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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
FM
4301
Fondren Management
Houston,
Texas
| US$1.11億 | -US$1924萬 | -15% | 1.07% | 14.2% | 106 | 59.43% | 0.4 |
|
| 4302 |
4302
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$1.11億 | +US$730萬 | +7% | 2.69% | 86.7% | 46 | 28.26% | 1.3 |
|
| 4303 |
4303
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.11億 | +US$372萬 | +3% | 6.8% | 82.6% | 80 | 3.75% | 3.8 |
|
| 4304 |
4304
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.11億 | +US$886萬 | +9% | 3.17% | 57.4% | 38 | 2.63% | 0.7 |
|
| 4305 |
4305
Altman Advisors
Chicago,
Illinois
| US$1.11億 | +US$231萬 | +2% | 4.56% | 143% | 99 | 69.7% | 0.3 |
|
| 4306 |
4306
Squar Milner Financial Services
Irvine,
California
| US$1.11億 | -US$236萬 | -2% | 6.22% | – | 910 | 21.21% | 0.3 |
|
| 4307 |
4307
Empirical Capital Management
Hendersonville,
Tennessee
| US$1.11億 | +US$460萬 | +4% | 8.29% | 205% | 19 | 15.79% | 2 |
|
| 4308 |
4308
Deane Retirement Strategies
New Orleans,
Louisiana
| US$1.11億 | +US$558萬 | +5% | 7.08% | 73.4% | 67 | 19.4% | 1.8 |
|
| 4309 |
NEGWA
4309
New England Guild Wealth Advisors
Avon,
Connecticut
| US$1.11億 | +US$127萬 | +1% | 2.06% | 6.04% | 56 | 5.36% | 0.7 |
|
| 4310 |
4310
Clearshares
New York
| US$1.11億 | +US$574萬 | +5% | 2.75% | – | 33 | 3.03% | 0.7 |
|
| 4311 |
4311
Harbourvest Partners
Boston,
Massachusetts
| US$1.11億 | +US$3144萬 | +40% | 4.5% | 8.96% | 35 | 65.71% | 0.7 |
|
| 4312 |
4312
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| US$1.1億 | +US$771萬 | +8% | 7.25% | 36.4% | 461 | 8.68% | 0.7 |
|
| 4313 |
4313
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$1.1億 | +US$723萬 | +7% | 6.84% | 94.5% | 274 | 24.82% | 0.6 |
|
| 4314 |
4314
Beacon Wealthcare Inc
Raleigh,
North Carolina
| US$1.1億 | +US$703萬 | +7% | 3.01% | 31.6% | 9 | 22.22% | 0.6 |
|
| 4315 |
4315
Signia Capital Management
Spokane,
Washington
| US$1.1億 | -US$318萬 | -3% | 1.85% | 27% | 29 | 20.69% | 1.8 |
|
| 4316 |
4316
Smart Money Group
Eastland,
Texas
| US$1.1億 | -US$143萬 | -1% | 4.58% | 58.9% | 64 | 28.13% | 0.5 |
|
| 4317 |
CRA
4317
Circle Road Advisors
New York
| US$1.1億 | +US$49.2萬 | +0.4% | 4.37% | – | 24 | 37.5% | 0.4 |
|
| 4318 |
4318
Anavon Capital
London,
United Kingdom
| US$1.1億 | – | – | 4.45% | – | 11 | – | 0.8 |
|
| 4319 |
4319
Ballew Advisors
Jackson,
Mississippi
| US$1.1億 | +US$2104萬 | +24% | 0.57% | 68% | 537 | 44.32% | 0.3 |
|
| 4320 |
4320
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.1億 | +US$690萬 | +7% | 7.55% | 121% | 101 | 18.81% | 0.4 |
|
| 4321 |
4321
Avalon Capital Management
Port Of Redwood City,
California
| US$1.09億 | +US$882萬 | +9% | 5.45% | 163% | 61 | 45.9% | 1.2 |
|
| 4322 |
KSCM
4322
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.09億 | +US$3711萬 | +51% | 5.4% | 7.47% | 26 | 34.62% | 0.8 |
|
| 4323 |
4323
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$1.09億 | +US$642萬 | +6% | 5.52% | 84.5% | 188 | 9.57% | 0.6 |
|
| 4324 |
4324
Raffles Associates
New York
| US$1.09億 | -US$610萬 | -5% | 1.57% | 50% | 61 | 42.62% | 1.7 |
|
| 4325 |
4325
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.09億 | +US$3873萬 | +55% | 5.29% | 75.1% | 28 | 21.43% | 3.1 |
|