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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$3.19億 | +US$1648萬 | +5% | 2.46% | 43.7% | 7 | 0% | 2.2 |
|
| 3752 |
3752
LDR Capital Management
New York
| US$3.18億 | +US$9938萬 | +45% | 0.17% | 28.4% | 74 | 52.7% | 0.5 |
|
| 3753 |
3753
Bedel Financial Consulting
Indianapolis,
Indiana
| US$3.18億 | -US$329萬 | -1% | 0.85% | 97.4% | 1,114 | 14.36% | 2.8 |
|
| 3754 |
3754
Voss Capital
Houston,
Texas
| US$3.18億 | -US$546萬 | -2% | 11.7% | 78.4% | 47 | 38.3% | 0.8 |
|
| 3755 |
3755
Flagstar Advisors
New York
| US$3.18億 | -US$785萬 | -2% | 4.46% | 81.9% | 147 | 12.24% | 0.4 |
|
| 3756 |
CAM
3756
Centre Asset Management
New York
| US$3.18億 | +US$1.21億 | +61% | 19.8% | 45.3% | 75 | 44% | 1.7 |
|
| 3757 |
3757
IAG Wealth Partners
Waukesha,
Wisconsin
| US$3.18億 | +US$592萬 | +2% | 4.52% | 54.1% | 483 | 21.95% | 1.5 |
|
| 3758 |
3758
Partners in Financial Planning
Salem,
Virginia
| US$3.18億 | -US$901萬 | -3% | 5.2% | 42% | 95 | 8.42% | 0.7 |
|
| 3759 |
3759
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.18億 | -US$439萬 | -1% | 0.46% | 69.7% | 61 | 0% | 6.6 |
|
| 3760 |
3760
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$3.18億 | -US$530萬 | -2% | 0.74% | 67.9% | 144 | 9.72% | 3.9 |
|
| 3761 |
3761
Progressive Investment Management
Lake Oswego,
Oregon
| US$3.17億 | -US$4299萬 | -12% | 10% | 139% | 57 | 5.26% | 3.2 |
|
| 3762 |
3762
Prysm Capital
Princeton,
New Jersey
| US$3.17億 | -US$3.38億 | -52% | 51.5% | 46.6% | 1 | 0% | 0.3 |
|
| 3763 |
KS
3763
Karpas Strategies
Litchfield,
Connecticut
| US$3.17億 | +US$506萬 | +2% | 1.52% | 16.1% | 127 | 6.3% | 5.9 |
|
| 3764 |
3764
Marino Stram & Associates
Braintree,
Massachusetts
| US$3.17億 | -US$855萬 | -3% | 2.2% | 72.2% | 150 | 8% | 1.9 |
|
| 3765 |
AIP
3765
Ahrens Investment Partners
Lafayette,
Louisiana
| US$3.17億 | +US$9083萬 | +40% | 4.73% | 82.3% | 1,161 | 17.92% | 0.7 |
|
| 3766 |
3766
Black Diamond Financial
Towson,
Maryland
| US$3.17億 | +US$1994萬 | +7% | 4.55% | 68.3% | 131 | 29.77% | 1.5 |
|
| 3767 |
3767
Corrigan Financial
Middletown,
Rhode Island
| US$3.16億 | -US$3154萬 | -9% | 4.33% | 9.54% | 93 | 10.75% | 3.1 |
|
| 3768 |
3768
Doliver Advisors
Houston,
Texas
| US$3.16億 | -US$374萬 | -1% | 7.73% | 92.3% | 193 | 30.57% | 1.8 |
|
| 3769 |
3769
Perennial Investment Advisors
Los Angeles,
California
| US$3.16億 | -US$371萬 | -1% | 2.34% | 84.3% | 245 | 19.18% | 1.4 |
|
| 3770 |
3770
Centric Wealth Management
Chicago,
Illinois
| US$3.16億 | +US$1225萬 | +4% | 3.45% | 44.4% | 174 | 24.71% | 1.6 |
|
| 3771 |
3771
Parkside Advisors
Berkeley,
California
| US$3.16億 | -US$1356萬 | -4% | 5.53% | 36.7% | 73 | 8.22% | 3.6 |
|
| 3772 |
3772
Beaconlight Capital
New York
| US$3.16億 | +US$2631萬 | +9% | 8.2% | 282% | 54 | 57.41% | 0.8 |
|
| 3773 |
SFS
3773
Security Financial Services
Fort Wayne,
Indiana
| US$3.16億 | +US$1580萬 | +5% | 3.64% | 67.7% | 148 | 21.62% | 0.2 |
|
| 3774 |
3774
SignalPoint Asset Management
Springfield,
Missouri
| US$3.16億 | -US$1211萬 | -4% | 2.4% | 36% | 253 | 15.42% | 4.2 |
|
| 3775 |
3775
NVWM LLC
Yardley,
Pennsylvania
| US$3.15億 | -US$526萬 | -2% | 3.05% | 119% | 654 | 35.47% | 1.8 |
|