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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Adams Wealth Management
Logan,
Utah
| US$5.25億 | +US$1589萬 | +3% | 10.5% | 112% | 191 | 28.27% | 1.6 |
|
| 3302 |
3302
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$5.25億 | +US$4290萬 | +9% | 8.01% | 72.7% | 205 | 13.66% | 4 |
|
| 3303 |
3303
Maia Wealth
Denver,
Colorado
| US$5.25億 | +US$8398萬 | +19% | 9.08% | – | 344 | 20.93% | 0.9 |
|
| 3304 |
CIM
3304
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$5.25億 | +US$8694萬 | +20% | 13.9% | 123% | 254 | 5.91% | 4.5 |
|
| 3305 |
3305
TT International Asset Management
London,
United Kingdom
| US$5.25億 | -US$1.45億 | -22% | 1.95% | 331% | 65 | 41.54% | 0.7 |
|
| 3306 |
3306
Clifford Capital Partners
Alpine,
Utah
| US$5.25億 | +US$3839萬 | +8% | 7.95% | 77.3% | 54 | 31.48% | 2.3 |
|
| 3307 |
3307
Summit Wealth Partners
Orlando,
Florida
| US$5.24億 | +US$3138萬 | +6% | 5.49% | 44.9% | 218 | 6.88% | 3.3 |
|
| 3308 |
3308
UG Investment Advisers
Taipei,
Taiwan
| US$5.24億 | +US$1.59億 | +43% | 4.79% | 183% | 14 | 14.29% | 1.3 |
|
| 3309 |
3309
PAX Financial Group
San Antonio,
Texas
| US$5.23億 | -US$4097萬 | -7% | 8.63% | 61.5% | 273 | 24.18% | 2.7 |
|
| 3310 |
3310
P2 Capital Partners
New York
| US$5.22億 | +US$730萬 | +1% | 2.62% | 7.96% | 14 | 21.43% | 3.2 |
|
| 3311 |
3311
Front Street Capital Management
Missoula,
Montana
| US$5.22億 | -US$237萬 | -0.5% | 16.4% | 316% | 73 | 17.81% | 5.1 |
|
| 3312 |
3312
True North Advisors
Dallas,
Texas
| US$5.22億 | -US$4230萬 | -7% | 6.14% | 82.9% | 255 | 17.65% | 2.1 |
|
| 3313 |
CTAF
3313
Call To Action Foundation
Salt Lake City,
Utah
| US$5.22億 | +US$5470萬 | +12% | 10.5% | – | 1 | 0% | 1.5 |
|
| 3314 |
3314
Rempart Asset Management
Montreal,
Canada
| US$5.21億 | +US$3611萬 | +7% | 8.84% | 70.5% | 34 | 0% | 4 |
|
| 3315 |
3315
Ikarian Capital
Dallas,
Texas
| US$5.21億 | -US$2.91億 | -36% | 20.2% | 5,184% | 195 | 49.74% | 0.7 |
|
| 3316 |
ARG
3316
Advisory Resource Group
Tulsa,
Oklahoma
| US$5.2億 | +US$2939萬 | +6% | 6.05% | 72% | 179 | 16.2% | 2.8 |
|
| 3317 |
3317
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$5.2億 | +US$5409萬 | +12% | 8.87% | 70.1% | 75 | 18.67% | 1.6 |
|
| 3318 |
3318
Delta Investment Management
San Francisco,
California
| US$5.2億 | +US$2493萬 | +5% | 7.82% | 69.9% | 262 | 17.94% | 2.5 |
|
| 3319 |
3319
Caligan Partners
New York
| US$5.2億 | +US$4094萬 | +9% | 13.9% | 2,628% | 18 | 16.67% | 1.2 |
|
| 3320 |
3320
Lincoln Capital
Lincoln,
Nebraska
| US$5.2億 | +US$4073萬 | +9% | 4.67% | 67.1% | 123 | 4.88% | 5.9 |
|
| 3321 |
3321
Summit Securities Group
New York
| US$5.2億 | -US$1.19億 | -19% | 8.92% | 149% | 1,507 | 80.03% | 0.2 |
|
| 3322 |
3322
Commonwealth Financial Services
Vienna,
West Virginia
| US$5.19億 | +US$3111萬 | +6% | 9.15% | 64.2% | 222 | 13.06% | 3.5 |
|
| 3323 |
3323
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| US$5.19億 | +US$3119萬 | +6% | 5.99% | 44.5% | 130 | 17.69% | 2.3 |
|
| 3324 |
GWM
3324
Gibbs Wealth Management
Alpharetta,
Georgia
| US$5.19億 | +US$1.04億 | +25% | 9.53% | – | 383 | 24.02% | 0.8 |
|
| 3325 |
3325
Brass Tax Wealth Management
Cincinnati,
Ohio
| US$5.19億 | +US$4319萬 | +9% | 7.73% | – | 239 | 14.64% | 0.9 |
|