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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 |
5026
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$2.62億 | +US$898萬 | +4% | 9.33% | 111% | 135 | 14.07% | 3.3 |
|
| 5027 |
5027
Sio Capital Management
New York
| US$2.62億 | -US$7396萬 | -22% | 1.1% | 564% | 64 | 34.38% | 0.8 |
|
| 5028 |
5028
Red Lighthouse Investment Management
New York
| US$2.62億 | +US$1637萬 | +7% | 8.3% | 71.1% | 119 | 15.13% | 2.1 |
|
| 5029 |
5029
Kanen Wealth Management
Coconut Creek,
Florida
| US$2.61億 | +US$1318萬 | +5% | 8.83% | 328% | 28 | 21.43% | 1.6 |
|
| 5030 |
5030
United Bank (Georgia)
Zebulon,
Georgia
| US$2.61億 | +US$1934萬 | +8% | 9.4% | 93.7% | 120 | 9.17% | 4.7 |
|
| 5031 |
5031
Lunt Capital Management
Holladay,
Utah
| US$2.61億 | -US$1357萬 | -5% | 3.97% | 36.9% | 97 | 18.56% | 1.4 |
|
| 5032 |
5032
Bayview Asset Management
Coral Gables,
Florida
| US$2.61億 | +US$2369萬 | +10% | 12% | 55.4% | 72 | 45.83% | 0.4 |
|
| 5033 |
5033
Discipline Wealth Solutions
Greenville,
South Carolina
| US$2.61億 | +US$5159萬 | +25% | 7.24% | 45.9% | 94 | 24.47% | 0.7 |
|
| 5034 |
5034
Samalin Investment Counsel
Chappaqua,
New York
| US$2.61億 | +US$1427萬 | +6% | 7.57% | 68.3% | 330 | 14.24% | 2.8 |
|
| 5035 |
5035
Bank OZK
Little Rock,
Arkansas
| US$2.61億 | +US$2047萬 | +9% | 9.99% | 112% | 149 | 7.38% | 6.3 |
|
| 5036 |
5036
MMA Asset Management
Conshohocken,
Pennsylvania
| US$2.61億 | +US$2340萬 | +10% | 7.95% | 61.2% | 169 | 25.44% | 1.9 |
|
| 5037 |
5037
Westshore Wealth
Newport Beach,
California
| US$2.61億 | +US$2427萬 | +10% | 9% | 58.8% | 101 | 11.88% | 3 |
|
| 5038 |
ODFS
5038
O'Donnell Financial Services
San Rafael,
California
| US$2.61億 | +US$1830萬 | +8% | 8.17% | 64.3% | 51 | 5.88% | 1.5 |
|
| 5039 |
EFM
5039
Eley Financial Management
South Burlington,
Vermont
| US$2.61億 | +US$1103萬 | +4% | 8.05% | 74.9% | 66 | 0% | 2.2 |
|
| 5040 |
5040
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$2.6億 | +US$2028萬 | +8% | 10.7% | 82% | 101 | 21.78% | 3 |
|
| 5041 |
5041
BIP Alliance
Atlanta,
Georgia
| US$2.6億 | +US$2389萬 | +10% | 8.38% | – | 53 | 15.09% | 0.5 |
|
| 5042 |
5042
Demars Financial Group
Spokane Valley,
Washington
| US$2.6億 | +US$2463萬 | +10% | 8.23% | 69.1% | 87 | 19.54% | 2.3 |
|
| 5043 |
5043
Highlander Partners
Dallas,
Texas
| US$2.6億 | +US$9863萬 | +61% | 20.9% | 241% | 52 | 17.31% | 1.6 |
|
| 5044 |
5044
Thomas Story & Son
Culver,
Indiana
| US$2.6億 | +US$326萬 | +1% | 1.43% | 101% | 52 | 7.69% | 7.2 |
|
| 5045 |
5045
5AM Venture Management
San Francisco,
California
| US$2.6億 | -US$429萬 | -2% | 32.5% | 546% | 31 | 6.45% | 1.9 |
|
| 5046 |
5046
Power Wealth Management
Alpharetta,
Georgia
| US$2.6億 | +US$1303萬 | +5% | 5.37% | 41.8% | 93 | 13.98% | 1.2 |
|
| 5047 |
5047
Crescent Park Management
East Palo Alto,
California
| US$2.6億 | +US$4541萬 | +21% | 19.8% | 87% | 38 | 13.16% | 1.9 |
|
| 5048 |
5048
Kaye Capital Management
El Segundo,
California
| US$2.6億 | +US$1505萬 | +6% | 7.32% | – | 45 | 11.11% | 1.7 |
|
| 5049 |
5049
Presidio Capital Management
San Diego,
California
| US$2.6億 | +US$1453萬 | +6% | 7.95% | 56.1% | 78 | 16.67% | 1.6 |
|
| 5050 |
5050
Lokken Investment Group
Lewes,
Delaware
| US$2.6億 | +US$2242萬 | +9% | 6.56% | 65.3% | 145 | 13.79% | 2.5 |
|