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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Crane Advisory
Fullerton,
California
| US$6.36億 | +US$3268萬 | +5% | 4.94% | 38.2% | 50 | 8% | 1.8 |
|
| 3077 |
3077
Blue Fin Capital
Warren,
Rhode Island
| US$6.36億 | +US$4875萬 | +8% | 10% | 147% | 148 | 3.38% | 6.7 |
|
| 3078 |
3078
Formidable Asset Management
Cincinnati,
Ohio
| US$6.35億 | +US$3707萬 | +6% | 9.24% | 62.2% | 417 | 14.63% | 3 |
|
| 3079 |
3079
HORAN Wealth
Cincinnati,
Ohio
| US$6.35億 | +US$3.08億 | +94% | 7.71% | – | 197 | 41.62% | 0.1 |
|
| 3080 |
CBT
3080
Central Bank & Trust
Lexington,
Kentucky
| US$6.34億 | +US$2279萬 | +4% | 8.52% | 118% | 187 | 8.02% | 7.7 |
|
| 3081 |
3081
Regatta Capital Group
El Segundo,
California
| US$6.33億 | +US$5065萬 | +9% | 7.56% | 78.1% | 224 | 10.71% | 2.4 |
|
| 3082 |
3082
Fiduciary Financial Group
San Rafael,
California
| US$6.33億 | +US$7981萬 | +14% | 7.51% | – | 343 | 19.24% | 0.9 |
|
| 3083 |
3083
Gries Financial
Cleveland,
Ohio
| US$6.33億 | +US$8315萬 | +15% | 6.4% | 71.3% | 341 | 18.77% | 1.8 |
|
| 3084 |
3084
Fort Baker Capital Management
Larkspur,
California
| US$6.32億 | +US$5029萬 | +9% | 6.38% | 46.3% | 117 | 61.54% | 0.3 |
|
| 3085 |
3085
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$6.32億 | +US$7131萬 | +13% | 11.6% | 137% | 201 | 18.91% | 3 |
|
| 3086 |
3086
Laffer Tengler Investments
Nashville,
Tennessee
| US$6.31億 | +US$7036萬 | +13% | 8.25% | 96.5% | 200 | 48.5% | 2.7 |
|
| 3087 |
3087
Huber Capital Management
El Segundo,
California
| US$6.31億 | +US$4363萬 | +7% | 6.39% | 66.3% | 108 | 2.78% | 5 |
|
| 3088 |
3088
Round Rock Advisors
Wilton,
Connecticut
| US$6.31億 | +US$5146萬 | +9% | 9.26% | 94.6% | 364 | 51.1% | 1.6 |
|
| 3089 |
3089
Fortis Capital Advisors
Prairie Village,
Kansas
| US$6.31億 | +US$7199萬 | +13% | 10.5% | 142% | 319 | 36.05% | 0.9 |
|
| 3090 |
3090
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$6.31億 | +US$8769萬 | +16% | 6.76% | 62.6% | 314 | 16.56% | 2.5 |
|
| 3091 |
CM
3091
Conifer Management
New York
| US$6.31億 | -US$1.37億 | -18% | 3.58% | 22.7% | 6 | 16.67% | 3.1 |
|
| 3092 |
3092
Artia Global Partners
Miami,
Florida
| US$6.31億 | +US$2.15億 | +52% | 81.8% | 725% | 56 | 42.86% | 0.6 |
|
| 3093 |
MG
3093
Magnolia Group
Omaha,
Nebraska
| US$6.31億 | -US$1973萬 | -3% | 1.54% | 11.4% | 11 | 9.09% | 4.2 |
|
| 3094 |
3094
Nordwand Advisors
Radnor,
Pennsylvania
| US$6.31億 | -US$695萬 | -1% | 8.29% | 103% | 190 | 26.84% | 0.8 |
|
| 3095 |
3095
Alpha Capital Management
Austin,
Texas
| US$6.3億 | +US$4963萬 | +9% | 7.95% | 88% | 122 | 12.3% | 4.6 |
|
| 3096 |
3096
Stablepoint Partners
Braintree,
Massachusetts
| US$6.3億 | +US$4209萬 | +7% | 7.18% | 92.8% | 254 | 4.33% | 1.6 |
|
| 3097 |
3097
True North Advisors
Dallas,
Texas
| US$6.3億 | +US$1.08億 | +21% | 6.75% | 82.9% | 258 | 30.62% | 2.1 |
|
| 3098 |
3098
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$6.3億 | +US$1673萬 | +3% | 4.75% | 44% | 103 | 5.83% | 3.5 |
|
| 3099 |
CPIH
3099
Consolidated Press International Holdings
Sydney,
Australia
| US$6.29億 | +US$2858萬 | +5% | 1.48% | – | 16 | 25% | 1.5 |
|
| 3100 |
3100
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$6.29億 | +US$7688萬 | +14% | 8.66% | 81% | 922 | 13.02% | 4.1 |
|