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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Bank of New Hampshire
Laconia,
New Hampshire
| US$3.46億 | -US$6583萬 | -16% | 13.3% | 96.5% | 544 | 7.9% | 0.5 |
|
| 3277 |
SXL
3277
Summit X LLC
Chesterfield,
Missouri
| US$3.46億 | -US$6173萬 | -15% | 13.8% | 62.9% | 272 | 17.65% | 2.8 |
|
| 3278 |
3278
Total Wealth Planning
Cincinnati,
Ohio
| US$3.46億 | -US$2466萬 | -7% | 11% | 37.2% | 90 | 17.78% | 1.4 |
|
| 3279 |
3279
Alphadyne Asset Management
New York
| US$3.45億 | +US$2.14億 | +163% | 15.8% | 159% | 16 | 93.75% | 0 |
|
| 3280 |
3280
Physician Wealth Advisors
Midvale,
Utah
| US$3.45億 | -US$3136萬 | -8% | 15.1% | 79.9% | 163 | 12.88% | 2 |
|
| 3281 |
3281
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$3.45億 | +US$2214萬 | +7% | 10.8% | 75.6% | 96 | 28.13% | 1.4 |
|
| 3282 |
3282
Schroders
London,
United Kingdom
| US$3.45億 | -US$1.11億 | -24% | 8.53% | 5.82% | 84 | 19.05% | 0.3 |
|
| 3283 |
3283
Monograph Wealth Advisors
Manhattan Beach,
California
| US$3.45億 | -US$5116萬 | -13% | 15.1% | 74.8% | 92 | 18.48% | 0.5 |
|
| 3284 |
3284
Systelligence LLC
Bloomington,
Minnesota
| US$3.45億 | -US$1.19億 | -26% | 12.6% | 58.3% | 48 | 39.58% | 0.9 |
|
| 3285 |
3285
Fieldpoint Private Securities
Greenwich,
Connecticut
| US$3.44億 | -US$1.41億 | -29% | 12.5% | 47.2% | 1,793 | 18.8% | 1.6 |
|
| 3286 |
3286
West Financial Advisors
Des Moines,
Iowa
| US$3.44億 | -US$3604萬 | -9% | 11.6% | 49.1% | 202 | 27.23% | 1.2 |
|
| 3287 |
3287
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$3.44億 | -US$4463萬 | -11% | 11.9% | 86.8% | 76 | 3.95% | 5.3 |
|
| 3288 |
3288
Canal Insurance Company
Greenville,
South Carolina
| US$3.44億 | -US$2064萬 | -6% | 6.33% | 114% | 105 | 22.86% | 3.3 |
|
| 3289 |
3289
Providence Capital Advisors
Charlotte,
North Carolina
| US$3.44億 | -US$6467萬 | -16% | 13.3% | 60% | 482 | 38.38% | 2.3 |
|
| 3290 |
3290
Haverford Financial Services
Radnor,
Pennsylvania
| US$3.44億 | -US$6228萬 | -15% | 10.9% | 75.9% | 70 | 10% | 4 |
|
| 3291 |
3291
IA Venture Strategies Fund II
New York
| US$3.43億 | -US$1.64億 | -32% | 31.2% | 375% | 2 | 0% | 0.5 |
|
| 3292 |
3292
American Money Management
Rancho Santa Fe,
California
| US$3.43億 | -US$3279萬 | -9% | 10.8% | 70.5% | 141 | 5.67% | 3.2 |
|
| 3293 |
3293
Berkshire Bank
Pittsfield,
Massachusetts
| US$3.43億 | -US$7778萬 | -18% | 12.7% | 76.2% | 140 | 5% | 1.5 |
|
| 3294 |
3294
Think Investments
San Francisco,
California
| US$3.43億 | -US$928萬 | -3% | 17.8% | 285% | 26 | 30.77% | 1.8 |
|
| 3295 |
3295
Advisor OS
Chicago,
Illinois
| US$3.43億 | -US$258萬 | -0.7% | 8.93% | 68.8% | 215 | 15.35% | 1.3 |
|
| 3296 |
3296
Thrive Capital Management (New York)
New York
| US$3.42億 | -US$3.98億 | -54% | 48.5% | 150% | 11 | 27.27% | 0.6 |
|
| 3297 |
3297
Ovata Capital Management
Hong Kong
| US$3.42億 | +US$1743萬 | +5% | 16.2% | 69.1% | 211 | 81.99% | 0.4 |
|
| 3298 |
3298
Smith Anglin Financial
Dallas,
Texas
| US$3.42億 | -US$8953萬 | -21% | 14.2% | 52.8% | 151 | 22.52% | 1.1 |
|
| 3299 |
3299
Bedel Financial Consulting
Indianapolis,
Indiana
| US$3.42億 | +US$2359萬 | +7% | 3.47% | 97.4% | 1,016 | 81.1% | 3.7 |
|
| 3300 |
3300
Waller Financial Planning Group
Columbus,
Ohio
| US$3.42億 | -US$3567萬 | -9% | 12.7% | 47.5% | 58 | 24.14% | 2.6 |
|