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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
Alpha Financial Advisors
Charlotte,
North Carolina
| US$2.84億 | +US$2528萬 | +10% | 5.96% | 41.6% | 63 | 6.35% | 1.6 |
|
| 5002 |
IP
5002
Investment Partners
New Philadelphia,
Ohio
| US$2.84億 | +US$1980萬 | +7% | 7.94% | 83.2% | 162 | 7.41% | 5.7 |
|
| 5003 |
5003
FullCircle Wealth
Dallas,
Texas
| US$2.84億 | +US$1583萬 | +6% | 5.49% | – | 273 | 10.26% | 0.9 |
|
| 5004 |
5004
Theory Financial
Fort Collins,
Colorado
| US$2.84億 | +US$2010萬 | +8% | 5.6% | 54.5% | 93 | 12.9% | 1.7 |
|
| 5005 |
5005
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$2.84億 | +US$1741萬 | +7% | 7.86% | 80.3% | 129 | 7.75% | 3.5 |
|
| 5006 |
5006
Engle Capital Management
Greenwich,
Connecticut
| US$2.84億 | -US$4812萬 | -15% | 13.7% | 398% | 33 | 54.55% | 0.8 |
|
| 5007 |
5007
Future Fund LLC
Chicago,
Illinois
| US$2.83億 | +US$5940萬 | +27% | 8.42% | 93.1% | 175 | 5.71% | 0.5 |
|
| 5008 |
5008
University of Illinois Foundation
Champaign,
Illinois
| US$2.83億 | +US$3254萬 | +13% | 11.8% | – | 20 | 70% | 0.5 |
|
| 5009 |
5009
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$2.83億 | +US$3898萬 | +16% | 9.31% | 108% | 935 | 16.9% | 2.2 |
|
| 5010 |
5010
Meritech Capital Associates V
Palo Alto,
California
| US$2.83億 | +US$4348萬 | +18% | 19.5% | 133% | 2 | 0% | 4.6 |
|
| 5011 |
5011
Members Advisory Group
Williamsville,
New York
| US$2.83億 | +US$1674萬 | +6% | 6.94% | 70.6% | 41 | 14.63% | 1.3 |
|
| 5012 |
5012
Bank OZK
Little Rock,
Arkansas
| US$2.83億 | +US$2186萬 | +8% | 7.61% | 112% | 152 | 7.24% | 6.4 |
|
| 5013 |
5013
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.83億 | +US$1472萬 | +5% | 11% | 64.4% | 82 | 4.88% | 7.7 |
|
| 5014 |
5014
Midwest Heritage Bank
West Des Moines,
Iowa
| US$2.82億 | +US$1660萬 | +6% | 5.87% | 52.2% | 59 | 1.69% | 2.5 |
|
| 5015 |
CCM
5015
Consolidated Capital Management
Burbank,
California
| US$2.82億 | +US$561萬 | +2% | 7.09% | 166% | 55 | 16.36% | 3.3 |
|
| 5016 |
5016
Elmwood Wealth Management
Berkeley,
California
| US$2.82億 | +US$2998萬 | +12% | 5.46% | 42.1% | 144 | 13.19% | 3.8 |
|
| 5017 |
5017
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| US$2.82億 | -US$511萬 | -2% | 9.06% | – | 3 | 33.33% | 0.5 |
|
| 5018 |
5018
Chaney Capital Management
Lynnwood,
Washington
| US$2.82億 | +US$2705萬 | +11% | 7.22% | – | 39 | 12.82% | 1.4 |
|
| 5019 |
5019
First Citizens Asset Management
Raleigh,
North Carolina
| US$2.82億 | -US$10.3萬 | -0% | 5.84% | 48.4% | 28 | 7.14% | 2.4 |
|
| 5020 |
WMA
5020
Wealth Management Associates
Cherry Hill,
New Jersey
| US$2.82億 | +US$2483萬 | +10% | 10.5% | 111% | 242 | 14.46% | 3.5 |
|
| 5021 |
5021
Regents Gate Capital
London,
United Kingdom
| US$2.82億 | -US$140萬 | -0.5% | 1.7% | – | 59 | 59.32% | 0.2 |
|
| 5022 |
5022
Medallion Wealth Advisors
Farmington,
Connecticut
| US$2.82億 | +US$2284萬 | +9% | 6.57% | – | 1,129 | 5.05% | 0.7 |
|
| 5023 |
5023
Bourne Lent Asset Management
Pawling,
New York
| US$2.81億 | +US$2310萬 | +9% | 12.7% | 95.1% | 63 | 1.59% | 7.3 |
|
| 5024 |
ODFS
5024
O'Donnell Financial Services
San Rafael,
California
| US$2.81億 | +US$2057萬 | +8% | 7.27% | 64.3% | 58 | 18.97% | 1.6 |
|
| 5025 |
5025
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$2.81億 | +US$2916萬 | +12% | 6.04% | 52% | 94 | 14.89% | 2 |
|