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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Yorkville Advisors Global
Mountainside,
New Jersey
| US$2.11億 | – | – | 9.47% | – | 22 | – | 0 |
|
| 5652 |
5652
Creekside Partners
Petaluma,
California
| US$2.11億 | +US$1957萬 | +10% | 8.32% | – | 173 | 5.78% | 0.9 |
|
| 5653 |
NERM
5653
New England Research & Management
Chicago,
Illinois
| US$2.11億 | +US$1365萬 | +7% | 8.73% | 65% | 176 | 33.52% | 4 |
|
| 5654 |
5654
5T Wealth
Napa,
California
| US$2.11億 | +US$2391萬 | +13% | 10.2% | – | 109 | 15.6% | 0.4 |
|
| 5655 |
5655
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$2.11億 | +US$1930萬 | +10% | 7.48% | 50.2% | 19 | 26.32% | 3.2 |
|
| 5656 |
5656
Littlejohn & Co
Greenwich,
Connecticut
| US$2.1億 | +US$1802萬 | +9% | 1.95% | 66.1% | 24 | 12.5% | 2.9 |
|
| 5657 |
5657
FACT Capital
New York
| US$2.1億 | -US$22.2萬 | -0.1% | 22.7% | 227% | 21 | 28.57% | 1.1 |
|
| 5658 |
5658
Richards, Merrill & Peterson
Spokane,
Washington
| US$2.1億 | +US$1805萬 | +9% | 10.2% | – | 500 | 61.2% | 0.5 |
|
| 5659 |
5659
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$2.1億 | +US$2382萬 | +13% | 1.8% | 14.4% | 342 | 85.96% | 0.2 |
|
| 5660 |
5660
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$2.1億 | +US$2095萬 | +11% | 12.8% | 95.5% | 78 | 6.41% | 2.6 |
|
| 5661 |
5661
SGL Investment Advisors
Missoula,
Montana
| US$2.1億 | +US$1654萬 | +9% | 8.36% | – | 127 | 14.17% | 0.6 |
|
| 5662 |
5662
FMB Wealth Management
Westlake Village,
California
| US$2.1億 | +US$2927萬 | +16% | 9.66% | 71.1% | 87 | 17.24% | 1.7 |
|
| 5663 |
5663
StoneCrest Wealth Management
Chandler,
Arizona
| US$2.1億 | +US$5254萬 | +33% | 19.6% | 168% | 76 | 19.74% | 0.9 |
|
| 5664 |
5664
Chicago Wealth Management
Chicago,
Illinois
| US$2.1億 | +US$1899萬 | +10% | 11.1% | 134% | 54 | 22.22% | 2.3 |
|
| 5665 |
5665
Symmetry Peak Management
Radnor,
Pennsylvania
| US$2.1億 | +US$1.23億 | +141% | 34.8% | 320% | 119 | 86.55% | 0.1 |
|
| 5666 |
CIS
5666
Custom Index Systems
New York
| US$2.1億 | +US$1233萬 | +6% | 14.2% | 121% | 300 | 31.67% | 0.7 |
|
| 5667 |
5667
Trust Company of Kansas
Wichita,
Kansas
| US$2.1億 | +US$2183萬 | +12% | 11.8% | 100% | 61 | 14.75% | 3 |
|
| 5668 |
5668
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| US$2.1億 | +US$4268萬 | +26% | 1.59% | – | 1 | 0% | 0.3 |
|
| 5669 |
5669
Vermillion Wealth Management
Rosemount,
Minnesota
| US$2.09億 | -US$1.31億 | -39% | 6.99% | – | 1,362 | 63.29% | 0.5 |
|
| 5670 |
5670
Verity Asset Management
Durham,
North Carolina
| US$2.09億 | -US$3638萬 | -15% | 8.04% | 87% | 218 | 20.18% | 2.8 |
|
| 5671 |
5671
Sellwood Investment Partners
Portland,
Oregon
| US$2.09億 | +US$1775萬 | +9% | 6.77% | – | 49 | 20.41% | 0.4 |
|
| 5672 |
5672
Ariadne Wealth Management
Santa Barbara,
California
| US$2.09億 | +US$1764萬 | +9% | 12.9% | – | 251 | 26.69% | 0.6 |
|
| 5673 |
5673
Postrock Partners
Overland Park,
Oregon
| US$2.09億 | +US$707萬 | +3% | 6.09% | – | 84 | 7.14% | 0.5 |
|
| 5674 |
5674
TradeWell Securities
Fort Wayne,
Indiana
| US$2.09億 | +US$2756萬 | +15% | 13.2% | – | 47 | 10.64% | 0.4 |
|
| 5675 |
5675
Napa Wealth Management
Napa,
California
| US$2.09億 | +US$3137萬 | +18% | 7.96% | – | 196 | 51.53% | 0.6 |
|