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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Chandler Asset Management
San Diego,
California
| US$1.46億 | +US$3210萬 | +28% | 2.69% | 35.6% | 20 | 25% | 0.6 |
|
| 3927 |
3927
Orleans Capital Management
Mandeville,
Louisiana
| US$1.46億 | +US$720萬 | +5% | 7.19% | 94.6% | 91 | 23.08% | 3.2 |
|
| 3928 |
3928
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.46億 | +US$1059萬 | +8% | 7.97% | 92.4% | 393 | 12.72% | 3 |
|
| 3929 |
3929
Access Financial Services
Minneapolis,
Minnesota
| US$1.46億 | +US$368萬 | +3% | 4.52% | 51.1% | 69 | 20.29% | 1.3 |
|
| 3930 |
3930
Ceeto Capital Group
Coral Gables,
Florida
| US$1.46億 | +US$1218萬 | +9% | 9.46% | 94.4% | 133 | 7.52% | 0.9 |
|
| 3931 |
3931
Physicians Financial Services
Raleigh,
North Carolina
| US$1.45億 | +US$1196萬 | +9% | 10.1% | 116% | 109 | 2.75% | 2.3 |
|
| 3932 |
3932
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$1.45億 | +US$728萬 | +5% | 8.74% | 58.1% | 65 | 20% | 2.7 |
|
| 3933 |
3933
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.45億 | +US$509萬 | +4% | 5.32% | 164% | 31 | 6.45% | 2.2 |
|
| 3934 |
3934
Cooper/Haims Advisors
Victor,
New York
| US$1.45億 | +US$996萬 | +7% | 3.46% | 58.8% | 62 | 14.52% | 0.6 |
|
| 3935 |
3935
Peninsula Asset Management
Bradenton,
Florida
| US$1.45億 | +US$737萬 | +5% | 6.63% | 54.2% | 45 | 0% | 4.2 |
|
| 3936 |
3936
Richmond Hill Investments
New York
| US$1.45億 | +US$989萬 | +7% | 5.6% | 55.2% | 7 | 0% | 3.4 |
|
| 3937 |
3937
G&S Capital
Denver,
Colorado
| US$1.45億 | +US$1416萬 | +11% | 6.93% | 85.6% | 224 | 16.96% | 0.6 |
|
| 3938 |
3938
Heritage Way Advisors
Rockford,
Illinois
| US$1.45億 | +US$812萬 | +6% | 6.17% | 79.4% | 62 | 3.23% | 1.5 |
|
| 3939 |
3939
HGI Capital Management
New York
| US$1.45億 | -US$8979萬 | -38% | 4.12% | 47% | 78 | 48.72% | 0.4 |
|
| 3940 |
3940
Pecaut & Co
Sioux City,
Iowa
| US$1.44億 | +US$744萬 | +5% | 7.77% | 62.8% | 72 | 13.89% | 2.2 |
|
| 3941 |
AIS
3941
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| US$1.44億 | +US$826萬 | +6% | 6.51% | 6.74% | 591 | 40.27% | 1.9 |
|
| 3942 |
3942
Global Trust Asset Management
West Palm Beach,
Florida
| US$1.44億 | +US$1144萬 | +9% | 6.58% | 178% | 477 | 18.45% | 0.6 |
|
| 3943 |
HA
3943
Havens Advisors
New York
| US$1.44億 | -US$879萬 | -6% | 6% | 460% | 47 | 55.32% | 0.3 |
|
| 3944 |
3944
Mokosak Advisory Group
Urbandale,
Iowa
| US$1.44億 | +US$814萬 | +6% | 3.09% | 59.2% | 13 | 23.08% | 0.6 |
|
| 3945 |
3945
Reliant Investment Management
Memphis,
Tennessee
| US$1.44億 | +US$1004萬 | +7% | 8.26% | 129% | 58 | 25.86% | 2.5 |
|
| 3946 |
3946
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.44億 | +US$3969萬 | +38% | 2.56% | 51.3% | 163 | 22.7% | 0.2 |
|
| 3947 |
3947
SimpliFi Inc
San Diego,
California
| US$1.44億 | +US$1679萬 | +13% | 2.02% | 27.9% | 21 | 38.1% | 0.5 |
|
| 3948 |
3948
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$1.44億 | -US$640萬 | -4% | 3.59% | 89.7% | 27 | 14.81% | 1 |
|
| 3949 |
3949
Progeny 3 Inc
Kirkland,
Washington
| US$1.44億 | -US$1626萬 | -10% | 1.02% | 96.8% | 35 | 37.14% | 1.2 |
|
| 3950 |
3950
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$1.44億 | +US$703萬 | +5% | 6.6% | 118% | 154 | 4.55% | 3 |
|