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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
Wela Strategies
Atlanta,
Georgia
| US$1.58億 | +US$756萬 | +5% | 2.52% | 51.3% | 33 | 3.03% | 1.6 |
|
| 3927 |
3927
Pettee Investors
Rowayton,
Connecticut
| US$1.57億 | -US$102萬 | -0.6% | 2.7% | 102% | 119 | 7.56% | 3 |
|
| 3928 |
3928
SWS Partners
Columbus,
Ohio
| US$1.57億 | – | – | 2.65% | 127% | 120 | – | 0.9 |
|
| 3929 |
VAM
3929
Velanne Asset Management
London,
United Kingdom
| US$1.57億 | +US$1268萬 | +9% | 3.84% | 29.6% | 24 | 8.33% | 0.4 |
|
| 3930 |
3930
Archer Investment Corporation
Carmel,
Indiana
| US$1.57億 | +US$897萬 | +6% | 2.93% | 76.1% | 558 | 15.77% | 0.4 |
|
| 3931 |
3931
Boltwood Capital Management
Walnut Creek,
California
| US$1.57億 | +US$352萬 | +2% | 3.25% | 63% | 129 | 3.1% | 3.9 |
|
| 3932 |
3932
Denver PWM
Denver,
Colorado
| US$1.57億 | +US$378萬 | +2% | 2.23% | 48.6% | 79 | 24.05% | 1.1 |
|
| 3933 |
3933
X-Square Capital
Guaynabo,
Puerto Rico
| US$1.57億 | +US$1098萬 | +8% | 3.12% | 158% | 77 | 22.08% | 1.2 |
|
| 3934 |
3934
GSI Capital Advisors
Newport Beach,
California
| US$1.57億 | -US$2376萬 | -13% | 0.24% | 39.7% | 28 | 10.71% | 1.2 |
|
| 3935 |
RCIM
3935
Russell Clark Investment Management
London,
United Kingdom
| US$1.57億 | -US$1.34億 | -46% | 1.55% | 174% | 55 | 41.82% | 1 |
|
| 3936 |
3936
Heritage Way Advisors
Rockford,
Illinois
| US$1.57億 | +US$740萬 | +5% | 4.03% | 79.4% | 63 | 11.11% | 1.9 |
|
| 3937 |
3937
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$1.56億 | +US$566萬 | +4% | 2.57% | 80% | 75 | 10.67% | 1.6 |
|
| 3938 |
3938
Broadleaf Partners
Hudson,
Ohio
| US$1.56億 | +US$1304萬 | +9% | 6.31% | 180% | 59 | 18.64% | 1.1 |
|
| 3939 |
SAM
3939
Security Asset Management
New York
| US$1.56億 | +US$453萬 | +3% | 7.52% | 67.4% | 86 | 6.98% | 3.3 |
|
| 3940 |
3940
Rench Wealth Management
Denton,
Texas
| US$1.56億 | +US$326萬 | +2% | 2.96% | 106% | 54 | 3.7% | 3.7 |
|
| 3941 |
3941
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.56億 | +US$506萬 | +3% | 2.86% | 85.5% | 39 | 2.56% | 2.6 |
|
| 3942 |
3942
Sage Rhino Capital
Menlo Park,
California
| US$1.56億 | +US$450萬 | +3% | 1.91% | 93.9% | 139 | 11.51% | 0.2 |
|
| 3943 |
FA
3943
Financial Advisors
Andover,
Massachusetts
| US$1.56億 | +US$939萬 | +6% | 2.88% | 71.5% | 61 | 4.92% | 0.5 |
|
| 3944 |
AW
3944
Alpha Windward
Westwood,
Massachusetts
| US$1.56億 | +US$587萬 | +4% | 4.34% | 33.6% | 482 | 34.65% | 2.8 |
|
| 3945 |
3945
Jolley Asset Management
Rocky Mount,
North Carolina
| US$1.56億 | +US$1760萬 | +13% | 5.73% | 3.47% | 63 | 20.63% | 3.4 |
|
| 3946 |
3946
Clear Perspective Advisors
Aurora,
Illinois
| US$1.56億 | +US$1482萬 | +11% | 3.53% | 88.5% | 192 | 31.25% | 1.4 |
|
| 3947 |
HIM
3947
Hotaling Investment Management
Wayne,
Pennsylvania
| US$1.56億 | +US$781萬 | +5% | 6.68% | 52.6% | 124 | 8.87% | 0.5 |
|
| 3948 |
3948
SYM Financial Corp
Winona Lake,
Indiana
| US$1.56億 | -US$241萬 | -2% | 5.05% | 64.3% | 74 | 14.86% | 1 |
|
| 3949 |
3949
Bay Colony Advisors
Concord,
Massachusetts
| US$1.56億 | +US$406萬 | +3% | 4.05% | 91.8% | 246 | 27.24% | 0.6 |
|
| 3950 |
3950
StoneX Group
New York
| US$1.56億 | +US$2428萬 | +18% | 2.81% | 92.3% | 254 | 16.93% | 1.4 |
|