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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Claris Advisors
St. Louis,
Missouri
| US$1.94億 | -US$424萬 | -2% | 0.58% | 68.9% | 58 | 6.9% | 1.6 |
|
| 5377 |
5377
Nova R Wealth
Overland Park,
Kansas
| US$1.94億 | +US$246萬 | +1% | 2.8% | 60.7% | 85 | 8.24% | 1.6 |
|
| 5378 |
5378
Forza Wealth Management
Sarasota,
Florida
| US$1.94億 | +US$167萬 | +0.9% | 0.19% | 69.8% | 177 | 6.21% | 1.3 |
|
| 5379 |
5379
Stevens Capital Partners
Omaha,
Nebraska
| US$1.94億 | +US$2587萬 | +15% | 3.01% | 76.3% | 61 | 8.2% | 1.2 |
|
| 5380 |
5380
May Barnhard Investments
Bethesda,
Maryland
| US$1.94億 | -US$598萬 | -3% | 0.26% | 65.4% | 84 | 7.14% | 0.5 |
|
| 5381 |
5381
Tabor Asset Management
New York
| US$1.94億 | -US$4651萬 | -19% | 2.57% | 214% | 59 | 66.1% | 0.6 |
|
| 5382 |
5382
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.94億 | -US$339萬 | -2% | 3.52% | 151% | 109 | 12.84% | 1.9 |
|
| 5383 |
5383
Revolution Growth Management Company
Washington,
District of Columbia
| US$1.94億 | -US$1140萬 | -6% | 12.9% | 23.5% | 4 | 50% | 1.9 |
|
| 5384 |
5384
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$1.93億 | +US$1662萬 | +9% | 4.02% | 83.9% | 105 | 4.76% | 2 |
|
| 5385 |
5385
BCK Partners
Corning,
New York
| US$1.93億 | +US$656萬 | +4% | 0.48% | 46% | 30 | 3.33% | 2.7 |
|
| 5386 |
5386
HF Advisory Group
Annapolis,
Maryland
| US$1.93億 | +US$1457萬 | +8% | 1.72% | 73.2% | 165 | 6.67% | 1.2 |
|
| 5387 |
5387
KM Capital Management
Austin,
Texas
| US$1.93億 | +US$1283萬 | +7% | 2.54% | 67.9% | 45 | 13.33% | 1.1 |
|
| 5388 |
5388
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.93億 | +US$1253萬 | +7% | 3.14% | 70.5% | 101 | 5.94% | 0.5 |
|
| 5389 |
5389
KFA Private Wealth Group
Tysons,
Virginia
| US$1.93億 | -US$1.29億 | -40% | 2.78% | 62.8% | 99 | 24.24% | 2.8 |
|
| 5390 |
5390
Powell Investment Advisors
Miami,
Florida
| US$1.93億 | +US$374萬 | +2% | 1.55% | 82.4% | 160 | 15.63% | 2.7 |
|
| 5391 |
5391
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| US$1.93億 | -US$1.36億 | -41% | 3.68% | – | 52 | 69.23% | 0.2 |
|
| 5392 |
5392
Seneca Financial Advisors
Rochester,
New York
| US$1.93億 | +US$551萬 | +3% | 0.4% | 50.9% | 62 | 12.9% | 2.3 |
|
| 5393 |
5393
AAF Wealth Management
Westborough,
Massachusetts
| US$1.93億 | +US$1527萬 | +9% | 1.8% | 75.1% | 49 | 18.37% | 2 |
|
| 5394 |
5394
Spreng Capital Management
Bucyrus,
Ohio
| US$1.93億 | +US$753萬 | +4% | 4.29% | 84.4% | 92 | 7.61% | 3.5 |
|
| 5395 |
5395
Baron Wealth Management
Troy,
Michigan
| US$1.93億 | +US$461萬 | +2% | 2.61% | 88.6% | 200 | 18% | 1.1 |
|
| 5396 |
5396
Chartist Inc
Seal Beach,
California
| US$1.93億 | -US$216萬 | -1% | 3.81% | – | 28 | 7.14% | 5.5 |
|
| 5397 |
5397
Financial Connections Group
Corte Madera,
California
| US$1.93億 | +US$1.01億 | +111% | 1.9% | 44.4% | 349 | 54.44% | 0.8 |
|
| 5398 |
5398
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$1.93億 | +US$955萬 | +5% | 0.21% | 70.3% | 131 | 6.11% | 4.3 |
|
| 5399 |
5399
Family Wealth Partners
Matthews,
North Carolina
| US$1.93億 | +US$1624萬 | +9% | 1.31% | 58.5% | 42 | 4.76% | 0.5 |
|
| 5400 |
5400
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.93億 | +US$1325萬 | +7% | 2.53% | 78.9% | 141 | 17.02% | 4.1 |
|