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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
Aletheian Wealth Advisors
Bellevue,
Washington
| US$2.15億 | +US$1189萬 | +6% | 5.68% | – | 105 | 8.57% | 2.4 |
|
| 5802 |
5802
Sherbrooke Park Advisers
White Plains,
New York
| US$2.15億 | -US$1515萬 | -7% | 0.51% | 9.59% | 757 | 67.64% | 0.3 |
|
| 5803 |
5803
Zeno Equity Partners
London,
United Kingdom
| US$2.15億 | -US$1678萬 | -7% | 0.47% | – | 11 | 18.18% | 1.4 |
|
| 5804 |
5804
Boulder Wealth Advisors
Boulder,
Colorado
| US$2.15億 | – | – | 7.28% | – | 28 | – | 1.8 |
|
| 5805 |
5805
Sterneck Capital Management
Kansas City,
Missouri
| US$2.15億 | +US$1788萬 | +9% | 8.45% | 61.5% | 108 | 10.19% | 4.5 |
|
| 5806 |
NME
5806
Notis-McConarty Edward
| US$2.15億 | +US$973萬 | +5% | 6.98% | 91.2% | 78 | 3.85% | 7.6 |
|
| 5807 |
5807
Heritage Family Offices
Scottsdale,
Arizona
| US$2.15億 | +US$1714萬 | +9% | 5.95% | – | 209 | 19.14% | 1 |
|
| 5808 |
5808
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$2.15億 | +US$1723萬 | +9% | 8.99% | 128% | 122 | 11.48% | 3.3 |
|
| 5809 |
MWM
5809
MTC Wealth Management
Tampa,
Florida
| US$2.15億 | +US$665萬 | +3% | 4.5% | 30.5% | 14 | 14.29% | 3.3 |
|
| 5810 |
5810
Roubaix Capital
Denver,
Colorado
| US$2.15億 | +US$637萬 | +3% | 12.3% | 159% | 75 | 69.33% | 0.5 |
|
| 5811 |
5811
Woodward Diversified Capital
Bakersfield,
California
| US$2.15億 | +US$1699萬 | +9% | 11% | 118% | 193 | 16.58% | 2.3 |
|
| 5812 |
UFAC
5812
Urban Financial Advisory Corp
Chicago,
Illinois
| US$2.15億 | +US$1572萬 | +8% | 5.82% | – | 52 | 5.77% | 1.2 |
|
| 5813 |
5813
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.15億 | -US$758萬 | -3% | 5.68% | 50% | 82 | 39.02% | 1.7 |
|
| 5814 |
5814
Watchtower Advisors
Old Greenwich,
Connecticut
| US$2.14億 | +US$4541萬 | +27% | 10.4% | 384% | 21 | 38.1% | 0.8 |
|
| 5815 |
5815
Vista Investment Partners II
Richmond,
Indiana
| US$2.14億 | +US$698萬 | +3% | 5.82% | – | 155 | 20.65% | 0.6 |
|
| 5816 |
5816
Avos Capital Management
Seattle,
Washington
| US$2.14億 | +US$3886萬 | +22% | 3.99% | – | 59 | 30.51% | 0.4 |
|
| 5817 |
5817
Bull Street Advisors
Savannah,
Georgia
| US$2.14億 | +US$624萬 | +3% | 4.4% | 48.5% | 89 | 0% | 5.5 |
|
| 5818 |
5818
Beech Hill Advisors
New York
| US$2.14億 | -US$811萬 | -4% | 9.62% | 117% | 100 | 8% | 5 |
|
| 5819 |
SA
5819
Sunesis Advisors
Overland Park,
Kansas
| US$2.14億 | – | – | 5.8% | – | 51 | – | 2.9 |
|
| 5820 |
5820
Cooper/Haims Advisors
Victor,
New York
| US$2.14億 | +US$1103萬 | +5% | 5.9% | 58.8% | 91 | 9.89% | 4.2 |
|
| 5821 |
5821
Unison Asset Management
North Miami Beach,
Florida
| US$2.14億 | +US$1557萬 | +8% | 9.7% | 81.4% | 32 | 12.5% | 3.2 |
|
| 5822 |
ERFOTCOFW
5822
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$2.14億 | -US$506萬 | -2% | 3.04% | 30.5% | 19 | 31.58% | 1.5 |
|
| 5823 |
5823
Constitution Capital
Shelton,
Connecticut
| US$2.14億 | +US$1788萬 | +9% | 7% | 91.1% | 62 | 11.29% | 3.3 |
|
| 5824 |
5824
CastleKeep Investment Advisors
Westport,
Connecticut
| US$2.14億 | +US$936萬 | +5% | 5.03% | – | 89 | 4.49% | 1.3 |
|
| 5825 |
5825
Old North State Wealth Management
Wilmington,
North Carolina
| US$2.14億 | +US$2183萬 | +11% | 9.29% | 91.5% | 129 | 11.63% | 2.1 |
|