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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 |
3801
Financial & Tax Architects
St Louis,
Missouri
| US$4.12億 | +US$1327萬 | +3% | 3.8% | 50.2% | 116 | 32.76% | 2.1 |
|
| 3802 |
3802
Trinity Legacy Partners
Houston,
Texas
| US$4.12億 | +US$1638萬 | +4% | 5.44% | 63.3% | 98 | 7.14% | 3.1 |
|
| 3803 |
3803
Waypoint Wealth Partners
Mill Valley,
California
| US$4.11億 | +US$4969萬 | +14% | 10.7% | 52.1% | 81 | 19.75% | 2.5 |
|
| 3804 |
3804
Bluescape Energy Partners
Dallas,
Texas
| US$4.11億 | -US$2163萬 | -5% | 7.34% | 57.9% | 6 | 0% | 3.3 |
|
| 3805 |
3805
Ping Capital Management
New York
| US$4.11億 | +US$1.41億 | +52% | 2.95% | – | 100 | 42% | 0.7 |
|
| 3806 |
3806
Ellsworth Advisors
Hudson,
Ohio
| US$4.11億 | +US$2972萬 | +8% | 9.81% | 131% | 200 | 38% | 1.6 |
|
| 3807 |
CA
3807
Crumly & Associates
Springfield,
Illinois
| US$4.11億 | +US$4867萬 | +13% | 9.17% | 58.1% | 185 | 23.78% | 2.3 |
|
| 3808 |
3808
Cypress Point Wealth Management
Dallas,
Texas
| US$4.11億 | +US$9551萬 | +30% | 30.6% | 255% | 81 | 18.52% | 1.7 |
|
| 3809 |
3809
WrapManager Inc
Mill Valley,
California
| US$4.1億 | +US$2998萬 | +8% | 8.96% | 64.6% | 228 | 14.04% | 4.2 |
|
| 3810 |
JHCM
3810
Juniper Hill Capital Management
Menlo Park,
California
| US$4.1億 | +US$910萬 | +2% | 8% | 33.6% | 4 | 0% | 1.9 |
|
| 3811 |
3811
Humankind Investments
New York
| US$4.1億 | +US$2507萬 | +7% | 6.86% | 62.5% | 164 | 19.51% | 2.6 |
|
| 3812 |
3812
Alight Capital Management
New York
| US$4.1億 | +US$1.94億 | +90% | 31.6% | 466% | 79 | 67.09% | 0.7 |
|
| 3813 |
3813
Prosight Management
Dallas,
Texas
| US$4.1億 | +US$1.06億 | +35% | 6.36% | 39.5% | 47 | 36.17% | 1.1 |
|
| 3814 |
3814
Winch Advisory Services
Appleton,
Wisconsin
| US$4.1億 | +US$3131萬 | +8% | 10.4% | 92.4% | 519 | 5.01% | 4.9 |
|
| 3815 |
3815
Weaver Capital Management
Suwanee,
Georgia
| US$4.1億 | +US$3165萬 | +8% | 10.8% | 79.4% | 193 | 5.7% | 1.2 |
|
| 3816 |
3816
Noble Family Wealth
Clearwater,
Florida
| US$4.09億 | +US$4603萬 | +13% | 7.1% | 60% | 71 | 15.49% | 1.8 |
|
| 3817 |
3817
Scientech Research LLC
Jersey City,
New Jersey
| US$4.09億 | +US$3140萬 | +8% | 22.7% | – | 917 | 78.52% | 0.2 |
|
| 3818 |
3818
GR Financial Group
Tucson,
Arizona
| US$4.09億 | -US$2.4億 | -37% | 9.48% | 75.4% | 28 | 35.71% | 1.1 |
|
| 3819 |
3819
AssuredPartners Investment Advisors
Tampa,
Florida
| US$4.09億 | -US$1.09億 | -21% | 12% | – | 340 | 33.82% | 0.5 |
|
| 3820 |
3820
Frisch Financial Group
Melville,
New York
| US$4.09億 | +US$5226萬 | +15% | 6.62% | 66.6% | 148 | 16.22% | 3.2 |
|
| 3821 |
GWM
3821
GSB Wealth Management
Guilford,
Connecticut
| US$4.08億 | +US$2791萬 | +7% | 6.93% | 69.8% | 246 | 10.16% | 3.1 |
|
| 3822 |
3822
Stokes Capital Advisors
Greenwood,
South Carolina
| US$4.08億 | +US$1511萬 | +4% | 7.14% | 61.3% | 75 | 13.33% | 4.9 |
|
| 3823 |
3823
Drake & Associates
Waukesha,
Wisconsin
| US$4.08億 | +US$5241萬 | +15% | 6.55% | 47.9% | 103 | 24.27% | 1.6 |
|
| 3824 |
3824
Waterfront Capital Partners
New York
| US$4.08億 | -US$1.76億 | -30% | 3.33% | 88.3% | 45 | 53.33% | 0.4 |
|
| 3825 |
3825
Precedent Wealth Partners
Houston,
Texas
| US$4.08億 | +US$4800萬 | +13% | 6.53% | 61.1% | 179 | 17.88% | 1.1 |
|