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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 |
CA
4101
Clune & Associates
Chicago,
Illinois
| US$3.65億 | +US$3968萬 | +12% | 5.78% | – | 157 | 10.83% | 0.4 |
|
| 4102 |
4102
Nikulski Financial
Bettendorf,
Iowa
| US$3.65億 | +US$3443萬 | +10% | 11.4% | 107% | 152 | 15.13% | 3.9 |
|
| 4103 |
4103
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$3.65億 | -US$4001萬 | -10% | 5.92% | 110% | 48 | 35.42% | 1 |
|
| 4104 |
4104
Doliver Advisors
Houston,
Texas
| US$3.65億 | +US$917萬 | +3% | 5.48% | 92.3% | 174 | 10.34% | 3.7 |
|
| 4105 |
4105
Peterson Wealth Services
South Ogden,
Utah
| US$3.65億 | +US$4223萬 | +13% | 17.5% | 160% | 226 | 13.72% | 1.3 |
|
| 4106 |
4106
Globe Life
Mckinney,
Texas
| US$3.65億 | +US$2476萬 | +7% | 9.49% | 67.5% | 2 | 0% | 5.1 |
|
| 4107 |
4107
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| US$3.65億 | +US$3751萬 | +11% | 9.82% | 84.4% | 531 | 9.42% | 1.2 |
|
| 4108 |
4108
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| US$3.65億 | -US$5978萬 | -14% | 9.15% | 61.9% | 356 | 19.94% | 1 |
|
| 4109 |
H2CM
4109
H/2 Credit Manager
Stamford,
Connecticut
| US$3.65億 | -US$1189萬 | -3% | 2.65% | 97.4% | 16 | 0% | 2.7 |
|
| 4110 |
KDA
4110
Kraft Davis & Associates
St. Louis,
Missouri
| US$3.65億 | +US$5445萬 | +18% | 11.5% | 81.8% | 152 | 25.66% | 1.5 |
|
| 4111 |
4111
Once Capital Management
New York
| US$3.64億 | +US$1.45億 | +66% | 50.6% | 627% | 18 | 11.11% | 2.5 |
|
| 4112 |
4112
Westmount Partners
Los Angeles,
California
| US$3.64億 | +US$3627萬 | +11% | 14% | 123% | 257 | 11.28% | 1.8 |
|
| 4113 |
WA
4113
WP Advisors
San Francisco,
California
| US$3.64億 | +US$6376萬 | +21% | 9.08% | 113% | 119 | 10.92% | 4.2 |
|
| 4114 |
4114
Lightrock Netherlands
Utrecht,
Netherlands
| US$3.64億 | -US$1633萬 | -4% | 9.12% | – | 39 | 0% | 0.5 |
|
| 4115 |
4115
Sovereign Investment Advisors
Phoenix,
Arizona
| US$3.64億 | +US$7632萬 | +27% | 2.63% | 46.6% | 39 | 23.08% | 3.8 |
|
| 4116 |
4116
Triune Financial Partners
Overland Park,
Kansas
| US$3.63億 | +US$4843萬 | +15% | 8.98% | 66.6% | 46 | 28.26% | 2.3 |
|
| 4117 |
WHAM
4117
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$3.63億 | +US$3994萬 | +12% | 16.8% | 98.1% | 28 | 14.29% | 2 |
|
| 4118 |
4118
Strata Wealth Advisors
Dallas,
Texas
| US$3.63億 | +US$4118萬 | +13% | 7.92% | 73.6% | 80 | 15% | 1.5 |
|
| 4119 |
4119
NYL Investors
New York
| US$3.63億 | -US$12億 | -77% | 2% | 10.8% | 38 | 7.89% | 4.7 |
|
| 4120 |
4120
Navalign LLC
Encino,
California
| US$3.63億 | +US$1177萬 | +3% | 5.9% | 58.7% | 118 | 5.93% | 3.3 |
|
| 4121 |
4121
Running Point Capital Advisors
El Segundo,
California
| US$3.62億 | +US$4726萬 | +15% | 6.88% | 52.1% | 192 | 9.38% | 2.5 |
|
| 4122 |
4122
DAFNA Capital Management
Los Angeles,
California
| US$3.62億 | +US$959萬 | +3% | 9.56% | 313% | 86 | 15.12% | 3.1 |
|
| 4123 |
4123
Aspire Capital Advisors
Seattle,
Washington
| US$3.62億 | +US$2705萬 | +8% | 8.65% | 68.6% | 107 | 19.63% | 1.7 |
|
| 4124 |
4124
Catalyst Funds Management
Sydney NSW,
Australia
| US$3.62億 | -US$2037萬 | -5% | 18.8% | – | 737 | 81% | 0.2 |
|
| 4125 |
4125
Segra Capital Management
Palm Beach,
Florida
| US$3.62億 | +US$4891萬 | +16% | 55.8% | 19% | 14 | 35.71% | 1.4 |
|