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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
RMSCM
6176
R.M. Sincerbeaux Capital Management
New York
| US$1.77億 | +US$794萬 | +5% | 9.36% | 76.4% | 39 | 2.56% | 9.5 |
|
| 6177 |
AIFS
6177
A&I Financial Services
Lone Tree,
Colorado
| US$1.77億 | +US$2940萬 | +20% | 11.8% | – | 83 | 25.3% | 1.3 |
|
| 6178 |
6178
CoreFirst Bank & Trust
Topeka,
Kansas
| US$1.77億 | +US$2153萬 | +14% | 5.7% | 61.4% | 342 | 67.84% | 1.3 |
|
| 6179 |
6179
Cascade Wealth Advisors
Wenatchee,
Washington
| US$1.77億 | +US$3234萬 | +22% | 6.26% | – | 60 | 38.33% | 0.8 |
|
| 6180 |
6180
Fairfield, Bush & Co
Darien,
Connecticut
| US$1.77億 | +US$1926萬 | +12% | 19.6% | 112% | 116 | 11.21% | 6.6 |
|
| 6181 |
6181
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$1.77億 | -US$1435萬 | -8% | 5.04% | 60% | 242 | 16.94% | 2.7 |
|
| 6182 |
6182
Capasso Planning Partners
Charleston,
South Carolina
| US$1.77億 | -US$6210萬 | -26% | 6.53% | 51.6% | 105 | 26.67% | 2 |
|
| 6183 |
6183
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| US$1.77億 | +US$1453萬 | +9% | 14.2% | – | 2 | 50% | 0.3 |
|
| 6184 |
6184
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$1.77億 | -US$626萬 | -3% | 1.43% | 38.7% | 43 | 9.3% | 2.4 |
|
| 6185 |
6185
Enavate Sciences
Menlo Park,
California
| US$1.77億 | +US$4381萬 | +33% | 44.7% | – | 6 | 0% | 0.5 |
|
| 6186 |
6186
Granite FO LLC
Bedford,
New Hampshire
| US$1.77億 | +US$49萬 | +0.3% | 4.26% | 112% | 189 | 1.59% | 1.2 |
|
| 6187 |
6187
Lagoda Investment Management
New York
| US$1.77億 | +US$1954萬 | +12% | 20.4% | 250% | 34 | 32.35% | 7.4 |
|
| 6188 |
6188
Birchcreek Wealth Management
Miami Township,
Ohio
| US$1.77億 | +US$1807萬 | +11% | 9.05% | 86.1% | 121 | 9.92% | 2.9 |
|
| 6189 |
6189
Tudor Financial
Dayton,
Ohio
| US$1.76億 | +US$996萬 | +6% | 8.02% | – | 144 | 13.19% | 0.7 |
|
| 6190 |
6190
Plan A Wealth
Lincoln,
Nebraska
| US$1.76億 | +US$4744萬 | +37% | 7.59% | – | 163 | 30.06% | 0.3 |
|
| 6191 |
6191
Grant Private Wealth Management
Pleasanton,
California
| US$1.76億 | +US$8371萬 | +90% | 7.34% | – | 151 | 76.16% | 0.3 |
|
| 6192 |
6192
Canerector Inc
Toronto,
Ontario, Canada
| US$1.76億 | +US$4741萬 | +37% | 11.9% | – | 10 | 0% | 0.5 |
|
| 6193 |
6193
Twin Securities
New York
| US$1.76億 | -US$1729萬 | -9% | 3.01% | 506% | 24 | 70.83% | 0.3 |
|
| 6194 |
6194
Bank of Jackson Hole Trust
Jackson,
Wyoming
| US$1.76億 | +US$2147萬 | +14% | 10.6% | – | 483 | 13.87% | 0.5 |
|
| 6195 |
6195
R.W. Roge & Company
Bohemia,
New York
| US$1.76億 | -US$648萬 | -4% | 9.49% | 76.3% | 57 | 10.53% | 3 |
|
| 6196 |
6196
RHS Financial
San Francisco,
California
| US$1.76億 | -US$227萬 | -1% | 7.89% | 65.6% | 152 | 30.26% | 2.2 |
|
| 6197 |
PWP
6197
Pursue Wealth Partners
Clayton,
California
| US$1.76億 | +US$1167萬 | +7% | 18.3% | 108% | 129 | 21.71% | 2 |
|
| 6198 |
6198
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.76億 | +US$144萬 | +0.8% | 4.39% | 241% | 10 | 20% | 2.5 |
|
| 6199 |
6199
Laurel Wealth Planning
Edina,
Minnesota
| US$1.76億 | +US$2545萬 | +17% | 8.69% | 59.5% | 58 | 6.9% | 3.1 |
|
| 6200 |
6200
Sanofi
Paris,
France
| US$1.76億 | +US$980萬 | +6% | 2.12% | – | 10 | 10% | 0.5 |
|