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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.7億 | +US$1750萬 | +11% | 8.65% | 47.9% | 99 | 14.14% | 2 |
|
| 4977 |
4977
VCU Investment Management
Richmond,
Virginia
| US$1.7億 | -US$1931萬 | -10% | 2.39% | – | 8 | 12.5% | 2.5 |
|
| 4978 |
4978
Fullen Financial Group
Columbus,
Ohio
| US$1.7億 | +US$1339萬 | +9% | 3.98% | 28.4% | 60 | 3.33% | 0.9 |
|
| 4979 |
4979
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$1.7億 | +US$1565萬 | +10% | 7.64% | 61.1% | 70 | 18.57% | 0.4 |
|
| 4980 |
TI
4980
Truehand Inc
Strafford,
New Hampshire
| US$1.7億 | +US$605萬 | +4% | 4.8% | 86.9% | 202 | 2.48% | 2.2 |
|
| 4981 |
4981
JSF Financial
Los Angeles,
California
| US$1.7億 | +US$1040萬 | +7% | 6.77% | 91% | 101 | 4.95% | 1.4 |
|
| 4982 |
4982
RFG Holdings
Argyle,
Texas
| US$1.7億 | +US$1000萬 | +6% | 4.15% | 74.2% | 33 | 12.12% | 0.4 |
|
| 4983 |
4983
IronBridge Private Wealth
Austin,
Texas
| US$1.7億 | +US$1228萬 | +8% | 11.7% | 143% | 313 | 22.68% | 0.4 |
|
| 4984 |
4984
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$1.7億 | +US$890萬 | +6% | 4.65% | 54.4% | 160 | 6.25% | 2.6 |
|
| 4985 |
4985
Red Spruce Capital
Berwyn,
Pennsylvania
| US$1.69億 | +US$1216萬 | +8% | 8.26% | 98.4% | 91 | 4.4% | 1.3 |
|
| 4986 |
4986
IMS Capital Management
Portland,
Oregon
| US$1.69億 | +US$1062萬 | +7% | 4.6% | 119% | 140 | 19.29% | 3.2 |
|
| 4987 |
4987
Portland Hill Asset Management
London,
United Kingdom
| US$1.69億 | +US$2159萬 | +15% | 10.9% | 30.2% | 33 | 3.03% | 2.6 |
|
| 4988 |
RWG
4988
Regal Wealth Group
Seal Beach,
California
| US$1.69億 | -US$89.8萬 | -0.5% | 5.65% | 17% | 267 | 82.4% | 4.4 |
|
| 4989 |
EWG
4989
Executive Wealth Group
Kirkland,
Washington
| US$1.69億 | +US$657萬 | +4% | 4.94% | 14.9% | 48 | 6.25% | 2.6 |
|
| 4990 |
4990
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$1.69億 | +US$1951萬 | +13% | 12.8% | 114% | 12 | 0% | 0.5 |
|
| 4991 |
4991
Intel Corp
Santa Clara,
California
| US$1.69億 | +US$3234萬 | +24% | 22.9% | 9.79% | 4 | 25% | 0.4 |
|
| 4992 |
4992
Harrington Investments
Napa,
California
| US$1.69億 | +US$898萬 | +6% | 7.89% | 109% | 80 | 6.25% | 3.2 |
|
| 4993 |
4993
Van Leeuwen & Company
Princeton,
New Jersey
| US$1.69億 | +US$1658萬 | +11% | 9.78% | 75.4% | 81 | 34.57% | 1.2 |
|
| 4994 |
4994
Sustainable Insight Capital Management
New York
| US$1.69億 | +US$1842萬 | +12% | 7.27% | 168% | 145 | 38.62% | 0.9 |
|
| 4995 |
4995
BCGM Wealth Management
Lafayette,
Indiana
| US$1.69億 | +US$2243萬 | +15% | 5.46% | 58.3% | 100 | 9% | 0.5 |
|
| 4996 |
CSA
4996
Cottage Street Advisors
Marion,
Massachusetts
| US$1.68億 | +US$1605萬 | +11% | 8.23% | 95.8% | 100 | 11% | 3.1 |
|
| 4997 |
LFWA
4997
LBJ Family Wealth Advisors
Austin,
Texas
| US$1.68億 | +US$944萬 | +6% | 7.47% | 64.9% | 22 | 13.64% | 5.4 |
|
| 4998 |
4998
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.68億 | +US$914萬 | +6% | 6.09% | 68.7% | 27 | 3.7% | 5.6 |
|
| 4999 |
4999
VeraBank
Henderson,
Texas
| US$1.68億 | +US$1418萬 | +9% | 6.5% | 69.5% | 120 | 7.5% | 1.9 |
|
| 5000 |
5000
Game Plan Financial Advisors
Westlake,
Ohio
| US$1.68億 | +US$1293萬 | +8% | 8.85% | 107% | 113 | 16.81% | 0.7 |
|