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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 |
4301
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$2.33億 | +US$1378萬 | +6% | 7.63% | 304% | 292 | 31.85% | 2 |
|
| 4302 |
4302
SIH MPH Rollover
New York
| US$2.32億 | +US$9692萬 | +72% | 71.5% | – | 1 | 0% | 0.5 |
|
| 4303 |
4303
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$2.32億 | +US$739萬 | +3% | 5.5% | 63.9% | 136 | 6.62% | 3.5 |
|
| 4304 |
4304
William Marsh Rice University
Houston,
Texas
| US$2.32億 | +US$4354萬 | +23% | 9.86% | 1.81% | 8 | 62.5% | 1.4 |
|
| 4305 |
4305
Financial Life Advisors
San Antonio,
Texas
| US$2.32億 | +US$1739萬 | +8% | 4.72% | 47% | 56 | 7.14% | 1.7 |
|
| 4306 |
4306
Oakcliff Capital Partners
New York
| US$2.32億 | +US$2132萬 | +10% | 12.2% | 133% | 10 | 0% | 3 |
|
| 4307 |
4307
Connacht Asset Management
New York
| US$2.32億 | -US$2.2億 | -49% | 2.99% | 63.8% | 175 | 68% | 0.2 |
|
| 4308 |
4308
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$2.32億 | +US$1362萬 | +6% | 6.71% | 47.8% | 136 | 12.5% | 2.6 |
|
| 4309 |
4309
Whitcomb & Hess
Ashland,
Ohio
| US$2.32億 | – | – | 3.32% | 54% | 27 | – | 0 |
|
| 4310 |
4310
ValueWorks
New York
| US$2.32億 | +US$5527萬 | +31% | 16.2% | 161% | 35 | 20% | 3 |
|
| 4311 |
4311
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$2.31億 | -US$1787萬 | -7% | 4.56% | 60.4% | 75 | 14.67% | 2 |
|
| 4312 |
AB
4312
Atlas Brown
Louisville,
Kentucky
| US$2.31億 | +US$2032萬 | +10% | 7.25% | 115% | 179 | 4.47% | 4.4 |
|
| 4313 |
4313
Arjuna Capital
Durham,
North Carolina
| US$2.31億 | +US$2799萬 | +14% | 8.56% | 118% | 135 | 35.56% | 1.3 |
|
| 4314 |
4314
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$2.31億 | +US$3157萬 | +16% | 5.07% | 74.6% | 151 | 37.09% | 0.3 |
|
| 4315 |
4315
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$2.31億 | +US$509萬 | +2% | 10.8% | 151% | 90 | 21.11% | 1.1 |
|
| 4316 |
4316
Strategic Investment Management
Arlington,
Virginia
| US$2.31億 | -US$1231萬 | -5% | 5.58% | 53.4% | 12 | 16.67% | 3.6 |
|
| 4317 |
TF
4317
TRH Financial
North Liberty,
Iowa
| US$2.31億 | +US$3426萬 | +17% | 6.44% | – | 81 | 16.05% | 1.3 |
|
| 4318 |
4318
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$2.31億 | +US$1878萬 | +9% | 2.98% | 62.6% | 149 | 59.73% | 1.1 |
|
| 4319 |
HH
4319
HWG Holdings
Houston,
Texas
| US$2.31億 | +US$3023萬 | +15% | 12% | – | 144 | 33.33% | 1.2 |
|
| 4320 |
4320
Biechele Royce Advisors
Fishers,
Indiana
| US$2.31億 | +US$3222萬 | +16% | 5.16% | 39.2% | 50 | 12% | 2.4 |
|
| 4321 |
4321
Dark Forest Capital Management
San Juan,
Puerto Rico
| US$2.31億 | – | – | 1.9% | 65.2% | 830 | – | 0 |
|
| 4322 |
4322
Baldrige Asset Management
Allentown,
Pennsylvania
| US$2.31億 | +US$4793萬 | +26% | 6.23% | 43.5% | 355 | 76.06% | 0.4 |
|
| 4323 |
4323
Wills Financial Group
Richmond,
Virginia
| US$2.31億 | +US$2486萬 | +12% | 7.51% | 75.9% | 72 | 22.22% | 3.3 |
|
| 4324 |
4324
Curtis Advisory Group
Santa Barbara,
California
| US$2.31億 | +US$497萬 | +2% | 8.09% | 79.8% | 76 | 6.58% | 1.1 |
|
| 4325 |
4325
Evergreen Advisors
Chattanooga,
Tennessee
| US$2.31億 | -US$3042萬 | -12% | 4.73% | – | 14 | 7.14% | 1.6 |
|