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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Financial Sense Advisors
San Diego,
California
| US$2.44億 | +US$780萬 | +3% | 9.84% | 152% | 107 | 29.91% | 0.9 |
|
| 4002 |
4002
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$2.44億 | +US$2831萬 | +13% | 14.1% | 83% | 121 | 9.09% | 5.3 |
|
| 4003 |
4003
Raffa Wealth Management
Washington,
District of Columbia
| US$2.44億 | +US$1847萬 | +8% | 6.57% | 35.8% | 1,175 | 10.13% | 2.7 |
|
| 4004 |
4004
Round Rock Advisors
Wilton,
Connecticut
| US$2.44億 | +US$2345萬 | +11% | 8.69% | 94.6% | 158 | 13.29% | 1.1 |
|
| 4005 |
4005
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$2.44億 | +US$956萬 | +4% | 2.39% | 12.7% | 337 | 14.54% | 2.8 |
|
| 4006 |
4006
MilWealth Group
Milwaukee,
Wisconsin
| US$2.44億 | +US$1425萬 | +6% | 5.75% | 39.6% | 63 | 9.52% | 3 |
|
| 4007 |
4007
Sycamore Partners Management
New York
| US$2.44億 | -US$9965萬 | -29% | 29% | 31.8% | 1 | 0% | 1 |
|
| 4008 |
4008
Kathryn A. Hall
| US$2.43億 | +US$213萬 | +0.9% | 8.99% | 95.2% | 52 | 7.69% | 3.1 |
|
| 4009 |
4009
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$2.43億 | -US$1.12億 | -31% | 9.25% | 81.9% | 497 | 2.62% | 1.5 |
|
| 4010 |
4010
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$2.43億 | +US$3644萬 | +18% | 6.26% | 73.9% | 660 | 28.64% | 1.6 |
|
| 4011 |
4011
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$2.43億 | +US$2572萬 | +12% | 11.3% | 19.4% | 98 | 13.27% | 1.6 |
|
| 4012 |
4012
JW Asset Management
Miami Beach,
Florida
| US$2.43億 | +US$4862萬 | +25% | 22.9% | 251% | 13 | 53.85% | 2 |
|
| 4013 |
4013
Cutler Capital Management
Worcester,
Massachusetts
| US$2.43億 | +US$2727萬 | +13% | 9.08% | 39.7% | 109 | 7.34% | 2.5 |
|
| 4014 |
4014
Cowen Prime Advisors
New York
| US$2.43億 | +US$6890萬 | +40% | 11.1% | 116% | 197 | 13.71% | 5.2 |
|
| 4015 |
4015
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$2.43億 | +US$1653萬 | +7% | 8.68% | 89.4% | 176 | 22.73% | 1.9 |
|
| 4016 |
4016
Riggs Asset Management
Dallas,
Pennsylvania
| US$2.43億 | -US$949萬 | -4% | 10.4% | 219% | 355 | 12.11% | 2.9 |
|
| 4017 |
FAP
4017
Financial Advisory Partners
Winter Park,
Florida
| US$2.43億 | +US$1294萬 | +6% | 7.66% | 52.9% | 67 | 2.99% | 0.9 |
|
| 4018 |
4018
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$2.43億 | +US$2254萬 | +10% | 10% | 116% | 426 | 69.95% | 1.7 |
|
| 4019 |
4019
Navalign LLC
Encino,
California
| US$2.43億 | +US$2038萬 | +9% | 7.36% | 58.7% | 130 | 10% | 1.5 |
|
| 4020 |
4020
Werba Rubin Papier Wealth Management
San Jose,
California
| US$2.42億 | – | – | 10.1% | 73.5% | 104 | – | 0 |
|
| 4021 |
4021
Optas LLC
Austin,
Texas
| US$2.42億 | +US$1442萬 | +6% | 7.08% | 132% | 155 | 18.06% | 2.1 |
|
| 4022 |
4022
Alpha Paradigm Partners
Chicago,
Illinois
| US$2.42億 | +US$1190萬 | +5% | 8.69% | – | 643 | 57.7% | 0.5 |
|
| 4023 |
4023
Martin Capital Partners
Eugene,
Oregon
| US$2.42億 | +US$2662萬 | +12% | 14.7% | 42.3% | 78 | 10.26% | 3.2 |
|
| 4024 |
4024
United Capital Management of KS
Salina,
Kansas
| US$2.42億 | +US$2863萬 | +13% | 5.97% | 295% | 91 | 13.19% | 2.6 |
|
| 4025 |
4025
CIC Wealth
Rockville,
Maryland
| US$2.42億 | – | – | 7.72% | – | 166 | – | 0 |
|