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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$1.16億 | +US$625萬 | +6% | 2.8% | 47.8% | 447 | 9.4% | 0.5 |
|
| 4202 |
4202
Raffles Associates
New York
| US$1.15億 | +US$2195萬 | +24% | 10.6% | 50% | 54 | 35.19% | 1.9 |
|
| 4203 |
4203
Seelaus Asset Management
Chatham,
New Jersey
| US$1.15億 | -US$126萬 | -1% | 3.97% | 134% | 200 | 18.5% | 0.4 |
|
| 4204 |
4204
Sanctuary Wealth Management
Pocatello,
Idaho
| US$1.15億 | -US$354萬 | -3% | 2.23% | – | 21 | 23.81% | 0.4 |
|
| 4205 |
4205
Orser Capital Management
Southlake,
Texas
| US$1.15億 | +US$704萬 | +7% | 5.17% | 128% | 106 | 27.36% | 0.4 |
|
| 4206 |
4206
RiverGlades Family Offices
Naples,
Florida
| US$1.15億 | -US$1060萬 | -8% | 0.33% | – | 81 | 17.28% | 0.4 |
|
| 4207 |
4207
Brandywine Trust
Hockessin,
Delaware
| US$1.15億 | +US$215萬 | +2% | 4.02% | 32.7% | 36 | 5.56% | 3 |
|
| 4208 |
4208
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$1.15億 | +US$32.3萬 | +0.3% | 3.09% | – | 364 | 9.07% | 2.6 |
|
| 4209 |
4209
Baugh & Associates
Atlanta,
Georgia
| US$1.15億 | -US$944萬 | -8% | 2.85% | 98.8% | 42 | 4.76% | 0.5 |
|
| 4210 |
4210
AUA Capital Management
Camp Hill,
Pennsylvania
| US$1.15億 | -US$318萬 | -3% | 1.37% | 70.2% | 205 | 10.24% | 1.4 |
|
| 4211 |
SRCM
4211
Swift Run Capital Management
Charlottesville,
Virginia
| US$1.14億 | -US$2520萬 | -18% | 1.32% | 9.9% | 51 | 29.41% | 2.7 |
|
| 4212 |
ACM
4212
Akanthos Capital Management
Woodland Hills,
California
| US$1.14億 | +US$842萬 | +8% | 7.96% | 1.86% | 23 | 47.83% | 0.9 |
|
| 4213 |
4213
Poehling Capital Management
Madison,
Wisconsin
| US$1.14億 | -US$959萬 | -8% | 0.87% | 83% | 344 | 21.51% | 0.4 |
|
| 4214 |
HAM
4214
Hammer Asset Management
Auburn,
California
| US$1.14億 | – | – | 3.26% | – | 41 | – | 0 |
|
| 4215 |
4215
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| US$1.14億 | +US$396萬 | +4% | 3.17% | 81.3% | 93 | 8.6% | 1 |
|
| 4216 |
AFC
4216
AFT Forsyth & Company
West Palm Beach,
Florida
| US$1.14億 | +US$686萬 | +6% | 3.69% | 135% | 145 | 8.97% | 3.4 |
|
| 4217 |
4217
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.14億 | -US$426萬 | -4% | 2.42% | 44% | 1 | 0% | 0.5 |
|
| 4218 |
4218
Founders Capital Management (Texas)
Houston,
Texas
| US$1.14億 | -US$483萬 | -4% | 4.07% | 131% | 364 | 17.31% | 1.1 |
|
| 4219 |
4219
Chandler Asset Management
San Diego,
California
| US$1.14億 | -US$146萬 | -1% | 1.82% | 35.6% | 31 | 48.39% | 0.5 |
|
| 4220 |
4220
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$1.14億 | +US$418萬 | +4% | 10.2% | 103% | 55 | 18.18% | 0.5 |
|
| 4221 |
4221
Mangham Associates
Charlottesville,
Virginia
| US$1.14億 | -US$31.1萬 | -0.3% | 2% | 24.4% | 6 | 33.33% | 0.5 |
|
| 4222 |
4222
Northstar Capital Management
New York
| US$1.14億 | +US$554萬 | +5% | 7.42% | – | 94 | 12.77% | 0.5 |
|
| 4223 |
4223
Chessman Wealth Strategies RIA
Dallas,
Texas
| US$1.14億 | +US$3417萬 | +43% | 0.7% | – | 34 | 35.29% | 0.3 |
|
| 4224 |
RMSCM
4224
R.M. Sincerbeaux Capital Management
New York
| US$1.14億 | +US$681萬 | +6% | 3.75% | 76.4% | 56 | 8.93% | 3.7 |
|
| 4225 |
4225
Exeter Financial
Scottsdale,
Arizona
| US$1.13億 | -US$303萬 | -3% | 0.96% | 59.1% | 70 | 5.71% | 0.5 |
|