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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
CWM
3801
Catamount Wealth Management
Westport,
Connecticut
| US$1.46億 | -US$6232萬 | -30% | 13.2% | 70.7% | 237 | 36.29% | 1.7 |
|
| 3802 |
3802
Galibier Capital Management
Toronto,
Ontario, Canada
| US$1.46億 | – | – | 16.7% | 66.8% | 30 | – | 0 |
|
| 3803 |
3803
Avestar Capital
New York
| US$1.46億 | -US$2657萬 | -15% | 13% | 112% | 1,073 | 19.48% | 0.8 |
|
| 3804 |
3804
Lowe Wealth Advisors
Columbia,
Maryland
| US$1.46億 | -US$2270萬 | -13% | 9.14% | 63.3% | 324 | 18.52% | 2.7 |
|
| 3805 |
3805
Augustine Asset Management
Jacksonville,
Florida
| US$1.46億 | -US$3431萬 | -19% | 12.1% | 316% | 83 | 19.28% | 2.4 |
|
| 3806 |
3806
Antara Capital
New York
| US$1.46億 | – | – | 3.47% | 39.8% | 30 | – | 0 |
|
| 3807 |
WWM
3807
Windsor Wealth Management
Indianapolis,
Indiana
| US$1.46億 | -US$782萬 | -5% | 11.5% | 37.3% | 143 | 16.08% | 0.8 |
|
| 3808 |
3808
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$1.46億 | -US$540萬 | -4% | 11.1% | 130% | 609 | 89.33% | 2 |
|
| 3809 |
3809
Boltwood Capital Management
Walnut Creek,
California
| US$1.46億 | -US$2165萬 | -13% | 10.2% | 63% | 137 | 15.33% | 3.6 |
|
| 3810 |
3810
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$1.46億 | -US$785萬 | -5% | 13% | 56.7% | 226 | 82.3% | 1.6 |
|
| 3811 |
3811
RP Management
New York
| US$1.46億 | – | – | 15.7% | 208% | 4 | – | 0 |
|
| 3812 |
3812
Chandler Asset Management
San Diego,
California
| US$1.46億 | US$0 | 0% | 12.3% | 35.6% | 19 | 0% | 0.8 |
|
| 3813 |
3813
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$1.46億 | -US$4852萬 | -25% | 15.6% | 38.5% | 258 | 35.27% | 2 |
|
| 3814 |
3814
Intellectus Partners
San Francisco,
California
| US$1.46億 | -US$1.4億 | -49% | 14.1% | 157% | 607 | 59.14% | 1.6 |
|
| 3815 |
3815
Clearline Capital
New York
| US$1.46億 | -US$2312萬 | -14% | 27.2% | 57.4% | 76 | 56.58% | 0.3 |
|
| 3816 |
3816
Silverleafe Capital Partners
Germantown,
Tennessee
| US$1.46億 | -US$1823萬 | -11% | 14.7% | 87.7% | 84 | 42.86% | 0.6 |
|
| 3817 |
3817
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.46億 | -US$3013萬 | -17% | 14.9% | 121% | 93 | 20.43% | 2.6 |
|
| 3818 |
3818
Progressive Investment Management
Lake Oswego,
Oregon
| US$1.46億 | -US$2197萬 | -13% | 14.7% | 139% | 37 | 10.81% | 3.4 |
|
| 3819 |
3819
FC Advisory
West Chester,
Pennsylvania
| US$1.46億 | -US$1458萬 | -9% | 8.64% | 46.6% | 54 | 18.52% | 2.6 |
|
| 3820 |
3820
Providence Capital Advisors
Charlotte,
North Carolina
| US$1.45億 | -US$775萬 | -5% | 12.9% | 47.4% | 280 | 18.21% | 0.8 |
|
| 3821 |
3821
ValueWorks
New York
| US$1.45億 | -US$1243萬 | -8% | 19.5% | 161% | 39 | 30.77% | 2.3 |
|
| 3822 |
KCM
3822
Kempner Capital Management
Galveston,
Texas
| US$1.45億 | -US$1060萬 | -7% | 14.7% | 60.9% | 51 | 9.8% | 3.4 |
|
| 3823 |
HCIA
3823
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$1.45億 | -US$1518萬 | -9% | 12.7% | 42.7% | 123 | 26.83% | 2 |
|
| 3824 |
3824
Bernicke Wealth Management
Altoona,
Wisconsin
| US$1.45億 | -US$524萬 | -3% | 5.12% | – | 48 | 4.17% | 2.3 |
|
| 3825 |
3825
REDW Wealth
Albuquerque,
New Mexico
| US$1.45億 | -US$556萬 | -4% | 7.37% | 59.1% | 89 | 16.85% | 1.6 |
|