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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.64億 | +US$1498萬 | +10% | 2.94% | 26.6% | 287 | 74.91% | 0.8 |
|
| 3827 |
SCC
3827
Second Curve Capital
Radnor,
Pennsylvania
| US$1.63億 | +US$1783萬 | +12% | 6.07% | 160% | 23 | 13.04% | 1.9 |
|
| 3828 |
3828
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.63億 | -US$4589萬 | -22% | 1.28% | 319% | 37 | 32.43% | 0.9 |
|
| 3829 |
3829
Optimum Quantvest Corp
Stamford,
Connecticut
| US$1.63億 | +US$369萬 | +2% | 2.46% | – | 13 | 0% | 0.3 |
|
| 3830 |
3830
Peterson Wealth Advisors
Orem,
Utah
| US$1.63億 | +US$538萬 | +3% | 0.72% | 50.9% | 42 | 4.76% | 1.5 |
|
| 3831 |
3831
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.63億 | -US$54.2萬 | -0.3% | 1.17% | 72.3% | 147 | 8.16% | 4.3 |
|
| 3832 |
ETI
3832
Enterprise Trust & Investment
Los Gatos,
California
| US$1.63億 | +US$224萬 | +1% | 1.99% | 58.6% | 208 | 15.38% | 0.2 |
|
| 3833 |
FA
3833
Financial Advisors
Andover,
Massachusetts
| US$1.63億 | +US$732萬 | +5% | 1.2% | 71.5% | 59 | 0% | 0.7 |
|
| 3834 |
3834
Ballast Inc
Lexington,
Kentucky
| US$1.63億 | +US$190萬 | +1% | 0.86% | 71.3% | 103 | 1.94% | 1.4 |
|
| 3835 |
3835
NVWM LLC
Yardley,
Pennsylvania
| US$1.63億 | -US$303萬 | -2% | 0.72% | 119% | 424 | 14.62% | 1.2 |
|
| 3836 |
3836
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.63億 | -US$3100萬 | -16% | 0.46% | 46.7% | 473 | 17.76% | 1.1 |
|
| 3837 |
3837
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$1.63億 | -US$318萬 | -2% | 0.6% | 63.9% | 98 | 5.1% | 3.5 |
|
| 3838 |
3838
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.62億 | +US$284萬 | +2% | 1.71% | 85.3% | 85 | 7.06% | 2.3 |
|
| 3839 |
3839
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$1.62億 | +US$231萬 | +1% | 0.92% | 68% | 67 | 2.99% | 1.8 |
|
| 3840 |
3840
Steginsky Capital
Port Washington,
New York
| US$1.62億 | +US$935萬 | +6% | 6.58% | 99.4% | 8 | 0% | 2.7 |
|
| 3841 |
HCM
3841
Highlander Capital Management
Short Hills,
New Jersey
| US$1.62億 | -US$255萬 | -2% | 1.51% | 34.4% | 714 | 9.1% | 3.8 |
|
| 3842 |
3842
VHCP Management III
New York
| US$1.62億 | -US$5219萬 | -24% | 22.2% | – | 20 | 30% | 0.7 |
|
| 3843 |
3843
Wela Strategies
Atlanta,
Georgia
| US$1.62億 | +US$428萬 | +3% | 1.32% | 51.3% | 36 | 16.67% | 1.7 |
|
| 3844 |
3844
Clearfield Capital Management
New York
| US$1.62億 | -US$2678萬 | -14% | 5.65% | 421% | 14 | 64.29% | 0.4 |
|
| 3845 |
3845
Neumann Capital Management
Foster City,
California
| US$1.62億 | +US$50.4萬 | +0.3% | 0.97% | 89.9% | 73 | 1.37% | 4.1 |
|
| 3846 |
FVCM
3846
F&V Capital Management
Boca Raton,
Florida
| US$1.61億 | -US$652萬 | -4% | 1.47% | 123% | 61 | 11.48% | 3.7 |
|
| 3847 |
GA
3847
Gagnon Advisors
New York
| US$1.61億 | -US$1390萬 | -8% | 3.85% | 214% | 33 | 3.03% | 3 |
|
| 3848 |
3848
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$1.61億 | -US$134萬 | -0.8% | 1% | 72.7% | 134 | 8.96% | 1.4 |
|
| 3849 |
3849
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$1.61億 | -US$249萬 | -2% | 0.39% | 11.8% | 62 | 11.29% | 3.5 |
|
| 3850 |
3850
Avestar Capital
New York
| US$1.61億 | +US$304萬 | +2% | 1.4% | 112% | 990 | 84.95% | 1.4 |
|