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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
SGL Investment Advisors
Missoula,
Montana
| US$1.98億 | +US$352萬 | +2% | 0.75% | – | 122 | 19.67% | 0.2 |
|
| 5677 |
5677
Everpar Advisors
Tulsa,
Oklahoma
| US$1.98億 | +US$499萬 | +3% | 4.02% | 130% | 285 | 16.84% | 0.8 |
|
| 5678 |
5678
Littlejohn & Co
Greenwich,
Connecticut
| US$1.98億 | +US$71.8萬 | +0.4% | 4.49% | 66.1% | 25 | 8% | 2.5 |
|
| 5679 |
5679
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.98億 | +US$187萬 | +0.9% | 0.79% | 60.9% | 73 | 17.81% | 1.9 |
|
| 5680 |
5680
Retirement Guys Formula
Maumee,
Ohio
| US$1.98億 | -US$1675萬 | -8% | 0.59% | 75.7% | 143 | 16.08% | 1.5 |
|
| 5681 |
5681
Axon Enterprise
Scottsdale,
Arizona
| US$1.98億 | – | – | 30.8% | – | 1 | – | 0 |
|
| 5682 |
5682
AAF Wealth Management
Westborough,
Massachusetts
| US$1.98億 | -US$20.4萬 | -0.1% | 0.75% | 75.1% | 49 | 14.29% | 2.3 |
|
| 5683 |
5683
Aurelius Family Office
Bedford,
New Hampshire
| US$1.98億 | – | – | 2.3% | – | 43 | – | 0 |
|
| 5684 |
5684
Jackson Hill Advisors
Houston,
Texas
| US$1.98億 | +US$153萬 | +0.8% | 3.45% | 53.5% | 13 | 15.38% | 2.3 |
|
| 5685 |
5685
Galilei Investment Office
London,
United Kingdom
| US$1.98億 | – | – | 1.13% | – | 25 | – | 0 |
|
| 5686 |
5686
Candelo Capital Management
New York
| US$1.98億 | +US$1900萬 | +11% | 8.8% | – | 54 | 59.26% | 0.3 |
|
| 5687 |
SCM
5687
Sage Capital Management
Stockton,
New Jersey
| US$1.98億 | -US$1052萬 | -5% | 0.43% | 94.3% | 165 | 6.06% | 0.9 |
|
| 5688 |
5688
State Insurance Fund
New York
| US$1.98億 | +US$460萬 | +2% | 2.37% | 77.9% | 1 | 0% | 1 |
|
| 5689 |
5689
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$1.98億 | -US$1655萬 | -8% | 0.27% | 58.3% | 54 | 11.11% | 2.5 |
|
| 5690 |
5690
Prosperitas Financial
Valencia,
California
| US$1.98億 | +US$1190萬 | +6% | 3.56% | 118% | 68 | 14.71% | 0.9 |
|
| 5691 |
5691
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$1.98億 | +US$1132萬 | +6% | 0.62% | 69% | 62 | 12.9% | 1.3 |
|
| 5692 |
5692
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.98億 | -US$302萬 | -2% | 10.6% | 152% | 92 | 5.43% | 4.4 |
|
| 5693 |
5693
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$1.98億 | +US$760萬 | +4% | 1.04% | 55.5% | 65 | 9.23% | 1.4 |
|
| 5694 |
BPIA
5694
Broad Peak Investment Advisers
Singapore
| US$1.98億 | -US$1.28億 | -39% | 4.98% | – | 9 | 55.56% | 0.5 |
|
| 5695 |
PK
5695
Pflug Koory
Omaha,
Nebraska
| US$1.98億 | -US$587萬 | -3% | 1.32% | – | 399 | 1.25% | 5.9 |
|
| 5696 |
5696
Davis Rea
Toronto,
Ontario, Canada
| US$1.98億 | -US$3225萬 | -14% | 1.17% | 66.9% | 39 | 23.08% | 6.2 |
|
| 5697 |
5697
Vivid Wealth Management
West Des Moines,
Iowa
| US$1.98億 | +US$609萬 | +3% | 5.03% | 107% | 68 | 23.53% | 0.8 |
|
| 5698 |
5698
Castalian Partners
Excelsior,
Minnesota
| US$1.97億 | – | – | 0.39% | – | 27 | – | 0 |
|
| 5699 |
5699
Abound Financial
Granite Bay,
California
| US$1.97億 | – | – | 0.41% | – | 69 | – | 0 |
|
| 5700 |
5700
Porter White Investment Advisors
Birmingham,
Alabama
| US$1.97億 | -US$243萬 | -1% | 1.58% | 58% | 33 | 3.03% | 1.7 |
|