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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
BDT Capital Partners
Chicago,
Illinois
| US$5.02億 | +US$1.11億 | +28% | 28% | 25.5% | 2 | 0% | 1.4 |
|
| 3202 |
3202
Spirit of America Management Corp
Syosset,
New York
| US$5.02億 | +US$873萬 | +2% | 5.14% | 113% | 317 | 2.84% | 5 |
|
| 3203 |
3203
Horizon Wealth Management
La Grange,
Illinois
| US$5.01億 | +US$8120萬 | +19% | 5.42% | 109% | 91 | 15.38% | 1.8 |
|
| 3204 |
3204
American Money Management
Rancho Santa Fe,
California
| US$5億 | +US$3183萬 | +7% | 6.09% | 65% | 137 | 2.92% | 4.7 |
|
| 3205 |
3205
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$5億 | +US$1.07億 | +27% | 6.52% | 70.4% | 378 | 26.72% | 0.3 |
|
| 3206 |
RM
3206
Rudius Management
New York
| US$5億 | +US$3918萬 | +9% | 14.2% | 8.92% | 8 | 0% | 2.3 |
|
| 3207 |
3207
CenterStar Asset Management
Chicago,
Illinois
| US$5億 | +US$1.42億 | +40% | 3.36% | 104% | 424 | 78.3% | 0.3 |
|
| 3208 |
3208
Virtue Capital Management
Brentwood,
Tennessee
| US$4.99億 | -US$8426萬 | -14% | 5.37% | 97.9% | 404 | 42.33% | 1.9 |
|
| 3209 |
3209
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.99億 | +US$3801萬 | +8% | 9.41% | 60% | 68 | 5.88% | 4.6 |
|
| 3210 |
3210
Tobias Financial Advisors
Plantation,
Florida
| US$4.99億 | +US$3515萬 | +8% | 4.93% | 44.5% | 111 | 9.01% | 2 |
|
| 3211 |
3211
Turtle Creek Wealth Advisors
Dallas,
Texas
| US$4.99億 | +US$6686萬 | +15% | 6.33% | 112% | 208 | 23.56% | 0.7 |
|
| 3212 |
3212
SR One Capital Management
Wayne,
Pennsylvania
| US$4.99億 | +US$1.79億 | +56% | 27.6% | 656% | 11 | 18.18% | 1.1 |
|
| 3213 |
3213
Edge Wealth Management
New York
| US$4.98億 | +US$2326萬 | +5% | 6.17% | 75.3% | 83 | 9.64% | 5.7 |
|
| 3214 |
3214
Accurate Wealth Management
Wesley Chapel,
Florida
| US$4.98億 | +US$8085萬 | +19% | 6.72% | 101% | 390 | 19.49% | 1.4 |
|
| 3215 |
3215
Huber Capital Management
El Segundo,
California
| US$4.97億 | +US$5719萬 | +13% | 4.81% | 66.3% | 100 | 6% | 4.5 |
|
| 3216 |
3216
Bright Rock Capital Management
Hanover,
Massachusetts
| US$4.97億 | +US$2292萬 | +5% | 6.35% | 53.1% | 78 | 19.23% | 5.3 |
|
| 3217 |
3217
M. Kulyk & Associates
Decatur,
Georgia
| US$4.97億 | +US$6679萬 | +16% | 7.57% | 74.8% | 118 | 10.17% | 2.4 |
|
| 3218 |
3218
Capital Group Investment Management
Raffles Quay,
Singapore
| US$4.97億 | +US$3412萬 | +7% | 8.62% | 163% | 146 | 10.96% | 1.5 |
|
| 3219 |
3219
Rice Partnership
Honolulu,
Hawaii
| US$4.97億 | +US$3653萬 | +8% | 6.38% | 135% | 173 | 11.56% | 2.9 |
|
| 3220 |
3220
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$4.97億 | +US$1.06億 | +27% | 7.27% | 78.2% | 217 | 28.11% | 0.9 |
|
| 3221 |
3221
Fortis Capital Management
Bellevue,
Washington
| US$4.96億 | +US$2755萬 | +6% | 4.08% | 111% | 136 | 10.29% | 2.1 |
|
| 3222 |
3222
Breakwater Capital Group
Paramus,
New Jersey
| US$4.96億 | +US$5563萬 | +13% | 6.5% | 67.4% | 294 | 8.84% | 1.2 |
|
| 3223 |
3223
EAM Global Investors
Solana Beach,
California
| US$4.96億 | +US$5085萬 | +11% | 25.1% | 2,399% | 134 | 60.45% | 0.3 |
|
| 3224 |
3224
Partners in Financial Planning
Salem,
Virginia
| US$4.96億 | +US$3557萬 | +8% | 5.91% | 42% | 110 | 8.18% | 2.6 |
|
| 3225 |
3225
Citizens Business Bank
Ontario,
California
| US$4.96億 | +US$2262萬 | +5% | 6.61% | 120% | 107 | 4.67% | 5.8 |
|