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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Adapt Wealth Advisors
Atlanta,
Georgia
| US$1.87億 | +US$2724萬 | +17% | 5.78% | – | 68 | 8.82% | 0.4 |
|
| 5677 |
5677
Ally Bridge Group
New York
| US$1.87億 | +US$1895萬 | +11% | 8.7% | 844% | 34 | 41.18% | 0.5 |
|
| 5678 |
5678
Shore Point Advisors
Brielle,
New Jersey
| US$1.87億 | +US$1066萬 | +6% | 7.16% | 54.6% | 65 | 13.85% | 1.7 |
|
| 5679 |
AIA
5679
Arcadia Investment Advisors
Eagle,
Idaho
| US$1.87億 | +US$1045萬 | +6% | 5.3% | 56.4% | 81 | 4.94% | 4.5 |
|
| 5680 |
SM
5680
Sabby Management
Miami Beach,
Florida
| US$1.86億 | +US$3771萬 | +25% | 32.6% | 95.5% | 62 | 69.35% | 0.5 |
|
| 5681 |
5681
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$1.86億 | -US$366萬 | -2% | 4.81% | 69% | 67 | 26.87% | 1.2 |
|
| 5682 |
5682
Blue Square Asset Management
New York
| US$1.86億 | +US$1458萬 | +8% | 5.99% | 117% | 76 | 10.53% | 1.5 |
|
| 5683 |
5683
Private Client Services
Louisville,
Kentucky
| US$1.86億 | +US$2674萬 | +17% | 6.04% | 72% | 180 | 29.44% | 0.5 |
|
| 5684 |
5684
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$1.86億 | +US$49.5萬 | +0.3% | 6.61% | 114% | 84 | 38.1% | 1.3 |
|
| 5685 |
5685
Prosperitas Financial
Valencia,
California
| US$1.86億 | +US$2181萬 | +13% | 6.12% | 118% | 73 | 34.25% | 0.8 |
|
| 5686 |
5686
Aspire Wealth Management
Waltham,
Massachusetts
| US$1.86億 | +US$1100萬 | +6% | 6.1% | 26% | 197 | 9.14% | 2 |
|
| 5687 |
5687
Legacy Bridge
West Des Moines,
Iowa
| US$1.86億 | +US$1605萬 | +9% | 7.75% | 236% | 299 | 6.35% | 3.9 |
|
| 5688 |
5688
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$1.86億 | +US$1375萬 | +8% | 6.67% | 95.5% | 74 | 2.7% | 2.1 |
|
| 5689 |
5689
LSP Investment Advisors
New York
| US$1.86億 | +US$961萬 | +5% | 12.7% | 79.5% | 27 | 3.7% | 2.5 |
|
| 5690 |
5690
Allie Family Office
Miami,
Florida
| US$1.86億 | +US$1938萬 | +12% | 6.91% | 59% | 96 | 15.63% | 1.7 |
|
| 5691 |
5691
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$1.86億 | +US$1376萬 | +8% | 7.72% | 66.8% | 139 | 5.04% | 5.5 |
|
| 5692 |
5692
ELCO Management
New York
| US$1.85億 | +US$1354萬 | +8% | 6.67% | 98.3% | 175 | 17.14% | 3.4 |
|
| 5693 |
5693
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$1.85億 | +US$507萬 | +3% | 4.67% | 130% | 101 | 14.85% | 1.7 |
|
| 5694 |
5694
Daily Journal Corp
Los Angeles,
California
| US$1.85億 | +US$310萬 | +2% | 3.54% | 109% | 4 | 0% | 8.9 |
|
| 5695 |
5695
Heartland Bank & Trust
Bloomington,
Illinois
| US$1.85億 | +US$901萬 | +5% | 6.57% | 105% | 156 | 8.97% | 1.7 |
|
| 5696 |
5696
Penobscot Wealth Management
Portland,
Maine
| US$1.85億 | +US$1717萬 | +10% | 6.3% | 56.7% | 77 | 6.49% | 1.9 |
|
| 5697 |
5697
Radcliff Management
New York
| US$1.85億 | +US$1420萬 | +8% | 8.32% | 47.6% | 1 | 0% | 2.8 |
|
| 5698 |
5698
Sterneck Capital Management
Kansas City,
Missouri
| US$1.85億 | +US$856萬 | +5% | 6.97% | 61.5% | 105 | 18.1% | 4.9 |
|
| 5699 |
5699
Aurora Investment Counsel
Atlanta,
Georgia
| US$1.85億 | +US$1443萬 | +8% | 8.29% | 31.7% | 123 | 21.14% | 1.4 |
|
| 5700 |
CIS
5700
Custom Index Systems
New York
| US$1.85億 | +US$1045萬 | +6% | 6.28% | – | 296 | 37.84% | 0.4 |
|