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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Cowen Prime Advisors
New York
| US$1.74億 | -US$156萬 | -0.9% | 5.96% | 116% | 178 | 2.25% | 5.5 |
|
| 4552 |
4552
First Pacific Financial
Vancouver,
Washington
| US$1.74億 | -US$3888萬 | -18% | 5.48% | 53.6% | 110 | 11.82% | 1.4 |
|
| 4553 |
LAM
4553
LifePro Asset Management
San Diego,
California
| US$1.74億 | -US$1915萬 | -10% | 7.69% | 49% | 136 | 61.03% | 0.9 |
|
| 4554 |
4554
Triatomic Management
Palo Alto,
California
| US$1.74億 | +US$6506萬 | +60% | 10.6% | – | 61 | 45.9% | 0.4 |
|
| 4555 |
4555
Satovsky Asset Management
New York
| US$1.74億 | +US$286萬 | +2% | 4.71% | 53.6% | 34 | 5.88% | 1.4 |
|
| 4556 |
TL
4556
TowerView LLC
New York
| US$1.74億 | -US$1287萬 | -7% | 2.64% | 16.3% | 35 | 14.29% | 3 |
|
| 4557 |
4557
Copperwynd Financial
Scottsdale,
Arizona
| US$1.74億 | +US$373萬 | +2% | 2.77% | 90% | 128 | 10.94% | 2.7 |
|
| 4558 |
4558
Radcliff Management
New York
| US$1.74億 | +US$2832萬 | +19% | 22.1% | 47.6% | 2 | 0% | 0.8 |
|
| 4559 |
DLG
4559
Daniel L. Goodwin
| US$1.74億 | -US$828萬 | -5% | 2.81% | 72.6% | 97 | 15.46% | 4 |
|
| 4560 |
4560
RBA Wealth Management
Newport Beach,
California
| US$1.74億 | -US$676萬 | -4% | 4.16% | 91% | 95 | 12.63% | 1 |
|
| 4561 |
4561
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| US$1.74億 | -US$450萬 | -3% | 5.84% | – | 45 | 20% | 1.2 |
|
| 4562 |
4562
Global Financial Private Client
Sarasota,
Florida
| US$1.74億 | -US$352萬 | -2% | 4.21% | 100% | 684 | 8.33% | 2 |
|
| 4563 |
4563
INCA Investments
Miami,
Florida
| US$1.73億 | -US$567萬 | -3% | 3.79% | 120% | 13 | 23.08% | 2.8 |
|
| 4564 |
4564
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$1.73億 | -US$1689萬 | -9% | 9.12% | 21.8% | 110 | 11.82% | 0.7 |
|
| 4565 |
4565
&Partners
Nashville,
Tennessee
| US$1.73億 | -US$27.3萬 | -0.2% | 5.46% | 78.4% | 200 | 12.5% | 1.9 |
|
| 4566 |
4566
JNE Partners
London,
United Kingdom
| US$1.73億 | +US$1971萬 | +13% | 4.46% | 100% | 15 | 20% | 1.2 |
|
| 4567 |
4567
Congress Park Capital
Saratoga Springs,
New York
| US$1.73億 | +US$811萬 | +5% | 1.45% | 99.9% | 145 | 20% | 2.4 |
|
| 4568 |
4568
Northwest Capital Management
Lake Oswego,
Oregon
| US$1.73億 | -US$1827萬 | -10% | 5.91% | 57% | 98 | 16.33% | 2.5 |
|
| 4569 |
4569
Solidarity Wealth
Lehi,
Utah
| US$1.73億 | -US$1296萬 | -7% | 5.72% | 85.9% | 124 | 20.97% | 0.4 |
|
| 4570 |
AWA
4570
Aquire Wealth Advisors
South Jordan,
Utah
| US$1.72億 | +US$93萬 | +0.5% | 6.34% | 60.2% | 35 | 5.71% | 0.7 |
|
| 4571 |
ZCM
4571
Zenyatta Capital Management
Dover,
Delaware
| US$1.72億 | +US$4079萬 | +31% | 0.44% | – | 59 | 61.02% | 0.3 |
|
| 4572 |
4572
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$1.72億 | -US$398萬 | -2% | 4.07% | 207% | 56 | 23.21% | 3.8 |
|
| 4573 |
4573
Interactive Financial Advisors
New Lenox,
Illinois
| US$1.72億 | -US$2675萬 | -13% | 4.9% | 47.6% | 174 | 13.22% | 4.7 |
|
| 4574 |
4574
Exeter Financial
Scottsdale,
Arizona
| US$1.72億 | -US$706萬 | -4% | 5.06% | 59.1% | 89 | 4.49% | 3.7 |
|
| 4575 |
4575
Bullseye Asset Management
Denver,
Colorado
| US$1.72億 | -US$536萬 | -3% | 4.15% | 81% | 90 | 6.67% | 2 |
|