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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Independence Financial Advisors
Franklin,
New Hampshire
| US$2.57億 | -US$591萬 | -2% | 7.59% | – | 52 | 11.54% | 0.2 |
|
| 5077 |
WMA
5077
Wealth Management Associates
Cherry Hill,
New Jersey
| US$2.57億 | +US$2360萬 | +10% | 12.2% | 111% | 227 | 10.13% | 3.5 |
|
| 5078 |
5078
Saiph Capital
Wyckoff,
New Jersey
| US$2.57億 | +US$4739萬 | +23% | 9.89% | 60.7% | 66 | 27.27% | 1.7 |
|
| 5079 |
5079
Private Client Services
Louisville,
Kentucky
| US$2.57億 | +US$5458萬 | +27% | 8.59% | 72% | 230 | 33.91% | 0.8 |
|
| 5080 |
5080
Advisor Resource Council
Dallas,
Texas
| US$2.57億 | -US$9.8億 | -79% | 9.89% | 84.8% | 623 | 74% | 0.4 |
|
| 5081 |
5081
Washington State Investment Board
Olympia,
Washington
| US$2.56億 | -US$392萬 | -2% | 12.9% | 274% | 2 | 0% | 3.9 |
|
| 5082 |
5082
Campbell Capital Management
Miami,
Florida
| US$2.56億 | +US$8493萬 | +50% | 14.7% | 123% | 80 | 62.5% | 1.8 |
|
| 5083 |
5083
FSA Wealth Management
Needham,
Massachusetts
| US$2.56億 | +US$2071萬 | +9% | 10.6% | – | 562 | 11.92% | 1.5 |
|
| 5084 |
5084
TOBAM
Paris,
France
| US$2.56億 | +US$2224萬 | +10% | 5.76% | 76.5% | 284 | 22.54% | 3.1 |
|
| 5085 |
5085
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$2.56億 | +US$1433萬 | +6% | 6.56% | 66% | 259 | 8.11% | 2.2 |
|
| 5086 |
5086
Global Assets Advisory
Orlando,
Florida
| US$2.56億 | -US$2.75億 | -52% | 12% | 95.9% | 301 | 39.87% | 0.6 |
|
| 5087 |
5087
Brown Financial Advisors
Milford,
Ohio
| US$2.56億 | +US$1366萬 | +6% | 8.99% | – | 145 | 15.17% | 0.8 |
|
| 5088 |
5088
Lowe Wealth Advisors
Columbia,
Maryland
| US$2.56億 | +US$2080萬 | +9% | 7.05% | 63.3% | 378 | 5.03% | 5.1 |
|
| 5089 |
5089
Exane Asset Management
Paris,
France
| US$2.56億 | +US$8433萬 | +49% | 6.6% | 74.5% | 33 | 42.42% | 0.7 |
|
| 5090 |
5090
Reliant Wealth Planning
Louisville,
Kentucky
| US$2.56億 | +US$3695萬 | +17% | 7.12% | 46.6% | 42 | 30.95% | 1.2 |
|
| 5091 |
5091
BKM Wealth Management
Brookfield,
Wisconsin
| US$2.56億 | +US$1311萬 | +5% | 7.75% | 69.6% | 161 | 4.35% | 1.3 |
|
| 5092 |
5092
Tieton Capital Management
Yakima,
Washington
| US$2.56億 | +US$3714萬 | +17% | 26.2% | 155% | 35 | 5.71% | 5.5 |
|
| 5093 |
5093
Stonebridge Capital Management
Los Angeles,
California
| US$2.56億 | +US$2439萬 | +11% | 11.8% | – | 88 | 5.68% | 8.4 |
|
| 5094 |
5094
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$2.56億 | +US$3530萬 | +16% | 8.75% | 73.2% | 111 | 10.81% | 6.1 |
|
| 5095 |
MCF
5095
MKA Charitable Fund
San Francisco,
California
| US$2.56億 | +US$2290萬 | +10% | 10.8% | 17.1% | 1 | 0% | 1.5 |
|
| 5096 |
5096
Intel Corp
Santa Clara,
California
| US$2.56億 | +US$8681萬 | +51% | 58.6% | 9.79% | 2 | 0% | 2.1 |
|
| 5097 |
5097
BHK Investment Advisors
Birmingham,
Alabama
| US$2.55億 | +US$1888萬 | +8% | 7.1% | 58.8% | 63 | 1.59% | 4.8 |
|
| 5098 |
5098
West Oak Capital
Westlake Village,
California
| US$2.55億 | -US$329萬 | -1% | 10.7% | 110% | 327 | 10.7% | 6.6 |
|
| 5099 |
5099
Maryland Capital Advisors
Chester,
Maryland
| US$2.55億 | +US$2862萬 | +13% | 4.77% | – | 276 | 18.12% | 2.5 |
|
| 5100 |
5100
Rakuten Securities
Tokyo,
Japan
| US$2.55億 | +US$5690萬 | +29% | 45.2% | 999% | 895 | 14.19% | 1.1 |
|