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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 |
MFGP
4101
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$2.61億 | +US$1489萬 | +6% | 5.77% | 65.5% | 52 | 5.77% | 3.9 |
|
| 4102 |
4102
Whitener Capital Management
Rocky Mount,
North Carolina
| US$2.61億 | +US$2146萬 | +9% | 8.17% | 113% | 146 | 6.85% | 3.8 |
|
| 4103 |
4103
Guidance Point Advisors
Wellesley,
Massachusetts
| US$2.6億 | +US$1240萬 | +5% | 5.84% | 71.8% | 80 | 6.25% | 3.1 |
|
| 4104 |
4104
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.6億 | -US$455萬 | -2% | 1.72% | 19.8% | 3 | 0% | 8.5 |
|
| 4105 |
HCM
4105
Hudson Capital Management
Ramsey,
New Jersey
| US$2.6億 | +US$820萬 | +3% | 2.87% | 66.8% | 70 | 14.29% | 3.1 |
|
| 4106 |
4106
Ignite Planners
San Clemente,
California
| US$2.6億 | +US$1662萬 | +7% | 8.41% | 83.8% | 270 | 11.85% | 1 |
|
| 4107 |
4107
Cobalt Capital Management
Short Hills,
New Jersey
| US$2.6億 | -US$1508萬 | -5% | 10.4% | 220% | 41 | 63.41% | 0.6 |
|
| 4108 |
FAP
4108
Financial Advisory Partners
Winter Park,
Florida
| US$2.6億 | +US$725萬 | +3% | 4.07% | 52.9% | 65 | 6.15% | 1.3 |
|
| 4109 |
4109
Windham Capital Management
Boston,
Massachusetts
| US$2.6億 | +US$838萬 | +3% | 3.73% | 8.3% | 87 | 3.45% | 3.4 |
|
| 4110 |
MP
4110
Mediatel Partners
Fort Worth,
Texas
| US$2.6億 | +US$1753萬 | +7% | 7.78% | 1.96% | 3 | 0% | 7 |
|
| 4111 |
4111
VeraBank
Henderson,
Texas
| US$2.6億 | +US$4492萬 | +21% | 5.15% | 69.5% | 138 | 2.9% | 3.2 |
|
| 4112 |
4112
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$2.59億 | -US$1068萬 | -4% | 15.3% | 137% | 178 | 75.28% | 0.3 |
|
| 4113 |
CWM
4113
Cedar Wealth Management
Walnut Creek,
California
| US$2.59億 | +US$1443萬 | +6% | 4.26% | 76.7% | 312 | 8.33% | 2.9 |
|
| 4114 |
4114
ArchPoint Investors
Coral Gables,
Florida
| US$2.59億 | +US$2884萬 | +13% | 10.2% | 106% | 57 | 3.51% | 4.1 |
|
| 4115 |
4115
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| US$2.59億 | -US$167萬 | -0.6% | 3.77% | 94.2% | 26 | 57.69% | 2.8 |
|
| 4116 |
4116
MilWealth Group
Milwaukee,
Wisconsin
| US$2.59億 | +US$638萬 | +3% | 3.09% | 39.6% | 64 | 10.94% | 3.5 |
|
| 4117 |
4117
Astoria Portfolio Advisors
New York
| US$2.58億 | +US$2158萬 | +9% | 3.79% | 80.2% | 204 | 15.2% | 0.9 |
|
| 4118 |
4118
WR Wealth Planners
Columbia,
Missouri
| US$2.58億 | +US$2680萬 | +12% | 4.86% | 22.1% | 1,002 | 16.67% | 0.7 |
|
| 4119 |
4119
NinePointTwo Capital
Los Angeles,
California
| US$2.58億 | -US$698萬 | -3% | 2.77% | 1.62% | 341 | 54.55% | 0.6 |
|
| 4120 |
4120
DeDora Capital
Napa,
California
| US$2.58億 | +US$2365萬 | +10% | 8.06% | 91.2% | 106 | 7.55% | 1.9 |
|
| 4121 |
4121
Aries Wealth Management
Portland,
Maine
| US$2.58億 | +US$1405萬 | +6% | 6.27% | 87.7% | 207 | 8.7% | 1.1 |
|
| 4122 |
4122
High Net Worth Advisory Group
Naples,
Florida
| US$2.58億 | +US$1233萬 | +5% | 5.32% | 75.7% | 204 | 9.8% | 1.4 |
|
| 4123 |
4123
Bard Associates
Chicago,
Illinois
| US$2.58億 | +US$1569萬 | +6% | 8.97% | 247% | 197 | 9.64% | 4.8 |
|
| 4124 |
4124
Column Group
San Francisco,
California
| US$2.58億 | -US$1889萬 | -7% | 28.3% | 95.1% | 7 | 0% | 2.2 |
|
| 4125 |
4125
Mount Capital
London,
United Kingdom
| US$2.58億 | +US$434萬 | +2% | 3.77% | 66.1% | 45 | 46.67% | 1.1 |
|