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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
FSA
5251
Financial Services Advisory
Rockville,
Maryland
| US$2.6億 | +US$5240萬 | +25% | 7.56% | 82.5% | 72 | 41.67% | 1 |
|
| 5252 |
5252
American Financial Group
Cincinnati,
Ohio
| US$2.59億 | -US$715萬 | -3% | 9.52% | 30.6% | 61 | 3.28% | 6.6 |
|
| 5253 |
5253
1776 Wealth
Atlanta,
Georgia
| US$2.59億 | +US$1664萬 | +7% | 11.9% | 115% | 154 | 16.23% | 3 |
|
| 5254 |
CAM
5254
CPA Asset Management
West Palm Beach,
Florida
| US$2.59億 | +US$2150萬 | +9% | 6.38% | 53.3% | 90 | 8.89% | 2.1 |
|
| 5255 |
5255
Consilium Wealth Advisory
Richardson,
Texas
| US$2.59億 | +US$2216萬 | +9% | 7.72% | 126% | 101 | 11.88% | 2.3 |
|
| 5256 |
5256
Plum Street Advisors
New Orleans,
Louisiana
| US$2.59億 | +US$3234萬 | +14% | 6.94% | 54.3% | 97 | 16.49% | 1.3 |
|
| 5257 |
5257
Tanglewood Legacy Advisors
Houston,
Texas
| US$2.59億 | +US$1514萬 | +6% | 6.7% | 69.1% | 288 | 6.94% | 2.3 |
|
| 5258 |
5258
Foresite Capital Management VI
Larkspur,
California
| US$2.59億 | +US$8098萬 | +46% | 81.5% | – | 21 | 47.62% | 0.6 |
|
| 5259 |
5259
Yorkville Advisors Global
Mountainside,
New Jersey
| US$2.59億 | +US$4817萬 | +23% | 16.8% | – | 44 | 79.55% | 0.1 |
|
| 5260 |
5260
Aspen Investment Management
Grand Rapids,
Michigan
| US$2.59億 | +US$2104萬 | +9% | 6.96% | 92.6% | 158 | 12.66% | 6.6 |
|
| 5261 |
5261
Muzinich & Co
New York
| US$2.59億 | +US$2837萬 | +12% | 6.81% | 13.5% | 60 | 36.67% | 7.4 |
|
| 5262 |
5262
First Citizens Investor Services
Raleigh,
North Carolina
| US$2.59億 | – | – | 5.87% | – | 23 | – | 0 |
|
| 5263 |
HRC
5263
Hoertkorn Richard Charles
| US$2.59億 | +US$2243萬 | +9% | 10.8% | 182% | 79 | 1.27% | 8.4 |
|
| 5264 |
5264
Wealth Quarterback
Toms River,
New Jersey
| US$2.59億 | +US$4763萬 | +23% | 9.07% | 109% | 157 | 13.38% | 2.6 |
|
| 5265 |
5265
Colorado Capital Management
Boulder,
Colorado
| US$2.59億 | +US$2520萬 | +11% | 7.54% | 60.4% | 105 | 5.71% | 5.1 |
|
| 5266 |
5266
GE Investment Management
Norwalk,
Connecticut
| US$2.58億 | +US$3720萬 | +17% | 16.8% | – | 4 | 0% | 1.6 |
|
| 5267 |
5267
Stonehearth Capital Management
Danvers,
Massachusetts
| US$2.58億 | +US$1695萬 | +7% | 7.51% | 87.5% | 98 | 8.16% | 3.2 |
|
| 5268 |
5268
Ranch Capital Advisors
Sarasota,
Florida
| US$2.58億 | +US$2775萬 | +12% | 8.55% | 99.2% | 158 | 14.56% | 3.6 |
|
| 5269 |
5269
My Personal CFO LLC
Vancouver,
Washington
| US$2.58億 | +US$3823萬 | +17% | 5.88% | 83.4% | 159 | 83.02% | 0.8 |
|
| 5270 |
5270
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$2.58億 | +US$2705萬 | +12% | 5.88% | – | 95 | 2.11% | 0.7 |
|
| 5271 |
5271
EntryPoint Capital
New York
| US$2.58億 | +US$5872萬 | +29% | 6.41% | 40.3% | 912 | 64.8% | 0.3 |
|
| 5272 |
MAS
5272
Madden Advisory Services
Jacksonville,
Florida
| US$2.58億 | +US$2356萬 | +10% | 5.99% | 58.4% | 110 | 14.55% | 5.6 |
|
| 5273 |
5273
Vantage Point Financial
Lisle,
Illinois
| US$2.58億 | +US$3011萬 | +13% | 8.28% | – | 159 | 9.43% | 0.6 |
|
| 5274 |
5274
River Street Advisors
Aurora,
Illinois
| US$2.58億 | +US$2575萬 | +11% | 8.78% | 93.5% | 168 | 6.55% | 1.8 |
|
| 5275 |
5275
Cambridge Financial Group
Columbus,
Ohio
| US$2.58億 | +US$5967萬 | +30% | 8.84% | – | 34 | 5.88% | 5.1 |
|