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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Henry James International Management
New York
| US$3.5億 | +US$1778萬 | +5% | 6.09% | 125% | 171 | 10.53% | 1.7 |
|
| 3502 |
CNBTD
3502
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$3.49億 | +US$2045萬 | +6% | 6.03% | 124% | 142 | 4.93% | 1 |
|
| 3503 |
IFS
3503
Ifrah Financial Services
Little Rock,
Arkansas
| US$3.49億 | +US$1677萬 | +5% | 5.14% | 64.1% | 223 | 13.45% | 3.3 |
|
| 3504 |
3504
Physician Wealth Advisors
Midvale,
Utah
| US$3.49億 | +US$4177萬 | +14% | 6.52% | 79.9% | 156 | 11.54% | 1.3 |
|
| 3505 |
3505
Concord Wealth Partners
Abingdon,
Virginia
| US$3.49億 | +US$5197萬 | +18% | 4.05% | 71.1% | 1,129 | 16.83% | 0.4 |
|
| 3506 |
3506
Amarillo National Bank
Amarillo,
Texas
| US$3.49億 | -US$4488萬 | -11% | 6.7% | 63.5% | 101 | 7.92% | 4.5 |
|
| 3507 |
3507
Pier 88 Investment Partners
San Francisco,
California
| US$3.48億 | +US$5331萬 | +18% | 3.69% | 40.3% | 118 | 11.86% | 1.3 |
|
| 3508 |
3508
Alight Capital Management
New York
| US$3.48億 | -US$3694萬 | -10% | 9.16% | 466% | 78 | 58.97% | 0.5 |
|
| 3509 |
EEP
3509
Edgehill Endowment Partners
Hamden,
Connecticut
| US$3.48億 | +US$4552萬 | +15% | 3.47% | 11.6% | 7 | 14.29% | 2.1 |
|
| 3510 |
3510
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$3.47億 | +US$2359萬 | +7% | 5.23% | 45.6% | 66 | 6.06% | 3 |
|
| 3511 |
3511
Rock Point Advisors
Burlington,
Vermont
| US$3.47億 | +US$2624萬 | +8% | 4.77% | 82.8% | 101 | 5.94% | 3.5 |
|
| 3512 |
3512
Hunting Hill Global Capital
New York
| US$3.47億 | +US$3610萬 | +12% | 7.3% | 132% | 115 | 53.04% | 0.2 |
|
| 3513 |
3513
Southern Wealth Management
Dallas,
Texas
| US$3.47億 | +US$4313萬 | +14% | 5.87% | 50% | 56 | 3.57% | 1.3 |
|
| 3514 |
3514
First PREMIER Bank
Sioux Falls,
South Dakota
| US$3.46億 | +US$6408萬 | +23% | 5.81% | 63% | 370 | 16.22% | 2.9 |
|
| 3515 |
3515
Mosaic Family Wealth
St. Louis,
Missouri
| US$3.46億 | +US$26.2萬 | +0.1% | 7.07% | 85.2% | 171 | 7.6% | 3.6 |
|
| 3516 |
3516
Orchard Capital Management
Chicago,
Illinois
| US$3.46億 | +US$2831萬 | +9% | 5.51% | 140% | 45 | 8.89% | 0.5 |
|
| 3517 |
3517
Cedar Brook Financial Partners
Cleveland,
Ohio
| US$3.46億 | +US$5744萬 | +20% | 6.35% | 47% | 383 | 20.37% | 1.4 |
|
| 3518 |
3518
Canal Capital Management
Richmond,
Virginia
| US$3.46億 | +US$5275萬 | +18% | 8.67% | 69.5% | 140 | 11.43% | 2.8 |
|
| 3519 |
3519
Johnson Bixby & Associates
Vancouver,
Washington
| US$3.46億 | +US$2955萬 | +9% | 4.37% | 48.7% | 84 | 9.52% | 0.5 |
|
| 3520 |
3520
Fort LP
Chevy Chase,
Maryland
| US$3.46億 | -US$1048萬 | -3% | 7.34% | 56.8% | 292 | 20.55% | 1.9 |
|
| 3521 |
3521
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$3.46億 | +US$1444萬 | +4% | 7.41% | 85.4% | 1,868 | 12.26% | 3.2 |
|
| 3522 |
3522
SCP Investment
Orinda,
California
| US$3.45億 | +US$1070萬 | +3% | 3.73% | 32.8% | 37 | 48.65% | 0.9 |
|
| 3523 |
3523
Harfst & Associates
Sheridan,
Wyoming
| US$3.45億 | +US$1325萬 | +4% | 6.33% | 88.1% | 148 | 17.57% | 2.5 |
|
| 3524 |
PPP
3524
Private Portfolio Partners
Paramus,
New Jersey
| US$3.45億 | +US$3648萬 | +12% | 6.39% | 16.9% | 270 | 17.04% | 1.6 |
|
| 3525 |
3525
Cloverfields Capital Group
Minneapolis,
Minnesota
| US$3.45億 | +US$3583萬 | +12% | 8.42% | 101% | 77 | 33.77% | 0.4 |
|