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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$4.59億 | +US$6163萬 | +16% | 7.39% | 75.2% | 140 | 39.29% | 1.5 |
|
| 3727 |
3727
Jackson Square Capital
San Francisco,
California
| US$4.59億 | +US$822萬 | +2% | 13.4% | 423% | 163 | 22.09% | 2.4 |
|
| 3728 |
3728
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$4.58億 | +US$1457萬 | +3% | 5.68% | 58.6% | 187 | 7.49% | 4 |
|
| 3729 |
3729
Keystone Wealth Services
Palm Desert,
California
| US$4.58億 | +US$4374萬 | +11% | 7.95% | 91.1% | 311 | 15.43% | 2.2 |
|
| 3730 |
3730
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| US$4.58億 | +US$3392萬 | +8% | 11.3% | 93.1% | 215 | 10.23% | 1.3 |
|
| 3731 |
3731
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$4.58億 | +US$3162萬 | +7% | 6.97% | 68.6% | 95 | 12.63% | 2.4 |
|
| 3732 |
3732
Boston Research & Management
Manchester,
Massachusetts
| US$4.58億 | +US$3424萬 | +8% | 8.02% | 63.6% | 122 | 5.74% | 8.4 |
|
| 3733 |
3733
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$4.58億 | +US$1833萬 | +4% | 5.15% | 75.1% | 57 | 10.53% | 5.6 |
|
| 3734 |
3734
Blankinship & Foster
Solana Beach,
California
| US$4.57億 | +US$3024萬 | +7% | 7.04% | 67.1% | 78 | 5.13% | 4.4 |
|
| 3735 |
3735
Icon Advisers
Greenwood Village,
Colorado
| US$4.57億 | +US$1907萬 | +4% | 14.1% | 119% | 201 | 17.91% | 2.4 |
|
| 3736 |
CA
3736
Crumly & Associates
Springfield,
Illinois
| US$4.57億 | +US$4644萬 | +11% | 6.37% | 58.1% | 199 | 23.12% | 2.1 |
|
| 3737 |
3737
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$4.57億 | +US$8062萬 | +21% | 11.8% | 123% | 123 | 24.39% | 1.8 |
|
| 3738 |
3738
Aisling Capital Management
New York
| US$4.56億 | +US$9678萬 | +27% | 26% | 490% | 15 | 20% | 3.8 |
|
| 3739 |
3739
Sands Capital Ventures
Arlington,
Virginia
| US$4.56億 | -US$5140萬 | -10% | 7.76% | 228% | 20 | 5% | 2.7 |
|
| 3740 |
3740
Quarry LP
New York
| US$4.56億 | -US$1394萬 | -3% | 12.5% | 83.2% | 2,596 | 52.27% | 0.5 |
|
| 3741 |
SVCM
3741
Saturn V Capital Management
Austin,
Texas
| US$4.56億 | +US$2.09億 | +85% | 212% | 1,083% | 26 | 42.31% | 0.9 |
|
| 3742 |
3742
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| US$4.56億 | +US$2527萬 | +6% | 4.46% | 38.9% | 613 | 4.89% | 2 |
|
| 3743 |
3743
Arosa Capital Management
Miami Beach,
Florida
| US$4.55億 | -US$7572萬 | -14% | 31.9% | 536% | 94 | 61.7% | 0.3 |
|
| 3744 |
3744
Symetra Investment Management
Farmington,
Connecticut
| US$4.55億 | +US$7325萬 | +19% | 6.64% | 38.6% | 6 | 16.67% | 2.6 |
|
| 3745 |
3745
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$4.55億 | +US$2992萬 | +7% | 6.16% | 59.2% | 59 | 10.17% | 5.5 |
|
| 3746 |
3746
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$4.55億 | +US$3674萬 | +9% | 14.6% | 151% | 140 | 8.57% | 5.6 |
|
| 3747 |
3747
Aspire Private Capital
Cornelius,
North Carolina
| US$4.55億 | +US$2474萬 | +6% | 5.89% | 55.3% | 189 | 13.23% | 3.9 |
|
| 3748 |
3748
Kickstand Ventures
Pittsford,
New York
| US$4.54億 | +US$2663萬 | +6% | 6.15% | 56.6% | 127 | 11.81% | 1.2 |
|
| 3749 |
3749
Kiley Juergens Wealth Management
Olympia,
Washington
| US$4.54億 | +US$2097萬 | +5% | 9.97% | 121% | 81 | 8.64% | 4.6 |
|
| 3750 |
3750
Precedent Wealth Partners
Houston,
Texas
| US$4.54億 | +US$4588萬 | +11% | 6.18% | 61.1% | 179 | 10.61% | 1.3 |
|