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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
Balboa Wealth Partners
Scottsdale,
Arizona
| US$2.87億 | +US$2199萬 | +8% | 14.8% | 214% | 345 | 26.38% | 0.5 |
|
| 3902 |
3902
Sunburst Financial Group
Vestavia Hills,
Alabama
| US$2.87億 | +US$1539萬 | +6% | 3.99% | 55.7% | 93 | 5.38% | 2.4 |
|
| 3903 |
3903
WESCAP Management Group
Glendale,
California
| US$2.86億 | +US$254萬 | +0.9% | 2.29% | 45.7% | 90 | 3.33% | 4.1 |
|
| 3904 |
3904
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$2.86億 | +US$920萬 | +3% | 5.37% | 116% | 351 | 8.83% | 1.7 |
|
| 3905 |
3905
Affinity Asset Advisors
New York
| US$2.86億 | -US$1670萬 | -6% | 12.8% | 1,487% | 97 | 52.58% | 0.6 |
|
| 3906 |
3906
Trinity Legacy Partners
Houston,
Texas
| US$2.86億 | +US$1985萬 | +7% | 6.44% | 63.3% | 95 | 22.11% | 2.2 |
|
| 3907 |
3907
INCA Investments
Miami,
Florida
| US$2.86億 | +US$1682萬 | +6% | 19.2% | 120% | 11 | 0% | 3.6 |
|
| 3908 |
EGA
3908
E&G Advisors
Houston,
Texas
| US$2.86億 | +US$1604萬 | +6% | 6.84% | 97.7% | 201 | 4.48% | 1.6 |
|
| 3909 |
HA
3909
Hamel Associates
Chatham,
New Jersey
| US$2.86億 | -US$288萬 | -1% | 2.4% | 59.4% | 82 | 12.2% | 5.7 |
|
| 3910 |
3910
Platte River Wealth Advisors
Louisville,
Colorado
| US$2.85億 | +US$2476萬 | +10% | 6.14% | 28.6% | 104 | 20.19% | 2.4 |
|
| 3911 |
3911
Court Place Advisors
Ellicott City,
Maryland
| US$2.85億 | +US$933萬 | +3% | 6.99% | 92% | 167 | 5.39% | 6.5 |
|
| 3912 |
3912
Georgetown University
Washington,
District of Columbia
| US$2.85億 | -US$90萬 | -0.3% | 8.97% | 79.9% | 22 | 4.55% | 1.7 |
|
| 3913 |
SL
3913
SWF LLC
Omaha,
Nebraska
| US$2.85億 | +US$2576萬 | +10% | 10% | 82.9% | 2 | 0% | 5.5 |
|
| 3914 |
NFAM
3914
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| US$2.85億 | -US$1.77億 | -38% | 12.8% | 104% | 126 | 82.54% | 0.2 |
|
| 3915 |
3915
Sage Capital Advisors
Sioux Falls,
South Dakota
| US$2.85億 | +US$2243萬 | +9% | 7.54% | 105% | 132 | 9.85% | 3 |
|
| 3916 |
3916
S.E.E.D. Planning Group
Binghamton,
New York
| US$2.85億 | +US$2583萬 | +10% | 7.07% | 57.3% | 94 | 10.64% | 2.2 |
|
| 3917 |
3917
Denali Advisors
San Diego,
California
| US$2.85億 | +US$4445萬 | +18% | 7.18% | 106% | 533 | 30.21% | 1.3 |
|
| 3918 |
GDS
3918
Gimbel Daniel Scott
| US$2.85億 | +US$4254萬 | +18% | 17.6% | 57.1% | 2 | 0% | 2.5 |
|
| 3919 |
3919
Wahed Invest
New York
| US$2.84億 | +US$5300萬 | +23% | 11.2% | 140% | 244 | 7.79% | 1.2 |
|
| 3920 |
3920
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.84億 | -US$595萬 | -2% | 3.5% | 43.8% | 72 | 6.94% | 4.4 |
|
| 3921 |
3921
Riggs Asset Management
Dallas,
Pennsylvania
| US$2.84億 | +US$2634萬 | +10% | 8.22% | 219% | 415 | 18.31% | 2.7 |
|
| 3922 |
3922
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$2.84億 | +US$1948萬 | +7% | 6.47% | 116% | 19 | 0% | 6.8 |
|
| 3923 |
3923
New World Advisors
Hingham,
Massachusetts
| US$2.84億 | +US$2354萬 | +9% | 8.16% | 84.1% | 64 | 10.94% | 1.6 |
|
| 3924 |
3924
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$2.84億 | +US$3926萬 | +16% | 3.76% | 69% | 118 | 9.32% | 0.6 |
|
| 3925 |
3925
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| US$2.83億 | +US$2935萬 | +12% | 43.4% | 78.7% | 32 | 40.63% | 1.3 |
|