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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
VHMC
2876
Value Holdings Management Company
Hampton Bays,
New York
| US$4.02億 | -US$1872萬 | -4% | 2.55% | 110% | 50 | 12% | 4.7 |
|
| 2877 |
2877
Styrax Capital
New York
| US$4.02億 | +US$5128萬 | +15% | 3.48% | 310% | 15 | 60% | 0.2 |
|
| 2878 |
2878
Affinity Wealth Management
Wilmington,
Delaware
| US$4.02億 | -US$3185萬 | -7% | 3.13% | 116% | 106 | 18.87% | 2 |
|
| 2879 |
2879
RP Investment Advisors
Toronto,
Ontario, Canada
| US$4.02億 | -US$3.09億 | -43% | 0.56% | 17.4% | 147 | 12.24% | 0.9 |
|
| 2880 |
LWANC
2880
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$4.01億 | -US$1220萬 | -3% | 4.79% | 71.1% | 643 | 19.44% | 3 |
|
| 2881 |
WWM
2881
Windsor Wealth Management
Indianapolis,
Indiana
| US$4.01億 | +US$1001萬 | +3% | 3.5% | 37.3% | 156 | 5.77% | 3.3 |
|
| 2882 |
2882
Chemung Canal Trust
Elmira,
New York
| US$4.01億 | -US$3659萬 | -8% | 5.79% | 93.4% | 121 | 4.13% | 6.1 |
|
| 2883 |
2883
Marietta Wealth Management
Marietta,
Georgia
| US$4.01億 | -US$1290萬 | -3% | 3.52% | 93% | 112 | 9.82% | 3.6 |
|
| 2884 |
2884
North Reef Capital Management
Laguna Beach,
California
| US$4.01億 | +US$4485萬 | +13% | 0.67% | 81.9% | 45 | 42.22% | 0.4 |
|
| 2885 |
2885
North Growth Management
Vancouver,
British Columbia, Canada
| US$4.01億 | -US$3074萬 | -7% | 4.64% | 243% | 50 | 14% | 2.4 |
|
| 2886 |
2886
OLP Capital Management
Causeway Bay,
Hong Kong
| US$4億 | -US$1.85億 | -32% | 15.8% | 146% | 3 | 0% | 1.2 |
|
| 2887 |
AMG
2887
Asset Management Group
Stamford,
Connecticut
| US$4億 | -US$1640萬 | -4% | 5.05% | 57% | 120 | 1.67% | 6.7 |
|
| 2888 |
2888
TFO Wealth Partners
Maumee,
Ohio
| US$4億 | -US$4392萬 | -10% | 7.52% | 68.9% | 525 | 78.1% | 1.1 |
|
| 2889 |
2889
Darwin Wealth Management
Tampa,
Florida
| US$4億 | -US$9464萬 | -19% | 4.39% | 61.4% | 163 | 9.2% | 3 |
|
| 2890 |
2890
Farmers Trust Company
Youngstown,
Ohio
| US$4億 | -US$1918萬 | -5% | 6.14% | 73.5% | 157 | 10.83% | 5.9 |
|
| 2891 |
2891
Meridian Wealth Partners
Exton,
Pennsylvania
| US$4億 | -US$2164萬 | -5% | 5.17% | 59% | 87 | 10.34% | 2 |
|
| 2892 |
2892
Mainstay Capital Management
Grand Blanc,
Michigan
| US$3.99億 | -US$3448萬 | -8% | 4.24% | 135% | 111 | 18.02% | 2.3 |
|
| 2893 |
2893
EQT Fund Management
Luxembourg
| US$3.99億 | -US$3.76億 | -49% | 38.1% | – | 2 | 0% | 0.3 |
|
| 2894 |
2894
CGN Advisors
Manhattan,
Kansas
| US$3.99億 | +US$4394萬 | +12% | 5.67% | 48.9% | 234 | 16.24% | 1.2 |
|
| 2895 |
2895
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$3.99億 | -US$4350萬 | -10% | 6.18% | 60% | 66 | 4.55% | 4 |
|
| 2896 |
DVF
2896
Discovery Value Fund
Singapore
| US$3.99億 | -US$7928萬 | -17% | 9.3% | 210% | 8 | 12.5% | 1.6 |
|
| 2897 |
2897
Johnson Bixby & Associates
Vancouver,
Washington
| US$3.98億 | -US$1150萬 | -3% | 5.27% | 48.7% | 101 | 8.91% | 1.3 |
|
| 2898 |
2898
Personal CFO Solutions
Chester,
New Jersey
| US$3.98億 | -US$2824萬 | -7% | 4.13% | 98.9% | 474 | 21.94% | 1.6 |
|
| 2899 |
2899
Gryphon Financial Partners
Columbus,
Ohio
| US$3.97億 | -US$1512萬 | -4% | 5.1% | 111% | 249 | 27.71% | 2.7 |
|
| 2900 |
GWSG
2900
GPS Wealth Strategies Group
Centennial,
Colorado
| US$3.96億 | +US$656萬 | +2% | 5.03% | 118% | 1,204 | 5.56% | 1.2 |
|