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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
BNC Wealth Management
Beaverton,
Oregon
| US$4.14億 | +US$5319萬 | +15% | 29.4% | 204% | 121 | 24.79% | 2.9 |
|
| 4402 |
4402
Siena Capital Partners
Chicago,
Illinois
| US$4.13億 | +US$2795萬 | +7% | 6.85% | 42.5% | 104 | 6.73% | 4.3 |
|
| 4403 |
SIM
4403
Synergy Investment Management
Altamonte Springs,
Florida
| US$4.13億 | +US$1.08億 | +35% | 14.8% | – | 1,200 | 33.67% | 0.3 |
|
| 4404 |
WA
4404
WP Advisors
San Francisco,
California
| US$4.13億 | +US$2679萬 | +7% | 13.7% | 113% | 128 | 17.19% | 4.7 |
|
| 4405 |
4405
JRM Investment Counsel
Omaha,
Nebraska
| US$4.13億 | +US$3789萬 | +10% | 8.06% | 65.1% | 21 | 0% | 6.2 |
|
| 4406 |
4406
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$4.13億 | +US$5034萬 | +14% | 8.13% | 41.2% | 118 | 23.73% | 1.8 |
|
| 4407 |
4407
Kanen Wealth Management
Coconut Creek,
Florida
| US$4.13億 | +US$1.35億 | +48% | 64.5% | 321% | 43 | 30.23% | 1 |
|
| 4408 |
4408
Hilltop Partners
Mishawaka,
Indiana
| US$4.12億 | +US$2268萬 | +6% | 17.2% | 64.9% | 157 | 24.2% | 1.9 |
|
| 4409 |
4409
Kiltearn Partners
Edinburgh,
United Kingdom
| US$4.12億 | +US$4046萬 | +11% | 9.11% | 46.8% | 29 | 13.79% | 3.2 |
|
| 4410 |
4410
EntryPoint Capital
New York
| US$4.12億 | +US$7085萬 | +21% | 15.5% | 40.3% | 1,002 | 50.4% | 0.4 |
|
| 4411 |
4411
TOBAM
Paris,
France
| US$4.12億 | +US$2776萬 | +7% | 13.4% | 76.5% | 287 | 23% | 2.8 |
|
| 4412 |
4412
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$4.12億 | +US$5133萬 | +14% | 13.8% | 67.6% | 211 | 11.85% | 2.5 |
|
| 4413 |
4413
McDonald Partners
Cleveland,
Ohio
| US$4.12億 | -US$1228萬 | -3% | 14.5% | 102% | 624 | 67.15% | 1.1 |
|
| 4414 |
4414
Accretive Wealth Partners
Parsippany,
New Jersey
| US$4.12億 | +US$5580萬 | +16% | 8.12% | 64.4% | 194 | 13.92% | 2.8 |
|
| 4415 |
4415
Taylor Hoffman Capital Management
Richmond,
Virginia
| US$4.12億 | +US$8701萬 | +27% | 34.4% | – | 123 | 6.5% | 1.6 |
|
| 4416 |
4416
Prism Advisors
Studio City,
California
| US$4.12億 | +US$3701萬 | +10% | 11.2% | 54.6% | 81 | 12.35% | 3.2 |
|
| 4417 |
4417
Endeavor Private Wealth
Topeka,
Kansas
| US$4.12億 | +US$6278萬 | +18% | 13.5% | – | 227 | 15.86% | 0.9 |
|
| 4418 |
4418
Inlet Private Wealth
Jupiter,
Florida
| US$4.11億 | +US$1976萬 | +5% | 18.4% | 111% | 135 | 6.67% | 4.8 |
|
| 4419 |
4419
Alpine Investment Management
Hong Kong
| US$4.11億 | +US$1039萬 | +3% | 7.14% | 33.7% | 15 | 53.33% | 0.6 |
|
| 4420 |
4420
Elevatus Welath Management
Victor,
New York
| US$4.11億 | +US$2.2億 | +115% | 43.4% | 270% | 255 | 49.41% | 0.9 |
|
| 4421 |
AV
4421
Aspiring Ventures
Cincinnati,
Ohio
| US$4.11億 | +US$8135萬 | +25% | 13.4% | – | 115 | 30.43% | 0.8 |
|
| 4422 |
FP
4422
Financial Perspectives
Minneapolis,
Minnesota
| US$4.11億 | +US$5266萬 | +15% | 16.7% | 104% | 737 | 4.07% | 4.8 |
|
| 4423 |
4423
Gavilan Investment Partners
Burlingame,
California
| US$4.11億 | +US$3847萬 | +10% | 8.38% | 113% | 15 | 6.67% | 2.7 |
|
| 4424 |
HCAL
4424
HURRICANE CAPITAL ADVISORS LLC
New York
| US$4.11億 | +US$8965萬 | +28% | 48.5% | – | 980 | 47.24% | 0.8 |
|
| 4425 |
4425
First Washington Corp
Seattle,
Washington
| US$4.11億 | +US$5707萬 | +16% | 34.1% | 153% | 55 | 16.36% | 4.9 |
|