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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
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$6.56億 | -US$1491萬 | -2% | 3.6% | 26.3% | 119 | 10.08% | 5.8 |
|
| 2377 |
2377
St. James Investment Company
Southlake,
Texas
| US$6.56億 | -US$3169萬 | -5% | 3.02% | 43.8% | 31 | 32.26% | 3.3 |
|
| 2378 |
2378
CKW Financial Group
Honolulu,
Hawaii
| US$6.56億 | -US$1372萬 | -2% | 4.14% | 70.3% | 221 | 7.69% | 5.5 |
|
| 2379 |
2379
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$6.56億 | -US$2594萬 | -4% | 4.32% | 59.5% | 113 | 6.19% | 5.6 |
|
| 2380 |
2380
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$6.56億 | -US$133萬 | -0.2% | 4.37% | 48.7% | 17 | 5.88% | 3.6 |
|
| 2381 |
2381
RTD Financial Advisors
Philadelphia,
Pennsylvania
| US$6.55億 | -US$3312萬 | -5% | 4.8% | 51.5% | 101 | 6.93% | 1.5 |
|
| 2382 |
2382
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$6.54億 | -US$363萬 | -0.6% | 2.73% | 88.8% | 89 | 22.47% | 2.3 |
|
| 2383 |
2383
Fund Management at Engine No 1
San Francisco,
California
| US$6.53億 | +US$1.1億 | +20% | 1.64% | – | 455 | 10.33% | 1.2 |
|
| 2384 |
2384
Capital Advisors Ltd
Shaker Heights,
Ohio
| US$6.53億 | -US$1656萬 | -2% | 3.66% | 61.1% | 1,544 | 13.02% | 2.6 |
|
| 2385 |
2385
Managed Asset Portfolios
Rochester,
Michigan
| US$6.53億 | -US$1355萬 | -2% | 1.23% | 108% | 42 | 14.29% | 4.3 |
|
| 2386 |
2386
Cabot Wealth Management
Salem,
Massachusetts
| US$6.53億 | -US$1701萬 | -3% | 3.05% | 75.9% | 150 | 12% | 4.6 |
|
| 2387 |
2387
Abner Herrman & Brock
Jersey City,
New Jersey
| US$6.53億 | -US$2919萬 | -4% | 2.15% | 156% | 106 | 18.87% | 4.8 |
|
| 2388 |
2388
Curi Wealth Management
Raleigh,
North Carolina
| US$6.52億 | -US$8786萬 | -12% | 3.08% | 16.2% | 179 | 17.88% | 1.7 |
|
| 2389 |
WCM
2389
Wallace Capital Management
Dallas,
Texas
| US$6.52億 | +US$365萬 | +0.6% | 1.47% | 62.3% | 84 | 10.71% | 5 |
|
| 2390 |
2390
Octagon Capital Advisors
New York
| US$6.51億 | -US$6775萬 | -9% | 2.36% | 2,969% | 49 | 34.69% | 0.7 |
|
| 2391 |
SWS
2391
SYSTM Wealth Solutions
Chicago,
Illinois
| US$6.51億 | -US$8783萬 | -12% | 1.98% | – | 518 | 16.99% | 0.6 |
|
| 2392 |
2392
Quantitative Investment Management
Charlottesville,
Virginia
| US$6.5億 | -US$4.06億 | -38% | 9.24% | 24.6% | 368 | 84.24% | 0.2 |
|
| 2393 |
2393
Forte Capital
Rochester,
New York
| US$6.49億 | -US$4456萬 | -6% | 2.42% | 98.3% | 222 | 12.16% | 4 |
|
| 2394 |
2394
Oldfield Partners
London,
United Kingdom
| US$6.49億 | +US$366萬 | +0.6% | 4.95% | 98% | 25 | 24% | 4.2 |
|
| 2395 |
2395
Core Alternative Capital
Peachtree Corners,
Georgia
| US$6.48億 | -US$3394萬 | -5% | 2.24% | 89% | 381 | 5.77% | 1.9 |
|
| 2396 |
2396
Private Capital Advisors
Darien,
Connecticut
| US$6.48億 | +US$3865萬 | +6% | 5.66% | 132% | 103 | 27.18% | 4.7 |
|
| 2397 |
2397
Nottingham Advisors
Amherst,
New York
| US$6.47億 | -US$1.15億 | -15% | 3.42% | 47.6% | 134 | 7.46% | 4.6 |
|
| 2398 |
2398
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$6.46億 | -US$1.58億 | -20% | 9% | 418% | 15 | 0% | 1.7 |
|
| 2399 |
2399
SOL Capital Management
Rockville,
Maryland
| US$6.45億 | -US$1469萬 | -2% | 3.17% | 56.6% | 296 | 6.76% | 6 |
|
| 2400 |
GA
2400
GFS Advisors
Houston,
Texas
| US$6.43億 | +US$1.94億 | +43% | 3.05% | 109% | 156 | 16.67% | 4.7 |
|