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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Adaptive Financial Consulting
Beachwood,
Ohio
| US$1.6億 | +US$1145萬 | +8% | 5.48% | 33.4% | 18 | 5.56% | 1.3 |
|
| 5102 |
5102
Ridgecrest Wealth Partners
Mill Valley,
California
| US$1.6億 | +US$5520萬 | +53% | 5.69% | 103% | 111 | 18.92% | 0.2 |
|
| 5103 |
5103
Roubaix Capital
Denver,
Colorado
| US$1.6億 | +US$1210萬 | +8% | 11.1% | 174% | 59 | 42.37% | 0.6 |
|
| 5104 |
5104
Northstar Advisory Group
Northfield,
New Jersey
| US$1.6億 | +US$2913萬 | +22% | 7.72% | 141% | 112 | 15.18% | 0.4 |
|
| 5105 |
5105
Prosight Management
Dallas,
Texas
| US$1.6億 | +US$3780萬 | +31% | 6.58% | 39.5% | 54 | 46.3% | 0.6 |
|
| 5106 |
5106
CNB Bank
Clearfield,
Pennsylvania
| US$1.6億 | +US$1537萬 | +11% | 7.42% | 106% | 419 | 11.22% | 2.4 |
|
| 5107 |
5107
Centennial Wealth Advisory
Traverse City,
Michigan
| US$1.6億 | +US$841萬 | +6% | 4.69% | 63% | 102 | 41.18% | 0.3 |
|
| 5108 |
5108
Kelso & Company
New York
| US$1.6億 | -US$2032萬 | -11% | 38.8% | – | 1 | 0% | 0.3 |
|
| 5109 |
5109
Clarus Wealth Advisors
Peoria,
Arizona
| US$1.6億 | +US$5.3萬 | +0% | 6.84% | 89.7% | 142 | 38.03% | 1.6 |
|
| 5110 |
5110
R.W. Roge & Company
Bohemia,
New York
| US$1.6億 | +US$1165萬 | +8% | 5.84% | 76.3% | 42 | 11.9% | 1.2 |
|
| 5111 |
5111
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$1.59億 | +US$963萬 | +6% | 5.58% | 63.8% | 98 | 3.06% | 1.2 |
|
| 5112 |
5112
Vienna Insurance Group
Warsaw,
Poland
| US$1.59億 | +US$5446萬 | +52% | 13.4% | 230% | 27 | 44.44% | 0.3 |
|
| 5113 |
5113
FSA Wealth Management
Needham,
Massachusetts
| US$1.59億 | +US$979萬 | +7% | 6.42% | – | 45 | 8.89% | 1.4 |
|
| 5114 |
5114
LDR Capital Management
New York
| US$1.59億 | +US$2722萬 | +21% | 6.51% | 28.4% | 44 | 36.36% | 0.5 |
|
| 5115 |
5115
Red Cedar Capital
Omaha,
Nebraska
| US$1.59億 | +US$922萬 | +6% | 8.46% | 43% | 158 | 4.43% | 2.9 |
|
| 5116 |
5116
Newman & Schimel
Deerfield,
Illinois
| US$1.59億 | +US$961萬 | +6% | 6.19% | – | 48 | 4.17% | 0.5 |
|
| 5117 |
5117
Ascension Capital Advisors
Houston,
Texas
| US$1.59億 | +US$1144萬 | +8% | 5.6% | 59.3% | 31 | 6.45% | 1 |
|
| 5118 |
5118
Mendel Money Management
Northbrook,
Illinois
| US$1.59億 | +US$587萬 | +4% | 7.36% | 88.8% | 70 | 4.29% | 3.3 |
|
| 5119 |
5119
Catawba River Capital
Lake Wylie,
South Carolina
| US$1.59億 | +US$977萬 | +7% | 6.3% | 89.5% | 30 | 16.67% | 0.8 |
|
| 5120 |
5120
Alethea Capital Management
Mercer Island,
Washington
| US$1.59億 | -US$500萬 | -3% | 12.4% | 275% | 112 | 55.36% | 1.8 |
|
| 5121 |
5121
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.59億 | +US$1594萬 | +11% | 5.08% | 51.3% | 100 | 8% | 1.6 |
|
| 5122 |
5122
State of Wyoming
Cheyenne,
Wyoming
| US$1.59億 | +US$9786萬 | +161% | 10.3% | 135% | 1,254 | 59.33% | 0.1 |
|
| 5123 |
5123
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$1.59億 | +US$1417萬 | +10% | 8.69% | 128% | 89 | 10.11% | 1.2 |
|
| 5124 |
5124
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.59億 | +US$502萬 | +3% | 5.51% | 79.1% | 287 | 9.76% | 2.8 |
|
| 5125 |
SC
5125
Sovarnum Capital
New York
| US$1.59億 | +US$2596萬 | +20% | 6.26% | – | 91 | 34.07% | 0.7 |
|