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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 |
PFA
3651
Professional Financial Advisors
North Platte,
Nebraska
| US$4.75億 | +US$4416萬 | +10% | 6.28% | 59.2% | 129 | 13.18% | 2.6 |
|
| 3652 |
3652
Hel Ved Capital Management
Central,
Hong Kong
| US$4.75億 | +US$9671萬 | +26% | 32% | 1,351% | 114 | 71.93% | 0.3 |
|
| 3653 |
3653
Sunburst Financial Group
Vestavia Hills,
Alabama
| US$4.75億 | +US$2842萬 | +6% | 5.48% | 55.7% | 123 | 8.94% | 3.3 |
|
| 3654 |
IR
3654
IAT Reinsurance
New York
| US$4.75億 | +US$2982萬 | +7% | 7.95% | 60.2% | 91 | 15.38% | 4.8 |
|
| 3655 |
3655
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| US$4.75億 | +US$4147萬 | +10% | 6.36% | 53.8% | 221 | 10.41% | 1.6 |
|
| 3656 |
3656
Cliffwater
Marina Del Rey,
California
| US$4.75億 | -US$1163萬 | -2% | 3.29% | 29.4% | 24 | 8.33% | 4.4 |
|
| 3657 |
AAM
3657
AR Asset Management
West Hollywood,
California
| US$4.74億 | +US$2452萬 | +5% | 8.01% | 78.2% | 115 | 6.09% | 8.4 |
|
| 3658 |
TCOT
3658
Trust Company of Tennessee
Knoxville,
Tennessee
| US$4.74億 | +US$4515萬 | +11% | 6.15% | – | 7 | 0% | 1.1 |
|
| 3659 |
3659
Sphera Funds Management
Tel Aviv,
Israel
| US$4.74億 | +US$4793萬 | +11% | 29.8% | 245% | 142 | 42.25% | 1.3 |
|
| 3660 |
3660
Seeds Investor
New York
| US$4.74億 | +US$4790萬 | +11% | 6.5% | – | 279 | 20.79% | 1.1 |
|
| 3661 |
3661
2Xideas
Kusnacht,
Switzerland
| US$4.74億 | -US$1.07億 | -18% | 0.67% | 40.6% | 62 | 17.74% | 2.6 |
|
| 3662 |
3662
Park Place Capital
Homewood,
Alabama
| US$4.74億 | +US$3458萬 | +8% | 5.79% | 67.9% | 834 | 8.39% | 2.1 |
|
| 3663 |
3663
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$4.73億 | +US$2494萬 | +6% | 5.35% | 45.6% | 74 | 5.41% | 4.9 |
|
| 3664 |
3664
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$4.73億 | +US$3106萬 | +7% | 4.98% | 47.2% | 94 | 13.83% | 2.4 |
|
| 3665 |
3665
Manhattan West Asset Management
Los Angeles,
California
| US$4.73億 | +US$4114萬 | +10% | 7.74% | 65.6% | 144 | 6.94% | 2.4 |
|
| 3666 |
3666
Farmers & Merchants Trust Company
Long Beach,
California
| US$4.73億 | +US$222萬 | +0.5% | 7.85% | 79.8% | 223 | 11.21% | 4.2 |
|
| 3667 |
3667
M Holdings Securities
Portland,
Oregon
| US$4.73億 | -US$1.1億 | -19% | 11.2% | 94.1% | 202 | 79.21% | 1 |
|
| 3668 |
UAM
3668
UAS Asset Management
New York
| US$4.73億 | +US$909萬 | +2% | 7.12% | 98% | 18 | 38.89% | 4.2 |
|
| 3669 |
3669
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$4.72億 | +US$3286萬 | +7% | 8.94% | 82.6% | 167 | 6.59% | 4 |
|
| 3670 |
3670
Drive Wealth Management
Lehi,
Utah
| US$4.72億 | +US$1540萬 | +3% | 8.12% | 105% | 393 | 20.87% | 1.6 |
|
| 3671 |
3671
GoalVest Advisory
New York
| US$4.72億 | +US$6776萬 | +17% | 9.17% | 94.8% | 414 | 16.18% | 2 |
|
| 3672 |
3672
Global View Capital Management
Waukesha,
Wisconsin
| US$4.71億 | +US$1.58億 | +51% | 11.6% | – | 147 | 29.25% | 0.5 |
|
| 3673 |
3673
Verum Partners
Charlotte,
North Carolina
| US$4.71億 | +US$3642萬 | +8% | 6.2% | 57.7% | 177 | 6.78% | 1.9 |
|
| 3674 |
3674
Auxano Advisors
Bellevue,
Washington
| US$4.7億 | +US$4204萬 | +10% | 9.87% | 103% | 174 | 7.47% | 2.7 |
|
| 3675 |
3675
ORG Wealth Partners
Dallas,
Texas
| US$4.7億 | +US$5234萬 | +13% | 7.94% | – | 748 | 20.99% | 0.7 |
|