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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
BIMC
5026
Benson Investment Management Company
Roanoke,
Virginia
| US$1.42億 | -US$1843萬 | -11% | 7.15% | 99.8% | 64 | 25% | 2.4 |
|
| 5027 |
OCP
5027
OCO Capital Partners
New York
| US$1.42億 | -US$662萬 | -4% | 4.76% | 679% | 5 | 40% | 1.2 |
|
| 5028 |
5028
Vienna Insurance Group
Warsaw,
Poland
| US$1.42億 | -US$584萬 | -4% | 1.67% | 230% | 37 | 8.11% | 1 |
|
| 5029 |
5029
Fairfield, Bush & Co
Darien,
Connecticut
| US$1.42億 | -US$2845萬 | -17% | 4.32% | 130% | 519 | 77.65% | 5.4 |
|
| 5030 |
5030
Garrison Asset Management
Fayetteville,
Arkansas
| US$1.42億 | -US$766萬 | -5% | 3.49% | 52.1% | 97 | 6.19% | 6.1 |
|
| 5031 |
5031
Sterneck Capital Management
Kansas City,
Missouri
| US$1.41億 | -US$777萬 | -5% | 6.84% | 61.5% | 97 | 9.28% | 4.2 |
|
| 5032 |
5032
Baugh & Associates
Atlanta,
Georgia
| US$1.41億 | -US$725萬 | -5% | 4.35% | 98.8% | 38 | 0% | 4.1 |
|
| 5033 |
5033
Bluestem Financial Advisors
Champaign,
Illinois
| US$1.41億 | -US$249萬 | -2% | 5.64% | 42.2% | 27 | 0% | 2.2 |
|
| 5034 |
5034
Trust Company of Kansas
Wichita,
Kansas
| US$1.41億 | -US$2916萬 | -17% | 5.95% | 100% | 49 | 12.24% | 2 |
|
| 5035 |
5035
Collaborative Wealth Management
Lake Mary,
Florida
| US$1.41億 | -US$1110萬 | -7% | 5.17% | 46.6% | 190 | 14.74% | 1.4 |
|
| 5036 |
5036
Howard Wealth Management
Madison,
Connecticut
| US$1.41億 | +US$4685萬 | +50% | 4.07% | 69.9% | 117 | 49.57% | 1.3 |
|
| 5037 |
SM
5037
Scoggin Management
New York
| US$1.41億 | -US$6953萬 | -33% | 5.97% | 889% | 62 | 45.16% | 0.9 |
|
| 5038 |
5038
Old West Investment Management
Los Angeles,
California
| US$1.41億 | -US$186萬 | -1% | 0.96% | 242% | 44 | 11.36% | 3.6 |
|
| 5039 |
5039
FOCUS Wealth Advisors
Houston,
Texas
| US$1.41億 | -US$480萬 | -3% | 2.72% | 68.7% | 50 | 20% | 1 |
|
| 5040 |
AFP
5040
Advus Financial Partners
Winter Park,
Florida
| US$1.41億 | -US$403萬 | -3% | 6.15% | 56.5% | 62 | 16.13% | 0.7 |
|
| 5041 |
5041
R.W. Roge & Company
Bohemia,
New York
| US$1.41億 | -US$456萬 | -3% | 3.02% | 76.3% | 39 | 10.26% | 2.1 |
|
| 5042 |
5042
Peterson Wealth Services
South Ogden,
Utah
| US$1.41億 | +US$231萬 | +2% | 3.62% | 160% | 88 | 6.82% | 0.7 |
|
| 5043 |
5043
Brown Miller Wealth Management
Mclean,
Virginia
| US$1.41億 | -US$599萬 | -4% | 6.11% | 121% | 126 | 20.63% | 1.4 |
|
| 5044 |
5044
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.41億 | -US$1598萬 | -10% | 6.76% | 47.9% | 95 | 13.68% | 2.6 |
|
| 5045 |
5045
Intergy Private Wealth
Colorado Springs,
Colorado
| US$1.41億 | +US$1415萬 | +11% | 6.39% | 73.8% | 71 | 26.76% | 0.5 |
|
| 5046 |
5046
JCP Investment Management
Houston,
Texas
| US$1.41億 | -US$24.5萬 | -0.2% | 1.06% | 94.7% | 19 | 42.11% | 0.4 |
|
| 5047 |
5047
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$1.41億 | -US$501萬 | -3% | 5.75% | 41.2% | 54 | 5.56% | 0.3 |
|
| 5048 |
5048
Connacht Asset Management
New York
| US$1.41億 | -US$9756萬 | -41% | 0.27% | 63.8% | 180 | 50% | 0.6 |
|
| 5049 |
5049
Lagoda Investment Management
New York
| US$1.41億 | -US$1032萬 | -7% | 1.79% | 250% | 39 | 5.13% | 4.6 |
|
| 5050 |
5050
Reliant Investment Management
Memphis,
Tennessee
| US$1.41億 | -US$184萬 | -1% | 2.15% | 129% | 56 | 19.64% | 2.7 |
|