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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
Summit Investment Advisory Services
Roseville,
Minnesota
| US$2.3億 | +US$2595萬 | +13% | 9.83% | 74.2% | 71 | 4.23% | 0.9 |
|
| 5377 |
5377
Trellis Wealth Advisors
San Luis Obispo,
California
| US$2.3億 | +US$2369萬 | +11% | 9.41% | 62.2% | 37 | 5.41% | 1.7 |
|
| 5378 |
5378
Greenbush Financial Group
Albany,
New York
| US$2.3億 | +US$2848萬 | +14% | 9.49% | – | 33 | 3.03% | 0.5 |
|
| 5379 |
5379
Lumbard & Kellner
Hollis,
New Hampshire
| US$2.29億 | +US$262萬 | +1% | 14.9% | 135% | 97 | 24.74% | 3 |
|
| 5380 |
SAM
5380
Stenahm Asset Management
Guernsey
| US$2.29億 | -US$1626萬 | -7% | 10.4% | – | 33 | 42.42% | 1.5 |
|
| 5381 |
5381
Collaborative Wealth Management
Lake Mary,
Florida
| US$2.29億 | +US$1543萬 | +7% | 5.19% | 46.6% | 188 | 11.17% | 3.1 |
|
| 5382 |
5382
Cherokee Insurance
Sterling Heights,
Michigan
| US$2.29億 | +US$292萬 | +1% | 1.36% | – | 124 | 2.42% | 0.5 |
|
| 5383 |
5383
Register Financial Advisors
Atlanta,
Georgia
| US$2.29億 | +US$3695萬 | +19% | 16.3% | 130% | 347 | 15.85% | 1.7 |
|
| 5384 |
5384
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$2.29億 | +US$721萬 | +3% | 4.82% | 89.9% | 80 | 12.5% | 5.3 |
|
| 5385 |
BC
5385
Bayforest Capital
London,
United Kingdom
| US$2.29億 | -US$72.5萬 | -0.3% | 10.6% | – | 939 | 48.35% | 0.3 |
|
| 5386 |
5386
Game Plan Financial Advisors
Westlake,
Ohio
| US$2.29億 | +US$2289萬 | +11% | 13.3% | 107% | 398 | 24.37% | 1.7 |
|
| 5387 |
5387
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$2.29億 | +US$4210萬 | +23% | 15.9% | 75.2% | 23 | 26.09% | 1 |
|
| 5388 |
5388
Viola Ventures VC Management 4
Herzliya,
Israel
| US$2.29億 | +US$3005萬 | +15% | 59.1% | 79.1% | 4 | 25% | 2.5 |
|
| 5389 |
5389
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$2.29億 | +US$2622萬 | +13% | 9.07% | 55.5% | 66 | 15.15% | 1.7 |
|
| 5390 |
PIP
5390
Palisades Investment Partners
Santa Monica,
California
| US$2.29億 | +US$2948萬 | +15% | 25.1% | – | 42 | 11.9% | 0.8 |
|
| 5391 |
5391
Holistic Financial Partners
Indianapolis,
Indiana
| US$2.28億 | +US$2096萬 | +10% | 6.47% | 95.7% | 135 | 14.07% | 3.4 |
|
| 5392 |
5392
Decatur Capital Management
Decatur,
Georgia
| US$2.28億 | +US$3555萬 | +18% | 21.9% | 155% | 42 | 9.52% | 4 |
|
| 5393 |
5393
Curio Wealth
Annapolis,
Maryland
| US$2.28億 | +US$3628萬 | +19% | 6.99% | – | 409 | 16.38% | 0.4 |
|
| 5394 |
HIS
5394
Horizon Investment Services
Hammond,
Indiana
| US$2.28億 | +US$2238萬 | +11% | 19.1% | 247% | 130 | 21.54% | 3.2 |
|
| 5395 |
SCM
5395
Stonehill Capital Management
New York
| US$2.28億 | -US$9975萬 | -30% | 14.6% | 117% | 17 | 47.06% | 0.7 |
|
| 5396 |
5396
Luken Investment Analytics
Brentwood,
Tennessee
| US$2.28億 | +US$1459萬 | +7% | 8.66% | 51% | 153 | 7.19% | 2.9 |
|
| 5397 |
5397
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$2.28億 | +US$5306萬 | +30% | 19.4% | 130% | 50 | 66% | 0.4 |
|
| 5398 |
5398
Vantage Point Financial
Lisle,
Illinois
| US$2.28億 | +US$2950萬 | +15% | 9.35% | – | 153 | 17.65% | 0.4 |
|
| 5399 |
5399
Scholtz & Company
Stamford,
Connecticut
| US$2.28億 | +US$2576萬 | +13% | 15.2% | 111% | 54 | 9.26% | 2.2 |
|
| 5400 |
5400
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$2.28億 | +US$1222萬 | +6% | 4.83% | 43.1% | 286 | 8.04% | 2.3 |
|