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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Rossby Financial
Melbourne,
Florida
| US$3.07億 | +US$3589萬 | +13% | 8.95% | – | 1,526 | 21.36% | 0.4 |
|
| 4777 |
4777
Luminvest Wealth Management
Scottsdale,
Arizona
| US$3.07億 | +US$2784萬 | +10% | 5.54% | 47.7% | 46 | 10.87% | 1.1 |
|
| 4778 |
4778
Passive Capital Management
Baltimore,
Maryland
| US$3.07億 | -US$1472萬 | -5% | 5.32% | 41% | 89 | 8.99% | 2.1 |
|
| 4779 |
4779
Nicollet Investment Management
Minneapolis,
Minnesota
| US$3.07億 | +US$800萬 | +3% | 8.68% | 104% | 73 | 2.74% | 4.9 |
|
| 4780 |
LAM
4780
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$3.06億 | +US$2229萬 | +8% | 10.2% | 124% | 54 | 3.7% | 3.3 |
|
| 4781 |
4781
Verity Asset Management
Durham,
North Carolina
| US$3.06億 | +US$9687萬 | +46% | 7.62% | 87% | 252 | 32.54% | 2.6 |
|
| 4782 |
4782
Seneca Financial Advisors
Rochester,
New York
| US$3.06億 | +US$4678萬 | +18% | 5.71% | 50.9% | 64 | 6.25% | 3 |
|
| 4783 |
4783
Starr Indemnity & Liability Company
New York
| US$3.06億 | +US$3307萬 | +12% | 12.4% | – | 4 | 0% | 0.4 |
|
| 4784 |
LJHT
4784
Laurie J. Hall Trustee
| US$3.06億 | +US$364萬 | +1% | 5.9% | 105% | 117 | 7.69% | 8.6 |
|
| 4785 |
4785
Briaud Financial Planning
College Station,
Texas
| US$3.06億 | +US$5247萬 | +21% | 11.5% | 113% | 366 | 90.44% | 1.7 |
|
| 4786 |
4786
Transatlantique Private Wealth
New York
| US$3.06億 | +US$3368萬 | +12% | 8.82% | 88.7% | 234 | 17.95% | 2.1 |
|
| 4787 |
4787
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$3.06億 | +US$1.22億 | +67% | 27.3% | – | 2 | 50% | 0.4 |
|
| 4788 |
4788
Silchester International Investors
London,
United Kingdom
| US$3.06億 | -US$1.6億 | -34% | 0.82% | 53.9% | 3 | 0% | 1.7 |
|
| 4789 |
4789
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$3.05億 | +US$2575萬 | +9% | 11% | 125% | 74 | 8.11% | 5.5 |
|
| 4790 |
4790
Timonier Family Office
Winston Salem,
North Carolina
| US$3.05億 | +US$3783萬 | +14% | 6.4% | – | 58 | 6.9% | 0.7 |
|
| 4791 |
4791
First American Financial Corporation
Santa Ana,
California
| US$3.05億 | +US$1151萬 | +4% | 31.8% | 83% | 3 | 0% | 1.8 |
|
| 4792 |
4792
Paragon Private Wealth Management
Lexington,
Kentucky
| US$3.05億 | +US$5403萬 | +22% | 8.78% | 104% | 219 | 15.53% | 1.8 |
|
| 4793 |
4793
Oxford Asset Management
Oxford,
United Kingdom
| US$3.05億 | -US$10萬 | -0% | 10.8% | – | 798 | 82.46% | 0.1 |
|
| 4794 |
4794
Yukon Wealth Management
Overland Park,
Kansas
| US$3.05億 | +US$2551萬 | +9% | 9.68% | – | 134 | 17.16% | 0.4 |
|
| 4795 |
4795
Boone Capital Management
Atlanta,
Georgia
| US$3.05億 | +US$7178萬 | +31% | 59.3% | 278% | 19 | 57.89% | 0.4 |
|
| 4796 |
4796
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| US$3.05億 | – | – | 9.72% | – | 24 | – | 0 |
|
| 4797 |
BE
4797
Bonness Enterprises
Washington,
District of Columbia
| US$3.05億 | -US$54.8萬 | -0.2% | 1.91% | 98.6% | 38 | 0% | 11.5 |
|
| 4798 |
4798
Highland Peak Capital
Old Greenwich,
Connecticut
| US$3.05億 | +US$3722萬 | +14% | 17% | 247% | 20 | 60% | 0.3 |
|
| 4799 |
4799
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$3.05億 | -US$190萬 | -0.6% | 5.28% | 62.6% | 150 | 10.67% | 2.4 |
|
| 4800 |
4800
Consilio Wealth Advisors
Bellevue,
Washington
| US$3.04億 | +US$2403萬 | +9% | 6.81% | 82% | 99 | 16.16% | 1.6 |
|