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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$1.39億 | -US$2050萬 | -13% | 14.2% | 80% | 80 | 15% | 1.3 |
|
| 3902 |
3902
Westwind Capital
Las Cruces,
New Mexico
| US$1.39億 | -US$1918萬 | -12% | 14.8% | 87.6% | 49 | 16.33% | 0.8 |
|
| 3903 |
3903
Peak Capital Management
Greenwood Village,
Colorado
| US$1.39億 | +US$322萬 | +2% | 5.64% | 9.52% | 75 | 56% | 1.3 |
|
| 3904 |
3904
Callodine Capital Management
Boston,
Massachusetts
| US$1.39億 | – | – | 13% | 48.1% | 33 | – | 0 |
|
| 3905 |
3905
Biechele Royce Advisors
Fishers,
Indiana
| US$1.39億 | -US$2070萬 | -13% | 15.3% | 39.2% | 51 | 17.65% | 0.8 |
|
| 3906 |
CWM
3906
Cedar Wealth Management
Walnut Creek,
California
| US$1.39億 | -US$5122萬 | -27% | 14.4% | 76.7% | 199 | 25.63% | 1.5 |
|
| 3907 |
3907
Bedel Financial Consulting
Indianapolis,
Indiana
| US$1.39億 | -US$1088萬 | -7% | 5.82% | 97.4% | 749 | 8.14% | 0.7 |
|
| 3908 |
GA
3908
Greytown Advisors
Miami,
Florida
| US$1.39億 | -US$1243萬 | -8% | 11.8% | 14.1% | 81 | 14.81% | 1.6 |
|
| 3909 |
3909
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$1.39億 | -US$1961萬 | -12% | 11% | 137% | 34 | 5.88% | 3.7 |
|
| 3910 |
3910
CRA Financial Services
Northfield,
New Jersey
| US$1.39億 | – | – | 13.7% | 91.9% | 133 | – | 0 |
|
| 3911 |
3911
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$1.39億 | -US$2156萬 | -13% | 10.7% | 64.8% | 40 | 7.5% | 2.6 |
|
| 3912 |
3912
FFL Partners
San Francisco,
California
| US$1.38億 | -US$2.05億 | -60% | 51.4% | 36.1% | 2 | 0% | 1.5 |
|
| 3913 |
GCM
3913
Garland Capital Management
Bellevue,
Washington
| US$1.38億 | -US$933萬 | -6% | 8.08% | 55.7% | 40 | 15% | 3 |
|
| 3914 |
3914
Venor Capital Management
New York
| US$1.38億 | -US$7795萬 | -36% | 18.5% | – | 7 | 0% | 1 |
|
| 3915 |
3915
SimpliFi Inc
San Diego,
California
| US$1.38億 | -US$549萬 | -4% | 6.3% | 27.9% | 17 | 5.88% | 0.7 |
|
| 3916 |
NGA
3916
New Generation Advisors
Manchester,
Massachusetts
| US$1.38億 | -US$2948萬 | -18% | 23.9% | 45.1% | 34 | 32.35% | 1.5 |
|
| 3917 |
3917
Mainstay Capital Management
Grand Blanc,
Michigan
| US$1.38億 | -US$1997萬 | -13% | 9.15% | 135% | 440 | 81.36% | 0.9 |
|
| 3918 |
3918
Bain Capital Credit
Boston,
Massachusetts
| US$1.38億 | -US$1.31億 | -49% | 35.7% | 14.4% | 21 | 38.1% | 0.5 |
|
| 3919 |
3919
Chubb Ltd
Zurich,
Switzerland
| US$1.38億 | -US$1292萬 | -9% | 7.04% | 64.2% | 14 | 7.14% | 2.6 |
|
| 3920 |
3920
Creative Financial Designs
Kokomo,
Indiana
| US$1.38億 | -US$3610萬 | -21% | 12.9% | 58.8% | 820 | 29.76% | 1.4 |
|
| 3921 |
3921
Courant Investment Management
Franklin,
Tennessee
| US$1.38億 | -US$2944萬 | -18% | 17.6% | 35.2% | 15 | 26.67% | 1.2 |
|
| 3922 |
3922
Riggs Asset Management
Dallas,
Pennsylvania
| US$1.38億 | -US$6661萬 | -33% | 11.5% | 219% | 267 | 14.98% | 2.8 |
|
| 3923 |
3923
GYL Financial Synergies
West Hartford,
Connecticut
| US$1.38億 | – | – | 13.2% | 36% | 143 | – | 0 |
|
| 3924 |
3924
Bison Wealth
Atlanta,
Georgia
| US$1.38億 | -US$1519萬 | -10% | 11% | 37.4% | 239 | 19.67% | 2.4 |
|
| 3925 |
3925
Physicians Financial Services
Raleigh,
North Carolina
| US$1.38億 | -US$790萬 | -5% | 11.2% | 116% | 118 | 18.64% | 2.5 |
|