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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Acima Private Wealth
Richmond,
Virginia
| US$2.93億 | +US$1479萬 | +5% | 6.92% | 51.1% | 187 | 7.49% | 5.4 |
|
| 4677 |
4677
Sea Cliff Partners Management
San Francisco,
California
| US$2.93億 | +US$1496萬 | +5% | 8.84% | – | 18 | 33.33% | 0.6 |
|
| 4678 |
4678
Arch Capital Group
Pembroke,
Bermuda
| US$2.93億 | -US$6529萬 | -18% | 0.46% | 2.89% | 4 | 0% | 2.8 |
|
| 4679 |
4679
Intergy Private Wealth
Colorado Springs,
Colorado
| US$2.93億 | +US$3010萬 | +11% | 10.4% | 73.8% | 104 | 12.5% | 2.1 |
|
| 4680 |
4680
Wealth Management Resources
Smithfield,
Rhode Island
| US$2.93億 | +US$1731萬 | +6% | 4.41% | 37.7% | 34 | 8.82% | 2.6 |
|
| 4681 |
4681
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$2.93億 | +US$3707萬 | +14% | 13.8% | 178% | 75 | 28% | 3 |
|
| 4682 |
4682
Taylor Hoffman Capital Management
Richmond,
Virginia
| US$2.93億 | +US$2279萬 | +8% | 9.17% | – | 119 | 4.2% | 0.7 |
|
| 4683 |
4683
Hobbs Group Advisors
Columbia,
South Carolina
| US$2.92億 | +US$2936萬 | +11% | 7.56% | – | 165 | 22.42% | 1.1 |
|
| 4684 |
4684
Fusion Capital
Mt. Pleasant,
South Carolina
| US$2.92億 | +US$2999萬 | +11% | 8.21% | 108% | 93 | 17.2% | 3.3 |
|
| 4685 |
4685
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| US$2.92億 | +US$9648萬 | +49% | 22.2% | 116% | 22 | 13.64% | 1.9 |
|
| 4686 |
4686
United Community Bank
Greenville,
South Carolina
| US$2.92億 | +US$2394萬 | +9% | 4.8% | 72.7% | 542 | 17.34% | 1.7 |
|
| 4687 |
4687
Financial Life Advisors
San Antonio,
Texas
| US$2.92億 | +US$2397萬 | +9% | 7.56% | 47% | 51 | 5.88% | 3.2 |
|
| 4688 |
4688
Veracity Capital
Atlanta,
Georgia
| US$2.92億 | +US$3404萬 | +13% | 12.7% | 149% | 254 | 15.75% | 2.6 |
|
| 4689 |
4689
Northern Right Capital Management
Darien,
Connecticut
| US$2.92億 | +US$4708萬 | +19% | 25.1% | 187% | 28 | 32.14% | 2.2 |
|
| 4690 |
4690
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$2.92億 | +US$4660萬 | +19% | 16.9% | 70.2% | 20 | 15% | 1.8 |
|
| 4691 |
SAMT
4691
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$2.92億 | +US$4243萬 | +17% | 8.96% | 68.4% | 81 | 16.05% | 3.7 |
|
| 4692 |
4692
TFG Advisers
Auburn Hills,
Michigan
| US$2.92億 | +US$1627萬 | +6% | 7.91% | 61.8% | 212 | 3.77% | 4.7 |
|
| 4693 |
4693
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.92億 | +US$407萬 | +1% | 1.5% | 13.4% | 4 | 0% | 8.1 |
|
| 4694 |
TM
4694
TigerOak Management
Albuquerque,
New Mexico
| US$2.92億 | +US$3283萬 | +13% | 13.8% | – | 118 | 11.86% | 0.4 |
|
| 4695 |
PAM
4695
Pegasus Asset Management
Montebello,
New York
| US$2.92億 | +US$4203萬 | +17% | 13.6% | 101% | 74 | 16.22% | 4.8 |
|
| 4696 |
4696
Vectors Research Management
New York
| US$2.92億 | +US$581萬 | +2% | 7.8% | 71.4% | 125 | 12% | 4.3 |
|
| 4697 |
4697
Prevatt Capital
Nassau,
Bahamas
| US$2.91億 | -US$1238萬 | -4% | 11.1% | – | 14 | 35.71% | 1.2 |
|
| 4698 |
4698
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$2.91億 | +US$2169萬 | +8% | 8.02% | 59.3% | 104 | 6.73% | 2.2 |
|
| 4699 |
4699
Oldfield Partners
London,
United Kingdom
| US$2.91億 | -US$5114萬 | -15% | 10% | 98% | 25 | 24% | 4.5 |
|
| 4700 |
4700
Oldfather Financial Services
Kearney,
Nebraska
| US$2.91億 | +US$2750萬 | +10% | 7.84% | 60.8% | 86 | 11.63% | 3.5 |
|