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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 |
3576
SkyOak Wealth
Southfield,
Michigan
| US$2.93億 | -US$6706萬 | -19% | 13.6% | 80.7% | 259 | 21.24% | 1.8 |
|
| 3577 |
3577
Cutter & Co Brokerage
Ballwin,
Missouri
| US$2.93億 | -US$4321萬 | -13% | 14.2% | 40.4% | 250 | 16% | 3.2 |
|
| 3578 |
3578
Rock Point Advisors
Burlington,
Vermont
| US$2.93億 | -US$4265萬 | -13% | 13.6% | 82.8% | 105 | 12.38% | 4.1 |
|
| 3579 |
MWM
3579
Mascoma Wealth Management
Hanover,
New Hampshire
| US$2.93億 | -US$2153萬 | -7% | 10.6% | 43.7% | 647 | 12.98% | 1 |
|
| 3580 |
3580
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$2.93億 | -US$2637萬 | -8% | 5.02% | 43.7% | 7 | 28.57% | 1.7 |
|
| 3581 |
3581
WESCAP Management Group
Glendale,
California
| US$2.92億 | -US$6161萬 | -17% | 11.3% | 45.7% | 97 | 11.34% | 3.5 |
|
| 3582 |
DI
3582
Diligent Investors
Redlands,
California
| US$2.92億 | -US$5238萬 | -15% | 13.4% | 82.2% | 281 | 10.32% | 3.7 |
|
| 3583 |
3583
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$2.92億 | -US$4631萬 | -14% | 13.9% | 57.7% | 360 | 13.89% | 1.8 |
|
| 3584 |
3584
Pasadena Private Wealth
Pasadena,
California
| US$2.92億 | -US$1500萬 | -5% | 10.8% | 53% | 121 | 36.36% | 1.6 |
|
| 3585 |
3585
CRA Financial Services
Northfield,
New Jersey
| US$2.92億 | -US$4063萬 | -12% | 15% | 91.9% | 225 | 17.78% | 2.3 |
|
| 3586 |
3586
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| US$2.91億 | -US$5090萬 | -15% | 13.3% | 12.8% | 146 | 15.75% | 3.8 |
|
| 3587 |
GCMG
3587
Gyroscope Capital Management Group
Naples,
Florida
| US$2.91億 | +US$28.2萬 | +0.1% | 15% | 24.8% | 131 | 31.3% | 2.4 |
|
| 3588 |
3588
Intellectus Partners
San Francisco,
California
| US$2.91億 | -US$4394萬 | -13% | 17.4% | 157% | 279 | 25.09% | 2.5 |
|
| 3589 |
FNBOMD
3589
First National Bank of Mount Dora
Mount Dora,
Florida
| US$2.91億 | -US$4097萬 | -12% | 11.2% | 96.2% | 141 | 16.31% | 4.1 |
|
| 3590 |
3590
Gleason Group
Prospect,
Kentucky
| US$2.91億 | -US$4622萬 | -14% | 16.1% | 69.1% | 261 | 18.01% | 1.7 |
|
| 3591 |
3591
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$2.91億 | -US$6192萬 | -18% | 14.7% | 111% | 662 | 17.98% | 2.8 |
|
| 3592 |
3592
Radnor Financial Advisors
Wayne,
Pennsylvania
| US$2.91億 | +US$1575萬 | +6% | 14.4% | 3.04% | 27 | 11.11% | 1.9 |
|
| 3593 |
3593
Hedeker Wealth
Lincolnshire,
Illinois
| US$2.9億 | -US$4018萬 | -12% | 15.6% | 161% | 99 | 30.3% | 2.3 |
|
| 3594 |
3594
KB Financial Partners
Princeton,
New Jersey
| US$2.89億 | -US$7286萬 | -20% | 11.6% | – | 635 | 13.86% | 0.6 |
|
| 3595 |
3595
Finepoint Capital
Boston,
Massachusetts
| US$2.89億 | -US$1160萬 | -4% | 12.7% | 27.4% | 82 | 50% | 0.5 |
|
| 3596 |
3596
ESL Trust Services
Rochester,
New York
| US$2.89億 | -US$3620萬 | -11% | 14.9% | 53.9% | 25 | 24% | 1.7 |
|
| 3597 |
3597
American Assets Inc
San Diego,
California
| US$2.89億 | -US$6937萬 | -19% | 20.8% | 49.9% | 10 | 0% | 3.3 |
|
| 3598 |
3598
Algebris (UK)
London,
United Kingdom
| US$2.88億 | +US$6020萬 | +26% | 17.2% | 17% | 44 | 56.82% | 0.6 |
|
| 3599 |
3599
Marino Stram & Associates
Braintree,
Massachusetts
| US$2.88億 | -US$2878萬 | -9% | 11.3% | 72.2% | 149 | 8.72% | 2 |
|
| 3600 |
3600
Studio Investment Management
Chicago,
Illinois
| US$2.88億 | -US$1546萬 | -5% | 9.57% | 51.3% | 199 | 51.26% | 0.4 |
|