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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Pecaut & Co
Sioux City,
Iowa
| US$3.01億 | +US$733萬 | +2% | 3.64% | 62.8% | 84 | 10.71% | 3.8 |
|
| 4602 |
PWMG
4602
Private Wealth Management Group
Princeton,
New Jersey
| US$3.01億 | +US$3003萬 | +11% | 8.53% | 63.2% | 1,624 | 17.24% | 1.2 |
|
| 4603 |
WIM
4603
WIM Investment Management
Hong Kong
| US$3.01億 | +US$6133萬 | +26% | 30.5% | – | 21 | 42.86% | 0.4 |
|
| 4604 |
4604
BridgePort Financial Solutions
Fairfield,
Iowa
| US$3.01億 | +US$7918萬 | +36% | 8.67% | – | 202 | 23.27% | 0.4 |
|
| 4605 |
4605
Vishria Bird Financial Group
Memphis,
Tennessee
| US$3.01億 | +US$650萬 | +2% | 8.76% | 74.3% | 94 | 17.02% | 3 |
|
| 4606 |
CCP
4606
Caden Capital Partners
Santa Monica,
California
| US$3.01億 | -US$2312萬 | -7% | 1.5% | 19.1% | 12 | 8.33% | 1.5 |
|
| 4607 |
FP
4607
FFG Partners
Fort Lauderdale,
Florida
| US$3.01億 | +US$5778萬 | +24% | 28.8% | 277% | 37 | 40.54% | 0.8 |
|
| 4608 |
4608
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$3.01億 | +US$2497萬 | +9% | 5.79% | 46.9% | 178 | 11.8% | 2.8 |
|
| 4609 |
4609
CJM Wealth Advisers
Falls Church,
Virginia
| US$3億 | +US$1729萬 | +6% | 9.49% | 76.8% | 73 | 13.7% | 2.5 |
|
| 4610 |
4610
Holowesko Partners
Nassau,
Bahamas
| US$3億 | +US$3287萬 | +12% | 1.08% | 56.1% | 30 | 6.67% | 3.5 |
|
| 4611 |
4611
Elevatus Welath Management
Victor,
New York
| US$3億 | +US$1.24億 | +70% | 24.1% | 270% | 135 | 39.26% | 1 |
|
| 4612 |
4612
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$3億 | +US$1949萬 | +7% | 8.77% | 74.9% | 161 | 5.59% | 5.4 |
|
| 4613 |
IAS
4613
Investment Advisory Services
The Woodlands,
Texas
| US$3億 | +US$2334萬 | +8% | 7.49% | 74.9% | 132 | 13.64% | 3.4 |
|
| 4614 |
4614
PL Capital Advisors
Naples,
Florida
| US$3億 | +US$194萬 | +0.7% | 4.09% | 86.4% | 28 | 14.29% | 4.5 |
|
| 4615 |
4615
Accel Wealth Management
Waverly,
Iowa
| US$3億 | +US$2295萬 | +8% | 8.7% | 82.4% | 280 | 12.5% | 2.5 |
|
| 4616 |
4616
Visualize Group
New York
| US$3億 | -US$406萬 | -1% | 5.31% | – | 14 | 21.43% | 0.5 |
|
| 4617 |
4617
Socorro Asset Management
Dallas,
Texas
| US$3億 | +US$979萬 | +3% | 5.83% | 43.8% | 35 | 11.43% | 2.8 |
|
| 4618 |
4618
One Advisory Partners
Overland Park,
Kansas
| US$2.99億 | +US$6535萬 | +28% | 10.4% | 58.3% | 63 | 26.98% | 1.8 |
|
| 4619 |
4619
Sterling Financial Planning
Sparta,
New Jersey
| US$2.99億 | +US$2360萬 | +9% | 6.63% | 59.3% | 117 | 7.69% | 3.3 |
|
| 4620 |
SHFA
4620
SS&H Financial Advisors
Troy,
Michigan
| US$2.99億 | +US$3127萬 | +12% | 11.7% | – | 128 | 8.59% | 2.7 |
|
| 4621 |
4621
Arch Venture Management
Chicago,
Illinois
| US$2.99億 | +US$9289萬 | +45% | 5.62% | 228% | 11 | 18.18% | 1.5 |
|
| 4622 |
4622
Investment Management Associates
Greenwood Village,
Colorado
| US$2.99億 | +US$5436萬 | +22% | 7.6% | 50.4% | 30 | 26.67% | 2.2 |
|
| 4623 |
4623
Pinnacle Financial Group
Western Springs,
Illinois
| US$2.99億 | +US$2351萬 | +9% | 6.63% | 59.1% | 105 | 13.33% | 2 |
|
| 4624 |
AIA
4624
AIMZ Investment Advisors
Los Altos,
California
| US$2.99億 | +US$1227萬 | +4% | 6.96% | 81.3% | 131 | 5.34% | 6.9 |
|
| 4625 |
4625
Nicollet Investment Management
Minneapolis,
Minnesota
| US$2.99億 | +US$1412萬 | +5% | 12.1% | 104% | 73 | 4.11% | 4.7 |
|