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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
HWC
4751
Hill Winds Capital
High Falls,
New York
| US$1.89億 | +US$605萬 | +3% | 9.53% | 8.52% | 56 | 55.36% | 0.3 |
|
| 4752 |
4752
Stonebridge Financial Planning Group
Orlando,
Florida
| US$1.89億 | +US$1738萬 | +10% | 8.01% | 72.4% | 457 | 10.28% | 1.2 |
|
| 4753 |
4753
BCS Wealth Management
Johnson City,
Tennessee
| US$1.88億 | -US$2257萬 | -11% | 3.62% | 51% | 174 | 21.84% | 1 |
|
| 4754 |
4754
Waycross Partners
Louisville,
Kentucky
| US$1.88億 | +US$882萬 | +5% | 10.3% | 98.4% | 92 | 11.96% | 0.5 |
|
| 4755 |
WHAM
4755
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$1.88億 | +US$154萬 | +0.8% | 8.11% | 98.1% | 14 | 42.86% | 0.4 |
|
| 4756 |
4756
Fountainhead AM
Warren,
New Jersey
| US$1.88億 | -US$9,000 | -0% | 4.72% | 80.4% | 61 | 1.64% | 0.5 |
|
| 4757 |
4757
Eos Management LP
New York
| US$1.88億 | +US$1699萬 | +10% | 9.15% | 149% | 29 | 3.45% | 3.5 |
|
| 4758 |
4758
Detalus Advisors
St. Louis,
Missouri
| US$1.88億 | +US$1822萬 | +11% | 6.65% | 75.7% | 124 | 16.13% | 1.1 |
|
| 4759 |
4759
Tieton Capital Management
Yakima,
Washington
| US$1.88億 | +US$1426萬 | +8% | 7.27% | 172% | 35 | 5.71% | 3.6 |
|
| 4760 |
4760
Insight Wealth Partners
Plano,
Texas
| US$1.88億 | -US$1525萬 | -8% | 2.21% | 56.2% | 59 | 11.86% | 1 |
|
| 4761 |
4761
O'Keefe Stevens Advisory
Rochester,
New York
| US$1.88億 | +US$2834萬 | +18% | 11.9% | 208% | 43 | 13.95% | 2.9 |
|
| 4762 |
4762
Rede Wealth
Charlottesville,
Virginia
| US$1.88億 | +US$1494萬 | +9% | 6.94% | 84.4% | 110 | 9.09% | 0.4 |
|
| 4763 |
AIA
4763
Arcadia Investment Advisors
Eagle,
Idaho
| US$1.87億 | +US$525萬 | +3% | 5.78% | 56.4% | 248 | 58.06% | 0.8 |
|
| 4764 |
AFC
4764
AFT Forsyth & Company
West Palm Beach,
Florida
| US$1.87億 | +US$2050萬 | +12% | 11.9% | 135% | 165 | 10.91% | 4.4 |
|
| 4765 |
4765
Bull Street Advisors
Savannah,
Georgia
| US$1.87億 | +US$1006萬 | +6% | 4.49% | 48.5% | 94 | 1.06% | 1.6 |
|
| 4766 |
4766
AlphaCore Capital
La Jolla,
California
| US$1.87億 | +US$3763萬 | +25% | 6.08% | 91.5% | 83 | 45.78% | 0.8 |
|
| 4767 |
4767
Reliant Wealth Planning
Louisville,
Kentucky
| US$1.87億 | +US$1460萬 | +8% | 6.95% | 39.4% | 5 | 0% | 1.3 |
|
| 4768 |
4768
Selway Asset Management
| US$1.87億 | +US$1490萬 | +9% | 6.41% | 36.5% | 76 | 10.53% | 4 |
|
| 4769 |
4769
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.87億 | +US$1234萬 | +7% | 6.69% | 92.4% | 445 | 20.45% | 3.4 |
|
| 4770 |
4770
C-J Advisory
San Jose,
California
| US$1.86億 | +US$1478萬 | +9% | 5.63% | 39.2% | 34 | 5.88% | 3.7 |
|
| 4771 |
4771
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$1.86億 | +US$1265萬 | +7% | 5.23% | 28.2% | 103 | 4.85% | 2.4 |
|
| 4772 |
4772
Investors Financial Group
Plymouth,
Minnesota
| US$1.86億 | +US$1538萬 | +9% | 5.73% | – | 212 | 13.21% | 1 |
|
| 4773 |
4773
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.86億 | +US$1480萬 | +9% | 7.35% | 91% | 86 | 8.14% | 2.5 |
|
| 4774 |
4774
JLP Asset Management
New York
| US$1.86億 | +US$2943萬 | +19% | 13.7% | 16.1% | 34 | 8.82% | 1.7 |
|
| 4775 |
4775
Algebris (UK)
London,
United Kingdom
| US$1.86億 | -US$1.24億 | -40% | 1.36% | 17% | 40 | 72.5% | 0.5 |
|