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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Baugh & Associates
Atlanta,
Georgia
| US$1.93億 | +US$476萬 | +3% | 1.77% | 98.8% | 40 | 2.5% | 4.9 |
|
| 5402 |
5402
Joseph Group Capital Management
Columbus,
Ohio
| US$1.93億 | -US$698萬 | -3% | 0.41% | 64.3% | 85 | 15.29% | 2 |
|
| 5403 |
I2I
5403
Insight 2811 Inc
Chicago,
Illinois
| US$1.93億 | -US$214萬 | -1% | 0.05% | 31.3% | 90 | 11.11% | 4.2 |
|
| 5404 |
5404
Bay Rivers Group
Williamsburg,
Virginia
| US$1.92億 | +US$1022萬 | +6% | 7.15% | 166% | 86 | 13.95% | 2.6 |
|
| 5405 |
5405
Birch Capital Management
Dallas,
Texas
| US$1.92億 | -US$10.3萬 | -0.1% | 1.76% | 62% | 92 | 9.78% | 3.6 |
|
| 5406 |
5406
OneAscent Wealth Management
Birmingham,
Alabama
| US$1.92億 | -US$6826萬 | -26% | 1.17% | 54.1% | 185 | 55.14% | 1.2 |
|
| 5407 |
5407
5th Street Advisors
Southport,
Connecticut
| US$1.92億 | +US$1554萬 | +9% | 0.47% | 52.2% | 31 | 0% | 1.2 |
|
| 5408 |
5408
Mountaineer Partners Management
New York
| US$1.92億 | -US$2443萬 | -11% | 0.39% | 129% | 16 | 0% | 1.4 |
|
| 5409 |
5409
ACT Advisors
Asheville,
North Carolina
| US$1.92億 | +US$963萬 | +5% | 3.2% | 75.4% | 55 | 29.09% | 1.3 |
|
| 5410 |
SV
5410
Stilwell Value
New York
| US$1.92億 | -US$102萬 | -0.5% | 4.23% | 87.9% | 36 | 8.33% | 4.7 |
|
| 5411 |
5411
Norris Financial Group
Greenville,
South Carolina
| US$1.92億 | +US$973萬 | +5% | 5.12% | 142% | 86 | 23.26% | 1.4 |
|
| 5412 |
5412
HMS Capital Management
Nashville,
Tennessee
| US$1.92億 | +US$1144萬 | +6% | 4.61% | 140% | 113 | 9.73% | 2.5 |
|
| 5413 |
BCFD
5413
Boit C.F. David
| US$1.92億 | +US$894萬 | +5% | 0.75% | 84.2% | 130 | 10.77% | 2.1 |
|
| 5414 |
5414
Kinloch Capital
Glen Allen,
Virginia
| US$1.92億 | -US$269萬 | -1% | 1.15% | 63.4% | 80 | 10% | 2.3 |
|
| 5415 |
VU
5415
Valence8 US
Cambridge,
Massachusetts
| US$1.92億 | +US$12萬 | +0.1% | 1.88% | 76.6% | 9 | 0% | 1.2 |
|
| 5416 |
5416
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$1.92億 | +US$699萬 | +4% | 5.86% | 151% | 113 | 14.16% | 2 |
|
| 5417 |
5417
Grunden Financial Advisory
Denton,
Texas
| US$1.92億 | +US$350萬 | +2% | 0% | – | 26 | 7.69% | 0.5 |
|
| 5418 |
5418
Gables Capital Management
Miami,
Florida
| US$1.91億 | +US$993萬 | +5% | 7.44% | 173% | 414 | 9.66% | 4 |
|
| 5419 |
5419
Trust Company of Kansas
Wichita,
Kansas
| US$1.91億 | +US$788萬 | +4% | 2.66% | 100% | 55 | 16.36% | 2.9 |
|
| 5420 |
5420
Ranch Capital Advisors
Sarasota,
Florida
| US$1.91億 | +US$611萬 | +3% | 3.97% | 99.2% | 162 | 10.49% | 3 |
|
| 5421 |
5421
Rings Capital Management
Chicago,
Illinois
| US$1.91億 | +US$833萬 | +5% | 6.52% | 40.9% | 7 | 0% | 2.1 |
|
| 5422 |
AAM
5422
Ascension Asset Management
New York
| US$1.91億 | +US$557萬 | +3% | 7.35% | – | 89 | 6.74% | 2.9 |
|
| 5423 |
5423
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$1.91億 | +US$1300萬 | +7% | 2.54% | 71.4% | 147 | 13.61% | 1 |
|
| 5424 |
5424
Meredith Wealth Planning
Maryville,
Illinois
| US$1.91億 | +US$1161萬 | +6% | 0.25% | 66.5% | 45 | 11.11% | 1.1 |
|
| 5425 |
5425
Triad Wealth Partners
Lawrence,
Kansas
| US$1.91億 | +US$6047萬 | +46% | 1.15% | – | 1,003 | 93.62% | 0 |
|