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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
Stenger Family Office
Naperville,
Illinois
| US$3.89億 | – | – | 10.8% | – | 102 | – | 0.3 |
|
| 3952 |
3952
Apeiron RIA
Dallas,
Texas
| US$3.88億 | +US$5767萬 | +17% | 8.66% | 68.5% | 215 | 12.56% | 2.2 |
|
| 3953 |
3953
MilWealth Group
Milwaukee,
Wisconsin
| US$3.88億 | +US$2526萬 | +7% | 6.89% | 39.6% | 68 | 0% | 4.7 |
|
| 3954 |
3954
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$3.88億 | +US$1861萬 | +5% | 6.3% | – | 469 | 16.84% | 3.4 |
|
| 3955 |
3955
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$3.88億 | +US$4582萬 | +13% | 6.99% | 50.5% | 93 | 13.98% | 1.1 |
|
| 3956 |
3956
Montanaro Asset Management
London,
United Kingdom
| US$3.88億 | +US$4699萬 | +14% | 15% | 59.3% | 46 | 15.22% | 3.1 |
|
| 3957 |
3957
Coalescence Partners Investment Management
New York
| US$3.87億 | +US$8466萬 | +28% | 15.5% | – | 17 | 17.65% | 1 |
|
| 3958 |
3958
AMI Investment Management
Kendallville,
Indiana
| US$3.87億 | +US$7719萬 | +25% | 6.49% | 52% | 73 | 8.22% | 5.6 |
|
| 3959 |
3959
Coleford Investment Management
Toronto, Ontario,
Canada
| US$3.87億 | +US$3078萬 | +9% | 12.3% | – | 20 | 0% | 0.5 |
|
| 3960 |
3960
Wolff Financial Management
Kalamazoo,
Michigan
| US$3.87億 | +US$2611萬 | +7% | 6.7% | 56.7% | 102 | 8.82% | 2.3 |
|
| 3961 |
3961
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$3.87億 | +US$2678萬 | +7% | 7.34% | 46.1% | 49 | 10.2% | 3.2 |
|
| 3962 |
3962
Colony Family Offices
Charlotte,
North Carolina
| US$3.87億 | +US$6625萬 | +21% | 8.18% | 53.9% | 71 | 9.86% | 2.5 |
|
| 3963 |
VM
3963
Venator Management
Pittsburgh,
Pennsylvania
| US$3.87億 | +US$5157萬 | +15% | 14.7% | 102% | 25 | 20% | 2.6 |
|
| 3964 |
3964
Beacon Financial Advisory
Cleveland,
Ohio
| US$3.87億 | +US$5665萬 | +17% | 8.51% | 76.8% | 371 | 16.17% | 2.3 |
|
| 3965 |
3965
Natural Investments
Windsor,
California
| US$3.87億 | +US$3385萬 | +10% | 11.3% | – | 272 | 15.81% | 0.4 |
|
| 3966 |
3966
Paulson Wealth Management
Wheaton,
Illinois
| US$3.86億 | +US$3099萬 | +9% | 7.65% | 62.6% | 147 | 13.61% | 3.4 |
|
| 3967 |
3967
Harraden Circle Investments
New York
| US$3.86億 | +US$1.66億 | +75% | 13.2% | – | 159 | 52.2% | 0.3 |
|
| 3968 |
3968
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$3.86億 | +US$4336萬 | +13% | 1.43% | 40.6% | 900 | 20.78% | 2.1 |
|
| 3969 |
3969
EAM Global Investors
Solana Beach,
California
| US$3.86億 | +US$1859萬 | +5% | 42.2% | 2,399% | 121 | 67.77% | 0.2 |
|
| 3970 |
EGA
3970
E&G Advisors
Houston,
Texas
| US$3.86億 | +US$3132萬 | +9% | 11% | 97.7% | 216 | 6.94% | 3 |
|
| 3971 |
3971
AMANSA Capital
Raffles City Tower,
Singapore
| US$3.86億 | +US$1446萬 | +4% | 4% | 32% | 2 | 0% | 2 |
|
| 3972 |
3972
Capital City Trust
Tallahassee,
Florida
| US$3.86億 | +US$2073萬 | +6% | 11% | 98.5% | 120 | 10% | 7.2 |
|
| 3973 |
3973
WBI Investments
Red Bank,
New Jersey
| US$3.85億 | +US$551萬 | +1% | 4.94% | 105% | 336 | 52.98% | 0.7 |
|
| 3974 |
3974
Wick Capital Partners
Wayne,
Pennsylvania
| US$3.85億 | +US$4989萬 | +15% | 9.69% | 60% | 116 | 19.83% | 1.1 |
|
| 3975 |
3975
Compton Financial Group
Towson,
Maryland
| US$3.85億 | +US$3725萬 | +11% | 6.71% | 39.4% | 53 | 18.87% | 2.4 |
|