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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
New Harbor Financial Group
Worcester,
Massachusetts
| US$5.67億 | +US$2170萬 | +4% | 8.47% | 94.6% | 67 | 31.34% | 2.1 |
|
| 3377 |
3377
Presilium Private Wealth
Radnor,
Pennsylvania
| US$5.67億 | +US$1986萬 | +4% | 0.78% | 45.9% | 78 | 6.41% | 2.6 |
|
| 3378 |
3378
Peak Asset Management
Louisville,
Colorado
| US$5.67億 | -US$2062萬 | -4% | 2.86% | 70.1% | 159 | 9.43% | 6.3 |
|
| 3379 |
3379
Kiley Juergens Wealth Management
Olympia,
Washington
| US$5.67億 | +US$1.04億 | +22% | 1.24% | 121% | 235 | 68.51% | 1.6 |
|
| 3380 |
3380
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$5.67億 | +US$1482萬 | +3% | 4.47% | 130% | 162 | 32.1% | 2.1 |
|
| 3381 |
3381
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| US$5.67億 | -US$7841萬 | -12% | 4.35% | 83% | 178 | 17.98% | 2.7 |
|
| 3382 |
3382
Satovsky Asset Management
New York
| US$5.66億 | +US$5052萬 | +10% | 1.14% | 53.6% | 75 | 6.67% | 2.6 |
|
| 3383 |
3383
Essex LLC
Deer Park,
Illinois
| US$5.66億 | +US$186萬 | +0.3% | 0.06% | 91.4% | 187 | 9.09% | 3.1 |
|
| 3384 |
GWI
3384
Grace & White Inc
Ny,
New York
| US$5.66億 | +US$537萬 | +1% | 3.66% | 59.6% | 138 | 2.17% | 7.7 |
|
| 3385 |
3385
Foresight Group
London,
United Kingdom
| US$5.66億 | -US$9817萬 | -15% | 4.38% | – | 65 | 20% | 1.4 |
|
| 3386 |
3386
Amarillo National Bank
Amarillo,
Texas
| US$5.66億 | -US$313萬 | -0.5% | 1.25% | 63.5% | 94 | 18.09% | 6.2 |
|
| 3387 |
3387
Stenger Family Office
Naperville,
Illinois
| US$5.66億 | +US$8174萬 | +17% | 2.91% | – | 124 | 25% | 0.8 |
|
| 3388 |
3388
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| US$5.66億 | -US$1908萬 | -3% | 6.16% | 175% | 33 | 24.24% | 2 |
|
| 3389 |
3389
Providence Equity Partners
Providence,
Rhode Island
| US$5.65億 | -US$1.06億 | -16% | 4.15% | 12.4% | 3 | 0% | 4.6 |
|
| 3390 |
3390
Opal Capital
Boca Raton,
Florida
| US$5.65億 | +US$1.64億 | +41% | 5.39% | – | 245 | 66.12% | 0.1 |
|
| 3391 |
3391
Lavaca Capital
Houston,
Texas
| US$5.64億 | -US$5430萬 | -9% | 6.18% | 46.5% | 303 | 11.55% | 1.8 |
|
| 3392 |
3392
Kahn Brothers Group
New York
| US$5.64億 | -US$63.8萬 | -0.1% | 3.31% | 53.4% | 55 | 14.55% | 5.1 |
|
| 3393 |
3393
Adventist Health System West
Roseville,
California
| US$5.64億 | -US$3104萬 | -5% | 2.11% | 60.2% | 13 | 38.46% | 1.3 |
|
| 3394 |
3394
Patient Square Capital
Menlo Park,
California
| US$5.64億 | +US$9648萬 | +21% | 18.2% | 315% | 35 | 37.14% | 0.6 |
|
| 3395 |
3395
ThornTree Capital Partners
Boston,
Massachusetts
| US$5.64億 | -US$3437萬 | -6% | 3.8% | 217% | 19 | 36.84% | 1.9 |
|
| 3396 |
3396
KKM Financial
Chicago,
Illinois
| US$5.63億 | -US$13.3萬 | -0% | 1.49% | – | 170 | 1.18% | 1.6 |
|
| 3397 |
3397
Asset Allocation Strategies
Farmington,
Michigan
| US$5.63億 | +US$2264萬 | +4% | 0.55% | 58.1% | 181 | 18.23% | 1.6 |
|
| 3398 |
AMCA
3398
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$5.63億 | -US$4993萬 | -8% | 6.21% | 129% | 133 | 7.52% | 5.3 |
|
| 3399 |
3399
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$5.62億 | +US$3331萬 | +6% | 3.5% | 74.6% | 143 | 23.08% | 2.5 |
|
| 3400 |
3400
Portfolio Design Labs
Encino,
California
| US$5.62億 | -US$4415萬 | -7% | 1.44% | 115% | 241 | 19.5% | 1 |
|