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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$2.94億 | – | – | 8.2% | 150% | 73 | – | 1.3 |
|
| 3602 |
3602
Westwind Capital
Las Cruces,
New Mexico
| US$2.94億 | +US$859萬 | +3% | 11.5% | 87.6% | 45 | 22.22% | 2.8 |
|
| 3603 |
3603
New World Advisors
Hingham,
Massachusetts
| US$2.94億 | +US$8348萬 | +40% | 22.5% | 66.5% | 72 | 27.78% | 1.1 |
|
| 3604 |
3604
AWM Capital
Phoenix,
Arizona
| US$2.94億 | -US$225萬 | -0.8% | 8.21% | 51.1% | 68 | 16.18% | 0.8 |
|
| 3605 |
3605
First International Bank & Trust
Watford City,
North Dakota
| US$2.94億 | +US$2777萬 | +10% | 4.44% | 38.6% | 85 | 8.24% | 0.8 |
|
| 3606 |
3606
McLean Asset Management
Tysons,
Virginia
| US$2.94億 | +US$3422萬 | +13% | 9.65% | 69.4% | 142 | 15.49% | 1.4 |
|
| 3607 |
3607
MVM Partners
Boston,
Massachusetts
| US$2.94億 | – | – | 1.87% | 77.3% | 3 | – | 0 |
|
| 3608 |
3608
True North Advisors
Dallas,
Texas
| US$2.93億 | -US$1158萬 | -4% | 12.1% | 82.9% | 219 | 36.07% | 1.9 |
|
| 3609 |
3609
Searle & Co
Greenwich,
Connecticut
| US$2.93億 | +US$3295萬 | +13% | 15.7% | 108% | 151 | 8.61% | 4.4 |
|
| 3610 |
3610
Financial & Tax Architects
St Louis,
Missouri
| US$2.93億 | +US$2623萬 | +10% | 8.61% | 50.2% | 94 | 45.74% | 0.9 |
|
| 3611 |
3611
MY.Alpha Management HK Advisors
Hong Kong
| US$2.93億 | -US$5194萬 | -15% | 6.17% | 429% | 20 | 50% | 0.5 |
|
| 3612 |
3612
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$2.93億 | +US$2435萬 | +9% | 13.2% | 67.9% | 151 | 15.23% | 4.5 |
|
| 3613 |
WFI
3613
West Family Investments
Carlsbad,
California
| US$2.93億 | +US$5281萬 | +22% | 8.12% | 131% | 267 | 29.96% | 1.1 |
|
| 3614 |
3614
Whitegate Investment Counselors
Concord,
New Hampshire
| US$2.93億 | +US$2895萬 | +11% | 8.1% | 51% | 64 | 12.5% | 5.7 |
|
| 3615 |
3615
KB Financial Partners
Princeton,
New Jersey
| US$2.93億 | +US$1315萬 | +5% | 9.62% | – | 613 | 9.46% | 1.1 |
|
| 3616 |
3616
Concentric Wealth Management
Lafayette,
California
| US$2.93億 | +US$2142萬 | +8% | 10.7% | 33.4% | 124 | 12.1% | 4.4 |
|
| 3617 |
3617
McDonald Partners
Cleveland,
Ohio
| US$2.93億 | +US$3070萬 | +12% | 12.5% | 102% | 234 | 8.97% | 1.1 |
|
| 3618 |
3618
Hudock Inc
Williamsport,
Pennsylvania
| US$2.93億 | -US$356萬 | -1% | 9.49% | 69.7% | 818 | 82.15% | 7.1 |
|
| 3619 |
3619
Squadra Investments
Rio De Janeiro,
Brazil
| US$2.92億 | -US$1.92億 | -40% | 12.1% | 1.55% | 9 | 33.33% | 1.3 |
|
| 3620 |
3620
Monument Capital Management
Alexandria,
Virginia
| US$2.92億 | +US$2579萬 | +10% | 11.7% | 170% | 167 | 22.16% | 1.9 |
|
| 3621 |
3621
Inscription Capital
Houston,
Texas
| US$2.92億 | -US$6159萬 | -17% | 8.57% | – | 214 | 15.89% | 1.8 |
|
| 3622 |
3622
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| US$2.92億 | +US$2607萬 | +10% | 13.1% | 86.2% | 131 | 31.3% | 1.4 |
|
| 3623 |
RL
3623
RPO LLC
Stamford,
Connecticut
| US$2.92億 | -US$1.21億 | -29% | 1.96% | 87.3% | 285 | 73.33% | 0.3 |
|
| 3624 |
AA
3624
Ashford Advisors
Pittsford,
New York
| US$2.92億 | +US$2212萬 | +8% | 8.17% | 75.4% | 18 | 22.22% | 1.5 |
|
| 3625 |
3625
Affinity Capital Advisors
Berkeley,
California
| US$2.92億 | +US$583萬 | +2% | 6.1% | 72.7% | 115 | 9.57% | 2.4 |
|