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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Harrell Investment Partners
Austin,
Texas
| US$3.44億 | +US$657萬 | +2% | 3.79% | 121% | 94 | 7.45% | 3.1 |
|
| 3877 |
FVCM
3877
F&V Capital Management
Boca Raton,
Florida
| US$3.43億 | +US$352萬 | +1% | 0.34% | 123% | 60 | 20% | 5 |
|
| 3878 |
3878
Paulson Wealth Management
Wheaton,
Illinois
| US$3.43億 | +US$263萬 | +0.8% | 2.21% | 62.6% | 146 | 4.79% | 2.7 |
|
| 3879 |
3879
Archer Investment Corporation
Carmel,
Indiana
| US$3.43億 | +US$990萬 | +3% | 1.34% | 76.1% | 1,176 | 14.54% | 2.5 |
|
| 3880 |
3880
Waypoint Wealth Partners
Mill Valley,
California
| US$3.42億 | -US$915萬 | -3% | 0.76% | 52.1% | 77 | 24.68% | 2.1 |
|
| 3881 |
3881
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$3.42億 | +US$8114萬 | +31% | 5.94% | 304% | 303 | 39.6% | 2.8 |
|
| 3882 |
3882
Sand Grove Capital Management
London,
United Kingdom
| US$3.42億 | -US$9507萬 | -22% | 2.41% | 410% | 33 | 72.73% | 0.2 |
|
| 3883 |
KMWM
3883
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$3.42億 | +US$1141萬 | +3% | 2.53% | – | 217 | 11.06% | 3.2 |
|
| 3884 |
3884
Financial Consulate
Hunt Valley,
Maryland
| US$3.41億 | +US$277萬 | +0.8% | 0.53% | 61.4% | 42 | 21.43% | 4.8 |
|
| 3885 |
3885
Vitruvian Partners
London,
United Kingdom
| US$3.41億 | +US$2529萬 | +8% | 13.9% | 122% | 8 | 0% | 2.5 |
|
| 3886 |
3886
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$3.41億 | +US$533萬 | +2% | 0.38% | 70.7% | 247 | 15.38% | 1.2 |
|
| 3887 |
AMG
3887
Ace Management Global
Sao Paulo,
Brazil
| US$3.4億 | +US$6993萬 | +26% | 2.26% | – | 9 | 44.44% | 0.1 |
|
| 3888 |
3888
Marion Wealth Management
Monroeville,
Pennsylvania
| US$3.4億 | +US$547萬 | +2% | 0.66% | 51.7% | 123 | 4.88% | 1.8 |
|
| 3889 |
3889
NWAM LLC
Mercer Island,
Washington
| US$3.4億 | -US$8.98億 | -73% | 8.31% | 126% | 568 | 75.35% | 3.1 |
|
| 3890 |
3890
White Pine Investment Company
Livonia,
Michigan
| US$3.4億 | +US$171萬 | +0.5% | 0.89% | 73.3% | 68 | 14.71% | 4.9 |
|
| 3891 |
3891
Monarch Capital Management
Fort Wayne,
Indiana
| US$3.4億 | -US$1402萬 | -4% | 1.75% | 77% | 118 | 5.08% | 8 |
|
| 3892 |
3892
Stempoint Capital
New York
| US$3.4億 | -US$3805萬 | -10% | 9.68% | – | 79 | 67.09% | 0.3 |
|
| 3893 |
EGA
3893
E&G Advisors
Houston,
Texas
| US$3.4億 | +US$2146萬 | +7% | 3.82% | 97.7% | 211 | 6.64% | 2.3 |
|
| 3894 |
3894
Collective Family Office
York,
Pennsylvania
| US$3.4億 | +US$3183萬 | +10% | 0.22% | 52.5% | 184 | 10.33% | 2.2 |
|
| 3895 |
3895
Monument Capital Management
Alexandria,
Virginia
| US$3.4億 | -US$707萬 | -2% | 1.69% | 170% | 202 | 19.31% | 2 |
|
| 3896 |
3896
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$3.4億 | – | – | 3.37% | – | 290 | – | 1.8 |
|
| 3897 |
3897
Pensionfund Sabic
Sittard,
Netherlands
| US$3.4億 | +US$234萬 | +0.7% | 2.12% | 63.6% | 193 | 1.04% | 4.6 |
|
| 3898 |
3898
Rappaport Reiches Capital Management
Skokie`,
Illinois
| US$3.39億 | +US$1982萬 | +6% | 3.51% | 17.6% | 111 | 18.02% | 1.9 |
|
| 3899 |
3899
Tradewinds Capital Management
Bellingham,
Washington
| US$3.39億 | -US$2282萬 | -6% | 0.27% | 96.9% | 630 | 17.78% | 4.1 |
|
| 3900 |
3900
Buck Wealth Strategies
Denver,
Colorado
| US$3.39億 | +US$4766萬 | +16% | 1.78% | 48.4% | 113 | 70.8% | 0.6 |
|