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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Financial Enhancement Group
Anderson,
Indiana
| US$5.41億 | +US$2614萬 | +5% | 4.3% | 62.2% | 137 | 29.2% | 2.7 |
|
| 2677 |
2677
HCR Wealth Advisors
Los Angeles,
California
| US$5.4億 | +US$3472萬 | +7% | 8.49% | 107% | 184 | 7.61% | 3.8 |
|
| 2678 |
2678
EAM Investors
Solana Beach,
California
| US$5.4億 | +US$3078萬 | +6% | 47.4% | 6,012% | 405 | 76.54% | 0.2 |
|
| 2679 |
2679
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| US$5.4億 | +US$2460萬 | +5% | 6.55% | 80.3% | 159 | 15.09% | 2.6 |
|
| 2680 |
2680
Cigna Investments
Bloomfield,
Connecticut
| US$5.39億 | +US$3607萬 | +7% | 9.77% | 154% | 470 | 6.17% | 5.1 |
|
| 2681 |
2681
Berry Street Capital Management
London,
United Kingdom
| US$5.39億 | +US$1.42億 | +36% | 6.42% | 331% | 45 | 75.56% | 0.2 |
|
| 2682 |
2682
Bison Wealth
Atlanta,
Georgia
| US$5.39億 | +US$2.16億 | +67% | 7.58% | 37.4% | 392 | 35.97% | 2.4 |
|
| 2683 |
2683
Portside Wealth Group
Provo,
Utah
| US$5.39億 | – | – | 5.76% | 90.1% | 369 | – | 0 |
|
| 2684 |
2684
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$5.39億 | +US$2.33億 | +76% | 6.52% | 66.5% | 746 | 83.51% | 0.1 |
|
| 2685 |
2685
Exchange Capital Management
Ann Arbor,
Michigan
| US$5.39億 | +US$4602萬 | +9% | 6.36% | 57.8% | 178 | 6.18% | 5 |
|
| 2686 |
2686
Cary Street Partners Asset Management
Richmond,
Virginia
| US$5.38億 | +US$917萬 | +2% | 4.46% | 25.3% | 419 | 59.67% | 1.7 |
|
| 2687 |
2687
Mason Street Advisors
Milwaukee,
Wisconsin
| US$5.37億 | +US$8490萬 | +19% | 4.38% | 32.1% | 9 | 11.11% | 4.4 |
|
| 2688 |
2688
ORIX Corp
Tokyo,
Japan
| US$5.37億 | -US$2877萬 | -5% | 5.08% | 11.7% | 1 | 0% | 5.5 |
|
| 2689 |
2689
Gilman Hill Asset Management
New Canaan,
Connecticut
| US$5.37億 | +US$4531萬 | +9% | 3.65% | 54.2% | 221 | 10.41% | 4.2 |
|
| 2690 |
GWSG
2690
GPS Wealth Strategies Group
Centennial,
Colorado
| US$5.37億 | +US$5387萬 | +11% | 9.28% | 118% | 1,326 | 11.99% | 0.4 |
|
| 2691 |
2691
GFG Capital
Miami,
Florida
| US$5.37億 | +US$7155萬 | +15% | 9.62% | 152% | 127 | 18.9% | 2.2 |
|
| 2692 |
2692
Towercrest Capital Management
Newtown,
Pennsylvania
| US$5.37億 | +US$5599萬 | +12% | 3.45% | 42.6% | 104 | 9.62% | 4 |
|
| 2693 |
2693
Edenbrook Capital
Mt. Kisco,
New York
| US$5.37億 | +US$5644萬 | +12% | 31.6% | 436% | 13 | 7.69% | 3 |
|
| 2694 |
2694
McGuire Investment Group
Wakefield,
Rhode Island
| US$5.37億 | +US$3344萬 | +7% | 8.97% | 202% | 130 | 18.46% | 3 |
|
| 2695 |
2695
NFP Retirement Inc
Aliso Viejo,
California
| US$5.36億 | +US$3369萬 | +7% | 4.22% | 51.3% | 247 | 8.5% | 1.9 |
|
| 2696 |
2696
Summit Financial Strategies
Columbus,
Ohio
| US$5.36億 | +US$2856萬 | +6% | 4.98% | 59.4% | 130 | 7.69% | 3.2 |
|
| 2697 |
ERFOTCOFW
2697
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$5.36億 | +US$2478萬 | +5% | 4.96% | 30.5% | 12 | 0% | 1.1 |
|
| 2698 |
2698
Silicon Valley Capital Partners
San Jose,
California
| US$5.36億 | +US$5810萬 | +12% | 10.5% | 103% | 399 | 43.86% | 0.8 |
|
| 2699 |
2699
Sompo Asset Management
Tokyo,
Japan
| US$5.36億 | +US$6029萬 | +13% | 7.2% | 97.4% | 175 | 3.43% | 2.9 |
|
| 2700 |
2700
Parkside Investments
Deerfield,
Illinois
| US$5.36億 | +US$470萬 | +0.9% | 3.12% | 70.4% | 98 | 18.37% | 3.2 |
|