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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| US$1.43億 | +US$634萬 | +5% | 5.84% | – | 116 | 5.17% | 0.7 |
|
| 3952 |
3952
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$1.43億 | -US$149萬 | -1% | 5.94% | 28.1% | 36 | 16.67% | 0.7 |
|
| 3953 |
3953
Puissance Capital Management
New York
| US$1.43億 | +US$1031萬 | +8% | 19.6% | 116% | 5 | 0% | 0.7 |
|
| 3954 |
AIM
3954
Act II Management
New York
| US$1.43億 | +US$252萬 | +2% | 9.99% | 43.6% | 28 | 35.71% | 1.9 |
|
| 3955 |
3955
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$1.43億 | -US$2.5萬 | -0% | 5.34% | 60.2% | 46 | 15.22% | 1.9 |
|
| 3956 |
3956
Ironwood Investment Management
Boston,
Massachusetts
| US$1.43億 | +US$216萬 | +2% | 5.87% | 163% | 163 | 6.75% | 3.7 |
|
| 3957 |
3957
ICM Asset Management
Spokane,
Washington
| US$1.43億 | +US$2716萬 | +23% | 7.57% | 58.9% | 56 | 16.07% | 2 |
|
| 3958 |
3958
GS Investments
Minneapolis,
Minnesota
| US$1.43億 | +US$908萬 | +7% | 8.54% | 108% | 122 | 2.46% | 1.1 |
|
| 3959 |
3959
Concentric Wealth Management
Lafayette,
California
| US$1.43億 | +US$362萬 | +3% | 6.22% | 33.4% | 94 | 9.57% | 1.6 |
|
| 3960 |
3960
Unison Advisors
Washington,
District of Columbia
| US$1.43億 | +US$654萬 | +5% | 6.1% | 57.8% | 161 | 0.62% | 0.6 |
|
| 3961 |
3961
LexAurum Advisors
Overland Park,
Kansas
| US$1.43億 | +US$3002萬 | +27% | 5.3% | – | 179 | 31.84% | 0.5 |
|
| 3962 |
3962
Front Row Advisors
Tiburon,
California
| US$1.43億 | -US$1359萬 | -9% | 9.6% | 142% | 1,083 | 13.39% | 0.6 |
|
| 3963 |
3963
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$1.43億 | +US$1160萬 | +9% | 3.21% | 100% | 74 | 13.51% | 0.6 |
|
| 3964 |
3964
TTP Investments
San Jose,
California
| US$1.43億 | +US$2180萬 | +18% | 12.5% | 232% | 23 | 39.13% | 0.5 |
|
| 3965 |
3965
Hedeker Wealth
Lincolnshire,
Illinois
| US$1.42億 | +US$1218萬 | +9% | 8.84% | 161% | 71 | 4.23% | 2.4 |
|
| 3966 |
3966
Dean Capital Management
Overland Park,
Kansas
| US$1.42億 | -US$999萬 | -7% | 0.76% | 89.7% | 77 | 22.08% | 0.9 |
|
| 3967 |
3967
GoodHaven Capital Management
Millburn,
New Jersey
| US$1.42億 | -US$921萬 | -6% | 2.66% | 69.9% | 23 | 8.7% | 3.2 |
|
| 3968 |
3968
Greylock XII
Menlo Park,
California
| US$1.42億 | -US$106萬 | -0.7% | 1.57% | – | 4 | 50% | 0.4 |
|
| 3969 |
AP
3969
Arlington Partners
Birmingham,
Alabama
| US$1.42億 | +US$3622萬 | +34% | 5.69% | 46.4% | 227 | 47.14% | 0.4 |
|
| 3970 |
3970
Lucerne Capital Management
Greenwich,
Connecticut
| US$1.42億 | +US$1038萬 | +8% | 6.33% | – | 1 | 0% | 0.8 |
|
| 3971 |
3971
Wela Strategies
Atlanta,
Georgia
| US$1.42億 | +US$761萬 | +6% | 2.33% | 51.3% | 34 | 20.59% | 1.1 |
|
| 3972 |
WAM
3972
Westport Asset Management
Southport,
Connecticut
| US$1.42億 | +US$101萬 | +0.7% | 3.11% | 73.2% | 62 | 0% | 2.6 |
|
| 3973 |
3973
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$1.42億 | +US$771萬 | +6% | 5.28% | 66.8% | 126 | 3.97% | 0.7 |
|
| 3974 |
3974
LCNB Corp
Lebanon,
Ohio
| US$1.42億 | +US$3079萬 | +28% | 5.76% | 83.1% | 151 | 27.81% | 1 |
|
| 3975 |
3975
O'Keefe Stevens Advisory
Rochester,
New York
| US$1.41億 | +US$1586萬 | +13% | 8.34% | 208% | 41 | 4.88% | 0.8 |
|