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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Strategies Wealth Advisors
Grand Rapids,
Michigan
| US$6.87億 | +US$3663萬 | +6% | 1.08% | 64.6% | 101 | 10.89% | 1.8 |
|
| 2577 |
2577
Greatmark Investment Partners
Columbus,
Georgia
| US$6.86億 | -US$1809萬 | -3% | 1.3% | 72.5% | 129 | 3.1% | 6.2 |
|
| 2578 |
2578
Adams Natural Resources Fund
Baltimore,
Maryland
| US$6.85億 | -US$2374萬 | -3% | 2.92% | 50.6% | 55 | 1.82% | 6.9 |
|
| 2579 |
2579
Aperture Investors
New York
| US$6.85億 | -US$9650萬 | -12% | 0.06% | 211% | 93 | 32.26% | 1.3 |
|
| 2580 |
2580
Monograph Wealth Advisors
Manhattan Beach,
California
| US$6.84億 | +US$308萬 | +0.5% | 2.19% | 74.8% | 163 | 41.72% | 1.7 |
|
| 2581 |
2581
Gilbert & Cook
West Des Moines,
Iowa
| US$6.84億 | -US$4968萬 | -7% | 1.87% | 63.2% | 229 | 10.92% | 3.3 |
|
| 2582 |
LP
2582
LGL Partners
Philadelphia,
Pennsylvania
| US$6.84億 | +US$8706萬 | +15% | 2.65% | 68.9% | 120 | 19.17% | 3.4 |
|
| 2583 |
2583
LVW Advisors
Pittsford,
New York
| US$6.84億 | +US$9316萬 | +16% | 2.89% | 79.1% | 315 | 15.24% | 2.9 |
|
| 2584 |
2584
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$6.84億 | +US$82萬 | +0.1% | 0.47% | 48.5% | 115 | 15.65% | 4.7 |
|
| 2585 |
2585
Ascent Wealth Partners
New Hartford,
New York
| US$6.83億 | +US$940萬 | +1% | 3.35% | 105% | 167 | 10.78% | 4 |
|
| 2586 |
2586
GCM Grosvenor Holdings
Chicago,
Illinois
| US$6.83億 | +US$2720萬 | +4% | 5.16% | 78.7% | 22 | 13.64% | 1 |
|
| 2587 |
2587
Avitas Wealth Management
Los Angeles,
California
| US$6.83億 | +US$2464萬 | +4% | 6.6% | 56.2% | 213 | 8.92% | 2.9 |
|
| 2588 |
2588
Bedel Financial Consulting
Indianapolis,
Indiana
| US$6.82億 | +US$4483萬 | +7% | 8.07% | 97.4% | 260 | 6.15% | 4.3 |
|
| 2589 |
2589
Keebeck Wealth Management
Chicago,
Illinois
| US$6.82億 | +US$188萬 | +0.3% | 3.35% | 92.1% | 287 | 12.54% | 2.7 |
|
| 2590 |
2590
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$6.82億 | +US$599萬 | +0.9% | 1.58% | 98.2% | 141 | 8.51% | 4.2 |
|
| 2591 |
2591
Multicoin Capital Management
Austin,
Texas
| US$6.81億 | +US$4417萬 | +7% | 1.21% | – | 3 | 0% | 0.4 |
|
| 2592 |
2592
Cary Street Partners Asset Management
Richmond,
Virginia
| US$6.81億 | +US$3606萬 | +6% | 0.26% | 25.3% | 210 | 11.43% | 2.3 |
|
| 2593 |
2593
Ardsley Advisory Partners
Stamford,
Connecticut
| US$6.81億 | -US$1529萬 | -2% | 6.14% | 555% | 188 | 59.57% | 0.7 |
|
| 2594 |
2594
MONECO Advisors
Fairfield,
Connecticut
| US$6.8億 | +US$5050萬 | +8% | 2.11% | 77.7% | 450 | 16.67% | 2.2 |
|
| 2595 |
2595
Cooper Financial Group
Irvine,
California
| US$6.8億 | +US$7175萬 | +12% | 2.93% | 87.2% | 398 | 18.84% | 2.1 |
|
| 2596 |
2596
Passaic Partners
Newark,
New Jersey
| US$6.8億 | -US$1347萬 | -2% | 1.44% | 60.1% | 11 | 0% | 1.3 |
|
| 2597 |
2597
Newbrook Capital Advisors
New York
| US$6.8億 | -US$9122萬 | -12% | 4.46% | 299% | 21 | 23.81% | 0.9 |
|
| 2598 |
2598
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$6.8億 | +US$5067萬 | +8% | 2.96% | 97.3% | 518 | 14.09% | 3.7 |
|
| 2599 |
2599
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$6.79億 | +US$3.28億 | +94% | 0.46% | 47.9% | 131 | 19.08% | 1.6 |
|
| 2600 |
2600
Greenland Capital Management
New York
| US$6.79億 | -US$2.18億 | -24% | 3.23% | 210% | 501 | 67.86% | 0.3 |
|