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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Prudent Investors Network
Lake Forest,
California
| US$1.89億 | -US$344萬 | -2% | 4.5% | – | 33 | 9.09% | 1.7 |
|
| 4377 |
LA
4377
LFL Advisers
Evanston,
Illinois
| US$1.89億 | -US$457萬 | -2% | 2.7% | 73.9% | 11 | 0% | 4.3 |
|
| 4378 |
4378
Abacus Wealth Partners
Santa Monica,
California
| US$1.89億 | -US$389萬 | -2% | 4.58% | 49.5% | 86 | 22.09% | 1.4 |
|
| 4379 |
4379
TrueFG
Cedar Park,
Texas
| US$1.89億 | -US$698萬 | -4% | 6.1% | 54.2% | 36 | 2.78% | 2.4 |
|
| 4380 |
4380
Pecaut & Co
Sioux City,
Iowa
| US$1.89億 | +US$1115萬 | +6% | 0.29% | 62.8% | 107 | 13.08% | 2.5 |
|
| 4381 |
4381
Westbourne Investment Advisors
Annapolis,
Maryland
| US$1.89億 | +US$2747萬 | +17% | 1.63% | 107% | 90 | 13.33% | 2.4 |
|
| 4382 |
4382
Vesey Street Capital Partners
New York
| US$1.89億 | +US$1466萬 | +8% | 8.43% | 74.3% | 1 | 0% | 0.8 |
|
| 4383 |
4383
Northern Right Capital Management
Darien,
Connecticut
| US$1.89億 | +US$1929萬 | +11% | 2.81% | 187% | 26 | 26.92% | 1.6 |
|
| 4384 |
4384
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$1.89億 | -US$1043萬 | -5% | 5.53% | 70.4% | 55 | 10.91% | 0.9 |
|
| 4385 |
SCM
4385
Stamina Capital Management
New York
| US$1.88億 | +US$2352萬 | +14% | 7.91% | 292% | 60 | 75% | 0.6 |
|
| 4386 |
4386
G&S Capital
Denver,
Colorado
| US$1.88億 | +US$1889萬 | +11% | 3.18% | 85.6% | 100 | 20% | 2 |
|
| 4387 |
4387
Harbert Fund Advisors
Birmingham,
Alabama
| US$1.88億 | -US$1717萬 | -8% | 0.04% | 70.8% | 63 | 42.86% | 0.9 |
|
| 4388 |
4388
Delta Financial Advisors
New Orleans,
Louisiana
| US$1.88億 | -US$1216萬 | -6% | 5.07% | 107% | 115 | 4.35% | 2.9 |
|
| 4389 |
CSWG
4389
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$1.88億 | -US$796萬 | -4% | 5.79% | 76% | 97 | 15.46% | 1.8 |
|
| 4390 |
4390
Centerpoint Advisors
Needham,
Massachusetts
| US$1.88億 | -US$793萬 | -4% | 5.1% | 82.6% | 430 | 9.77% | 2.5 |
|
| 4391 |
4391
Axiom Financial Strategies
New Albany,
Indiana
| US$1.88億 | -US$203萬 | -1% | 4.03% | 59.8% | 78 | 7.69% | 2 |
|
| 4392 |
BE
4392
Bonness Enterprises
Washington,
District of Columbia
| US$1.88億 | -US$1172萬 | -6% | 5.68% | 98.6% | 41 | 2.44% | 8.3 |
|
| 4393 |
4393
KFA Private Wealth Group
Tysons,
Virginia
| US$1.88億 | +US$706萬 | +4% | 4.29% | 62.8% | 68 | 5.88% | 2.2 |
|
| 4394 |
4394
Little House Capital
Braintree,
Massachusetts
| US$1.88億 | +US$198萬 | +1% | 4.83% | 118% | 113 | 6.19% | 1.5 |
|
| 4395 |
4395
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$1.88億 | -US$1865萬 | -9% | 7.86% | 59.7% | 70 | 11.43% | 2.9 |
|
| 4396 |
MP
4396
Mediatel Partners
Fort Worth,
Texas
| US$1.88億 | -US$6340萬 | -25% | 25.2% | 1.96% | 3 | 0% | 6.3 |
|
| 4397 |
4397
S.R. Schill & Associates
Mercer Island,
Washington
| US$1.88億 | -US$1242萬 | -6% | 7.25% | 42.7% | 78 | 12.82% | 3.1 |
|
| 4398 |
4398
Accel Wealth Management
Waverly,
Iowa
| US$1.87億 | +US$1305萬 | +7% | 4.44% | 82.4% | 1,116 | 4.48% | 1.3 |
|
| 4399 |
4399
Oak Family Advisors
Chicago,
Illinois
| US$1.87億 | -US$1171萬 | -6% | 5.55% | 81.9% | 138 | 21.01% | 1.2 |
|
| 4400 |
4400
Wind River Trust Company
Jackson,
Wyoming
| US$1.87億 | -US$1912萬 | -9% | 6.65% | 70.6% | 9 | 0% | 7.1 |
|