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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
New Millennium Group
Sandy,
Utah
| US$2.31億 | +US$1226萬 | +6% | 2.31% | 176% | 545 | 34.13% | 1.3 |
|
| 5802 |
5802
Strategic Financial Partners
Bend,
Oregon
| US$2.31億 | +US$1259萬 | +6% | 1.62% | 59.6% | 87 | 12.64% | 3.6 |
|
| 5803 |
5803
Evolution Advisers
Richmond,
Virginia
| US$2.31億 | +US$855萬 | +4% | 1.05% | 44.8% | 172 | 9.3% | 3.1 |
|
| 5804 |
5804
Gate City Capital Management
Chicago,
Illinois
| US$2.31億 | +US$3175萬 | +16% | 1.05% | – | 17 | 11.76% | 1.2 |
|
| 5805 |
5805
Optima Capital
Beaverton,
Oregon
| US$2.31億 | +US$2472萬 | +12% | 1.75% | – | 1,413 | 88.96% | 0.1 |
|
| 5806 |
VCM
5806
Viewpoint Capital Management
Seattle,
Washington
| US$2.31億 | +US$370萬 | +2% | 2.63% | 127% | 153 | 14.38% | 3.4 |
|
| 5807 |
5807
American Capital Advisory
Ketchum,
Idaho
| US$2.31億 | +US$1528萬 | +7% | 3.87% | 69% | 1,149 | 18.45% | 0.9 |
|
| 5808 |
5808
Union Savings Bank
Litchfield,
Connecticut
| US$2.31億 | – | – | 2.04% | – | 321 | – | 2 |
|
| 5809 |
5809
RPD Fund Management
New York
| US$2.31億 | +US$7144萬 | +45% | 18.5% | – | 7 | 42.86% | 0.5 |
|
| 5810 |
5810
Estate Planners Group
Yardley,
Pennsylvania
| US$2.31億 | – | – | 3.87% | – | 476 | – | 0 |
|
| 5811 |
5811
Heritage Wealth Management (Texas)
Houston,
Texas
| US$2.3億 | +US$361萬 | +2% | 2.33% | 55.9% | 40 | 7.5% | 1.9 |
|
| 5812 |
5812
Scholtz & Company
Stamford,
Connecticut
| US$2.3億 | +US$268萬 | +1% | 1.22% | 111% | 55 | 14.55% | 2.4 |
|
| 5813 |
5813
Postrock Partners
Overland Park,
Oregon
| US$2.3億 | +US$403萬 | +2% | 3.87% | – | 84 | 5.95% | 0.9 |
|
| 5814 |
5814
Blue Sky Capital Consultants Group
Poway,
California
| US$2.3億 | -US$115萬 | -0.5% | 2.34% | – | 78 | 20.51% | 0.7 |
|
| 5815 |
5815
Banyan Capital Management
Atlanta,
Georgia
| US$2.3億 | +US$991萬 | +4% | 3.19% | 44.4% | 59 | 11.86% | 1.7 |
|
| 5816 |
5816
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$2.3億 | +US$700萬 | +3% | 3.2% | 74.4% | 157 | 4.46% | 3.2 |
|
| 5817 |
DCM
5817
Dudley Capital Management
Middleburg,
Virginia
| US$2.3億 | +US$737萬 | +3% | 2.95% | 129% | 148 | 17.57% | 2.2 |
|
| 5818 |
5818
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$2.3億 | +US$617萬 | +3% | 2.63% | 81.9% | 193 | 12.44% | 3 |
|
| 5819 |
5819
NBZ Investment Advisors
Knoxville,
Tennessee
| US$2.3億 | +US$3805萬 | +20% | 0.64% | – | 73 | 16.44% | 0.8 |
|
| 5820 |
5820
Johnson & White Wealth Management
York,
Pennsylvania
| US$2.3億 | +US$1145萬 | +5% | 2.65% | 85.1% | 116 | 7.76% | 1.6 |
|
| 5821 |
5821
Foresite Capital Management IV
Larkspur,
California
| US$2.3億 | +US$4710萬 | +26% | 25.1% | 151% | 7 | 14.29% | 1.7 |
|
| 5822 |
5822
93 Financial Group
Woburn,
Massachusetts
| US$2.3億 | – | – | 0.63% | – | 9 | – | 0 |
|
| 5823 |
HCM
5823
Horrell Capital Management
Little Rock,
Arkansas
| US$2.29億 | -US$827萬 | -3% | 0.43% | 55.6% | 203 | 8.87% | 7.1 |
|
| 5824 |
5824
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$2.29億 | -US$479萬 | -2% | 1.59% | 63.5% | 104 | 22.12% | 0.9 |
|
| 5825 |
5825
Howard Wealth Management
Madison,
Connecticut
| US$2.29億 | +US$1146萬 | +5% | 1.99% | 69.9% | 140 | 10.71% | 2.8 |
|