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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
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$4.74億 | +US$3255萬 | +7% | 3.13% | 83.6% | 212 | 7.55% | 6.4 |
|
| 3752 |
3752
Towneley Capital Management
Laguna Hills,
California
| US$4.74億 | +US$1392萬 | +3% | 2.8% | 50.2% | 43 | 18.6% | 1.6 |
|
| 3753 |
3753
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$4.74億 | -US$2.73億 | -37% | 24.9% | 72.1% | 46 | 58.7% | 1.2 |
|
| 3754 |
3754
Broadleaf Partners
Hudson,
Ohio
| US$4.74億 | -US$548萬 | -1% | 1.22% | 180% | 84 | 7.14% | 4.2 |
|
| 3755 |
UAM
3755
UAS Asset Management
New York
| US$4.74億 | +US$160萬 | +0.3% | 3.66% | 103% | 18 | 33.33% | 3.7 |
|
| 3756 |
3756
Tradewinds Capital Management
Bellingham,
Washington
| US$4.74億 | +US$2899萬 | +7% | 9.17% | 96.9% | 744 | 16.4% | 4.3 |
|
| 3757 |
3757
Lantz Financial
Naperville,
Illinois
| US$4.74億 | +US$2198萬 | +5% | 1.58% | 74.3% | 258 | 10.85% | 3.4 |
|
| 3758 |
3758
Weaver Capital Management
Suwanee,
Georgia
| US$4.74億 | +US$1158萬 | +3% | 2.64% | 79.4% | 209 | 18.66% | 1.5 |
|
| 3759 |
3759
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| US$4.74億 | +US$1808萬 | +4% | 1.48% | 38.9% | 636 | 15.09% | 2.1 |
|
| 3760 |
3760
TT International Asset Management
London,
United Kingdom
| US$4.74億 | -US$4291萬 | -8% | 28.5% | 331% | 54 | 55.56% | 0.6 |
|
| 3761 |
3761
Centric Wealth Management
Chicago,
Illinois
| US$4.73億 | +US$2391萬 | +5% | 3.51% | 55.3% | 208 | 15.38% | 2.6 |
|
| 3762 |
3762
Peavine Capital
Reno,
Nevada
| US$4.73億 | -US$1105萬 | -2% | 1% | 30.8% | 9 | 0% | 5.9 |
|
| 3763 |
3763
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$4.73億 | +US$1526萬 | +3% | 2.9% | 68.6% | 92 | 10.87% | 2.6 |
|
| 3764 |
3764
Capital Insight Partners
Scottsdale,
Arizona
| US$4.73億 | -US$1.31億 | -22% | 0.96% | 51.7% | 170 | 25.29% | 4.1 |
|
| 3765 |
3765
Altrius Capital Management
New Bern,
North Carolina
| US$4.72億 | +US$3337萬 | +8% | 3.1% | 43.1% | 88 | 5.68% | 2.6 |
|
| 3766 |
3766
HGC Investment Management
Toronto,
Ontario, Canada
| US$4.72億 | +US$6122萬 | +15% | 2.83% | 33.2% | 185 | 45.41% | 0.4 |
|
| 3767 |
3767
Spirit of America Management Corp
Syosset,
New York
| US$4.72億 | -US$2697萬 | -5% | 0.22% | 113% | 314 | 3.82% | 5.8 |
|
| 3768 |
3768
Firestone Capital Management
Coral Gables,
Florida
| US$4.71億 | +US$865萬 | +2% | 1.45% | 56.9% | 174 | 8.62% | 3.6 |
|
| 3769 |
NAMP
3769
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$4.71億 | +US$522萬 | +1% | 2.46% | 90.2% | 145 | 6.9% | 7.5 |
|
| 3770 |
3770
Thomist Capital Management
Houston,
Texas
| US$4.71億 | -US$3533萬 | -7% | 4.73% | 71.2% | 108 | 69.44% | 0.3 |
|
| 3771 |
3771
Bulltick Wealth Management
Miami,
Florida
| US$4.71億 | +US$4768萬 | +11% | 1.17% | 69.1% | 146 | 34.25% | 1.5 |
|
| 3772 |
WWMSC
3772
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$4.71億 | +US$3965萬 | +9% | 0.62% | 36.4% | 277 | 14.08% | 3.1 |
|
| 3773 |
FVCM
3773
F&V Capital Management
Boca Raton,
Florida
| US$4.7億 | +US$2501萬 | +6% | 4.19% | 123% | 60 | 10% | 5.1 |
|
| 3774 |
3774
PCM Encore
Aspen,
Colorado
| US$4.7億 | – | – | 4.31% | – | 428 | – | 0 |
|
| 3775 |
3775
Continental General Insurance Company
Austin,
Texas
| US$4.7億 | -US$4583萬 | -9% | 1.14% | 117% | 11 | 45.45% | 1.1 |
|