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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
Level Financial Advisors
East Amherst,
New York
| US$2.02億 | +US$2343萬 | +13% | 8.2% | 44% | 293 | 8.19% | 1.5 |
|
| 5002 |
5002
Pine Brook Road Advisors
Bedford,
New York
| US$2.02億 | – | – | 6.13% | – | 3 | – | 0 |
|
| 5003 |
5003
Praetorian PR
Rincon,
Puerto Rico
| US$2.02億 | +US$64.9萬 | +0.3% | 8.07% | 80.3% | 28 | 53.57% | 0.7 |
|
| 5004 |
5004
Lowe Wealth Advisors
Columbia,
Maryland
| US$2.02億 | +US$1406萬 | +7% | 7.94% | 63.3% | 323 | 8.05% | 4.8 |
|
| 5005 |
5005
Scholtz & Company
Stamford,
Connecticut
| US$2.02億 | +US$5038萬 | +33% | 13.2% | 111% | 75 | 57.33% | 1.3 |
|
| 5006 |
5006
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$2.02億 | +US$7652萬 | +61% | 15% | 81.9% | 159 | 43.4% | 1.6 |
|
| 5007 |
5007
Brown Shipley & Co
London,
United Kingdom
| US$2.02億 | +US$2044萬 | +11% | 12.8% | 125% | 93 | 7.53% | 0.7 |
|
| 5008 |
5008
325 Capital
New York
| US$2.02億 | +US$8061萬 | +67% | 17.9% | 226% | 13 | 38.46% | 1 |
|
| 5009 |
5009
1776 Wealth
Atlanta,
Georgia
| US$2.02億 | +US$1252萬 | +7% | 12.1% | 115% | 154 | 29.87% | 2.1 |
|
| 5010 |
5010
Kinsale Capital Group
Richmond,
Virginia
| US$2.02億 | +US$2544萬 | +14% | 9.03% | 75.2% | 36 | 13.89% | 0.9 |
|
| 5011 |
HIC
5011
Harbor Island Capital
Topsfield,
Massachusetts
| US$2.02億 | +US$2854萬 | +16% | 17.4% | 218% | 15 | 0% | 5.4 |
|
| 5012 |
5012
Ameliora Wealth Management
Zurich,
Switzerland
| US$2.01億 | +US$3281萬 | +19% | 8.39% | 73.9% | 221 | 19.91% | 1.1 |
|
| 5013 |
5013
Libra Wealth
Los Gatos,
California
| US$2.01億 | +US$2059萬 | +11% | 10% | 66.1% | 52 | 3.85% | 1.4 |
|
| 5014 |
FFG
5014
Fortem Financial Group
Palm Desert,
California
| US$2.01億 | +US$3050萬 | +18% | 10.7% | 183% | 169 | 10.65% | 2 |
|
| 5015 |
5015
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$2.01億 | +US$1255萬 | +7% | 12.4% | 116% | 60 | 6.67% | 5.6 |
|
| 5016 |
5016
Sonata Capital Group
Seattle,
Washington
| US$2.01億 | +US$1364萬 | +7% | 11% | 66.5% | 116 | 14.66% | 6 |
|
| 5017 |
5017
Goepper Burkhardt
Greenville,
South Carolina
| US$2.01億 | +US$3704萬 | +23% | 9.62% | 50.4% | 83 | 24.1% | 2 |
|
| 5018 |
5018
Yeomans Consulting Group
Marietta,
Georgia
| US$2.01億 | – | – | 10.2% | – | 66 | – | 0 |
|
| 5019 |
5019
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$2.01億 | +US$3969萬 | +25% | 10.7% | 75.2% | 94 | 25.53% | 0.7 |
|
| 5020 |
IAMH
5020
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$2.01億 | +US$907萬 | +5% | 25.4% | 64.5% | 22 | 45.45% | 1 |
|
| 5021 |
5021
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$2億 | +US$1091萬 | +6% | 9.09% | 56.1% | 109 | 12.84% | 0.8 |
|
| 5022 |
5022
Jessup Wealth Management
Dayton,
Ohio
| US$2億 | +US$2660萬 | +15% | 16% | 181% | 65 | 35.38% | 0.7 |
|
| 5023 |
5023
Brown Miller Wealth Management
Mclean,
Virginia
| US$2億 | +US$2096萬 | +12% | 11.8% | 121% | 129 | 13.18% | 2.2 |
|
| 5024 |
5024
Ashburton (Jersey)
St Helier,
Jersey
| US$2億 | -US$538萬 | -3% | 9.69% | – | 55 | 1.82% | 3.5 |
|
| 5025 |
5025
Cambridge Financial Group
Columbus,
Ohio
| US$2億 | +US$1644萬 | +9% | 12% | – | 33 | 6.06% | 4.7 |
|