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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 |
GDS
3926
Gimbel Daniel Scott
| US$3.34億 | -US$1176萬 | -3% | 3.4% | 57.1% | 2 | 0% | 3.5 |
|
| 3927 |
WWMSC
3927
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$3.34億 | +US$630萬 | +2% | 0.77% | 36.4% | 274 | 14.96% | 2.6 |
|
| 3928 |
3928
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| US$3.34億 | +US$1497萬 | +5% | 4.69% | – | 1 | 0% | 1.5 |
|
| 3929 |
3929
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$3.34億 | +US$932萬 | +3% | 1.97% | 46.1% | 50 | 12% | 2.5 |
|
| 3930 |
3930
Evergreen Advisors
Chattanooga,
Tennessee
| US$3.34億 | +US$661萬 | +2% | 0.4% | – | 18 | 11.11% | 3.4 |
|
| 3931 |
3931
Birinyi Associates
Westport,
Connecticut
| US$3.34億 | +US$2734萬 | +9% | 11% | 134% | 61 | 16.39% | 6.2 |
|
| 3932 |
3932
Capital Planning
Bellevue,
Washington
| US$3.34億 | +US$2724萬 | +9% | 3.08% | 81.2% | 83 | 6.02% | 2.3 |
|
| 3933 |
3933
Nine Masts Capital
Central,
Hong Kong
| US$3.34億 | -US$4960萬 | -13% | 1.74% | 88.1% | 158 | 61.39% | 0.2 |
|
| 3934 |
3934
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$3.34億 | -US$1.22億 | -27% | 0.13% | 66.5% | 323 | 69.04% | 0.5 |
|
| 3935 |
WFI
3935
West Family Investments
Carlsbad,
California
| US$3.34億 | +US$1125萬 | +3% | 4.97% | 131% | 278 | 16.19% | 1.6 |
|
| 3936 |
3936
Haverford Financial Services
Radnor,
Pennsylvania
| US$3.34億 | -US$1381萬 | -4% | 3.33% | 57.9% | 45 | 17.78% | 5.8 |
|
| 3937 |
3937
Rock Point Advisors
Burlington,
Vermont
| US$3.33億 | -US$317萬 | -0.9% | 3.07% | 94.1% | 110 | 9.09% | 4.7 |
|
| 3938 |
SWG
3938
Summit Wealth Group
White River Junction,
Vermont
| US$3.33億 | +US$1.86億 | +127% | 1.9% | 56.7% | 97 | 56.7% | 0.9 |
|
| 3939 |
3939
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$3.33億 | +US$1486萬 | +5% | 7.27% | 137% | 41 | 2.44% | 6.9 |
|
| 3940 |
3940
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$3.33億 | +US$2881萬 | +9% | 0.44% | – | 458 | 21.62% | 2.9 |
|
| 3941 |
3941
Beryl Capital Management
Redondo Beach,
California
| US$3.33億 | +US$2.51億 | +305% | 64.2% | 3,932% | 38 | 94.74% | 0.1 |
|
| 3942 |
3942
Seaview Investment Managers
Miami,
Florida
| US$3.32億 | +US$9.12萬 | +0% | 5.35% | 148% | 108 | 29.63% | 1.3 |
|
| 3943 |
3943
Maia Wealth
Denver,
Colorado
| US$3.32億 | – | – | 3% | – | 224 | – | 0.4 |
|
| 3944 |
3944
Berkeley Capital Partners
Milton,
Georgia
| US$3.32億 | +US$411萬 | +1% | 1.61% | 70.5% | 168 | 5.36% | 3.9 |
|
| 3945 |
3945
Farmers National Bank
Danville,
Kentucky
| US$3.32億 | -US$331萬 | -1% | 0.03% | – | 159 | 1.89% | 6.1 |
|
| 3946 |
3946
L2 Asset Management
Wayland,
Massachusetts
| US$3.32億 | +US$2731萬 | +9% | 3.71% | 128% | 236 | 19.49% | 1.4 |
|
| 3947 |
3947
New Harbor Financial Group
Worcester,
Massachusetts
| US$3.32億 | +US$1822萬 | +6% | 1.49% | 94.6% | 73 | 42.47% | 1.6 |
|
| 3948 |
3948
First Sabrepoint Capital Management
Dallas,
Texas
| US$3.32億 | -US$4227萬 | -11% | 2.3% | 218% | 63 | 53.97% | 0.7 |
|
| 3949 |
3949
Roberts, Glore & Co
Deerfield,
Illinois
| US$3.32億 | -US$234萬 | -0.7% | 1.44% | 72.3% | 214 | 6.54% | 6 |
|
| 3950 |
3950
Regis Management Company
Menlo Park,
California
| US$3.31億 | +US$261萬 | +0.8% | 1.3% | 5.33% | 41 | 7.32% | 7.1 |
|