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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
WA
4126
WP Advisors
San Francisco,
California
| US$3.05億 | +US$3469萬 | +13% | 11.1% | 113% | 108 | 6.48% | 3.7 |
|
| 4127 |
4127
Wiser Wealth Management
Marietta,
Georgia
| US$3.05億 | +US$3043萬 | +11% | 5.97% | 53% | 36 | 22.22% | 1.9 |
|
| 4128 |
4128
O'Keefe Stevens Advisory
Rochester,
New York
| US$3.05億 | +US$5643萬 | +23% | 26.8% | 208% | 67 | 34.33% | 2.8 |
|
| 4129 |
SPC
4129
Stony Point Capital
New York
| US$3.05億 | +US$186萬 | +0.6% | 13.4% | 208% | 30 | 33.33% | 1.1 |
|
| 4130 |
4130
L2 Asset Management
Wayland,
Massachusetts
| US$3.05億 | +US$6127萬 | +25% | 14.3% | 128% | 214 | 18.69% | 1.2 |
|
| 4131 |
4131
Sea Cliff Partners Management
San Francisco,
California
| US$3.04億 | +US$4794萬 | +19% | 6.85% | – | 17 | 29.41% | 0.2 |
|
| 4132 |
4132
O'Brien Greene & Co
Media,
Pennsylvania
| US$3.04億 | +US$1976萬 | +7% | 8.91% | 90.9% | 138 | 12.32% | 3.4 |
|
| 4133 |
CWM
4133
Cedar Wealth Management
Walnut Creek,
California
| US$3.04億 | +US$2930萬 | +11% | 7.14% | 68.1% | 363 | 27.82% | 2.7 |
|
| 4134 |
4134
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$3.04億 | +US$2926萬 | +11% | 6.51% | – | 451 | 21.06% | 2.7 |
|
| 4135 |
AFS
4135
Annapolis Financial Services
Annapolis,
Maryland
| US$3.04億 | -US$9553萬 | -24% | 5.79% | 15% | 478 | 28.45% | 2.6 |
|
| 4136 |
4136
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$3.03億 | +US$2299萬 | +8% | 8.25% | 36.7% | 4 | 0% | 6 |
|
| 4137 |
MFGP
4137
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$3.03億 | +US$2329萬 | +8% | 7.24% | 65.5% | 58 | 13.79% | 4 |
|
| 4138 |
4138
Mokosak Advisory Group
Urbandale,
Iowa
| US$3.03億 | +US$2412萬 | +9% | 6.37% | 59.2% | 31 | 12.9% | 3.4 |
|
| 4139 |
4139
Financial Sense Advisors
San Diego,
California
| US$3.03億 | +US$3344萬 | +12% | 15.9% | 152% | 139 | 29.5% | 1.4 |
|
| 4140 |
4140
Gladius Capital Management
Chicago,
Illinois
| US$3.03億 | -US$3.38億 | -53% | 7.61% | 85% | 433 | 57.51% | 0.9 |
|
| 4141 |
4141
Hill Island Financial
Grand Rapids,
Michigan
| US$3.03億 | +US$945萬 | +3% | 8.48% | 78.3% | 72 | 9.72% | 1.4 |
|
| 4142 |
4142
Access Investment Management
Atlanta,
Georgia
| US$3.03億 | +US$3467萬 | +13% | 8.92% | – | 103 | 19.42% | 0.2 |
|
| 4143 |
4143
JRM Investment Counsel
Omaha,
Nebraska
| US$3.03億 | +US$2909萬 | +11% | 10.1% | 65.5% | 21 | 4.76% | 4.5 |
|
| 4144 |
4144
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$3.03億 | +US$4328萬 | +17% | 8.53% | 178% | 91 | 36.26% | 2.3 |
|
| 4145 |
4145
Bulldog Investors
Saddle Brook,
New Jersey
| US$3.03億 | -US$177萬 | -0.6% | 3.92% | 22.5% | 206 | 39.81% | 1.3 |
|
| 4146 |
4146
Empire Financial Management Company
New York
| US$3.03億 | +US$4712萬 | +18% | 10.3% | 78.3% | 213 | 14.55% | 0.8 |
|
| 4147 |
4147
Bordeaux Wealth Advisors
Menlo Park,
California
| US$3.02億 | +US$640萬 | +2% | 19.8% | 141% | 126 | 21.43% | 1.7 |
|
| 4148 |
4148
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$3.02億 | +US$3251萬 | +12% | 7.7% | 56.7% | 351 | 15.1% | 2.2 |
|
| 4149 |
4149
Little House Capital
Braintree,
Massachusetts
| US$3.02億 | +US$2775萬 | +10% | 10.7% | 118% | 143 | 30.07% | 2 |
|
| 4150 |
4150
Navalign LLC
Encino,
California
| US$3.02億 | +US$1525萬 | +5% | 5.49% | 58.7% | 127 | 10.24% | 2.5 |
|