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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
RFG Holdings
Argyle,
Texas
| US$2.83億 | +US$2061萬 | +8% | 4.16% | 74.2% | 53 | 11.32% | 1.1 |
|
| 4502 |
4502
Sykon Capital
Harrison,
New York
| US$2.83億 | +US$1826萬 | +7% | 6.23% | 63.7% | 114 | 39.47% | 0.7 |
|
| 4503 |
4503
Patriot Financial Partners
Radnor,
Pennsylvania
| US$2.83億 | +US$2879萬 | +11% | 14.9% | 16.6% | 9 | 11.11% | 4.9 |
|
| 4504 |
4504
RIA Advisory Group
Des Moines,
Iowa
| US$2.83億 | – | – | 5.88% | – | 128 | – | 0.7 |
|
| 4505 |
IAS
4505
Investment Advisory Services
The Woodlands,
Texas
| US$2.83億 | +US$1025萬 | +4% | 6.42% | 74.9% | 122 | 8.2% | 3.3 |
|
| 4506 |
4506
Honeycomb Asset Management
New York
| US$2.83億 | -US$1.02億 | -26% | 9.92% | 49% | 39 | 74.36% | 0.3 |
|
| 4507 |
4507
Almitas Capital
Santa Monica,
California
| US$2.83億 | +US$4247萬 | +18% | 7.82% | 86.1% | 89 | 38.2% | 1.1 |
|
| 4508 |
HCAL
4508
HURRICANE CAPITAL ADVISORS LLC
New York
| US$2.83億 | -US$324萬 | -1% | 9.52% | – | 675 | 50.67% | 0.4 |
|
| 4509 |
4509
Cutler Capital Management
Worcester,
Massachusetts
| US$2.83億 | +US$2669萬 | +10% | 7.53% | 39.7% | 115 | 7.83% | 3.2 |
|
| 4510 |
4510
Phraction Management
Colchester,
Connecticut
| US$2.83億 | +US$917萬 | +3% | 5.25% | 106% | 72 | 11.11% | 1.7 |
|
| 4511 |
4511
Pecaut & Co
Sioux City,
Iowa
| US$2.83億 | +US$1825萬 | +7% | 7.52% | 62.8% | 78 | 15.38% | 3.7 |
|
| 4512 |
4512
Sandbox Financial Partners
Bethesda,
Maryland
| US$2.83億 | +US$2168萬 | +8% | 4.69% | 69.6% | 110 | 13.64% | 2.1 |
|
| 4513 |
4513
HT Partners
Centerbrook,
Connecticut
| US$2.83億 | -US$36.2萬 | -0.1% | 5.83% | 71.1% | 53 | 9.43% | 5.2 |
|
| 4514 |
4514
Oak Asset Management
Westlake Village,
California
| US$2.82億 | +US$931萬 | +3% | 6.99% | 91.8% | 107 | 6.54% | 2 |
|
| 4515 |
4515
Droms Strauss Advisors
St. Louis,
Missouri
| US$2.82億 | +US$609萬 | +2% | 5.97% | 74.5% | 68 | 10.29% | 3.3 |
|
| 4516 |
4516
LCNB Corp
Lebanon,
Ohio
| US$2.82億 | +US$1465萬 | +5% | 6.41% | 83.1% | 183 | 6.01% | 4.7 |
|
| 4517 |
4517
CWS Financial Advisors
Kalamazoo,
Michigan
| US$2.82億 | +US$2803萬 | +11% | 7.01% | 55.7% | 122 | 13.93% | 3.1 |
|
| 4518 |
LCM
4518
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$2.82億 | +US$503萬 | +2% | 8.08% | 883% | 21 | 33.33% | 0.9 |
|
| 4519 |
4519
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$2.82億 | +US$1397萬 | +5% | 7.02% | 71.9% | 95 | 4.21% | 6 |
|
| 4520 |
4520
Evexia Wealth
Stevens Point,
Wisconsin
| US$2.82億 | +US$1563萬 | +6% | 8.98% | 95% | 66 | 7.58% | 1.1 |
|
| 4521 |
CHA
4521
Carmichael Hill & Associates
Gaithersburg,
Maryland
| US$2.82億 | +US$2700萬 | +11% | 6.96% | 39.7% | 818 | 8.31% | 3.6 |
|
| 4522 |
4522
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$2.82億 | +US$2126萬 | +8% | 7.38% | 91.5% | 181 | 6.08% | 1.9 |
|
| 4523 |
4523
Iyo Bank
Matsuyama,
Japan
| US$2.82億 | -US$2.7萬 | -0% | 3.6% | 145% | 36 | 2.78% | 2.2 |
|
| 4524 |
4524
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$2.82億 | +US$2028萬 | +8% | 6.97% | 106% | 47 | 6.38% | 3.8 |
|
| 4525 |
4525
First Citizens Asset Management
Raleigh,
North Carolina
| US$2.81億 | +US$1311萬 | +5% | 5.64% | 48.4% | 33 | 9.09% | 1.7 |
|