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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Meridian Wealth Advisors
Austin,
Texas
| US$1.43億 | +US$617萬 | +4% | 2.22% | 79.9% | 134 | 8.21% | 0.4 |
|
| 4102 |
4102
BigSur Wealth Management
Miami,
Florida
| US$1.43億 | -US$914萬 | -6% | 4.07% | 94.8% | 109 | 11.01% | 1.9 |
|
| 4103 |
4103
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.43億 | -US$242萬 | -2% | 3.83% | 96.7% | 360 | 5.56% | 4.1 |
|
| 4104 |
4104
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| US$1.43億 | +US$2075萬 | +17% | 2.76% | – | 79 | 37.97% | 0.8 |
|
| 4105 |
4105
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$1.43億 | +US$998萬 | +7% | 3.67% | 130% | 50 | 12% | 0.9 |
|
| 4106 |
4106
Aries Wealth Management
Portland,
Maine
| US$1.43億 | +US$930萬 | +7% | 3.33% | 87.7% | 169 | 14.2% | 1 |
|
| 4107 |
4107
Perkins Capital Management
Wayzata,
Minnesota
| US$1.43億 | -US$908萬 | -6% | 5.62% | 389% | 128 | 16.41% | 2.6 |
|
| 4108 |
4108
Towerpoint Wealth
Sacramento,
California
| US$1.43億 | -US$61萬 | -0.4% | 2.4% | 67.7% | 58 | 13.79% | 0.9 |
|
| 4109 |
4109
LCNB Corp
Lebanon,
Ohio
| US$1.42億 | +US$427萬 | +3% | 4.46% | 83.1% | 140 | 5% | 1.7 |
|
| 4110 |
4110
Riverview Trust Company
Vancouver,
Washington
| US$1.42億 | +US$1006萬 | +8% | 2.11% | 87.6% | 449 | 41.43% | 0.5 |
|
| 4111 |
HA
4111
Havens Advisors
New York
| US$1.42億 | +US$3884萬 | +38% | 14% | 460% | 46 | 65.22% | 0.2 |
|
| 4112 |
4112
DeDora Capital
Napa,
California
| US$1.42億 | +US$951萬 | +7% | 3.93% | 91.2% | 92 | 10.87% | 1.2 |
|
| 4113 |
4113
Emory University
Atlanta,
Georgia
| US$1.42億 | -US$20.8萬 | -0.1% | 5.99% | 60.2% | 51 | 21.57% | 1.6 |
|
| 4114 |
4114
Kayak Investment Partners
San Francisco,
California
| US$1.42億 | +US$1230萬 | +9% | 3.77% | 27% | 19 | 52.63% | 0.9 |
|
| 4115 |
4115
Axel Capital Management
New York
| US$1.42億 | -US$4595萬 | -24% | 10.6% | 194% | 17 | 41.18% | 1.2 |
|
| 4116 |
4116
Harbour Investment Management
Edmonds,
Washington
| US$1.42億 | +US$631萬 | +5% | 5.03% | 58.8% | 69 | 4.35% | 4.6 |
|
| 4117 |
4117
Marshall & Sullivan
Seattle,
Washington
| US$1.42億 | +US$556萬 | +4% | 4.68% | 82% | 45 | 13.33% | 3.8 |
|
| 4118 |
4118
Brandywine Trust
Hockessin,
Delaware
| US$1.42億 | +US$2796萬 | +25% | 1.06% | 32.7% | 39 | 5.13% | 3.6 |
|
| 4119 |
LIC
4119
Laurus Investment Counsel
Toronto,
Canada
| US$1.42億 | +US$1369萬 | +11% | 7.11% | 14.1% | 29 | 3.45% | 1.3 |
|
| 4120 |
4120
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$1.41億 | -US$1883萬 | -12% | 3.25% | 38.5% | 182 | 16.48% | 2.3 |
|
| 4121 |
4121
Private Capital Management (Colorado)
Denver,
Colorado
| US$1.41億 | +US$685萬 | +5% | 3.69% | 20% | 105 | 14.29% | 0.4 |
|
| 4122 |
4122
WealthOne
Albany,
New York
| US$1.41億 | +US$5282萬 | +60% | 3.31% | 23.4% | 107 | 39.25% | 0.3 |
|
| 4123 |
SAM
4123
Shamrock Asset Management
Dallas,
Texas
| US$1.41億 | +US$1505萬 | +12% | 2.61% | 31% | 271 | 16.61% | 3 |
|
| 4124 |
4124
Martin Capital Partners
Eugene,
Oregon
| US$1.41億 | +US$1181萬 | +9% | 4.43% | 42.3% | 64 | 26.56% | 1.2 |
|
| 4125 |
4125
Peninsula Asset Management
Bradenton,
Florida
| US$1.41億 | +US$261萬 | +2% | 3.34% | 54.2% | 47 | 2.13% | 4.5 |
|