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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
Warther Private Wealth
Akron,
Ohio
| US$3.84億 | +US$8029萬 | +26% | 13% | 94.1% | 73 | 31.51% | 1.7 |
|
| 3977 |
3977
Luminus Management
Houston,
Texas
| US$3.84億 | +US$8148萬 | +27% | 38.8% | 8.7% | 25 | 52% | 1 |
|
| 3978 |
3978
Standard General
New York
| US$3.84億 | -US$9900萬 | -20% | 20.1% | 259% | 3 | 0% | 6.8 |
|
| 3979 |
3979
Maridea Wealth Management
Brooklyn,
New York
| US$3.84億 | +US$7734萬 | +25% | 14% | – | 320 | 43.44% | 0.3 |
|
| 3980 |
3980
Tree Line Advisors
Central,
Hong Kong
| US$3.84億 | -US$1672萬 | -4% | 47.1% | 610% | 8 | 62.5% | 0.9 |
|
| 3981 |
3981
Sollinda Capital Management
Miami,
Florida
| US$3.84億 | +US$2451萬 | +7% | 7.58% | 37.4% | 97 | 36.08% | 0.8 |
|
| 3982 |
3982
Monument Capital Management
Alexandria,
Virginia
| US$3.84億 | +US$5863萬 | +18% | 14.7% | 170% | 237 | 26.16% | 2.1 |
|
| 3983 |
3983
Watchman Group
Plano,
Texas
| US$3.84億 | +US$2672萬 | +7% | 7.47% | 54% | 85 | 15.29% | 3 |
|
| 3984 |
3984
Integris Wealth Management
Monterey,
California
| US$3.83億 | +US$3282萬 | +9% | 8.44% | 60.3% | 119 | 15.97% | 1.7 |
|
| 3985 |
3985
Milestone Investment Advisors
Middleton,
Wisconsin
| US$3.83億 | +US$2308萬 | +6% | 7.61% | 56.9% | 129 | 6.2% | 2.1 |
|
| 3986 |
3986
Hilltop National Bank
Casper,
Wyoming
| US$3.83億 | – | – | 11.1% | – | 795 | – | 1.1 |
|
| 3987 |
WFI
3987
West Family Investments
Carlsbad,
California
| US$3.83億 | +US$1.18億 | +44% | 11.5% | 131% | 379 | 31.13% | 1.6 |
|
| 3988 |
3988
Firetrail Investments
Sydney, NSW,
Australia
| US$3.83億 | +US$3974萬 | +12% | 14.6% | 139% | 28 | 17.86% | 0.9 |
|
| 3989 |
3989
DeDora Capital
Napa,
California
| US$3.83億 | +US$3612萬 | +10% | 10.8% | 91.2% | 120 | 10% | 3.1 |
|
| 3990 |
3990
Benin Management Corp
Wilton,
Connecticut
| US$3.83億 | +US$3166萬 | +9% | 10.2% | 91.7% | 134 | 7.46% | 6.5 |
|
| 3991 |
3991
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$3.83億 | +US$2622萬 | +7% | 9.23% | 86.1% | 213 | 5.63% | 6.8 |
|
| 3992 |
3992
Platform Technology Partners
New York
| US$3.83億 | +US$3950萬 | +12% | 8.9% | – | 267 | 14.98% | 3 |
|
| 3993 |
PA
3993
Paragon Advisors
College Station,
Texas
| US$3.83億 | +US$1.18億 | +45% | 18.3% | 138% | 93 | 21.51% | 2.1 |
|
| 3994 |
3994
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$3.83億 | +US$1217萬 | +3% | 3.65% | 49.3% | 52 | 5.77% | 7.6 |
|
| 3995 |
3995
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$3.83億 | +US$3981萬 | +12% | 11.5% | 83.4% | 71 | 2.82% | 3.4 |
|
| 3996 |
3996
Horiko Capital Management
New York
| US$3.83億 | +US$4316萬 | +13% | 17.6% | 297% | 22 | 0% | 4.2 |
|
| 3997 |
3997
Aries Wealth Management
Portland,
Maine
| US$3.83億 | +US$1440萬 | +4% | 8.93% | 87.7% | 234 | 10.68% | 2.5 |
|
| 3998 |
3998
St. Clair Advisors
Mayfield Hts,
Ohio
| US$3.82億 | +US$2532萬 | +7% | 8.38% | 77.5% | 82 | 3.66% | 3 |
|
| 3999 |
3999
Hiddenite Capital Partners
New York
| US$3.82億 | +US$9437萬 | +33% | 26.4% | 466% | 48 | 68.75% | 0.6 |
|
| 4000 |
4000
Ballast Inc
Lexington,
Kentucky
| US$3.82億 | +US$2848萬 | +8% | 5.28% | 71.3% | 131 | 6.87% | 4.4 |
|