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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Keating Investment Counselors
Delray Beach,
Florida
| US$3.31億 | -US$77.6萬 | -0.2% | 0.37% | 50% | 67 | 11.94% | 6.5 |
|
| 4352 |
FP
4352
Financial Perspectives
Minneapolis,
Minnesota
| US$3.31億 | +US$3869萬 | +13% | 12.9% | 104% | 736 | 3.94% | 4.1 |
|
| 4353 |
4353
Keystone Financial Planning
Cleveland,
Ohio
| US$3.31億 | -US$486萬 | -1% | 0.46% | 46% | 46 | 2.17% | 6.6 |
|
| 4354 |
4354
Hilltop Partners
Mishawaka,
Indiana
| US$3.31億 | +US$3437萬 | +12% | 7.95% | 64.9% | 122 | 18.85% | 1.6 |
|
| 4355 |
4355
Strategic Investment Solutions
Orland Park,
Illinois
| US$3.31億 | -US$1400萬 | -4% | 11.1% | – | 725 | 23.31% | 1.5 |
|
| 4356 |
4356
Waterway Wealth Management
The Woodlands,
Texas
| US$3.31億 | +US$9060萬 | +38% | 8.64% | 52.2% | 104 | 50.96% | 0.7 |
|
| 4357 |
4357
LongView Wealth Management
Atlanta,
Georgia
| US$3.3億 | -US$311萬 | -0.9% | 6.47% | 60.8% | 223 | 13.45% | 1.2 |
|
| 4358 |
HPM
4358
H. Partners Management
New York
| US$3.3億 | -US$1.55億 | -32% | 10% | 13.5% | 2 | 0% | 2.9 |
|
| 4359 |
4359
Investment Advisory Group
Hanover,
Massachusetts
| US$3.3億 | +US$3132萬 | +10% | 7.83% | 61.6% | 180 | 10% | 2.4 |
|
| 4360 |
4360
Skaana Management
Brooklyn,
New York
| US$3.3億 | +US$5632萬 | +21% | 49.1% | 269% | 189 | 31.22% | 0.9 |
|
| 4361 |
4361
TriaGen Wealth Management
Calabasas,
California
| US$3.3億 | +US$4655萬 | +16% | 8.98% | 132% | 196 | 28.06% | 2.3 |
|
| 4362 |
4362
Rovin Capital
Mesa,
Arizona
| US$3.3億 | +US$1945萬 | +6% | 7.6% | 63.8% | 192 | 10.42% | 1.9 |
|
| 4363 |
4363
Cavalier Investments
Alpharetta,
Georgia
| US$3.3億 | +US$3566萬 | +12% | 28.3% | 171% | 87 | 32.18% | 1.7 |
|
| 4364 |
4364
Lion Street Advisors
Austin,
Texas
| US$3.3億 | +US$1488萬 | +5% | 4.47% | 38% | 291 | 14.43% | 2.1 |
|
| 4365 |
4365
Westbourne Investment Advisors
Annapolis,
Maryland
| US$3.3億 | +US$4814萬 | +17% | 12.4% | 107% | 108 | 24.07% | 3.7 |
|
| 4366 |
TLP
4366
Tri Locum Partners
New York
| US$3.3億 | +US$1.35億 | +69% | 1.29% | 357% | 31 | 54.84% | 0.8 |
|
| 4367 |
4367
DG Capital Management
New York
| US$3.29億 | +US$4596萬 | +16% | 6.57% | 76.7% | 30 | 46.67% | 1.1 |
|
| 4368 |
4368
Eldred Rock Partners
San Antonio,
Texas
| US$3.29億 | +US$150萬 | +0.5% | 9.03% | 109% | 31 | 12.9% | 1.3 |
|
| 4369 |
LWMM
4369
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$3.29億 | +US$2291萬 | +7% | 13.8% | 105% | 103 | 18.45% | 3.2 |
|
| 4370 |
4370
S&T Bank
Indiana,
Pennsylvania
| US$3.29億 | +US$2294萬 | +7% | 6.57% | 193% | 488 | 21.72% | 1.5 |
|
| 4371 |
4371
SRH Advisors
Salina,
Kansas
| US$3.29億 | +US$489萬 | +2% | 4.36% | 55.7% | 275 | 4.73% | 7.1 |
|
| 4372 |
4372
Makaira Partners
La Jolla,
California
| US$3.29億 | +US$3051萬 | +10% | 11.4% | 22% | 14 | 14.29% | 3.2 |
|
| 4373 |
4373
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$3.29億 | +US$3452萬 | +12% | 8.42% | 54.5% | 338 | 9.76% | 1.8 |
|
| 4374 |
4374
Umpqua Bank
Lake Oswego,
Oregon
| US$3.28億 | +US$3909萬 | +14% | 11.2% | – | 169 | 11.24% | 1 |
|
| 4375 |
4375
Diadema Partners
Morristown,
New Jersey
| US$3.28億 | -US$5505萬 | -14% | 0.81% | – | 136 | 55.15% | 0.2 |
|