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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Total Wealth Planning
Cincinnati,
Ohio
| US$6.41億 | +US$3132萬 | +5% | 6.48% | 37.2% | 92 | 5.43% | 3.1 |
|
| 2777 |
2777
Golden State Equity Partners
South Coast Metro,
California
| US$6.41億 | +US$1.6億 | +33% | 6.65% | – | 929 | 57.05% | 0.7 |
|
| 2778 |
2778
Titan Global Capital Management USA
New York
| US$6.4億 | +US$1262萬 | +2% | 5.26% | 191% | 66 | 10.61% | 2 |
|
| 2779 |
CPIH
2779
Consolidated Press International Holdings
Sydney,
Australia
| US$6.4億 | -US$1.53億 | -19% | 1.36% | – | 15 | 26.67% | 0.8 |
|
| 2780 |
2780
Quadcap Wealth Management
Frisco,
Texas
| US$6.4億 | +US$8557萬 | +15% | 7.29% | 94.2% | 407 | 12.53% | 0.6 |
|
| 2781 |
2781
Northside Capital Management
Hood River,
Oregon
| US$6.4億 | +US$5826萬 | +10% | 8.61% | 99.6% | 123 | 15.45% | 4.3 |
|
| 2782 |
2782
Dudley & Shanley
Palm Beach,
Florida
| US$6.4億 | +US$5779萬 | +10% | 11% | 67.9% | 37 | 5.41% | 3.5 |
|
| 2783 |
2783
Quantum Financial Advisors
El Segundo,
California
| US$6.39億 | +US$6942萬 | +12% | 6.47% | 68% | 199 | 22.11% | 1.2 |
|
| 2784 |
2784
Sompo Asset Management
Tokyo,
Japan
| US$6.38億 | +US$4628萬 | +8% | 7.24% | 97.4% | 200 | 7.5% | 3.4 |
|
| 2785 |
2785
Pale Fire Capital SE
Prague,
Czech Republic
| US$6.38億 | -US$2.49億 | -28% | 7.03% | 223% | 68 | 51.47% | 0.6 |
|
| 2786 |
2786
Almanack Investment Partners
Wayne,
Pennsylvania
| US$6.37億 | +US$4317萬 | +7% | 5.62% | 82.2% | 192 | 13.54% | 2.3 |
|
| 2787 |
2787
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$6.36億 | +US$2778萬 | +5% | 7.07% | 52.3% | 17 | 11.76% | 2.5 |
|
| 2788 |
2788
Covenant Asset Management
Chester,
New Jersey
| US$6.36億 | +US$731萬 | +1% | 3.77% | 177% | 177 | 6.21% | 3.7 |
|
| 2789 |
2789
180 Wealth Advisors
Federal Way,
Washington
| US$6.35億 | +US$2215萬 | +4% | 6.21% | 165% | 461 | 9.33% | 3.2 |
|
| 2790 |
2790
Roble Belko & Company
Sewickley,
Pennsylvania
| US$6.34億 | +US$3717萬 | +6% | 5.94% | 58.4% | 411 | 10.46% | 4.3 |
|
| 2791 |
2791
Premier Path Wealth Partners
Madison,
New Jersey
| US$6.34億 | +US$4753萬 | +8% | 6.53% | 98.8% | 385 | 10.13% | 0.6 |
|
| 2792 |
2792
Sendero Wealth Management
San Antonio,
Texas
| US$6.34億 | +US$3992萬 | +7% | 5.63% | 99.2% | 164 | 10.37% | 1.5 |
|
| 2793 |
2793
Soundwatch Capital
Rowayton,
Connecticut
| US$6.34億 | +US$6.16億 | +3,389% | 5.52% | 79.6% | 34 | 58.82% | 0.7 |
|
| 2794 |
2794
RBO & Co
Saint Helena,
California
| US$6.34億 | +US$7385萬 | +13% | 11.3% | 27.9% | 53 | 0% | 7.2 |
|
| 2795 |
2795
Twin Focus Capital Partners
Boston,
Massachusetts
| US$6.34億 | +US$792萬 | +1% | 5.61% | 92.5% | 151 | 11.92% | 4.8 |
|
| 2796 |
JC
2796
Joho Capital
New York
| US$6.33億 | -US$7379萬 | -10% | 1.88% | 80.2% | 13 | 15.38% | 2 |
|
| 2797 |
BFCFSI
2797
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| US$6.33億 | – | – | 6.63% | – | 2,170 | – | 0 |
|
| 2798 |
2798
Kavar Capital Partners Group
Leawood,
Kansas
| US$6.32億 | +US$7756萬 | +14% | 7.17% | 86.8% | 184 | 13.59% | 4.6 |
|
| 2799 |
2799
TFC Financial Management
Boston,
Massachusetts
| US$6.32億 | +US$6197萬 | +11% | 6.37% | 66.9% | 1,118 | 23.43% | 1.9 |
|
| 2800 |
2800
Versor Investments
New York
| US$6.32億 | +US$8953萬 | +17% | 8.99% | 240% | 1,038 | 61.08% | 0.4 |
|