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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Bath Savings Trust
Bath,
Maine
| US$2.29億 | +US$1498萬 | +7% | 6.01% | 57.8% | 102 | 5.88% | 0.2 |
|
| 2327 |
CDIA
2327
Capital Directions Investment Advisors
Atlanta,
Georgia
| US$2.29億 | +US$1621萬 | +8% | 8.36% | 7.53% | 69 | 14.49% | 0.2 |
|
| 2328 |
2328
Vicus Capital
State College,
Pennsylvania
| US$2.29億 | +US$1174萬 | +5% | 5.3% | 67% | 74 | 22.97% | 0.2 |
|
| 2329 |
2329
Watershed Asset Management
San Francisco,
California
| US$2.28億 | -US$236萬 | -1% | 0.36% | – | 27 | 22.22% | 0.2 |
|
| 2330 |
2330
Brown Advisory Securities
Baltimore,
Maryland
| US$2.28億 | +US$2116萬 | +10% | 4.81% | 51% | 285 | 15.79% | 0.2 |
|
| 2331 |
2331
Maple Capital Management
Montpelier,
Vermont
| US$2.27億 | +US$340萬 | +2% | 3.78% | 114% | 130 | 13.08% | 0.2 |
|
| 2332 |
2332
TIFF Advisory Services
Radnor,
Pennsylvania
| US$2.27億 | +US$1063萬 | +5% | 5.39% | 86.3% | 113 | 1.77% | 0.2 |
|
| 2333 |
2333
Capital City Trust
Tallahassee,
Florida
| US$2.27億 | +US$67.9萬 | +0.3% | 2.58% | 98.5% | 234 | 59.4% | 0.2 |
|
| 2334 |
2334
Ensemble Capital Management
San Francisco,
California
| US$2.26億 | +US$1125萬 | +5% | 8.52% | 36.2% | 53 | 9.43% | 0.2 |
|
| 2335 |
FSC
2335
Fiduciary Services Corp
Savannah,
Georgia
| US$2.26億 | +US$101萬 | +0.4% | 4.41% | – | 151 | 7.28% | 0.2 |
|
| 2336 |
2336
Bard Associates
Chicago,
Illinois
| US$2.26億 | +US$1213萬 | +6% | 7.72% | 241% | 187 | 4.81% | 0.2 |
|
| 2337 |
2337
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.26億 | +US$2556萬 | +13% | 6.51% | 128% | 86 | 15.12% | 0.2 |
|
| 2338 |
AAM
2338
AR Asset Management
West Hollywood,
California
| US$2.26億 | +US$251萬 | +1% | 1.68% | 78.2% | 110 | 1.82% | 0.2 |
|
| 2339 |
2339
Pivot Point Capital Partners
San Francisco,
California
| US$2.24億 | +US$3684萬 | +20% | 20.6% | 30.3% | 12 | 25% | 0.2 |
|
| 2340 |
2340
Cutter & Co Brokerage
Ballwin,
Missouri
| US$2.24億 | +US$1438萬 | +7% | 4.02% | 40.4% | 235 | 15.32% | 0.2 |
|
| 2341 |
2341
Endicott Management
New York
| US$2.24億 | +US$1788萬 | +9% | 8.71% | 229% | 17 | 23.53% | 0.2 |
|
| 2342 |
2342
Toscafund Asset Management
London,
United Kingdom
| US$2.24億 | +US$5533萬 | +33% | 6.55% | 80.9% | 15 | 13.33% | 0.2 |
|
| 2343 |
2343
Shelter Insurance Profit Sharing
Columbia,
Missouri
| US$2.23億 | +US$180萬 | +0.8% | 3.8% | – | 47 | 0% | 0.3 |
|
| 2344 |
CBT
2344
Central Bank & Trust
Lexington,
Kentucky
| US$2.23億 | +US$1302萬 | +6% | 6.33% | 118% | 333 | 11.71% | 0.2 |
|
| 2345 |
2345
WBH Advisory
Baltimore,
Maryland
| US$2.23億 | +US$719萬 | +3% | 4.82% | 64.5% | 201 | 10.95% | 0.2 |
|
| 2346 |
2346
Sandhill Capital Partners
Buffalo,
New York
| US$2.22億 | +US$2024萬 | +10% | 17.8% | 64.9% | 102 | 21.57% | 0.2 |
|
| 2347 |
2347
Ipswich Investment Management
Beverly,
Massachusetts
| US$2.22億 | -US$952萬 | -4% | 4.93% | 104% | 158 | 19.62% | 0.2 |
|
| 2348 |
2348
MIG Capital
Newport Beach,
California
| US$2.22億 | +US$1790萬 | +9% | 3.55% | 118% | 26 | 15.38% | 0.2 |
|
| 2349 |
2349
Security National Trust
Wheeling,
West Virginia
| US$2.22億 | +US$1523萬 | +7% | 4.13% | 58.3% | 578 | 20.24% | 0.2 |
|
| 2350 |
2350
TSP Capital Management Group
Summit,
New Jersey
| US$2.22億 | +US$2326萬 | +12% | 20.7% | 186% | 79 | 0% | 0.2 |
|