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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$1.31億 | +US$439萬 | +3% | 4.98% | 60.6% | 91 | 23.08% | 0.6 |
|
| 5227 |
PBF
5227
Petix & Botte Financial
La Mesa,
California
| US$1.31億 | -US$440萬 | -3% | 4.55% | 51.2% | 71 | 8.45% | 2.3 |
|
| 5228 |
5228
Genesee Capital Advisors
Auburn,
New York
| US$1.31億 | -US$1174萬 | -8% | 4.03% | 107% | 97 | 16.49% | 0.8 |
|
| 5229 |
5229
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$1.31億 | -US$6008萬 | -31% | 5.25% | 137% | 104 | 24.04% | 3.9 |
|
| 5230 |
5230
Accretive Wealth Partners
Parsippany,
New Jersey
| US$1.31億 | -US$644萬 | -5% | 3.47% | 64.4% | 108 | 4.63% | 1.5 |
|
| 5231 |
SL
5231
SIB LLC
New York,
New York
| US$1.31億 | -US$178萬 | -1% | 2.24% | 29.2% | 19 | 5.26% | 7.1 |
|
| 5232 |
CIA
5232
Citadel Investment Advisory
Chesterland,
Ohio
| US$1.31億 | -US$1636萬 | -11% | 8.17% | 66.1% | 81 | 6.17% | 1.6 |
|
| 5233 |
5233
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$1.31億 | -US$1888萬 | -13% | 5.28% | – | 924 | 7.58% | 0.7 |
|
| 5234 |
5234
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$1.31億 | -US$1098萬 | -8% | 5.01% | 76% | 94 | 7.45% | 0.7 |
|
| 5235 |
5235
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$1.31億 | -US$8364萬 | -39% | 3.04% | 89.1% | 110 | 32.73% | 0.8 |
|
| 5236 |
5236
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$1.31億 | -US$832萬 | -6% | 6.67% | 72.4% | 83 | 32.53% | 0.8 |
|
| 5237 |
5237
Jefferies Financial Group
New York
| US$1.31億 | -US$1869萬 | -12% | 11.6% | 146% | 6 | 0% | 2.3 |
|
| 5238 |
5238
Profit Investment Management
North Bethesda,
Maryland
| US$1.31億 | -US$550萬 | -4% | 1.59% | 101% | 79 | 3.8% | 5.8 |
|
| 5239 |
5239
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| US$1.31億 | -US$993萬 | -7% | 5.88% | 44.5% | 72 | 20.83% | 0.7 |
|
| 5240 |
5240
Sturgeon Ventures
London,
United Kingdom
| US$1.3億 | -US$1845萬 | -12% | 0.86% | 85.9% | 42 | 40.48% | 1.9 |
|
| 5241 |
5241
Vance Wealth
Santa Clarita,
California
| US$1.3億 | +US$79.3萬 | +0.6% | 6.22% | 66.4% | 68 | 13.24% | 0.6 |
|
| 5242 |
SRAM
5242
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| US$1.3億 | -US$2388萬 | -16% | 0.49% | 74.7% | 161 | 29.19% | 0.6 |
|
| 5243 |
5243
Foresite Capital Management V
Larkspur,
California
| US$1.3億 | -US$1308萬 | -9% | 3.56% | 401% | 14 | 0% | 1.2 |
|
| 5244 |
5244
University of Massachusetts Foundation
Newton,
Massachusetts
| US$1.3億 | +US$1335萬 | +11% | 7.13% | 53.6% | 5 | 20% | 2.4 |
|
| 5245 |
5245
Hel Ved Capital Management
Central,
Hong Kong
| US$1.3億 | -US$3312萬 | -20% | 10.4% | 1,351% | 18 | 55.56% | 0.6 |
|
| 5246 |
5246
Zoom Communications
San Jose,
California
| US$1.3億 | +US$863萬 | +7% | 7.88% | 10.7% | 3 | 0% | 0.6 |
|
| 5247 |
LBC
5247
Lawrence B. Cohen
| US$1.3億 | -US$1059萬 | -8% | 4.38% | 41.8% | 68 | 14.71% | 5.1 |
|
| 5248 |
5248
Byrne Asset Management
Kingston,
New Jersey
| US$1.3億 | -US$572萬 | -4% | 4.32% | 126% | 567 | 17.64% | 0.6 |
|
| 5249 |
5249
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| US$1.3億 | -US$5295萬 | -29% | 3.19% | – | 71 | 28.17% | 0.3 |
|
| 5250 |
RWG
5250
Regal Wealth Group
Seal Beach,
California
| US$1.3億 | -US$898萬 | -6% | 4.37% | 17% | 49 | 12.24% | 5.5 |
|