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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Matthew Goff Investment Advisor
Houston,
Texas
| US$3.71億 | -US$5473萬 | -13% | 12.7% | 89.6% | 86 | 15.12% | 3.2 |
|
| 3127 |
3127
Foresite Capital Management IV
Larkspur,
California
| US$3.71億 | +US$1394萬 | +4% | 13.4% | 151% | 9 | 11.11% | 1.6 |
|
| 3128 |
3128
Ackerman Capital Advisors
Dallas,
Texas
| US$3.71億 | -US$5339萬 | -13% | 10.7% | 46.4% | 133 | 33.08% | 1.7 |
|
| 3129 |
3129
Blueprint Investment Partners
Greensboro,
North Carolina
| US$3.71億 | -US$1718萬 | -4% | 4.83% | 91.9% | 238 | 54.62% | 0.8 |
|
| 3130 |
3130
Leo Brokerage
Hurst,
Texas
| US$3.71億 | -US$2.57億 | -41% | 16.3% | – | 265 | 42.26% | 1.2 |
|
| 3131 |
3131
Oak Harvest Investment Services
Houston,
Texas
| US$3.71億 | -US$3301萬 | -8% | 14% | 120% | 85 | 5.88% | 1.3 |
|
| 3132 |
3132
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$3.71億 | -US$2.52億 | -40% | 19.4% | 140% | 347 | 35.73% | 2.3 |
|
| 3133 |
3133
Cubic Asset Management
Boston,
Massachusetts
| US$3.71億 | -US$5890萬 | -14% | 11% | 40.5% | 203 | 7.88% | 4.9 |
|
| 3134 |
3134
Bright Rock Capital Management
Hanover,
Massachusetts
| US$3.71億 | -US$5317萬 | -13% | 12.6% | 53.1% | 86 | 17.44% | 4.1 |
|
| 3135 |
3135
Tetrad Corporation
Omaha,
Nebraska
| US$3.7億 | -US$8631萬 | -19% | 19.6% | 45.6% | 4 | 25% | 6.8 |
|
| 3136 |
3136
Armbruster Capital Management
Pittsford,
New York
| US$3.7億 | -US$4564萬 | -11% | 13.7% | 66.7% | 127 | 16.54% | 3.6 |
|
| 3137 |
III
3137
Independent Investors Inc
Nesconset,
New York
| US$3.69億 | -US$7989萬 | -18% | 16% | 94.5% | 76 | 9.21% | 7 |
|
| 3138 |
3138
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$3.69億 | -US$2214萬 | -6% | 15.4% | 68% | 87 | 12.64% | 2.9 |
|
| 3139 |
3139
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$3.69億 | -US$7032萬 | -16% | 16.5% | 46.7% | 295 | 12.2% | 2.7 |
|
| 3140 |
3140
Hudson Way Capital Management
Dallas,
Texas
| US$3.69億 | -US$5504萬 | -13% | 16% | 51.3% | 17 | 11.76% | 2.1 |
|
| 3141 |
3141
NFC Investments
Memphis,
Tennessee
| US$3.69億 | -US$7763萬 | -17% | 15.7% | 58% | 39 | 12.82% | 4.6 |
|
| 3142 |
3142
Abundance Wealth Counselors
State College,
Pennsylvania
| US$3.69億 | +US$68.8萬 | +0.2% | 13.6% | 107% | 155 | 11.61% | 0.8 |
|
| 3143 |
3143
Prestige Wealth Management Group
Flemington,
New Jersey
| US$3.69億 | -US$3760萬 | -9% | 9.99% | 55.8% | 1,116 | 12.1% | 2.3 |
|
| 3144 |
ECM
3144
EagleClaw Capital Management
Boston,
Massachusetts
| US$3.69億 | -US$6665萬 | -15% | 13.3% | 109% | 135 | 6.67% | 5.4 |
|
| 3145 |
3145
Glen Eagle Advisors
Kingston,
New Jersey
| US$3.69億 | -US$1438萬 | -4% | 11.9% | 68.5% | 1,035 | 11.59% | 3 |
|
| 3146 |
3146
McRae Capital Management
Morristown,
New Jersey
| US$3.68億 | -US$7474萬 | -17% | 13.9% | 78.2% | 112 | 6.25% | 4.8 |
|
| 3147 |
3147
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$3.68億 | -US$1979萬 | -5% | 12.5% | 61.1% | 143 | 18.88% | 0.8 |
|
| 3148 |
3148
Horst & Graben Wealth Management
Portland,
Oregon
| US$3.68億 | -US$4090萬 | -10% | 12% | 62.2% | 143 | 14.69% | 1.6 |
|
| 3149 |
3149
CVA Family Office
Denver,
Colorado
| US$3.68億 | -US$5041萬 | -12% | 13.8% | 71.6% | 1,021 | 14.59% | 1 |
|
| 3150 |
LA
3150
Lynch & Associates
Newburgh,
Indiana
| US$3.68億 | -US$4529萬 | -11% | 10% | 73.5% | 106 | 3.77% | 6.6 |
|