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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
Eclectic Associates
Fullerton,
California
| US$2.25億 | +US$579萬 | +3% | 0.59% | 53.8% | 93 | 7.53% | 2.4 |
|
| 4977 |
4977
Stephens Group
Little Rock,
Arkansas
| US$2.25億 | -US$2598萬 | -10% | 6.01% | 45% | 4 | 0% | 2.3 |
|
| 4978 |
4978
Tiemann Investment Advisors
Menlo Park,
California
| US$2.25億 | +US$105萬 | +0.5% | 3.48% | 77% | 200 | 5.5% | 6.5 |
|
| 4979 |
4979
Sandy Cove Advisors
Hingham,
Massachusetts
| US$2.25億 | +US$764萬 | +4% | 2.86% | 78% | 122 | 9.84% | 1.8 |
|
| 4980 |
4980
SWMG LLC
Fort Worth,
Texas
| US$2.25億 | +US$246萬 | +1% | 1.74% | 68.7% | 108 | 21.3% | 1.6 |
|
| 4981 |
AFP
4981
Advus Financial Partners
Winter Park,
Florida
| US$2.25億 | -US$23萬 | -0.1% | 1.53% | 56.5% | 60 | 3.33% | 1.9 |
|
| 4982 |
4982
Elmwood Wealth Management
Berkeley,
California
| US$2.25億 | -US$911萬 | -4% | 0.88% | 42.1% | 126 | 5.56% | 3.4 |
|
| 4983 |
4983
Saiph Capital
Wyckoff,
New Jersey
| US$2.24億 | +US$909萬 | +4% | 3.66% | 52.4% | 54 | 12.96% | 1.6 |
|
| 4984 |
WCM
4984
Wunderlich Capital Managemnt
Memphis,
Tennessee
| US$2.24億 | +US$222萬 | +1% | 1.94% | 33.6% | 114 | 15.79% | 4.5 |
|
| 4985 |
WA
4985
Win Advisors
Palm Beach Gardens,
Florida
| US$2.24億 | -US$303萬 | -1% | 6.27% | 266% | 86 | 80.23% | 0.2 |
|
| 4986 |
4986
Daventry Group
New York
| US$2.24億 | -US$2617萬 | -10% | 6.96% | 26.2% | 10 | 20% | 1.6 |
|
| 4987 |
4987
Whelan Financial
Fresno,
California
| US$2.24億 | +US$483萬 | +2% | 1.09% | 64.6% | 42 | 4.76% | 1.8 |
|
| 4988 |
AIC
4988
Anthracite Investment Company
Fort Worth,
Texas
| US$2.24億 | -US$5023萬 | -18% | 0.59% | – | 114 | 41.23% | 0.4 |
|
| 4989 |
4989
Jacobsen Capital Management
Salt Lake City,
Utah
| US$2.24億 | +US$822萬 | +4% | 3.25% | 97.3% | 102 | 14.71% | 1.8 |
|
| 4990 |
4990
Brown Financial Advisors
Milford,
Ohio
| US$2.24億 | – | – | 1.22% | – | 219 | – | 0 |
|
| 4991 |
4991
California First Leasing Corp
Newport Beach,
California
| US$2.24億 | +US$887萬 | +4% | 3.13% | 352% | 43 | 11.63% | 1.7 |
|
| 4992 |
4992
Monarch Alternative Capital
New York
| US$2.24億 | -US$126萬 | -0.6% | 3.32% | 497% | 6 | 16.67% | 0.8 |
|
| 4993 |
4993
Breakwater Investment Management
Seattle,
Washington
| US$2.24億 | +US$623萬 | +3% | 2.06% | – | 329 | 8.21% | 0.2 |
|
| 4994 |
4994
Trinity Financial Advisors
Columbus,
Ohio
| US$2.23億 | +US$118萬 | +0.5% | 1.49% | 74.5% | 89 | 23.6% | 1.5 |
|
| 4995 |
4995
Hassell Wealth Management
Houma,
Louisiana
| US$2.23億 | +US$6551萬 | +42% | 0.57% | 49.7% | 27 | 11.11% | 1 |
|
| 4996 |
4996
Evernest Financial Advisors
Carmel,
Indiana
| US$2.23億 | +US$1189萬 | +6% | 2.76% | – | 130 | 5.38% | 2.2 |
|
| 4997 |
4997
Consilio Wealth Advisors
Bellevue,
Washington
| US$2.23億 | +US$945萬 | +4% | 3.08% | 66.4% | 65 | 4.62% | 1.4 |
|
| 4998 |
4998
Beaconlight Capital
New York
| US$2.23億 | -US$2779萬 | -11% | 2.71% | 282% | 38 | 36.84% | 1.4 |
|
| 4999 |
4999
Machina Capital
Paris,
France
| US$2.23億 | +US$3299萬 | +17% | 2.85% | 42.5% | 367 | 64.31% | 0.3 |
|
| 5000 |
OIA
5000
Optimum Investment Advisors
Chicago,
Illinois
| US$2.23億 | +US$509萬 | +2% | 5.88% | 125% | 666 | 8.26% | 5.8 |
|