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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
CDAM (UK)
London,
United Kingdom
| US$7.04億 | +US$2093萬 | +3% | 2.51% | 7.89% | 11 | 0% | 2.9 |
|
| 2327 |
2327
Flat Footed LLC
Wilson,
Wyoming
| US$7.03億 | -US$4968萬 | -7% | 33.9% | 152% | 41 | 43.9% | 0.7 |
|
| 2328 |
2328
Magnus Financial Group
New York
| US$7.02億 | +US$4559萬 | +7% | 5.08% | 78.2% | 293 | 12.29% | 2.5 |
|
| 2329 |
CF
2329
Clarity Financial
Houston,
Texas
| US$7.02億 | +US$6.75億 | +2,495% | 0.89% | 56.8% | 118 | 77.97% | 0.4 |
|
| 2330 |
2330
Southeast Asset Advisors
Thomasville,
Georgia
| US$7.02億 | +US$3569萬 | +5% | 7.15% | 91.5% | 157 | 11.46% | 4 |
|
| 2331 |
2331
JLB & Associates
Plymouth,
Michigan
| US$7.02億 | +US$3743萬 | +6% | 7.76% | 69.9% | 74 | 2.7% | 6.9 |
|
| 2332 |
2332
Sage Mountain Advisors
Atlanta,
Georgia
| US$7.02億 | +US$8147萬 | +13% | 7.4% | 67% | 387 | 22.22% | 1.1 |
|
| 2333 |
2333
NBT Bank
Norwich,
New York
| US$7億 | +US$1611萬 | +2% | 4.07% | 77% | 255 | 3.92% | 6.3 |
|
| 2334 |
2334
Tanglewood Wealth Management
Houston,
Texas
| US$6.99億 | +US$1093萬 | +2% | 3.23% | 64.6% | 35 | 22.86% | 3 |
|
| 2335 |
2335
Zuckerman Investment Group
Chicago,
Illinois
| US$6.99億 | +US$4056萬 | +6% | 11.1% | 111% | 127 | 7.09% | 3.1 |
|
| 2336 |
2336
Pier Capital
Stamford,
Connecticut
| US$6.97億 | +US$3774萬 | +6% | 11.3% | 223% | 129 | 27.91% | 1.4 |
|
| 2337 |
2337
CGN Advisors
Manhattan,
Kansas
| US$6.97億 | +US$6250萬 | +10% | 2.95% | 48.9% | 234 | 10.68% | 1.8 |
|
| 2338 |
2338
Skylands Capital
Milwaukee,
Wisconsin
| US$6.97億 | +US$1316萬 | +2% | 5.35% | 61% | 158 | 13.29% | 4.8 |
|
| 2339 |
2339
Whitney & Co
Rochester,
New York
| US$6.95億 | +US$6438萬 | +10% | 10.9% | 110% | 127 | 7.87% | 4.9 |
|
| 2340 |
2340
Sunbelt Securities
Houston,
Texas
| US$6.95億 | +US$7351萬 | +12% | 6.02% | 83.5% | 1,778 | 12.32% | 1 |
|
| 2341 |
2341
Goodnow Investment Group
Darien,
Connecticut
| US$6.95億 | +US$8335萬 | +14% | 16.9% | 131% | 20 | 10% | 4.2 |
|
| 2342 |
2342
Forte Capital
Rochester,
New York
| US$6.94億 | +US$4038萬 | +6% | 8.46% | 98.3% | 217 | 6.45% | 3.7 |
|
| 2343 |
2343
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$6.93億 | +US$4534萬 | +7% | 9.44% | 127% | 501 | 3.99% | 6.2 |
|
| 2344 |
2344
Rodgers & Associates
Lancaster,
Pennsylvania
| US$6.92億 | +US$4823萬 | +7% | 5.03% | 56.3% | 87 | 6.9% | 2.3 |
|
| 2345 |
2345
Parthenon LLC
Louisville,
Kentucky
| US$6.92億 | +US$3884萬 | +6% | 7.58% | 93.3% | 116 | 1.72% | 7.3 |
|
| 2346 |
2346
Austin Private Wealth
Austin,
Texas
| US$6.92億 | +US$6556萬 | +10% | 4.97% | 62.4% | 218 | 27.06% | 1.4 |
|
| 2347 |
2347
Berkshire Money Management
Dalton,
Massachusetts
| US$6.92億 | +US$3245萬 | +5% | 5.37% | 61.8% | 49 | 12.24% | 2.5 |
|
| 2348 |
2348
INVST
Indianapolis,
Indiana
| US$6.92億 | +US$4568萬 | +7% | 4.96% | 78.5% | 186 | 15.59% | 1.9 |
|
| 2349 |
2349
Cypress Capital Group
Palm Beach,
Florida
| US$6.91億 | +US$3987萬 | +6% | 6.77% | 111% | 316 | 12.97% | 4.6 |
|
| 2350 |
2350
Toth Financial Advisory
Leesburg,
Virginia
| US$6.91億 | +US$5013萬 | +8% | 7.79% | 90.4% | 917 | 26.61% | 3 |
|