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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 |
MWM
3751
Mascoma Wealth Management
Hanover,
New Hampshire
| US$3.98億 | -US$357萬 | -0.9% | 1.4% | 43.7% | 538 | 19.7% | 2.8 |
|
| 3752 |
3752
Rosenblum Silverman Sutton
San Francisco,
California
| US$3.98億 | +US$708萬 | +2% | 6.5% | 107% | 77 | 3.9% | 5.7 |
|
| 3753 |
3753
Bleichroeder LP
New York
| US$3.98億 | +US$2633萬 | +7% | 8.79% | 222% | 78 | 11.54% | 2.9 |
|
| 3754 |
WCMN
3754
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$3.98億 | -US$1412萬 | -3% | 0.66% | 121% | 41 | 0% | 8.3 |
|
| 3755 |
3755
Hemington Wealth Management
Falls Church,
Virginia
| US$3.98億 | +US$2632萬 | +7% | 0.23% | 76.1% | 1,847 | 5.2% | 0.4 |
|
| 3756 |
PTB
3756
Pioneer Trust Bank
Salem,
Oregon
| US$3.97億 | +US$624萬 | +2% | 1.27% | 75.7% | 80 | 6.25% | 7.4 |
|
| 3757 |
3757
Coastal Bridge Advisors
Westport,
Connecticut
| US$3.97億 | -US$625萬 | -2% | 5.49% | 88.1% | 182 | 15.93% | 4.5 |
|
| 3758 |
3758
Peavine Capital
Reno,
Nevada
| US$3.97億 | -US$1153萬 | -3% | 0.26% | 30.8% | 10 | 0% | 5.3 |
|
| 3759 |
3759
MYDA Advisors
Woodmere,
New York
| US$3.97億 | -US$5911萬 | -13% | 4.36% | 237% | 211 | 71.56% | 0.5 |
|
| 3760 |
3760
Auxano Advisors
Bellevue,
Washington
| US$3.97億 | +US$1047萬 | +3% | 4.27% | 103% | 170 | 10.59% | 2.2 |
|
| 3761 |
3761
Waller Financial Planning Group
Columbus,
Ohio
| US$3.97億 | -US$652萬 | -2% | 1.82% | 47.5% | 70 | 4.29% | 3.8 |
|
| 3762 |
3762
NVWM LLC
Yardley,
Pennsylvania
| US$3.96億 | +US$350萬 | +0.9% | 3.06% | 119% | 716 | 17.18% | 2.5 |
|
| 3763 |
3763
Algebris (UK)
London,
United Kingdom
| US$3.96億 | +US$1.56億 | +65% | 2.37% | 17% | 48 | 64.58% | 0.4 |
|
| 3764 |
3764
Francis Financial
| US$3.95億 | +US$1572萬 | +4% | 0.28% | 62% | 100 | 14% | 1.9 |
|
| 3765 |
3765
Humankind Investments
New York
| US$3.95億 | +US$1.18億 | +43% | 1.06% | 62.5% | 156 | 12.18% | 2.1 |
|
| 3766 |
3766
Caligan Partners
New York
| US$3.95億 | +US$7940萬 | +25% | 9.22% | 2,628% | 16 | 37.5% | 1.1 |
|
| 3767 |
3767
IAM Advisory
Easton,
Pennsylvania
| US$3.95億 | -US$108萬 | -0.3% | 1.74% | 74.5% | 109 | 13.76% | 1.8 |
|
| 3768 |
3768
Family Investment Center
Saint Joseph,
Missouri
| US$3.94億 | -US$385萬 | -1% | 2.41% | 53.1% | 93 | 13.98% | 1.3 |
|
| 3769 |
3769
Burt Wealth Advisors
North Bethesda,
Maryland
| US$3.94億 | -US$1254萬 | -3% | 2.84% | 57.3% | 120 | 8.33% | 5.5 |
|
| 3770 |
3770
Flat Footed LLC
Wilson,
Wyoming
| US$3.94億 | -US$8.94億 | -69% | 23% | 152% | 25 | 56% | 1.1 |
|
| 3771 |
3771
Financial Security Advisor
Virginia Beach,
Virginia
| US$3.94億 | -US$770萬 | -2% | 1.92% | 83.5% | 126 | 12.7% | 1 |
|
| 3772 |
3772
Stone House Investment Management
Tunkhannock,
Pennsylvania
| US$3.94億 | -US$9069萬 | -19% | 1.25% | 57.9% | 379 | 87.07% | 2.1 |
|
| 3773 |
3773
DAFNA Capital Management
Los Angeles,
California
| US$3.93億 | -US$2990萬 | -7% | 7.07% | 313% | 90 | 15.56% | 2.8 |
|
| 3774 |
3774
First PREMIER Bank
Sioux Falls,
South Dakota
| US$3.93億 | -US$833萬 | -2% | 0.85% | 63% | 421 | 9.74% | 4.5 |
|
| 3775 |
3775
Financial & Tax Architects
St Louis,
Missouri
| US$3.93億 | +US$361萬 | +0.9% | 2.65% | 50.2% | 107 | 14.95% | 1.8 |
|