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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$6.47億 | +US$1億 | +18% | 32.5% | 281% | 434 | 32.03% | 1.5 |
|
| 3352 |
JCP
3352
JB Capital Partners
Armonk,
New York
| US$6.46億 | +US$6588萬 | +11% | 14.6% | 142% | 86 | 2.33% | 3.7 |
|
| 3353 |
3353
Brian C. Broderick
| US$6.46億 | +US$1.04億 | +19% | 29.4% | 114% | 98 | 6.12% | 6.6 |
|
| 3354 |
3354
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$6.46億 | +US$5399萬 | +9% | 15.1% | 69% | 131 | 14.5% | 2.5 |
|
| 3355 |
3355
Legacy Financial Strategies
Overland Park,
Kansas
| US$6.46億 | +US$9149萬 | +17% | 15.7% | 76.7% | 159 | 16.35% | 3.1 |
|
| 3356 |
3356
Advisors Preferred
Rockville,
Maryland
| US$6.46億 | -US$3335萬 | -5% | 16.7% | 102% | 320 | 64.06% | 0.7 |
|
| 3357 |
3357
Patient Square Capital
Menlo Park,
California
| US$6.46億 | +US$8192萬 | +15% | 24.9% | 315% | 35 | 51.43% | 0.8 |
|
| 3358 |
3358
Waterfront Wealth
Overland Park,
Kansas
| US$6.45億 | +US$1.01億 | +19% | 15.8% | 77.2% | 308 | 11.36% | 3.2 |
|
| 3359 |
3359
Mayport LLC
Newton,
Massachusetts
| US$6.45億 | +US$1.07億 | +20% | 12.2% | 62.2% | 142 | 14.08% | 2.1 |
|
| 3360 |
3360
Harfst & Associates
Sheridan,
Wyoming
| US$6.43億 | +US$8320萬 | +15% | 17.6% | 88.1% | 129 | 10.08% | 3.6 |
|
| 3361 |
3361
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$6.43億 | +US$4872萬 | +8% | 12.2% | 75.9% | 226 | 11.06% | 5.1 |
|
| 3362 |
3362
Patten Group
Chattanooga,
Tennessee
| US$6.43億 | +US$6803萬 | +12% | 17.6% | 99% | 342 | 18.42% | 5.1 |
|
| 3363 |
3363
Centric Wealth Management
Chicago,
Illinois
| US$6.43億 | +US$1.42億 | +28% | 11.8% | 55.3% | 209 | 2.87% | 2.9 |
|
| 3364 |
3364
Holistic Planning
Nacogdoches,
Texas
| US$6.43億 | +US$1.41億 | +28% | 11% | 61.9% | 349 | 19.48% | 1.2 |
|
| 3365 |
3365
Foresite Capital Management VI
Larkspur,
California
| US$6.43億 | +US$1.82億 | +40% | 21.6% | – | 25 | 40% | 0.5 |
|
| 3366 |
3366
GenWealth Group
Maplewood,
New Jersey
| US$6.42億 | +US$5735萬 | +10% | 11.8% | 73.9% | 98 | 22.45% | 4.6 |
|
| 3367 |
3367
Martin & Co
Knoxville,
Tennessee
| US$6.4億 | +US$5268萬 | +9% | 12.5% | 72.3% | 102 | 2.94% | 9.8 |
|
| 3368 |
AMCA
3368
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$6.4億 | +US$7749萬 | +14% | 18.8% | 129% | 140 | 10% | 5.1 |
|
| 3369 |
3369
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$6.39億 | +US$1411萬 | +2% | 18% | 47.8% | 42 | 4.76% | 5.5 |
|
| 3370 |
3370
Ironwood Financial
Tucson,
Arizona
| US$6.39億 | +US$6602萬 | +12% | 10.5% | 54.1% | 182 | 9.34% | 5.5 |
|
| 3371 |
3371
Kiley Juergens Wealth Management
Olympia,
Washington
| US$6.39億 | +US$7183萬 | +13% | 17.5% | 121% | 248 | 8.06% | 1.8 |
|
| 3372 |
3372
Scott Capital Advisors
Portland,
Oregon
| US$6.39億 | +US$1.45億 | +29% | 8.85% | 50.9% | 68 | 17.65% | 2.6 |
|
| 3373 |
MAM
3373
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$6.38億 | +US$9577萬 | +18% | 14.3% | 64.4% | 296 | 32.09% | 1.3 |
|
| 3374 |
3374
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$6.38億 | +US$8592萬 | +16% | 14.4% | 65.6% | 110 | 22.73% | 2.9 |
|
| 3375 |
3375
Adventist Health System West
Roseville,
California
| US$6.38億 | +US$7422萬 | +13% | 13.5% | 60.2% | 13 | 7.69% | 1.7 |
|