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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Corbenic Partners
Bethlehem,
Pennsylvania
| US$1.38億 | – | – | 7.63% | – | 181 | – | 2.6 |
|
| 4502 |
4502
Norway Savings Bank
Portland,
Maine
| US$1.38億 | +US$1510萬 | +12% | 6.56% | 117% | 274 | 9.12% | 2.4 |
|
| 4503 |
CIM
4503
Coastal Investment Management
Los Angeles,
California
| US$1.38億 | – | – | 13.4% | – | 12 | – | 0 |
|
| 4504 |
4504
Madrona Financial Services
Everett,
Washington
| US$1.38億 | +US$151萬 | +1% | 5.78% | 85.1% | 60 | 5% | 2.1 |
|
| 4505 |
4505
Birchview Capital
Burlington,
Vermont
| US$1.38億 | -US$1250萬 | -8% | 23.6% | 315% | 58 | 24.14% | 2.2 |
|
| 4506 |
4506
Newport Wealth Strategies
Irvine,
California
| US$1.38億 | +US$2781萬 | +25% | 8.3% | 51.5% | 98 | 18.37% | 1.3 |
|
| 4507 |
4507
Polaris Venture Management Co V
Boston,
Massachusetts
| US$1.37億 | -US$3850萬 | -22% | 12.4% | 281% | 11 | 0% | 3.4 |
|
| 4508 |
4508
First Financial Corp
Terre Haute,
Indiana
| US$1.37億 | +US$920萬 | +7% | 7.67% | 95.3% | 388 | 7.47% | 4.2 |
|
| 4509 |
FBT
4509
First Bank & Trust
Brookings,
South Dakota
| US$1.37億 | +US$474萬 | +4% | 5.75% | 85.6% | 419 | 8.83% | 1.8 |
|
| 4510 |
LWPC
4510
Legacy Wealth Partners (California)
Calabasas,
California
| US$1.37億 | – | – | 8.09% | – | 87 | – | 0 |
|
| 4511 |
4511
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.37億 | +US$702萬 | +5% | 9.83% | 91% | 78 | 8.97% | 2.5 |
|
| 4512 |
4512
Detalus Advisors
St. Louis,
Missouri
| US$1.37億 | – | – | 4.69% | 75.7% | 102 | – | 0 |
|
| 4513 |
4513
CWS Financial Advisors
Kalamazoo,
Michigan
| US$1.37億 | – | – | 2.9% | 55.7% | 124 | – | 0 |
|
| 4514 |
4514
Baugh & Associates
Atlanta,
Georgia
| US$1.37億 | +US$795萬 | +6% | 8.94% | 98.8% | 41 | 2.44% | 1.9 |
|
| 4515 |
4515
Diametric Capital
Boston,
Massachusetts
| US$1.37億 | +US$1568萬 | +13% | 18.6% | 175% | 163 | 64.42% | 0.4 |
|
| 4516 |
4516
Stone House Investment Management
Tunkhannock,
Pennsylvania
| US$1.37億 | -US$6370萬 | -32% | 3.98% | 57.9% | 50 | 62% | 1.1 |
|
| 4517 |
4517
NKCFO LLC
Geneva,
Illinois
| US$1.37億 | +US$127萬 | +0.9% | 8.61% | 237% | 113 | 32.74% | 0.6 |
|
| 4518 |
4518
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.37億 | – | – | 5.31% | 51.3% | 135 | – | 1.1 |
|
| 4519 |
4519
EPG Wealth Management
Atlanta,
Georgia
| US$1.37億 | – | – | 7.28% | 108% | 665 | – | 0 |
|
| 4520 |
4520
Clearstead Trust
Portland,
Maine
| US$1.36億 | +US$821萬 | +6% | 6.85% | 124% | 211 | 15.64% | 1.9 |
|
| 4521 |
4521
Mittleman Investment Management
Melville,
New York
| US$1.36億 | -US$346萬 | -2% | 5.34% | 11.6% | 7 | 0% | 3.8 |
|
| 4522 |
4522
Piper Sandler & Co
Minneapolis,
Minnesota
| US$1.36億 | +US$2118萬 | +18% | 0.21% | 0.05% | 28 | 32.14% | 0.2 |
|
| 4523 |
4523
University of Maryland Foundation
Adelphi,
Maryland
| US$1.36億 | – | – | 4.61% | 54.9% | 8 | – | 0 |
|
| 4524 |
4524
Ballast Advisors
Woodbury,
Minnesota
| US$1.36億 | – | – | 9.4% | 73.9% | 163 | – | 0 |
|
| 4525 |
SL
4525
SIB LLC
New York,
New York
| US$1.36億 | -US$513萬 | -4% | 9.92% | 29.2% | 26 | 15.38% | 5.6 |
|