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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Whitegate Investment Counselors
Concord,
New Hampshire
| US$4.9億 | +US$72.3萬 | +0.1% | 7.13% | 51% | 198 | 12.63% | 3.3 |
|
| 2177 |
AP
2177
Archon Partners
Princeton Junction,
New Jersey
| US$4.9億 | +US$2820萬 | +6% | 10.4% | 99.5% | 56 | 8.93% | 2.9 |
|
| 2178 |
2178
Ironvine Capital Partners
Omaha,
Nebraska
| US$4.9億 | +US$4252萬 | +10% | 7.97% | 58.8% | 70 | 14.29% | 0.7 |
|
| 2179 |
2179
Viking Fund Management
Minot,
North Dakota
| US$4.89億 | -US$3135萬 | -6% | 1.89% | 105% | 136 | 13.97% | 1.7 |
|
| 2180 |
2180
Klingman & Associates
New York
| US$4.89億 | +US$2388萬 | +5% | 4.54% | 64.9% | 107 | 6.54% | 2.7 |
|
| 2181 |
2181
Private Vista
Chicago,
Illinois
| US$4.88億 | +US$5576萬 | +13% | 3.68% | 10.1% | 157 | 6.37% | 1 |
|
| 2182 |
HI
2182
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$4.88億 | +US$3340萬 | +7% | 7.62% | 37.9% | 116 | 17.24% | 1.8 |
|
| 2183 |
2183
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$4.88億 | +US$1518萬 | +3% | 2.19% | 73.6% | 29 | 3.45% | 3.5 |
|
| 2184 |
2184
Three Peaks Capital Management
Castle Rock,
Colorado
| US$4.88億 | -US$925萬 | -2% | 8.66% | 84.5% | 167 | 35.33% | 0.9 |
|
| 2185 |
2185
Tompkins Financial
Ithaca,
New York
| US$4.88億 | +US$2360萬 | +5% | 5.76% | 84.4% | 450 | 9.11% | 3.2 |
|
| 2186 |
2186
Weatherly Asset Management
Del Mar,
California
| US$4.87億 | +US$5878萬 | +14% | 9.41% | 116% | 197 | 7.11% | 3.5 |
|
| 2187 |
2187
Vista Capital Partners
Portland,
Oregon
| US$4.87億 | +US$2660萬 | +6% | 5.51% | 69.3% | 58 | 12.07% | 3.5 |
|
| 2188 |
2188
Pacific Global Investment Management
Glendale,
California
| US$4.87億 | +US$3052萬 | +7% | 7.84% | 48% | 230 | 7.83% | 3.7 |
|
| 2189 |
2189
Emery Howard Portfolio Management
Burlingame,
California
| US$4.87億 | +US$2032萬 | +4% | 3.44% | 66.5% | 34 | 0% | 4.4 |
|
| 2190 |
2190
Alpine Woods Capital Investors
Purchase,
New York
| US$4.86億 | +US$2786萬 | +6% | 7.38% | 105% | 274 | 17.15% | 2.8 |
|
| 2191 |
2191
Phillips Financial Management
Fort Wayne,
Indiana
| US$4.86億 | +US$1250萬 | +3% | 2.12% | 45.6% | 72 | 6.94% | 4 |
|
| 2192 |
2192
Windham Capital Management
Boston,
Massachusetts
| US$4.86億 | -US$202萬 | -0.4% | 1.19% | 8.3% | 31 | 19.35% | 2.4 |
|
| 2193 |
2193
CNA Financial
Chicago,
Illinois
| US$4.84億 | +US$2906萬 | +6% | 2.7% | 48.6% | 189 | 10.58% | 2.9 |
|
| 2194 |
2194
Sunriver Management
Greenwich,
Connecticut
| US$4.84億 | +US$1646萬 | +4% | 2.69% | 9.27% | 24 | 37.5% | 0.9 |
|
| 2195 |
2195
Sompo Asset Management
Tokyo,
Japan
| US$4.84億 | +US$4176萬 | +9% | 6.57% | 84.7% | 104 | 19.23% | 1.2 |
|
| 2196 |
2196
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$4.84億 | +US$1.95億 | +68% | 13.2% | 337% | 27 | 62.96% | 0.2 |
|
| 2197 |
2197
SigFig Wealth Management
San Francisco,
California
| US$4.83億 | +US$9483萬 | +24% | 2.29% | 49.3% | 44 | 4.55% | 1 |
|
| 2198 |
2198
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$4.83億 | +US$5597萬 | +13% | 6.94% | 83.4% | 359 | 23.4% | 2.4 |
|
| 2199 |
2199
Trigran Investments
Northbrook,
Illinois
| US$4.83億 | -US$546萬 | -1% | 10.9% | 30.2% | 19 | 0% | 2.8 |
|
| 2200 |
SHCM
2200
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| US$4.82億 | +US$4088萬 | +9% | 5.81% | 31.2% | 127 | 4.72% | 2.2 |
|