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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Silver Oak Advisory Group
Portland,
Oregon
| US$2.06億 | +US$1809萬 | +10% | 4% | 28.9% | 73 | 10.96% | 2.5 |
|
| 5727 |
5727
Mendon Capital Advisors
Key Largo,
Florida
| US$2.06億 | -US$969萬 | -4% | 2.64% | – | 60 | 28.33% | 2.1 |
|
| 5728 |
5728
Values Added Financial
Washington,
District of Columbia
| US$2.06億 | +US$2587萬 | +14% | 8.43% | 65.9% | 126 | 11.11% | 1.4 |
|
| 5729 |
5729
Revere Asset Management
Dallas,
Texas
| US$2.06億 | +US$1.13億 | +122% | 32.3% | 592% | 33 | 78.79% | 0.3 |
|
| 5730 |
5730
Financial Guidance Group
Palm Harbor,
Florida
| US$2.06億 | +US$2068萬 | +11% | 7.35% | 58.7% | 84 | 14.29% | 2 |
|
| 5731 |
5731
Pinnacle Family Advisors
Springfield,
Missouri
| US$2.06億 | +US$2182萬 | +12% | 11.6% | 95% | 134 | 26.12% | 2.2 |
|
| 5732 |
5732
Ironwood Investment Management
Boston,
Massachusetts
| US$2.06億 | +US$2213萬 | +12% | 16.9% | 163% | 176 | 12.5% | 6.5 |
|
| 5733 |
5733
Bellevue Asset Management
Bellevue,
Washington
| US$2.05億 | +US$2216萬 | +12% | 15.6% | 56.7% | 493 | 7.51% | 4 |
|
| 5734 |
5734
Lodestone Wealth Management
Spokane,
Washington
| US$2.05億 | +US$1741萬 | +9% | 7.15% | 87.1% | 172 | 13.37% | 1.8 |
|
| 5735 |
5735
Findell Capital Management
New York
| US$2.05億 | -US$263萬 | -1% | 17.8% | – | 17 | 52.94% | 0.8 |
|
| 5736 |
PCM
5736
Prime Capital Management
Hong Kong
| US$2.05億 | +US$1.11億 | +118% | 49% | 569% | 3 | 33.33% | 0.6 |
|
| 5737 |
SV
5737
Stilwell Value
New York
| US$2.05億 | +US$1075萬 | +6% | 18.4% | 87.9% | 32 | 15.63% | 5.2 |
|
| 5738 |
NME
5738
Notis-McConarty Edward
| US$2.05億 | +US$1078萬 | +6% | 8.52% | 104% | 80 | 10% | 7.3 |
|
| 5739 |
5739
Cresta Advisors
Laredo,
Texas
| US$2.05億 | +US$1215萬 | +6% | 7.65% | 66.8% | 48 | 4.17% | 2 |
|
| 5740 |
5740
Interactive Financial Advisors
New Lenox,
Illinois
| US$2.05億 | +US$1583萬 | +8% | 6.93% | 51.3% | 87 | 3.45% | 6.9 |
|
| 5741 |
5741
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$2.05億 | +US$1919萬 | +10% | 7.47% | 81.9% | 178 | 11.24% | 2.8 |
|
| 5742 |
5742
Integrity Wealth Solutions
Denver,
Colorado
| US$2.05億 | +US$2056萬 | +11% | 10% | – | 115 | 10.43% | 1.1 |
|
| 5743 |
5743
Northstar Advisory Group
Northfield,
New Jersey
| US$2.05億 | +US$5180萬 | +34% | 18.5% | 153% | 115 | 31.3% | 1.8 |
|
| 5744 |
5744
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| US$2.05億 | +US$338萬 | +2% | 1.68% | 37.2% | 1 | 0% | 4.8 |
|
| 5745 |
5745
Dogwood Wealth Management
Lenexa,
Kansas
| US$2.05億 | +US$1454萬 | +8% | 7.1% | 57.9% | 746 | 35.39% | 0.5 |
|
| 5746 |
5746
Beaton Management Company
Haverhill,
Massachusetts
| US$2.05億 | +US$1206萬 | +6% | 9.96% | 110% | 141 | 6.38% | 5.7 |
|
| 5747 |
5747
Parkshore Wealth Management
Granite Bay,
California
| US$2.05億 | +US$3261萬 | +19% | 7.13% | – | 67 | 11.94% | 0.5 |
|
| 5748 |
5748
Windle Wealth
Oklahoma City,
Oklahoma
| US$2.05億 | +US$1039萬 | +5% | 7.15% | 93% | 33 | 6.06% | 2.2 |
|
| 5749 |
5749
HighMark Wealth Management
St. Paul,
Minnesota
| US$2.05億 | +US$3526萬 | +21% | 8.19% | 110% | 644 | 15.53% | 3 |
|
| 5750 |
5750
Forager Capital Management
Birmingham,
Alabama
| US$2.05億 | +US$240萬 | +1% | 2.14% | 52.6% | 11 | 0% | 2.7 |
|