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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Family CFO
Los Altos,
California
| US$1.77億 | +US$1485萬 | +9% | 6.61% | 89.6% | 74 | 14.86% | 2.1 |
|
| 5802 |
5802
Grand Wealth Management
Grand Rapids,
Michigan
| US$1.77億 | +US$880萬 | +5% | 6.13% | 58.5% | 66 | 12.12% | 1.8 |
|
| 5803 |
CVA
5803
Central Valley Advisors
Sacramento,
California
| US$1.77億 | -US$5702萬 | -24% | 6.38% | 77.8% | 173 | 46.24% | 0.5 |
|
| 5804 |
5804
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.77億 | +US$1495萬 | +9% | 5.71% | – | 189 | 21.69% | 1.8 |
|
| 5805 |
5805
Miller Value Partners
Sarasota,
Florida
| US$1.77億 | +US$2057萬 | +13% | 9.57% | 133% | 30 | 6.67% | 2.6 |
|
| 5806 |
5806
CMG Global Holdings
Plano,
Texas
| US$1.77億 | +US$2590萬 | +17% | 6.19% | 80.8% | 100 | 14% | 2.7 |
|
| 5807 |
5807
Delphi Financial Group
Wilmington,
Delaware
| US$1.77億 | -US$60.4萬 | -0.3% | 3.79% | 66.3% | 25 | 24% | 2.2 |
|
| 5808 |
5808
Ivy Lane Capital Management
Winter Park,
Florida
| US$1.77億 | +US$487萬 | +3% | 6.88% | 101% | 14 | 28.57% | 1.6 |
|
| 5809 |
5809
FMB Wealth Management
Westlake Village,
California
| US$1.77億 | +US$4543萬 | +35% | 5.71% | 71.1% | 76 | 10.53% | 1.3 |
|
| 5810 |
5810
PFS Partners
Mine Hill,
New Jersey
| US$1.77億 | +US$1628萬 | +10% | 6.28% | 65.2% | 463 | 8.21% | 2 |
|
| 5811 |
LA
5811
Latitude Advisors
Vero Beach,
Florida
| US$1.77億 | +US$1300萬 | +8% | 6.21% | 79.6% | 199 | 15.08% | 2.1 |
|
| 5812 |
5812
Granite FO LLC
Bedford,
New Hampshire
| US$1.77億 | +US$2021萬 | +13% | 6.42% | 112% | 187 | 74.33% | 0.4 |
|
| 5813 |
5813
iSAM Funds (UK)
London,
United Kingdom
| US$1.77億 | +US$4313萬 | +32% | 9.95% | 53.7% | 411 | 77.37% | 0.1 |
|
| 5814 |
5814
Hardin Capital Partners
Greenville,
South Carolina
| US$1.77億 | +US$2328萬 | +15% | 14.9% | – | 121 | 9.92% | 0.2 |
|
| 5815 |
5815
von Borstel & Associates
The Dalles,
Oregon
| US$1.77億 | – | – | 5.92% | – | 36 | – | 0 |
|
| 5816 |
5816
Nierenberg Investment Management Company
Camas,
Washington
| US$1.76億 | -US$228萬 | -1% | 8.88% | 135% | 63 | 30.16% | 1.3 |
|
| 5817 |
5817
PACK Private Wealth
Wayzata,
Minnesota
| US$1.76億 | +US$1547萬 | +10% | 8.19% | 52.8% | 43 | 4.65% | 2.3 |
|
| 5818 |
5818
Brendel Financial Advisors
Hanover,
New Hampshire
| US$1.76億 | +US$1912萬 | +12% | 13% | 139% | 100 | 18% | 1.3 |
|
| 5819 |
5819
Dover Advisors
Richmond,
Virginia
| US$1.76億 | +US$1447萬 | +9% | 7.13% | 65% | 137 | 10.95% | 1.1 |
|
| 5820 |
5820
Western Financial Corp
San Diego,
California
| US$1.76億 | +US$1068萬 | +6% | 6.74% | 275% | 132 | 21.21% | 1.5 |
|
| 5821 |
5821
NVP Associates
Menlo Park,
California
| US$1.76億 | +US$8488萬 | +93% | 2.61% | 953% | 8 | 25% | 1.3 |
|
| 5822 |
5822
Whitford Management
New York
| US$1.76億 | +US$413萬 | +2% | 4.63% | 76.2% | 18 | 22.22% | 0.9 |
|
| 5823 |
5823
Orleans Capital Management
Mandeville,
Louisiana
| US$1.76億 | +US$1869萬 | +12% | 7.22% | 94.6% | 100 | 30% | 2.7 |
|
| 5824 |
5824
AllSquare Wealth Management
Albany,
New York
| US$1.76億 | +US$939萬 | +6% | 5.51% | 62.4% | 550 | 3.82% | 5.3 |
|
| 5825 |
5825
Mittelman Wealth Management
Andover,
Massachusetts
| US$1.76億 | +US$2168萬 | +14% | 7.43% | – | 74 | 64.86% | 0.4 |
|