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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Tanglewood Wealth Management
Houston,
Texas
| US$6.88億 | +US$2082萬 | +3% | 5.64% | 64.6% | 35 | 14.29% | 2.5 |
|
| 2252 |
2252
Connable Office Inc
Kalamazoo,
Michigan
| US$6.88億 | -US$1012萬 | -1% | 5.74% | 75.1% | 220 | 14.09% | 3.6 |
|
| 2253 |
2253
Essex Investment Management
Boston,
Massachusetts
| US$6.88億 | +US$4613萬 | +7% | 9.94% | 370% | 434 | 20.05% | 3 |
|
| 2254 |
NEWAS
2254
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$6.87億 | +US$4850萬 | +8% | 5.01% | 56% | 134 | 5.22% | 2.3 |
|
| 2255 |
2255
Greenoaks Capital Partners
Orinda,
California
| US$6.87億 | +US$9070萬 | +15% | 27.3% | 311% | 17 | 11.76% | 1.6 |
|
| 2256 |
2256
LVZ Inc
Holland,
Michigan
| US$6.87億 | +US$4597萬 | +7% | 4.09% | 52.9% | 157 | 10.83% | 2.2 |
|
| 2257 |
2257
Azora Capital LP
Miami,
Florida
| US$6.86億 | +US$2461萬 | +4% | 2.24% | 175% | 50 | 66% | 0.5 |
|
| 2258 |
2258
Crewe Advisors
Salt Lake City,
Utah
| US$6.86億 | +US$5520萬 | +9% | 7.34% | 96.1% | 1,072 | 29.48% | 1.8 |
|
| 2259 |
TFP
2259
Triple Frond Partners
San Francisco,
California
| US$6.85億 | +US$8068萬 | +13% | 13.8% | 92.9% | 10 | 10% | 4.1 |
|
| 2260 |
2260
NBT Bank
Norwich,
New York
| US$6.84億 | -US$201萬 | -0.3% | 3.7% | 77% | 247 | 2.02% | 6.2 |
|
| 2261 |
2261
Gemmer Asset Management
Walnut Creek,
California
| US$6.84億 | +US$5190萬 | +8% | 4.79% | 96.8% | 124 | 9.68% | 5.3 |
|
| 2262 |
2262
Skylands Capital
Milwaukee,
Wisconsin
| US$6.84億 | +US$5248萬 | +8% | 7.05% | 61% | 157 | 13.38% | 4.6 |
|
| 2263 |
2263
59 North Capital Management
Houston,
Texas
| US$6.83億 | +US$1.25億 | +22% | 1.61% | 81.4% | 16 | 37.5% | 0.9 |
|
| 2264 |
2264
CDAM (UK)
London,
United Kingdom
| US$6.83億 | +US$5239萬 | +8% | 12.5% | 18.8% | 12 | 8.33% | 2.7 |
|
| 2265 |
2265
BIT Capital
Berlin,
Germany
| US$6.82億 | +US$1.91億 | +39% | 42% | 1,240% | 197 | 57.87% | 0.5 |
|
| 2266 |
2266
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$6.82億 | +US$4803萬 | +8% | 7.21% | 75.4% | 467 | 12.21% | 1.6 |
|
| 2267 |
2267
Financial Synergies Wealth Advisors
Houston,
Texas
| US$6.82億 | +US$3573萬 | +6% | 5.94% | 79% | 516 | 14.15% | 0.9 |
|
| 2268 |
2268
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$6.81億 | +US$7742萬 | +13% | 12.1% | 61.9% | 13 | 0% | 5.3 |
|
| 2269 |
2269
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$6.81億 | +US$1547萬 | +2% | 6.53% | 65.1% | 61 | 13.11% | 2.3 |
|
| 2270 |
2270
Traphagen Investment Advisors
Oradell,
New Jersey
| US$6.8億 | +US$4377萬 | +7% | 3.13% | 65.8% | 150 | 8.67% | 2.6 |
|
| 2271 |
2271
Morningstar Investment Management
Chicago,
Illinois
| US$6.8億 | +US$8782萬 | +15% | 8.08% | 57.4% | 87 | 2.3% | 1 |
|
| 2272 |
2272
Geller Advisors
New York
| US$6.78億 | +US$8723萬 | +15% | 6.85% | 20.4% | 185 | 24.32% | 1.8 |
|
| 2273 |
2273
Vista Capital Partners
Portland,
Oregon
| US$6.78億 | +US$3621萬 | +6% | 5.37% | 69.3% | 88 | 11.36% | 4.5 |
|
| 2274 |
2274
Absolute Investment Advisers
Rosemary Beach,
Florida
| US$6.77億 | +US$1112萬 | +2% | 0% | 0.5% | 118 | 22.03% | 0.9 |
|
| 2275 |
2275
Certuity
North Palm Beach,
Florida
| US$6.77億 | +US$4575萬 | +7% | 9.17% | 197% | 241 | 16.6% | 1.9 |
|