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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Styrax Capital
New York
| US$8.92億 | -US$4.16億 | -32% | 5.84% | 310% | 13 | 46.15% | 1.5 |
|
| 2277 |
2277
Azzad Asset Management
Falls Church,
Virginia
| US$8.91億 | +US$4252萬 | +5% | 7.53% | 118% | 319 | 11.6% | 4.4 |
|
| 2278 |
2278
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$8.9億 | +US$1.31億 | +17% | 5.11% | 40.2% | 143 | 8.39% | 3.5 |
|
| 2279 |
2279
Cypress Capital Group
Palm Beach,
Florida
| US$8.9億 | +US$5538萬 | +7% | 7.4% | 111% | 322 | 12.42% | 5.2 |
|
| 2280 |
2280
Discerene Group
Stamford,
Connecticut
| US$8.89億 | +US$2.37億 | +36% | 34.9% | 37.1% | 12 | 8.33% | 3 |
|
| 2281 |
2281
Penn Davis McFarland
Dallas,
Texas
| US$8.89億 | +US$2.42億 | +37% | 6.77% | 100% | 79 | 45.57% | 3.2 |
|
| 2282 |
2282
One Day In July LLC
Burlington,
Vermont
| US$8.89億 | +US$8686萬 | +11% | 6.04% | 48.2% | 139 | 7.19% | 2.6 |
|
| 2283 |
2283
Integral Health Asset Management
New York
| US$8.89億 | -US$1.64億 | -16% | 14.3% | 564% | 103 | 66.02% | 0.5 |
|
| 2284 |
2284
First Trust Investment Solutions
Naples,
Florida
| US$8.88億 | +US$1.78億 | +25% | 8.29% | – | 322 | 30.12% | 0.5 |
|
| 2285 |
TA
2285
TCM Advisors
Martinsburg,
West Virginia
| US$8.88億 | +US$7.74億 | +678% | 8.49% | 56.1% | 65 | 0% | 2.1 |
|
| 2286 |
2286
Summit Financial Strategies
Columbus,
Ohio
| US$8.88億 | +US$8419萬 | +10% | 7.39% | 59.4% | 154 | 7.79% | 3.7 |
|
| 2287 |
2287
Twin Capital Management
Mcmurray,
Pennsylvania
| US$8.86億 | +US$3767萬 | +4% | 6.71% | 148% | 308 | 13.31% | 3.6 |
|
| 2288 |
2288
Harvey Investment Company
Louisville,
Kentucky
| US$8.86億 | +US$4954萬 | +6% | 7.95% | 56.4% | 103 | 6.8% | 7.6 |
|
| 2289 |
2289
PSG Equity
Boston,
Massachusetts
| US$8.85億 | -US$5299萬 | -6% | 5.65% | 13.7% | 1 | 0% | 2.8 |
|
| 2290 |
2290
Forte Capital
Rochester,
New York
| US$8.84億 | +US$5577萬 | +7% | 6.75% | 98.3% | 243 | 7.82% | 4 |
|
| 2291 |
2291
Wealth Architects
Mountain View,
California
| US$8.84億 | +US$6504萬 | +8% | 6.74% | 85.1% | 217 | 4.61% | 5 |
|
| 2292 |
2292
Clear Creek Financial Management
Silverdale,
Washington
| US$8.83億 | +US$5817萬 | +7% | 5.41% | 86.1% | 483 | 12.84% | 1.8 |
|
| 2293 |
2293
Cat Rock Capital Management
Greenwich,
Connecticut
| US$8.83億 | -US$994萬 | -1% | 5.38% | 66.7% | 12 | 8.33% | 2.1 |
|
| 2294 |
2294
Waterfall Asset Management
New York
| US$8.81億 | +US$7.65億 | +658% | 3.45% | – | 6 | 66.67% | 0.3 |
|
| 2295 |
2295
LVM Capital Management
Portage,
Michigan
| US$8.79億 | US$0 | 0% | 5.96% | 121% | 142 | 0% | 6.4 |
|
| 2296 |
2296
Harvey Partners
Tarrytown,
New York
| US$8.78億 | +US$4674萬 | +6% | 5% | 174% | 48 | 25% | 2.2 |
|
| 2297 |
2297
Sentinel Trust
Houston,
Texas
| US$8.78億 | +US$6479萬 | +8% | 6.8% | 93.3% | 142 | 5.63% | 2.9 |
|
| 2298 |
2298
Suncoast Equity Management
Tampa,
Florida
| US$8.77億 | -US$2627萬 | -3% | 4.75% | 96.1% | 78 | 14.1% | 3.3 |
|
| 2299 |
2299
Harbour Trust & Investment Management
Michigan City,
Indiana
| US$8.77億 | +US$3894萬 | +5% | 6.28% | 116% | 164 | 6.71% | 0.7 |
|
| 2300 |
2300
P2 Capital Partners
New York
| US$8.76億 | -US$3606萬 | -4% | 3.27% | 7.96% | 18 | 16.67% | 3.1 |
|