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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
VR Adviser
New York
| US$5.94億 | -US$5449萬 | -8% | 57.1% | 1,698% | 38 | 44.74% | 0.7 |
|
| 2377 |
2377
Hendershot Investments
Centreville,
Virginia
| US$5.93億 | +US$6210萬 | +12% | 12.2% | 61.9% | 145 | 4.83% | 3.8 |
|
| 2378 |
2378
Cabot Wealth Management
Salem,
Massachusetts
| US$5.93億 | +US$136萬 | +0.2% | 11.1% | 75.9% | 158 | 15.19% | 4.4 |
|
| 2379 |
2379
Morningstar Investment Management
Chicago,
Illinois
| US$5.92億 | +US$6402萬 | +12% | 3.23% | 57.4% | 90 | 57.78% | 0.8 |
|
| 2380 |
2380
Engaged Capital
Newport Beach,
California
| US$5.91億 | +US$8566萬 | +17% | 6.44% | 26.2% | 10 | 20% | 2.7 |
|
| 2381 |
2381
Geller Advisors
New York
| US$5.91億 | +US$1.31億 | +28% | 7.19% | 20.4% | 160 | 26.25% | 2 |
|
| 2382 |
2382
West Coast Financial
Santa Barbara,
California
| US$5.9億 | +US$4660萬 | +9% | 7.85% | 22.2% | 133 | 12.78% | 4.7 |
|
| 2383 |
2383
American Financial Advisors
Marietta,
Georgia
| US$5.9億 | +US$1087萬 | +2% | 6.13% | 52.7% | 127 | 7.09% | 1.9 |
|
| 2384 |
PRC
2384
Pearl River Capital
Niles,
Michigan
| US$5.9億 | +US$5183萬 | +10% | 11.6% | 20.3% | 599 | 44.41% | 0.4 |
|
| 2385 |
PAM
2385
Private Asset Management
San Diego,
California
| US$5.89億 | +US$2395萬 | +4% | 8.88% | 38.2% | 142 | 6.34% | 5.7 |
|
| 2386 |
2386
Canandaigua National Corp
Canandaigua,
New York
| US$5.89億 | +US$2594萬 | +5% | 12.6% | – | 264 | 10.98% | 2.1 |
|
| 2387 |
2387
Dean Investment Associates
Beavercreek,
Ohio
| US$5.88億 | +US$9759萬 | +20% | 12.5% | 63.5% | 232 | 12.93% | 3.6 |
|
| 2388 |
2388
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$5.87億 | +US$1.08億 | +23% | 10.8% | 67.9% | 101 | 17.82% | 4.7 |
|
| 2389 |
2389
Blue Whale Capital
London,
United Kingdom
| US$5.87億 | +US$2737萬 | +5% | 14.2% | 387% | 18 | 22.22% | 1.6 |
|
| 2390 |
2390
Lee Financial
Dallas,
Texas
| US$5.86億 | +US$5135萬 | +10% | 9.48% | 75% | 1,011 | 15.53% | 2.3 |
|
| 2391 |
2391
MHR Fund Management
New York
| US$5.86億 | +US$5373萬 | +10% | 4.26% | 332% | 30 | 43.33% | 2.8 |
|
| 2392 |
2392
Sierra Capital
Miami,
Florida
| US$5.85億 | +US$4694萬 | +9% | 4.13% | 32.4% | 700 | 10.43% | 1.3 |
|
| 2393 |
2393
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$5.84億 | -US$1.47億 | -20% | 7.22% | 66.9% | 53 | 35.85% | 2 |
|
| 2394 |
2394
Private Capital Advisors
Darien,
Connecticut
| US$5.83億 | +US$644萬 | +1% | 8.2% | 132% | 94 | 14.89% | 5.1 |
|
| 2395 |
2395
Biglari Capital Corp
San Antonio,
Texas
| US$5.83億 | +US$5426萬 | +10% | 8.9% | 72.7% | 12 | 8.33% | 4.1 |
|
| 2396 |
2396
Alley Investment Management Company
Lake Forest,
Illinois
| US$5.82億 | +US$8052萬 | +16% | 11.2% | 63.2% | 85 | 9.41% | 0.7 |
|
| 2397 |
2397
Forte Capital
Rochester,
New York
| US$5.82億 | +US$3005萬 | +5% | 9.4% | 98.3% | 206 | 12.14% | 3.4 |
|
| 2398 |
2398
Gateway Wealth Partners
Appleton,
Wisconsin
| US$5.82億 | – | – | 7.21% | 58.9% | 200 | – | 0 |
|
| 2399 |
2399
Estabrook Capital Management
New York
| US$5.82億 | +US$4392萬 | +8% | 11.7% | 99.1% | 439 | 7.06% | 5.1 |
|
| 2400 |
2400
Pictet North America Advisors
Geneva 73,
Switzerland
| US$5.81億 | -US$4557萬 | -7% | 9.46% | 67.7% | 147 | 16.33% | 3.6 |
|