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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Soundmark Wealth Management
Kirkland,
Washington
| US$2.43億 | +US$6075萬 | +33% | 5.68% | 17.2% | 74 | 21.62% | 0.4 |
|
| 4227 |
HPC
4227
Hobart Private Capital
Charlotte,
North Carolina
| US$2.43億 | -US$183萬 | -0.7% | 5.37% | 60% | 139 | 10.07% | 1.8 |
|
| 4228 |
4228
Platform Technology Partners
New York
| US$2.43億 | – | – | 9.08% | – | 262 | – | 0.9 |
|
| 4229 |
4229
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$2.43億 | +US$1819萬 | +8% | 6.42% | 68% | 87 | 8.05% | 2.4 |
|
| 4230 |
4230
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$2.43億 | +US$7975萬 | +49% | 4.32% | 31% | 782 | 83.5% | 0.1 |
|
| 4231 |
4231
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$2.42億 | +US$2941萬 | +14% | 6.81% | 58.1% | 87 | 6.9% | 2.7 |
|
| 4232 |
SCF
4232
Sante Capital Fund
Austin,
Texas
| US$2.42億 | – | – | 19.6% | – | 110 | – | 0 |
|
| 4233 |
4233
Chase Investment Counsel
Charlottesville,
Virginia
| US$2.42億 | +US$2373萬 | +11% | 13.7% | 380% | 118 | 27.12% | 1.5 |
|
| 4234 |
4234
Lumature Wealth Partners
Alpharetta,
Georgia
| US$2.42億 | +US$5156萬 | +27% | 11.8% | – | 388 | 10.31% | 0.3 |
|
| 4235 |
4235
NovaPoint Capital
Atlanta,
Georgia
| US$2.42億 | +US$2811萬 | +13% | 5.7% | 94% | 122 | 9.84% | 1.1 |
|
| 4236 |
KFO
4236
Kopp Family Office
Bloomington,
Minnesota
| US$2.42億 | +US$1657萬 | +7% | 0.95% | 47.9% | 13 | 7.69% | 0.9 |
|
| 4237 |
4237
SCF Partners
Houston,
Texas
| US$2.42億 | +US$3917萬 | +19% | 19.5% | 2.1% | 4 | 0% | 4.4 |
|
| 4238 |
HCM
4238
Hudson Capital Management
Ramsey,
New Jersey
| US$2.41億 | +US$789萬 | +3% | 4% | 66.8% | 68 | 11.76% | 2.3 |
|
| 4239 |
4239
Boltwood Capital Management
Walnut Creek,
California
| US$2.41億 | +US$1564萬 | +7% | 5.29% | 63% | 151 | 2.65% | 4.5 |
|
| 4240 |
4240
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$2.41億 | +US$2015萬 | +9% | 5.89% | 12.7% | 382 | 12.3% | 1.9 |
|
| 4241 |
4241
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$2.4億 | +US$1520萬 | +7% | 7.46% | 106% | 150 | 18% | 0.4 |
|
| 4242 |
4242
Voss Capital
Houston,
Texas
| US$2.4億 | +US$45.9萬 | +0.2% | 16.7% | 78.4% | 52 | 42.31% | 0.6 |
|
| 4243 |
FC
4243
Full18 Capital
Westport,
Connecticut
| US$2.4億 | +US$3492萬 | +17% | 8.24% | – | 153 | 73.86% | 0.2 |
|
| 4244 |
4244
Athyrium Capital Management
New York
| US$2.4億 | +US$4208萬 | +21% | 15.5% | 25.1% | 4 | 25% | 0.3 |
|
| 4245 |
WA
4245
WP Advisors
San Francisco,
California
| US$2.4億 | +US$839萬 | +4% | 7.62% | 113% | 106 | 13.21% | 1.7 |
|
| 4246 |
4246
Oak Family Advisors
Chicago,
Illinois
| US$2.4億 | +US$922萬 | +4% | 6.11% | 81.9% | 102 | 16.67% | 0.4 |
|
| 4247 |
4247
First United Bank & Trust
Oakland,
Maryland
| US$2.39億 | +US$497萬 | +2% | 6.56% | 78% | 167 | 8.38% | 3.7 |
|
| 4248 |
4248
Denver PWM
Denver,
Colorado
| US$2.39億 | +US$6750萬 | +39% | 4.85% | 48.6% | 105 | 40% | 1.6 |
|
| 4249 |
HA
4249
HYA Advisors
Springfield,
Missouri
| US$2.39億 | +US$2705萬 | +13% | 6.75% | – | 149 | 8.05% | 1.1 |
|
| 4250 |
4250
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$2.39億 | +US$874萬 | +4% | 5.65% | 104% | 300 | 5.67% | 5.5 |
|