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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
RWIA
5976
Roger Wittlin Investment Advisory
San Francisco,
California
| US$1.56億 | +US$1320萬 | +9% | 1.71% | 61.3% | 50 | 10% | 1.2 |
|
| 5977 |
5977
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$1.56億 | -US$456萬 | -3% | 8.35% | 87.7% | 11 | 27.27% | 1.3 |
|
| 5978 |
5978
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$1.56億 | US$0 | 0% | 0.62% | 68.7% | 221 | 0% | 1.1 |
|
| 5979 |
TFG
5979
Team Financial Group
Temecula,
California
| US$1.56億 | +US$706萬 | +5% | 0.58% | 46% | 34 | 8.82% | 0.7 |
|
| 5980 |
5980
Beaumont Asset Management
Beaumont,
Texas
| US$1.56億 | +US$532萬 | +4% | 1.81% | 73.1% | 68 | 8.82% | 2.7 |
|
| 5981 |
5981
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$1.56億 | +US$468萬 | +3% | 3.69% | 95.3% | 92 | 8.7% | 2.7 |
|
| 5982 |
5982
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$1.55億 | -US$40.2萬 | -0.3% | 1.47% | 63.7% | 90 | 3.33% | 4.1 |
|
| 5983 |
5983
Family Asset Management
Charleston,
South Carolina
| US$1.55億 | -US$477萬 | -3% | 1.82% | – | 218 | 16.97% | 1.1 |
|
| 5984 |
5984
Regency Capital Management
Honolulu,
Hawaii
| US$1.55億 | -US$179萬 | -1% | 2.73% | 95.9% | 55 | 27.27% | 1.3 |
|
| 5985 |
5985
Emory University
Atlanta,
Georgia
| US$1.55億 | -US$516萬 | -3% | 2.77% | 60.2% | 8 | 0% | 1.2 |
|
| 5986 |
5986
Bull Oak Capital
San Diego,
California
| US$1.55億 | +US$605萬 | +4% | 1.05% | 62.1% | 55 | 49.09% | 0.4 |
|
| 5987 |
5987
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.55億 | +US$3217萬 | +26% | 13.6% | 241% | 9 | 11.11% | 2.2 |
|
| 5988 |
5988
Norwood Investment Partners
Mill Valley,
California
| US$1.55億 | -US$129萬 | -0.8% | 10.3% | 24.4% | 13 | 15.38% | 1.7 |
|
| 5989 |
5989
Forthright Family Wealth Advisory
Houston,
Texas
| US$1.55億 | +US$605萬 | +4% | 2.67% | 60.2% | 69 | 8.7% | 0.4 |
|
| 5990 |
5990
Ciovacco Capital Management
Atlanta,
Georgia
| US$1.55億 | +US$637萬 | +4% | 5.78% | 88.5% | 24 | 8.33% | 1.4 |
|
| 5991 |
5991
Watchtower Advisors
Old Greenwich,
Connecticut
| US$1.55億 | -US$2504萬 | -14% | 14% | 384% | 16 | 50% | 0.8 |
|
| 5992 |
5992
Finer Wealth Management
Salem,
Massachusetts
| US$1.55億 | +US$272萬 | +2% | 7.21% | 175% | 80 | 12.5% | 2.1 |
|
| 5993 |
5993
BCK Capital Management
Stamford,
Connecticut
| US$1.55億 | +US$761萬 | +5% | 1.79% | 161% | 95 | 45.26% | 0.8 |
|
| 5994 |
5994
TrueWealth Financial Partners
Bellevue,
Washington
| US$1.55億 | +US$1237萬 | +9% | 0.74% | 36.4% | 19 | 10.53% | 1.9 |
|
| 5995 |
5995
Flower City Capital
Pittsford,
New York
| US$1.55億 | +US$442萬 | +3% | 2.1% | 69.5% | 33 | 6.06% | 1.7 |
|
| 5996 |
ICM
5996
Indaba Capital Management
San Francisco,
California
| US$1.55億 | +US$172萬 | +1% | 3.95% | 66.7% | 10 | 50% | 0.8 |
|
| 5997 |
OIM
5997
Opus Investment Management
Worcester,
Massachusetts
| US$1.55億 | +US$167萬 | +1% | 1.5% | 52.8% | 38 | 0% | 7.9 |
|
| 5998 |
5998
Little Harbor Advisors
Marblehead,
Massachusetts
| US$1.55億 | +US$548萬 | +4% | 3.44% | 59% | 8 | 0% | 1.2 |
|
| 5999 |
5999
Mendel Capital Management
Little Rock,
Arkansas
| US$1.55億 | +US$366萬 | +2% | 3.63% | – | 100 | 2% | 1.8 |
|
| 6000 |
6000
Corrado Advisors
Ramsey,
New Jersey
| US$1.55億 | +US$260萬 | +2% | 1.57% | 73.1% | 115 | 13.91% | 2.5 |
|