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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Edge Wealth Management
New York
| US$5.19億 | +US$2602萬 | +5% | 5.13% | 75.3% | 84 | 4.76% | 5.9 |
|
| 3327 |
3327
Huntleigh Advisors
St. Louis,
Missouri
| US$5.18億 | -US$8036萬 | -13% | 20.8% | – | 294 | 17.69% | 0.4 |
|
| 3328 |
3328
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| US$5.18億 | +US$6354萬 | +14% | 7.77% | – | 227 | 34.8% | 0.6 |
|
| 3329 |
3329
SMI Advisory Services
Columbus,
Indiana
| US$5.18億 | +US$7528萬 | +17% | 8.58% | 80.7% | 59 | 40.68% | 1.1 |
|
| 3330 |
3330
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| US$5.17億 | +US$7522萬 | +17% | 7.79% | – | 150 | 10% | 0.5 |
|
| 3331 |
3331
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$5.17億 | +US$3904萬 | +8% | 15.7% | 312% | 199 | 26.13% | 1.4 |
|
| 3332 |
3332
Aire Advisors
Beverly Hills,
California
| US$5.16億 | +US$4126萬 | +9% | 9.1% | 77.4% | 166 | 7.83% | 2.4 |
|
| 3333 |
TAP
3333
Tounjian Advisory Partners
Fort Myers,
Florida
| US$5.16億 | -US$1800萬 | -3% | 8.57% | – | 234 | 0% | 0.3 |
|
| 3334 |
3334
Warwick Investment Management
Bryan,
Texas
| US$5.15億 | +US$3414萬 | +7% | 8.47% | 69.9% | 132 | 23.48% | 1.4 |
|
| 3335 |
3335
Wedgewood Partners
St Louis,
Missouri
| US$5.15億 | +US$1873萬 | +4% | 12% | 78.1% | 21 | 14.29% | 5.9 |
|
| 3336 |
3336
Ellis Investment Partners
Berwyn,
Pennsylvania
| US$5.15億 | +US$3099萬 | +6% | 6.68% | 70.8% | 248 | 9.27% | 4.5 |
|
| 3337 |
3337
Citizens Business Bank
Ontario,
California
| US$5.15億 | +US$5355萬 | +12% | 14.5% | 120% | 107 | 12.15% | 6 |
|
| 3338 |
3338
Shah Capital Management
Raleigh,
North Carolina
| US$5.14億 | +US$2441萬 | +5% | 11.9% | 287% | 17 | 17.65% | 4.5 |
|
| 3339 |
3339
Austin Asset Management
Austin,
Texas
| US$5.13億 | +US$3330萬 | +7% | 9.62% | 93.4% | 79 | 8.86% | 2.3 |
|
| 3340 |
3340
Estuary Capital Management
Wayzata,
Minnesota
| US$5.13億 | +US$1.01億 | +24% | 3.24% | – | 19 | 57.89% | 0.6 |
|
| 3341 |
3341
Stieven Capital Advisors
St. Louis,
Missouri
| US$5.12億 | -US$400萬 | -0.8% | 4.83% | 117% | 46 | 13.04% | 3.7 |
|
| 3342 |
AT
3342
Arlington Trust
Birmingham,
Alabama
| US$5.12億 | +US$4065萬 | +9% | 8.98% | 65% | 746 | 23.73% | 1.1 |
|
| 3343 |
IIA
3343
IPG Investment Advisors
San Diego,
California
| US$5.12億 | +US$7035萬 | +16% | 16.1% | 126% | 212 | 36.79% | 2.2 |
|
| 3344 |
3344
Triata Capital
Hong Kong
| US$5.12億 | +US$7031萬 | +16% | 5.02% | – | 15 | 20% | 0.4 |
|
| 3345 |
3345
Independent Solutions Wealth Management
Williamsville,
New York
| US$5.12億 | +US$6546萬 | +15% | 15.3% | 125% | 186 | 11.29% | 3.5 |
|
| 3346 |
3346
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$5.12億 | +US$4890萬 | +11% | 6.96% | 65% | 113 | 15.04% | 2 |
|
| 3347 |
3347
Altiora Financial Group
Lebanon,
Ohio
| US$5.12億 | +US$4150萬 | +9% | 5.57% | 41.1% | 95 | 6.32% | 1.8 |
|
| 3348 |
MCM
3348
Mason Capital Management
New York
| US$5.12億 | +US$8434萬 | +20% | 27.1% | 18.5% | 5 | 20% | 2.4 |
|
| 3349 |
3349
Riversedge Advisors
Wilmington,
Delaware
| US$5.11億 | +US$6292萬 | +14% | 9.18% | 71.3% | 136 | 20.59% | 2.1 |
|
| 3350 |
3350
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| US$5.11億 | +US$1.39億 | +37% | 10.4% | 73.9% | 90 | 17.78% | 2.5 |
|