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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
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| US$3.94億 | -US$2.19億 | -36% | 7.12% | 72.8% | 170 | 57.06% | 2.2 |
|
| 3927 |
3927
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$3.93億 | +US$3157萬 | +9% | 10.7% | 116% | 363 | 10.47% | 2.9 |
|
| 3928 |
3928
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| US$3.93億 | -US$1183萬 | -3% | 6.89% | 27.4% | 4 | 0% | 2 |
|
| 3929 |
3929
The Wealth Group
Eden Prairie,
Minnesota
| US$3.93億 | +US$5143萬 | +15% | 10.4% | 71.9% | 81 | 22.22% | 1.1 |
|
| 3930 |
3930
Alliance Wealth Management Group
Flemington,
New Jersey
| US$3.93億 | +US$2138萬 | +6% | 6.2% | 43.4% | 85 | 2.35% | 5.5 |
|
| 3931 |
3931
Timber Creek Capital Management
Boston,
Massachusetts
| US$3.93億 | +US$1766萬 | +5% | 8.67% | 139% | 86 | 8.14% | 5.6 |
|
| 3932 |
3932
Marathon Capital Management
Hunt Valley,
Maryland
| US$3.93億 | +US$1716萬 | +5% | 5.57% | 74% | 177 | 16.38% | 3 |
|
| 3933 |
3933
Progressive Investment Management
Lake Oswego,
Oregon
| US$3.93億 | +US$3532萬 | +10% | 13.7% | 139% | 56 | 0% | 5.3 |
|
| 3934 |
PTB
3934
Pioneer Trust Bank
Salem,
Oregon
| US$3.92億 | +US$1243萬 | +3% | 8.07% | 75.7% | 80 | 6.25% | 7.9 |
|
| 3935 |
RS
3935
Retirement Solution
Redmond,
Washington
| US$3.92億 | +US$3933萬 | +11% | 10.1% | 77.3% | 49 | 30.61% | 1.7 |
|
| 3936 |
3936
American Investment Services
Great Barrington,
Massachusetts
| US$3.92億 | -US$1.76億 | -31% | 5.98% | 63.1% | 160 | 18.75% | 6 |
|
| 3937 |
3937
DecisionPoint Financial
Mesa,
Arizona
| US$3.92億 | +US$4691萬 | +14% | 6.7% | 48% | 695 | 70.94% | 0.6 |
|
| 3938 |
FVCM
3938
F&V Capital Management
Boca Raton,
Florida
| US$3.91億 | +US$600萬 | +2% | 8.75% | 123% | 62 | 24.19% | 5.2 |
|
| 3939 |
3939
Truffle Hound Capital
Bethesda,
Maryland
| US$3.91億 | +US$1.14億 | +41% | 12.6% | – | 73 | 46.58% | 0.3 |
|
| 3940 |
3940
Tenere Capital
New York
| US$3.9億 | +US$2705萬 | +7% | 17.2% | 131% | 25 | 40% | 1 |
|
| 3941 |
3941
BetterWealth
San Jose,
California
| US$3.9億 | +US$3406萬 | +10% | 7.06% | 63.3% | 63 | 3.17% | 2 |
|
| 3942 |
3942
Carderock Capital Management
Chevy Chase,
Maryland
| US$3.9億 | +US$1303萬 | +3% | 8.77% | 97.6% | 140 | 50.71% | 2.9 |
|
| 3943 |
3943
Brooklyn FI
New York
| US$3.9億 | +US$6592萬 | +20% | 8.95% | 60.4% | 77 | 15.58% | 1.9 |
|
| 3944 |
3944
Martin Investment Management
Palm Beach Gardens,
Florida
| US$3.9億 | -US$625萬 | -2% | 3.44% | 50% | 53 | 13.21% | 5.2 |
|
| 3945 |
3945
Park Edge Advisors
Cleveland,
Ohio
| US$3.9億 | +US$3078萬 | +9% | 8.01% | 61.1% | 151 | 14.57% | 1.6 |
|
| 3946 |
3946
Continental General Insurance Company
Austin,
Texas
| US$3.9億 | +US$1.01億 | +35% | 10.9% | 188% | 13 | 30.77% | 0.6 |
|
| 3947 |
3947
Collective Family Office
York,
Pennsylvania
| US$3.89億 | +US$1946萬 | +5% | 6.02% | 52.5% | 165 | 9.09% | 3.2 |
|
| 3948 |
SWG
3948
Summit Wealth Group
White River Junction,
Vermont
| US$3.89億 | +US$4732萬 | +14% | 7.16% | 56.7% | 114 | 14.91% | 1.5 |
|
| 3949 |
3949
Guidance Point Advisors
Wellesley,
Massachusetts
| US$3.89億 | +US$3813萬 | +11% | 10.9% | 71.8% | 87 | 4.6% | 3.9 |
|
| 3950 |
3950
Outlook Wealth Advisors
Shenandoah,
Texas
| US$3.89億 | +US$2940萬 | +8% | 9.17% | 76% | 285 | 13.68% | 2.2 |
|