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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
Investmark Advisory Group
Shelton,
Connecticut
| US$2.34億 | -US$112萬 | -0.5% | 0.21% | 73.8% | 148 | 12.84% | 2.8 |
|
| 5677 |
5677
Accel Leaders 3 Associates
Palo Alto,
California
| US$2.34億 | +US$4516萬 | +24% | 24% | – | 1 | 0% | 0.3 |
|
| 5678 |
5678
Ardent Capital Management
Cincinnati,
Ohio
| US$2.34億 | -US$1915萬 | -8% | 1.39% | 87.2% | 50 | 6% | 2.6 |
|
| 5679 |
5679
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$2.33億 | -US$6270萬 | -21% | 21.2% | 943% | 1 | 0% | 4.3 |
|
| 5680 |
5680
Eastover Investment Advisors
Charlotte,
North Carolina
| US$2.33億 | +US$599萬 | +3% | 1.76% | 105% | 52 | 13.46% | 3.2 |
|
| 5681 |
5681
Burk Holdings
Tulsa,
Oklahoma
| US$2.33億 | +US$2366萬 | +11% | 1.87% | – | 676 | 88.46% | 0.1 |
|
| 5682 |
5682
Christensen King & Associates Investment Services
Richland,
Washington
| US$2.33億 | -US$126萬 | -0.5% | 0.8% | 57.9% | 108 | 4.63% | 2 |
|
| 5683 |
NTIC
5683
Napean Trading & Investment Company
Singapore
| US$2.33億 | -US$2.81億 | -55% | 15.6% | 313% | 37 | 56.76% | 1.3 |
|
| 5684 |
5684
Eos Management LP
New York
| US$2.33億 | -US$2404萬 | -9% | 3.1% | 149% | 47 | 23.4% | 2.9 |
|
| 5685 |
5685
Flagship Wealth Advisors
Wakefield,
Massachusetts
| US$2.33億 | -US$1.11億 | -32% | 2.11% | – | 417 | 21.82% | 1.1 |
|
| 5686 |
5686
Lakeridge Wealth Management
Mentor,
Ohio
| US$2.33億 | +US$1258萬 | +6% | 0.09% | 77.6% | 171 | 9.94% | 1.7 |
|
| 5687 |
5687
Tree Line Advisors
Central,
Hong Kong
| US$2.33億 | -US$2.06億 | -47% | 6.11% | 610% | 6 | 50% | 1.9 |
|
| 5688 |
5688
Northbridge Financial Group
Tampa,
Florida
| US$2.32億 | +US$963萬 | +4% | 4.59% | – | 173 | 10.4% | 0.2 |
|
| 5689 |
5689
5th Street Advisors
Southport,
Connecticut
| US$2.32億 | +US$1801萬 | +8% | 0.68% | 52.2% | 56 | 17.86% | 1.4 |
|
| 5690 |
5690
Kilter Group
Rhinebeck,
New York
| US$2.32億 | +US$558萬 | +2% | 2.4% | – | 1,697 | 25.87% | 0.5 |
|
| 5691 |
5691
Cambridge Capital Management
O'fallon,
Illinois
| US$2.32億 | +US$940萬 | +4% | 0.54% | 55.9% | 45 | 2.22% | 1.9 |
|
| 5692 |
5692
Banyan Capital Management
Atlanta,
Georgia
| US$2.32億 | +US$197萬 | +0.9% | 3.39% | 44.4% | 58 | 10.34% | 1.9 |
|
| 5693 |
5693
Vision One Management Partners
Miami,
Florida
| US$2.32億 | +US$5383萬 | +30% | 31.7% | – | 10 | 10% | 1.2 |
|
| 5694 |
5694
Davidson Trust Company
Seattle,
Washington
| US$2.32億 | -US$784萬 | -3% | 0.59% | 77% | 183 | 9.84% | 3.6 |
|
| 5695 |
TGY2IT
5695
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| US$2.32億 | +US$9535萬 | +70% | 8.22% | – | 462 | 91.99% | 0 |
|
| 5696 |
5696
Silver Oak Advisory Group
Portland,
Oregon
| US$2.32億 | +US$1067萬 | +5% | 0.21% | 28.9% | 81 | 8.64% | 2.8 |
|
| 5697 |
5697
Resolute Wealth Strategies
Jackson,
Mississippi
| US$2.32億 | +US$367萬 | +2% | 2.38% | 119% | 123 | 18.7% | 2.1 |
|
| 5698 |
5698
Westfuller Advisors
New York
| US$2.32億 | -US$1556萬 | -6% | 1.54% | – | 799 | 10.51% | 0.6 |
|
| 5699 |
5699
SMA Capital
New York
| US$2.32億 | +US$2262萬 | +11% | 9.29% | – | 116 | 81.03% | 0.1 |
|
| 5700 |
5700
Baugh & Associates
Atlanta,
Georgia
| US$2.32億 | +US$2818萬 | +14% | 3.86% | 98.8% | 45 | 11.11% | 5.6 |
|