Virginia
| US$7.61億 | -US$5217萬 | -6% | 4% | 76.1% | 156 | 7.05% | 4.6 |
|
| 2166 |
2166
Aveo Capital Partners
Englewood,
Colorado
| US$7.61億 | -US$2742萬 | -3% | 2.77% | 19.1% | 360 | 14.17% | 1.9 |
|
| 2167 |
2167
Strategic Wealth Partners
Independence,
Ohio
| US$7.59億 | -US$1370萬 | -2% | 2.77% | – | 299 | 9.7% | 2.4 |
|
| 2168 |
2168
SNS Financial Group
Minneapolis,
Minnesota
| US$7.58億 | -US$924萬 | -1% | 3.35% | 54.2% | 194 | 8.76% | 4.8 |
|
| 2169 |
2169
Private Trust Company
Cleveland,
Ohio
| US$7.58億 | -US$3486萬 | -4% | 3.16% | 87.7% | 2,412 | 9.78% | 1.8 |
|
| 2170 |
2170
Wellington Shields Capital Management
New York
| US$7.58億 | -US$6118萬 | -7% | 5.68% | 157% | 325 | 10.46% | 4.5 |
|
| 2171 |
2171
M Holdings Securities
Portland,
Oregon
| US$7.58億 | +US$2.73億 | +56% | 3.33% | 94.1% | 321 | 74.14% | 1.7 |
|
| 2172 |
2172
James Investment Research
Alpha,
Ohio
| US$7.58億 | -US$2479萬 | -3% | 1% | 110% | 302 | 9.93% | 4.6 |
|
| 2173 |
2173
Smith, Moore & Co
Clayton,
Missouri
| US$7.57億 | -US$2787萬 | -4% | 3.59% | 67% | 407 | 9.34% | 4.6 |
|
| 2174 |
2174
KMG Fiduciary Partners
Toledo,
Ohio
| US$7.57億 | -US$1583萬 | -2% | 2.78% | 114% | 231 | 5.19% | 2.7 |
|
| 2175 |
2175
Broad Run Investment Management
Arlington,
Virginia
| US$7.57億 | -US$8843萬 | -10% | 4.43% | 202% | 25 | 0% | 5.3 |
|