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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 |
CCC
3801
Chelsea Counsel Company
Los Angeles,
California
| US$1.66億 | -US$2072萬 | -11% | 3.31% | 122% | 76 | 11.84% | 4.4 |
|
| 3802 |
3802
Denver PWM
Denver,
Colorado
| US$1.66億 | +US$918萬 | +6% | 0.39% | 48.6% | 225 | 70.22% | 0.4 |
|
| 3803 |
3803
Twin Securities
New York
| US$1.66億 | -US$1.11億 | -40% | 2.19% | 506% | 15 | 46.67% | 0.6 |
|
| 3804 |
3804
Oak Asset Management
Westlake Village,
California
| US$1.66億 | +US$476萬 | +3% | 3.57% | 91.8% | 98 | 4.08% | 1.4 |
|
| 3805 |
3805
Chanos & Company
New York
| US$1.66億 | -US$4038萬 | -20% | 0.13% | – | 38 | 39.47% | 1.2 |
|
| 3806 |
3806
Jackson Financial Management
Costa Mesa,
California
| US$1.66億 | +US$1221萬 | +8% | 1.09% | – | 40 | 27.5% | 1.1 |
|
| 3807 |
3807
Frisch Financial Group
Melville,
New York
| US$1.66億 | +US$1611萬 | +11% | 1.4% | 72.9% | 111 | 21.62% | 0.6 |
|
| 3808 |
3808
Summit Wealth & Retirement Planning
San Ramon,
California
| US$1.65億 | -US$548萬 | -3% | 0.4% | 75.7% | 134 | 14.18% | 0.7 |
|
| 3809 |
3809
Hedeker Wealth
Lincolnshire,
Illinois
| US$1.65億 | +US$768萬 | +5% | 1.86% | 161% | 61 | 13.11% | 3.2 |
|
| 3810 |
3810
Cribstone Capital Management
Augusta,
Maine
| US$1.65億 | -US$1818萬 | -10% | 1.49% | 22.4% | 657 | 16.59% | 2.5 |
|
| 3811 |
3811
Archer Investment Corporation
Carmel,
Indiana
| US$1.65億 | +US$833萬 | +5% | 1.78% | 76.1% | 588 | 22.79% | 0.6 |
|
| 3812 |
3812
CRA Financial Services
Northfield,
New Jersey
| US$1.65億 | -US$114萬 | -0.7% | 1.61% | 91.9% | 143 | 4.2% | 0.7 |
|
| 3813 |
CAN
3813
Claraphi Advisory Network
Aliso Viejo,
United States
| US$1.65億 | -US$544萬 | -3% | 0.48% | 88.3% | 446 | 54.04% | 0.6 |
|
| 3814 |
3814
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$1.65億 | -US$339萬 | -2% | 0.26% | 123% | 307 | 14.66% | 1.6 |
|
| 3815 |
3815
Iron Gate Global Advisors
Nsl,
Utah
| US$1.65億 | +US$1466萬 | +10% | 0.46% | 106% | 81 | 24.69% | 1.4 |
|
| 3816 |
3816
Qtron Investments
Boston,
Massachusetts
| US$1.65億 | +US$386萬 | +2% | 1.82% | 151% | 289 | 36.33% | 0.4 |
|
| 3817 |
3817
Arlington Capital Management
Arlington Heights,
Illinois
| US$1.65億 | -US$1537萬 | -9% | 4.23% | 146% | 65 | 44.62% | 0.3 |
|
| 3818 |
3818
Affiance Financial
St. Louis Park,
Minnesota
| US$1.65億 | +US$118萬 | +0.7% | 1.32% | 57.8% | 96 | 6.25% | 3.3 |
|
| 3819 |
3819
Anderson Hoagland & Co
St Louis,
Missouri
| US$1.65億 | +US$328萬 | +2% | 0.24% | 104% | 91 | 8.79% | 3.7 |
|
| 3820 |
3820
Allred Capital Management
Dallas,
Texas
| US$1.65億 | -US$1091萬 | -6% | 1.88% | 85.2% | 184 | 14.67% | 0.7 |
|
| 3821 |
3821
FC Advisory
West Chester,
Pennsylvania
| US$1.64億 | +US$303萬 | +2% | 0.77% | 46.6% | 56 | 5.36% | 2.9 |
|
| 3822 |
3822
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$1.64億 | -US$343萬 | -2% | 2.51% | 83% | 94 | 3.19% | 4.5 |
|
| 3823 |
3823
Chou Associates Management
Toronto,
Ontario, Canada
| US$1.64億 | -US$5004萬 | -23% | 8.18% | 70% | 24 | 8.33% | 3.6 |
|
| 3824 |
3824
Cooper/Haims Advisors
Victor,
New York
| US$1.64億 | +US$288萬 | +2% | 0.21% | 58.8% | 54 | 12.96% | 1.4 |
|
| 3825 |
3825
Evergreen Advisors
Chattanooga,
Tennessee
| US$1.64億 | +US$432萬 | +3% | 0.12% | – | 17 | 5.88% | 0.6 |
|