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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Hixon Zuercher
Findlay,
Ohio
| US$1.62億 | +US$570萬 | +4% | 9.16% | 101% | 60 | 15% | 2.3 |
|
| 5002 |
5002
MYDA Advisors
Woodmere,
New York
| US$1.62億 | -US$5059萬 | -24% | 10.7% | 232% | 190 | 76.32% | 0.5 |
|
| 5003 |
LFGO
5003
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$1.62億 | – | – | 7.72% | 64.2% | 62 | – | 0 |
|
| 5004 |
KA
5004
Kailix Advisors
Fort Lauderdale,
Florida
| US$1.62億 | – | – | 7.79% | 16.3% | 8 | – | 0 |
|
| 5005 |
5005
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.62億 | +US$1980萬 | +14% | 14.8% | 68.7% | 26 | 0% | 7.3 |
|
| 5006 |
5006
Safeguard Investment Advisory Group
Corona,
California
| US$1.62億 | +US$1621萬 | +11% | 6.64% | 84.3% | 101 | 8.91% | 1.5 |
|
| 5007 |
I2I
5007
Insight 2811 Inc
Chicago,
Illinois
| US$1.62億 | +US$1385萬 | +9% | 4.31% | 31.3% | 102 | 26.47% | 3.3 |
|
| 5008 |
5008
Carmel Capital Management
Carmel,
California
| US$1.62億 | +US$894萬 | +6% | 12.9% | 247% | 36 | 5.56% | 0.9 |
|
| 5009 |
5009
Altman Advisors
Chicago,
Illinois
| US$1.62億 | +US$365萬 | +2% | 9.61% | 143% | 97 | 16.49% | 2.2 |
|
| 5010 |
5010
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$1.62億 | +US$1156萬 | +8% | 9.47% | 98.6% | 133 | 16.54% | 3.8 |
|
| 5011 |
5011
Constitution Capital
Shelton,
Connecticut
| US$1.62億 | +US$1244萬 | +8% | 9.26% | 91.1% | 71 | 18.31% | 1.5 |
|
| 5012 |
5012
West Branch Capital
Amherst,
Massachusetts
| US$1.62億 | +US$100萬 | +0.6% | 8.92% | 156% | 486 | 10.08% | 1.8 |
|
| 5013 |
5013
Royal Harbor Partners
Houston,
Texas
| US$1.62億 | +US$1558萬 | +11% | 7.59% | 54.6% | 79 | 22.78% | 1.5 |
|
| 5014 |
5014
Sterling Investment Counsel
Buffalo,
New York
| US$1.62億 | +US$2493萬 | +18% | 6.25% | 93.8% | 157 | 15.92% | 0.8 |
|
| 5015 |
5015
Round Hill Asset Management
Pasadena,
California
| US$1.62億 | +US$1457萬 | +10% | 12.9% | 43.2% | 60 | 5% | 4.5 |
|
| 5016 |
5016
GS Investments
Minneapolis,
Minnesota
| US$1.62億 | +US$1065萬 | +7% | 10.9% | 108% | 155 | 4.52% | 2.1 |
|
| 5017 |
WWMSC
5017
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$1.62億 | +US$2676萬 | +20% | 6.23% | 36.4% | 747 | 70.55% | 2.6 |
|
| 5018 |
5018
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$1.62億 | +US$1484萬 | +10% | 5.99% | 58.9% | 73 | 24.66% | 1.4 |
|
| 5019 |
5019
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$1.61億 | +US$1564萬 | +11% | 9.63% | 86.2% | 78 | 7.69% | 3.4 |
|
| 5020 |
5020
Hutner Capital Management
Manchester,
Vermont
| US$1.61億 | +US$1845萬 | +13% | 12.4% | 52.2% | 44 | 0% | 5 |
|
| 5021 |
5021
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$1.61億 | +US$1361萬 | +9% | 11.4% | 60.3% | 21 | 28.57% | 0.6 |
|
| 5022 |
5022
PFG Private Wealth Management
Lutz,
Florida
| US$1.61億 | +US$887萬 | +6% | 7.38% | 52.6% | 437 | 31.58% | 1 |
|
| 5023 |
5023
Shaker Investments
Cleveland,
Ohio
| US$1.61億 | +US$1200萬 | +8% | 9.49% | 216% | 86 | 17.44% | 3.1 |
|
| 5024 |
5024
Stone Asset Management
Austin,
Texas
| US$1.61億 | +US$773萬 | +5% | 7.39% | – | 44 | 9.09% | 0.9 |
|
| 5025 |
CL
5025
COWA LLC
Tulsa,
Oklahoma
| US$1.61億 | +US$920萬 | +6% | 12.5% | 67.7% | 354 | 67.51% | 1.5 |
|