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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
DDD Partners
Bellevue,
Washington
| US$9.21億 | +US$5844萬 | +7% | 6.41% | 85.9% | 107 | 16.82% | 2.3 |
|
| 2227 |
2227
HTLF Bank
Denver,
Colorado
| US$9.21億 | +US$4181萬 | +5% | 8.04% | – | 254 | 12.6% | 0.7 |
|
| 2228 |
2228
CapWealth Advisors
Franklin,
Tennessee
| US$9.2億 | +US$1.28億 | +16% | 26.6% | 152% | 111 | 12.61% | 5.3 |
|
| 2229 |
2229
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$9.17億 | +US$9045萬 | +11% | 9.2% | 73.1% | 131 | 8.4% | 5.5 |
|
| 2230 |
2230
MHR Fund Management
New York
| US$9.17億 | +US$9639萬 | +12% | 11.3% | 332% | 10 | 20% | 5.3 |
|
| 2231 |
2231
Lincluden Management
Mississauga,
Ontario, Canada
| US$9.17億 | +US$9344萬 | +11% | 13.7% | 67.7% | 73 | 2.74% | 6.4 |
|
| 2232 |
2232
Waterloo Capital
Austin,
Texas
| US$9.16億 | +US$8300萬 | +10% | 7.58% | 79.8% | 402 | 25.62% | 1.3 |
|
| 2233 |
OCMI
2233
Oaktop Capital Management II
Chatham,
New Jersey
| US$9.16億 | -US$6014萬 | -6% | 4.04% | 364% | 16 | 6.25% | 7.2 |
|
| 2234 |
2234
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| US$9.16億 | +US$1733萬 | +2% | 5.23% | 58% | 178 | 8.43% | 1.9 |
|
| 2235 |
2235
Richard C. Young & Co
Newport,
Rhode Island
| US$9.16億 | +US$9294萬 | +11% | 9.21% | 152% | 83 | 9.64% | 4.4 |
|
| 2236 |
2236
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| US$9.15億 | +US$9182萬 | +11% | 6.14% | – | 58 | 10.34% | 1.3 |
|
| 2237 |
2237
Stokes Family Office
New Orleans,
Louisiana
| US$9.14億 | +US$6129萬 | +7% | 6.36% | 76.3% | 240 | 12.5% | 3 |
|
| 2238 |
2238
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$9.14億 | +US$6416萬 | +8% | 9.65% | 80.2% | 212 | 4.72% | 6.1 |
|
| 2239 |
2239
Moss Adams Wealth Advisors
Seattle,
Washington
| US$9.13億 | +US$1.89億 | +26% | 6.31% | 79.6% | 222 | 28.38% | 0.8 |
|
| 2240 |
2240
Trigran Investments
Northbrook,
Illinois
| US$9.13億 | -US$4282萬 | -4% | 0.37% | 44.7% | 21 | 9.52% | 3.8 |
|
| 2241 |
2241
Private Capital Advisors
Darien,
Connecticut
| US$9.13億 | +US$1535萬 | +2% | 3.34% | 132% | 90 | 22.22% | 5.4 |
|
| 2242 |
2242
Bramshill Investments
Naples,
Florida
| US$9.13億 | -US$608萬 | -0.7% | 3.3% | 3.6% | 198 | 47.47% | 1.4 |
|
| 2243 |
2243
Verus Financial Partners
Richmond,
Virginia
| US$9.13億 | +US$5278萬 | +6% | 5.96% | 45.7% | 103 | 12.62% | 3.9 |
|
| 2244 |
SIA
2244
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$9.13億 | +US$9251萬 | +11% | 6% | 72.4% | 246 | 7.72% | 2.2 |
|
| 2245 |
2245
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$9.12億 | +US$8066萬 | +10% | 12.1% | 61.9% | 14 | 0% | 6.4 |
|
| 2246 |
2246
Teza Capital Management
Chicago,
Illinois
| US$9.11億 | +US$9566萬 | +12% | 6.81% | 133% | 784 | 54.72% | 0.4 |
|
| 2247 |
2247
Diversified
Wilmington,
Delaware
| US$9.11億 | +US$5983萬 | +7% | 5.76% | 34.4% | 237 | 5.49% | 1.8 |
|
| 2248 |
2248
Diversified Enterprises
Wilmington,
Delaware
| US$9.11億 | – | – | 5.76% | – | 229 | – | 0 |
|
| 2249 |
BPIM
2249
Brant Point Investment Management
New York
| US$9.1億 | -US$2.05億 | -18% | 12.8% | 165% | 131 | 43.51% | 2.9 |
|
| 2250 |
2250
West Coast Financial
Santa Barbara,
California
| US$9.09億 | +US$6513萬 | +8% | 7.49% | 22.2% | 177 | 9.04% | 4.4 |
|