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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Strategic Planning Group
Bountiful,
Utah
| US$6.16億 | +US$1.05億 | +21% | 21.2% | 162% | 83 | 12.05% | 1.3 |
|
| 3002 |
3002
Mirador Capital Partners
Pleasanton,
California
| US$6.15億 | +US$4477萬 | +8% | 10.1% | 120% | 213 | 13.62% | 3.8 |
|
| 3003 |
3003
FSM Wealth Advisors
Cleveland,
Ohio
| US$6.15億 | +US$1.7億 | +38% | 8.25% | 68.4% | 295 | 30.51% | 1.4 |
|
| 3004 |
3004
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$6.15億 | +US$5480萬 | +10% | 8.29% | 62.1% | 141 | 7.8% | 4.8 |
|
| 3005 |
CCM
3005
Cohen Capital Management
Corte Madera,
California
| US$6.14億 | +US$3063萬 | +5% | 8.75% | 91.5% | 157 | 7.01% | 6.6 |
|
| 3006 |
3006
Strategic Global Advisors
Newport Beach,
California
| US$6.14億 | +US$1.09億 | +22% | 16.6% | 137% | 148 | 12.84% | 2.2 |
|
| 3007 |
3007
Summit Asset Management
Memphis,
Tennessee
| US$6.14億 | +US$3611萬 | +6% | 5.88% | 53.4% | 174 | 6.32% | 6.3 |
|
| 3008 |
3008
Breakwater Capital Group
Paramus,
New Jersey
| US$6.14億 | +US$5232萬 | +9% | 8.01% | 67.4% | 355 | 12.39% | 1.6 |
|
| 3009 |
3009
James J. Burns & Company
Melville,
New York
| US$6.13億 | +US$5476萬 | +10% | 9.11% | 70.2% | 160 | 13.13% | 1.6 |
|
| 3010 |
AMCI
3010
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| US$6.13億 | +US$1603萬 | +3% | 2.68% | – | 1 | 0% | 1.5 |
|
| 3011 |
3011
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$6.13億 | +US$2428萬 | +4% | 6.14% | 44% | 103 | 10.68% | 3.4 |
|
| 3012 |
3012
Valley National Advisers
Bethlehem,
Pennsylvania
| US$6.13億 | +US$5831萬 | +11% | 10.5% | 87.2% | 869 | 13.35% | 5.5 |
|
| 3013 |
3013
BWCP LP
Dallas,
Texas
| US$6.12億 | +US$1.19億 | +24% | 28.3% | 198% | 35 | 54.29% | 0.8 |
|
| 3014 |
3014
Polunin Capital Partners
London,
United Kingdom
| US$6.12億 | +US$1.17億 | +24% | 4.19% | 268% | 27 | 0% | 1.6 |
|
| 3015 |
3015
Gilman Hill Asset Management
New Canaan,
Connecticut
| US$6.12億 | +US$3621萬 | +6% | 2.84% | 54.2% | 239 | 11.3% | 4.6 |
|
| 3016 |
CBT
3016
Central Bank & Trust
Lexington,
Kentucky
| US$6.12億 | +US$1303萬 | +2% | 12.7% | 118% | 187 | 6.95% | 7.7 |
|
| 3017 |
3017
L2 Asset Management
Wayland,
Massachusetts
| US$6.11億 | +US$1.22億 | +25% | 12% | 139% | 366 | 26.23% | 1.3 |
|
| 3018 |
HA
3018
Harbor Advisors
West Palm Beach,
Florida
| US$6.11億 | +US$3509萬 | +6% | 8.71% | 125% | 201 | 9.45% | 4.8 |
|
| 3019 |
3019
Arlington Financial Advisors
Santa Barbara,
California
| US$6.11億 | +US$4190萬 | +7% | 8.04% | 67.6% | 112 | 27.68% | 3.5 |
|
| 3020 |
3020
Oak Grove Capital
North Hampton,
New Hampshire
| US$6.1億 | +US$1.31億 | +27% | 26.3% | 470% | 83 | 31.33% | 2.2 |
|
| 3021 |
3021
FengHe Fund Management
Singapore
| US$6.1億 | +US$3.44億 | +129% | 40.1% | 779% | 37 | 72.97% | 0.4 |
|
| 3022 |
3022
OnyxPoint Global Management
New York
| US$6.1億 | -US$9261萬 | -13% | 13.5% | 211% | 34 | 41.18% | 0.7 |
|
| 3023 |
3023
Capricorn Investment Group
Palo Alto,
California
| US$6.1億 | +US$1.47億 | +32% | 86.9% | 95.9% | 7 | 28.57% | 3.3 |
|
| 3024 |
3024
Acorn Financial Advisory Services
Reston,
Virginia
| US$6.1億 | +US$5680萬 | +10% | 10.9% | 108% | 206 | 12.14% | 3.4 |
|
| 3025 |
CFGSD
3025
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| US$6.1億 | +US$8121萬 | +15% | 9.61% | 72% | 101 | 9.9% | 2.1 |
|