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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Radnor Capital Management
Wayne,
Pennsylvania
| US$3.28億 | -US$2.59億 | -44% | 0.37% | 96.9% | 325 | 52% | 2.7 |
|
| 3977 |
3977
WR Wealth Planners
Columbia,
Missouri
| US$3.28億 | +US$622萬 | +2% | 2.15% | 22.1% | 1,236 | 12.14% | 0.5 |
|
| 3978 |
3978
3Chopt Investment Partners
Richmond,
Virginia
| US$3.28億 | +US$8407萬 | +35% | 4.82% | 128% | 183 | 62.84% | 0.4 |
|
| 3979 |
3979
Financial Sense Advisors
San Diego,
California
| US$3.27億 | +US$2452萬 | +8% | 4.25% | 152% | 137 | 25.55% | 1.4 |
|
| 3980 |
3980
Ping Capital Management
New York
| US$3.27億 | – | – | 7.53% | – | 75 | – | 0 |
|
| 3981 |
3981
High Note Wealth
Deephaven,
Minnesota
| US$3.27億 | +US$2007萬 | +7% | 2.85% | 82.8% | 99 | 9.09% | 2.4 |
|
| 3982 |
3982
Park Edge Advisors
Cleveland,
Ohio
| US$3.27億 | -US$3120萬 | -9% | 9.83% | 61.1% | 143 | 19.58% | 0.9 |
|
| 3983 |
3983
Gray Foundation
Cohoes,
New York
| US$3.27億 | +US$693萬 | +2% | 4.07% | 114% | 12 | 8.33% | 0.5 |
|
| 3984 |
3984
First Wilshire Securities Management
Pasadena,
California
| US$3.27億 | -US$1493萬 | -4% | 3.38% | 135% | 84 | 7.14% | 4.9 |
|
| 3985 |
3985
Second Line Capital
Metairie,
Louisiana
| US$3.27億 | +US$1857萬 | +6% | 1.58% | 68.4% | 131 | 25.19% | 0.4 |
|
| 3986 |
3986
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$3.27億 | +US$2341萬 | +8% | 7.75% | 36.7% | 4 | 0% | 6.3 |
|
| 3987 |
3987
BigSur Wealth Management
Miami,
Florida
| US$3.27億 | +US$748萬 | +2% | 2.3% | 94.8% | 160 | 11.88% | 3.4 |
|
| 3988 |
3988
Apeiron RIA
Dallas,
Texas
| US$3.26億 | -US$1887萬 | -5% | 1.75% | 68.5% | 214 | 7.01% | 1.6 |
|
| 3989 |
3989
JSF Financial
Los Angeles,
California
| US$3.26億 | +US$698萬 | +2% | 3.3% | 91% | 117 | 13.68% | 2.4 |
|
| 3990 |
3990
Decheng Capital
Menlo Park,
California
| US$3.26億 | -US$4.19億 | -56% | 22.2% | 496% | 28 | 35.71% | 0.3 |
|
| 3991 |
MKC
3991
M. Kraus & Co
Shelburne,
Vermont
| US$3.26億 | -US$331萬 | -1% | 0.47% | 65.9% | 83 | 4.82% | 5.5 |
|
| 3992 |
3992
Skaana Management
Brooklyn,
New York
| US$3.26億 | -US$47億 | -94% | 34.7% | 232% | 221 | 36.65% | 0.8 |
|
| 3993 |
3993
New Capital Management
Houston,
Texas
| US$3.26億 | -US$895萬 | -3% | 0.89% | 55.4% | 60 | 15% | 3.1 |
|
| 3994 |
3994
Ararat Capital Management
Westport,
Connecticut
| US$3.26億 | -US$2628萬 | -7% | 5.8% | 99.2% | 25 | 24% | 1.1 |
|
| 3995 |
3995
Vectors Research Management
New York
| US$3.26億 | -US$2834萬 | -8% | 1.22% | 71.4% | 136 | 9.56% | 4.1 |
|
| 3996 |
3996
DeDora Capital
Napa,
California
| US$3.26億 | +US$1142萬 | +4% | 3.89% | 91.2% | 113 | 8.85% | 2.6 |
|
| 3997 |
3997
Madrona Financial Services
Everett,
Washington
| US$3.25億 | +US$3832萬 | +13% | 2.61% | 85.1% | 111 | 20.72% | 2.5 |
|
| 3998 |
3998
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$3.25億 | +US$522萬 | +2% | 5.64% | 166% | 219 | 4.11% | 6.6 |
|
| 3999 |
3999
Tradewinds LLC
Raleigh,
North Carolina
| US$3.25億 | +US$1.16億 | +56% | 4.95% | – | 234 | 72.22% | 0.3 |
|
| 4000 |
4000
Source Financial Advisors
New York
| US$3.25億 | -US$420萬 | -1% | 1.25% | 18.5% | 122 | 8.2% | 2.4 |
|