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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
IP
3576
Investment Partners
New Philadelphia,
Ohio
| US$1.8億 | +US$4545萬 | +34% | 3.14% | 83.2% | 172 | 41.86% | 2.4 |
|
| 3577 |
3577
Pathway Financial Advisors
South Burlington,
Vermont
| US$1.8億 | +US$967萬 | +6% | 4.59% | 52.7% | 437 | 81.24% | 0.7 |
|
| 3578 |
HCM
3578
Highlander Capital Management
Short Hills,
New Jersey
| US$1.8億 | +US$243萬 | +1% | 4.88% | 34.4% | 797 | 8.03% | 3.3 |
|
| 3579 |
3579
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$1.8億 | +US$768萬 | +4% | 4.05% | 51.1% | 311 | 7.07% | 1.2 |
|
| 3580 |
3580
Willow Creek Wealth Management
Sebastopol,
California
| US$1.79億 | +US$159萬 | +0.9% | 1.57% | – | 77 | 16.88% | 1 |
|
| 3581 |
3581
Prosight Management
Dallas,
Texas
| US$1.79億 | +US$4294萬 | +31% | 7.6% | 53.4% | 43 | 53.49% | 0.3 |
|
| 3582 |
CAN
3582
Claraphi Advisory Network
Aliso Viejo,
United States
| US$1.79億 | +US$2420萬 | +16% | 8.09% | 88.3% | 304 | 27.3% | 0.6 |
|
| 3583 |
SC
3583
Schulhoff & Co
Cincinnati,
Ohio
| US$1.79億 | +US$1077萬 | +6% | 5.75% | 58.8% | 110 | 2.73% | 4.4 |
|
| 3584 |
3584
Darwin Wealth Management
Tampa,
Florida
| US$1.79億 | +US$2484萬 | +16% | 8.07% | 61.4% | 131 | 18.32% | 1.3 |
|
| 3585 |
3585
Burleson & Co
Petaluma,
California
| US$1.79億 | +US$704萬 | +4% | 3.15% | 49.1% | 118 | 21.19% | 0.7 |
|
| 3586 |
3586
Heronetta Management
New York
| US$1.79億 | +US$334萬 | +2% | 1.94% | 55.4% | 35 | 17.14% | 3.5 |
|
| 3587 |
3587
Snow Park Capital Partners
New York
| US$1.79億 | -US$8162萬 | -31% | 1.38% | – | 78 | 66.67% | 0.3 |
|
| 3588 |
3588
Retirement Income Solutions
Ann Arbor,
Michigan
| US$1.78億 | +US$1429萬 | +9% | 5.71% | 67.6% | 72 | 8.33% | 0.7 |
|
| 3589 |
3589
SYM Financial Corp
Winona Lake,
Indiana
| US$1.78億 | +US$1027萬 | +6% | 2.24% | 64.3% | 84 | 25% | 0.5 |
|
| 3590 |
3590
Fortis Advisors
Wayne,
Pennsylvania
| US$1.78億 | +US$392萬 | +2% | 4.18% | 74.4% | 343 | 19.24% | 0.9 |
|
| 3591 |
3591
Monument Capital Management
Alexandria,
Virginia
| US$1.78億 | +US$3380萬 | +23% | 6.85% | 170% | 363 | 61.16% | 0.3 |
|
| 3592 |
3592
Anderson Hoagland & Co
St Louis,
Missouri
| US$1.78億 | -US$134萬 | -0.7% | 8.1% | 104% | 102 | 16.67% | 3 |
|
| 3593 |
SIG
3593
Schaller Investment Group
Winston Salem,
North Carolina
| US$1.78億 | -US$143萬 | -0.8% | 4.2% | 21.9% | 41 | 17.07% | 3.8 |
|
| 3594 |
3594
Tenzing Global Management
San Francisco,
California
| US$1.78億 | -US$152萬 | -0.9% | 1.52% | 273% | 16 | 31.25% | 1 |
|
| 3595 |
3595
Winthrop Advisory Group
Boston,
Massachusetts
| US$1.78億 | +US$2501萬 | +16% | 6.14% | 78.3% | 90 | 13.33% | 0.6 |
|
| 3596 |
3596
Berkeley Capital Partners
Milton,
Georgia
| US$1.78億 | +US$657萬 | +4% | 2.26% | 70.5% | 124 | 12.1% | 1.8 |
|
| 3597 |
3597
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$1.77億 | +US$1886萬 | +12% | 9.75% | 103% | 38 | 0% | 2.8 |
|
| 3598 |
3598
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$1.77億 | +US$1772萬 | +11% | 20.8% | 62.9% | 6 | 0% | 1.8 |
|
| 3599 |
3599
Davis Rea
Toronto,
Ontario, Canada
| US$1.77億 | +US$2464萬 | +16% | 4.92% | 66.9% | 50 | 4% | 3.2 |
|
| 3600 |
MBA
3600
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| US$1.76億 | +US$1122萬 | +7% | 7.81% | 53.6% | 117 | 5.98% | 2.1 |
|