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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Wolf Hill Capital Management
Greenwich,
Connecticut
| US$10.9億 | -US$2.25億 | -17% | 26.9% | 384% | 48 | 43.75% | 0.9 |
|
| 2202 |
2202
First Business Financial Services
Madison,
Wisconsin
| US$10.9億 | -US$1878萬 | -2% | 7.98% | 80.9% | 194 | 9.28% | 4.5 |
|
| 2203 |
2203
Amica Mutual Insurance
Providence,
Rhode Island
| US$10.9億 | +US$5198萬 | +5% | 7.33% | 80.4% | 145 | 6.21% | 4.4 |
|
| 2204 |
2204
Wellspring Financial Advisors
Cleveland,
Ohio
| US$10.9億 | +US$9252萬 | +9% | 8.34% | 77.2% | 205 | 24.88% | 2.4 |
|
| 2205 |
BCM
2205
Bares Capital Management
Austin,
Texas
| US$10.8億 | +US$5383萬 | +5% | 13.8% | 138% | 24 | 8.33% | 2.7 |
|
| 2206 |
2206
Sora Investors
Bryn Mawr,
Pennsylvania
| US$10.8億 | -US$2584萬 | -2% | 6.81% | 179% | 120 | 55.83% | 0.5 |
|
| 2207 |
2207
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$10.8億 | +US$6825萬 | +7% | 6.34% | 66.1% | 130 | 9.23% | 2 |
|
| 2208 |
2208
Zuckerman Investment Group
Chicago,
Illinois
| US$10.8億 | +US$4860萬 | +5% | 7.01% | 111% | 165 | 10.3% | 3.4 |
|
| 2209 |
2209
American Securities
New York
| US$10.8億 | +US$1531萬 | +1% | 1.44% | – | 1 | 0% | 0.8 |
|
| 2210 |
2210
Connable Office Inc
Kalamazoo,
Michigan
| US$10.8億 | +US$6774萬 | +7% | 6.89% | 68.3% | 244 | 18.03% | 4.2 |
|
| 2211 |
2211
Matrix Asset Advisors
White Plains,
New York
| US$10.8億 | +US$8978萬 | +9% | 7.66% | 84.9% | 112 | 8.04% | 5 |
|
| 2212 |
2212
Bornite Capital Management
New York
| US$10.8億 | +US$7808萬 | +8% | 12.6% | 208% | 56 | 73.21% | 0.4 |
|
| 2213 |
2213
Oxbow Advisors
Austin,
Texas
| US$10.8億 | +US$1.62億 | +18% | 9.51% | 66.3% | 232 | 13.79% | 4.6 |
|
| 2214 |
2214
Richard C. Young & Co
Newport,
Rhode Island
| US$10.8億 | +US$6449萬 | +6% | 11.1% | 152% | 96 | 14.58% | 4.4 |
|
| 2215 |
2215
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$10.8億 | +US$114萬 | +0.1% | 4.65% | 71.4% | 307 | 8.79% | 3.5 |
|
| 2216 |
2216
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| US$10.8億 | +US$5977萬 | +6% | 7.4% | 61.4% | 136 | 12.5% | 6.3 |
|
| 2217 |
2217
Tanglewood Wealth Management
Houston,
Texas
| US$10.8億 | +US$6163萬 | +6% | 6.56% | 64.6% | 41 | 7.32% | 3.4 |
|
| 2218 |
2218
Palisade Asset Management
Minneapolis,
Minnesota
| US$10.8億 | +US$7061萬 | +7% | 7.04% | 72.9% | 701 | 72.47% | 2.2 |
|
| 2219 |
2219
Parsifal Capital Management
Greenwich,
Connecticut
| US$10.7億 | -US$1.06億 | -9% | 0.52% | 154% | 20 | 45% | 1 |
|
| 2220 |
2220
Heartwood Wealth Advisors
Richmond,
Virginia
| US$10.7億 | +US$1.14億 | +12% | 8.54% | 59.4% | 631 | 71% | 0.8 |
|
| 2221 |
2221
Clearlake Capital Group
Santa Monica,
California
| US$10.7億 | -US$629萬 | -0.6% | 0.18% | 47.3% | 6 | 0% | 3.5 |
|
| 2222 |
2222
Caldwell Trust
Venice,
Florida
| US$10.7億 | +US$6985萬 | +7% | 8.26% | 97.5% | 776 | 7.35% | 4.3 |
|
| 2223 |
2223
Tetrad Corporation
Omaha,
Nebraska
| US$10.7億 | +US$3726萬 | +4% | 3.62% | 45.6% | 3 | 0% | 12.3 |
|
| 2224 |
GA
2224
GRS Advisors
Chicago,
Illinois
| US$10.7億 | +US$2788萬 | +3% | 4.54% | 54.3% | 36 | 38.89% | 0.7 |
|
| 2225 |
2225
Pictet North America Advisors
Geneva 73,
Switzerland
| US$10.7億 | +US$7156萬 | +7% | 5.38% | 67.7% | 149 | 6.71% | 4.5 |
|