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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$5.85億 | -US$2582萬 | -4% | 4.79% | 88.8% | 91 | 9.89% | 1.7 |
|
| 2302 |
2302
Newbrook Capital Advisors
New York
| US$5.85億 | -US$6850萬 | -10% | 8.21% | 299% | 18 | 38.89% | 0.9 |
|
| 2303 |
2303
Plante Moran Financial Advisors
Southfield,
Michigan
| US$5.84億 | -US$1429萬 | -2% | 4.73% | 69.2% | 1,121 | 32.83% | 3.9 |
|
| 2304 |
2304
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$5.84億 | -US$3082萬 | -5% | 3.08% | 127% | 490 | 5.31% | 5.8 |
|
| 2305 |
2305
INVST
Indianapolis,
Indiana
| US$5.83億 | -US$6254萬 | -10% | 3.82% | 78.5% | 185 | 9.19% | 2 |
|
| 2306 |
2306
Battery Management Corp
Boston,
Massachusetts
| US$5.83億 | -US$2013萬 | -3% | 5.06% | 45.1% | 9 | 22.22% | 1.2 |
|
| 2307 |
2307
Keel Point
Huntsville,
Alabama
| US$5.83億 | -US$5862萬 | -9% | 5.74% | 76.4% | 273 | 12.45% | 2.7 |
|
| 2308 |
2308
Greenwood Capital Associates
Greenwood,
South Carolina
| US$5.83億 | -US$4197萬 | -7% | 5.88% | 87.7% | 234 | 20.94% | 2.3 |
|
| 2309 |
2309
Globeflex Capital
San Diego,
California
| US$5.82億 | +US$1.72億 | +42% | 0.8% | 186% | 551 | 23.96% | 1.9 |
|
| 2310 |
2310
Pier Capital
Stamford,
Connecticut
| US$5.82億 | -US$453萬 | -0.8% | 4.73% | 223% | 117 | 23.08% | 1.8 |
|
| 2311 |
2311
Berkshire Money Management
Dalton,
Massachusetts
| US$5.82億 | -US$2042萬 | -3% | 4.61% | 61.8% | 54 | 33.33% | 2.1 |
|
| 2312 |
2312
Financial Synergies Wealth Advisors
Houston,
Texas
| US$5.82億 | -US$3265萬 | -5% | 6.23% | 79% | 528 | 17.8% | 0.5 |
|
| 2313 |
2313
Sunriver Management
Greenwich,
Connecticut
| US$5.81億 | -US$5014萬 | -8% | 7.76% | 9.27% | 19 | 15.79% | 1.3 |
|
| 2314 |
2314
Isthmus Partners
Madison,
Wisconsin
| US$5.81億 | +US$4530萬 | +8% | 5.28% | 73.7% | 172 | 21.51% | 3 |
|
| 2315 |
2315
Aveo Capital Partners
Englewood,
Colorado
| US$5.8億 | -US$2983萬 | -5% | 4.71% | 19.1% | 300 | 21% | 1.5 |
|
| 2316 |
2316
MV Capital Management
Bethesda,
Maryland
| US$5.8億 | -US$782萬 | -1% | 4.38% | 73.3% | 708 | 6.21% | 3 |
|
| 2317 |
2317
Resources Management Corp
West Hartford,
Connecticut
| US$5.8億 | -US$3929萬 | -6% | 4.11% | 78.5% | 529 | 8.7% | 3.1 |
|
| 2318 |
2318
Octagon Capital Advisors
New York
| US$5.79億 | +US$2.05億 | +55% | 23.9% | 2,969% | 40 | 62.5% | 0.5 |
|
| 2319 |
2319
Hussman Strategic Advisors
Ellicott City,
Maryland
| US$5.79億 | -US$65.9萬 | -0.1% | 4.07% | 43.1% | 351 | 19.66% | 1.9 |
|
| 2320 |
2320
American Financial Advisors
Marietta,
Georgia
| US$5.79億 | +US$2.02億 | +54% | 4.52% | 52.7% | 122 | 41.8% | 1.7 |
|
| 2321 |
2321
Twele Capital Management
Minnetonka,
Minnesota
| US$5.79億 | -US$5617萬 | -9% | 6.26% | 37.1% | 41 | 9.76% | 7.8 |
|
| 2322 |
HVM
2322
Harvest Volatility Management
Norwalk,
Connecticut
| US$5.79億 | -US$4262萬 | -7% | 3.28% | 24.3% | 141 | 2.84% | 1.4 |
|
| 2323 |
WAM
2323
Warberg Asset Management
Winnetka,
Illinois
| US$5.78億 | +US$1.23億 | +27% | 7.08% | 61.5% | 346 | 44.22% | 0.5 |
|
| 2324 |
2324
Heartwood Wealth Advisors
Richmond,
Virginia
| US$5.77億 | -US$3027萬 | -5% | 5.76% | 59.4% | 120 | 11.67% | 1.8 |
|
| 2325 |
2325
Private Capital Advisors
Darien,
Connecticut
| US$5.77億 | -US$1683萬 | -3% | 3.29% | 132% | 101 | 17.82% | 4.7 |
|