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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
TCPWM
3651
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| US$3.35億 | -US$176萬 | -0.5% | 1.89% | 16.4% | 112 | 6.25% | 2.8 |
|
| 3652 |
3652
BCWM LLC
Overland Park,
Kansas
| US$3.35億 | -US$443萬 | -1% | 2.68% | – | 62 | 8.06% | 3.8 |
|
| 3653 |
3653
Ratio Wealth Group
Denver,
Colorado
| US$3.35億 | +US$283萬 | +0.9% | 4.38% | – | 63 | 19.05% | 1 |
|
| 3654 |
3654
Nepsis Inc
Minneapolis,
Minnesota
| US$3.35億 | -US$966萬 | -3% | 0.17% | 131% | 34 | 26.47% | 2.6 |
|
| 3655 |
3655
Intellectus Partners
San Francisco,
California
| US$3.35億 | -US$5731萬 | -15% | 5.33% | 157% | 289 | 24.91% | 2.5 |
|
| 3656 |
3656
SeaBridge Investment Advisors
Summit,
New Jersey
| US$3.35億 | +US$2259萬 | +7% | 3.69% | 139% | 149 | 14.77% | 4.4 |
|
| 3657 |
3657
Insight Advisors
Newtown,
Pennsylvania
| US$3.34億 | -US$541萬 | -2% | 3.93% | 74% | 355 | 22.82% | 1 |
|
| 3658 |
3658
Burt Wealth Advisors
North Bethesda,
Maryland
| US$3.33億 | +US$2725萬 | +9% | 2.12% | 57.3% | 105 | 18.1% | 4.8 |
|
| 3659 |
3659
JFG Wealth Management
Denver,
Colorado
| US$3.33億 | +US$6605萬 | +25% | 3.96% | 65.2% | 62 | 62.9% | 1 |
|
| 3660 |
3660
Advisor Resource Council
Dallas,
Texas
| US$3.33億 | -US$9.5億 | -74% | 3.42% | 84.8% | 586 | 65.53% | 0.6 |
|
| 3661 |
3661
Helikon Investments
London,
United Kingdom
| US$3.33億 | +US$1809萬 | +6% | 21.7% | 272% | 6 | 33.33% | 0.6 |
|
| 3662 |
3662
CRA Financial Services
Northfield,
New Jersey
| US$3.32億 | -US$394萬 | -1% | 3.63% | 91.9% | 220 | 12.27% | 2.1 |
|
| 3663 |
MJP
3663
Michael J. Puzo
| US$3.32億 | -US$2180萬 | -6% | 2.98% | 104% | 85 | 11.76% | 5.6 |
|
| 3664 |
3664
All-Stars Investment
Hong Kong
| US$3.32億 | -US$9654萬 | -23% | 20.4% | 30.1% | 4 | 25% | 0.3 |
|
| 3665 |
3665
Laffer Tengler Investments
Nashville,
Tennessee
| US$3.32億 | -US$1434萬 | -4% | 1.66% | 104% | 431 | 13.46% | 1.2 |
|
| 3666 |
FNBOMD
3666
First National Bank of Mount Dora
Mount Dora,
Florida
| US$3.32億 | -US$726萬 | -2% | 0.93% | 96.2% | 134 | 8.96% | 4.1 |
|
| 3667 |
3667
Kathryn A. Hall
| US$3.32億 | -US$1.02億 | -23% | 16% | 95.2% | 53 | 5.66% | 2.3 |
|
| 3668 |
3668
Bar Harbor Trust Services
Ellsworth,
Maine
| US$3.31億 | -US$4214萬 | -11% | 0.82% | 86.4% | 145 | 15.86% | 2.8 |
|
| 3669 |
3669
Odey Asset Management Group
London,
United Kingdom
| US$3.31億 | -US$656萬 | -2% | 9.29% | 259% | 76 | 65.79% | 1.6 |
|
| 3670 |
3670
Cobalt Capital Management
Short Hills,
New Jersey
| US$3.31億 | -US$4398萬 | -12% | 11.4% | 235% | 57 | 59.65% | 0.5 |
|
| 3671 |
3671
JAT Capital Management
Greenwich,
Connecticut
| US$3.31億 | -US$474萬 | -1% | 19.5% | 734% | 53 | 71.7% | 0.1 |
|
| 3672 |
3672
Hedeker Wealth
Lincolnshire,
Illinois
| US$3.3億 | -US$1416萬 | -4% | 3.99% | 161% | 99 | 32.32% | 2.5 |
|
| 3673 |
3673
Timber Creek Capital Management
Boston,
Massachusetts
| US$3.3億 | -US$584萬 | -2% | 0.71% | 139% | 133 | 12.78% | 4.7 |
|
| 3674 |
FVCM
3674
F&V Capital Management
Boca Raton,
Florida
| US$3.3億 | +US$3186萬 | +11% | 9.34% | 123% | 68 | 17.65% | 4 |
|
| 3675 |
3675
Sage Rhino Capital
Menlo Park,
California
| US$3.3億 | -US$2733萬 | -8% | 5.34% | 93.9% | 236 | 11.02% | 2 |
|