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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Great Waters Wealth Management
Shoreview,
Minnesota
| US$4.65億 | – | – | 7.68% | 49% | 86 | – | 0 |
|
| 2727 |
2727
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$4.65億 | +US$7748萬 | +20% | 9.64% | 86.3% | 574 | 19.51% | 4.8 |
|
| 2728 |
2728
Advocate Group
Minnetonka,
Minnesota
| US$4.64億 | +US$5989萬 | +15% | 12.5% | 56.3% | 121 | 10.74% | 0.5 |
|
| 2729 |
2729
Summit Financial Strategies
Columbus,
Ohio
| US$4.64億 | +US$4325萬 | +10% | 9.77% | 59.4% | 128 | 12.5% | 2.8 |
|
| 2730 |
2730
Land & Buildings Investment Management
Stamford,
Connecticut
| US$4.64億 | +US$995萬 | +2% | 5.79% | 53.9% | 22 | 18.18% | 1.3 |
|
| 2731 |
2731
Legacy Financial Advisors
Covington,
Kentucky
| US$4.64億 | +US$4591萬 | +11% | 10% | 97.8% | 258 | 20.16% | 1.7 |
|
| 2732 |
2732
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$4.64億 | +US$1.05億 | +29% | 7.4% | 61.1% | 160 | 15% | 1 |
|
| 2733 |
VM
2733
VPR Management
Houston,
Texas
| US$4.63億 | +US$1979萬 | +4% | 7.64% | 54.5% | 53 | 47.17% | 2.1 |
|
| 2734 |
2734
Meteora Capital
Boca Raton,
Florida
| US$4.62億 | +US$6685萬 | +17% | 0.27% | 56.9% | 580 | 60.69% | 0.3 |
|
| 2735 |
2735
Dillon & Associates
Jackson,
Michigan
| US$4.62億 | +US$3120萬 | +7% | 9.19% | 117% | 77 | 3.9% | 6.2 |
|
| 2736 |
2736
9258 Wealth Management
Blue Ash,
Ohio
| US$4.62億 | +US$7098萬 | +18% | 9.96% | 49.6% | 347 | 13.83% | 2.6 |
|
| 2737 |
2737
McGuire Investment Group
Wakefield,
Rhode Island
| US$4.62億 | +US$2312萬 | +5% | 9.12% | 202% | 121 | 11.57% | 2.9 |
|
| 2738 |
2738
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$4.62億 | +US$2.03億 | +78% | 11% | 98% | 143 | 36.36% | 2.3 |
|
| 2739 |
2739
Destiny Wealth Partners
Tavares,
Florida
| US$4.62億 | +US$1678萬 | +4% | 5.9% | 70.4% | 723 | 25.45% | 1 |
|
| 2740 |
2740
Oak Hill Capital Management
New York
| US$4.62億 | -US$6969萬 | -13% | 4.4% | 1.19% | 2 | 50% | 1 |
|
| 2741 |
2741
Skaana Management
Brooklyn,
New York
| US$4.62億 | +US$1.71億 | +59% | 3.62% | 269% | 232 | 73.71% | 0.2 |
|
| 2742 |
2742
GYL Financial Synergies
West Hartford,
Connecticut
| US$4.62億 | +US$9510萬 | +26% | 8.16% | 36% | 223 | 17.94% | 2.3 |
|
| 2743 |
2743
Wallington Asset Management
Indianapolis,
Indiana
| US$4.62億 | +US$3918萬 | +9% | 9.49% | 120% | 85 | 17.65% | 4.5 |
|
| 2744 |
2744
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$4.61億 | -US$3.44億 | -43% | 4.08% | 40.8% | 9 | 11.11% | 1.8 |
|
| 2745 |
2745
Zevin Asset Management
Boston,
Massachusetts
| US$4.6億 | +US$3707萬 | +9% | 8.41% | 71.7% | 83 | 15.66% | 5.1 |
|
| 2746 |
2746
Bleichroeder LP
New York
| US$4.6億 | -US$1914萬 | -4% | 2.82% | 202% | 94 | 9.57% | 2 |
|
| 2747 |
2747
Faithward Advisors
Lancaster,
Pennsylvania
| US$4.6億 | +US$3800萬 | +9% | 6.05% | 119% | 277 | 17.33% | 1.5 |
|
| 2748 |
2748
Sunflower Bank
Dallas,
Texas
| US$4.59億 | +US$1853萬 | +4% | 9.51% | 42.7% | 119 | 9.24% | 2.2 |
|
| 2749 |
EEP
2749
Edgehill Endowment Partners
Hamden,
Connecticut
| US$4.59億 | +US$7055萬 | +18% | 3.87% | 11.6% | 9 | 0% | 2.6 |
|
| 2750 |
PGCM
2750
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$4.59億 | +US$1.35億 | +42% | 22.6% | 135% | 205 | 41.46% | 1.7 |
|