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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Brown Financial Advisory
Fairhope,
Alabama
| US$9694萬 | -US$723萬 | -7% | 7.32% | 73.2% | 30 | 13.33% | 1.7 |
|
| 6302 |
GG
6302
Golden Green
Seneca,
South Carolina
| US$9690萬 | +US$430萬 | +5% | 5.41% | 92.4% | 89 | 32.58% | 0.9 |
|
| 6303 |
6303
Baker Hughes Holdings
Houston,
Texas
| US$9680萬 | -US$995萬 | -9% | 10.5% | 38.6% | 1 | 0% | 2 |
|
| 6304 |
6304
Act Two Investors
Santa Cruz,
California
| US$9676萬 | -US$204萬 | -2% | 4.33% | 74.4% | 27 | 22.22% | 2.7 |
|
| 6305 |
6305
Aldebaran Capital
Carmel,
Indiana
| US$9673萬 | – | – | 12.1% | 85.9% | 34 | – | 0 |
|
| 6306 |
HM
6306
Harvest Management
New York
| US$9666萬 | -US$2721萬 | -22% | 43.2% | 610% | 89 | 76.4% | 0.4 |
|
| 6307 |
6307
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$9663萬 | -US$2.86億 | -75% | 3.8% | 88.9% | 121 | 80.99% | 0.9 |
|
| 6308 |
6308
Piper Sandler & Co
Minneapolis,
Minnesota
| US$9655萬 | -US$2700萬 | -22% | 0.26% | 0.05% | 43 | 25.58% | 0.5 |
|
| 6309 |
6309
Beacon Financial Planning
Hyannis,
Massachusetts
| US$9649萬 | – | – | 7.19% | 74.3% | 22 | – | 0 |
|
| 6310 |
6310
Cynosure Group
Salt Lake City,
Utah
| US$9640萬 | +US$300萬 | +3% | 8.22% | 63% | 28 | 10.71% | 2.3 |
|
| 6311 |
6311
Delta Accumulation LLC
Sausalito,
California
| US$9637萬 | +US$8904萬 | +1,215% | 10.5% | 135% | 110 | 70% | 0.3 |
|
| 6312 |
6312
Palladiem
Bryn Mawr,
Pennsylvania
| US$9624萬 | +US$100萬 | +1% | 4.06% | – | 59 | 18.64% | 2.2 |
|
| 6313 |
TA
6313
TCM Advisors
Martinsburg,
West Virginia
| US$9623萬 | -US$2.47億 | -72% | 9.5% | 56.1% | 60 | 0% | 0.5 |
|
| 6314 |
6314
Maripau Wealth Management
Fort Wayne,
Indiana
| US$9612萬 | +US$344萬 | +4% | 6.03% | 55.6% | 86 | 11.63% | 0.8 |
|
| 6315 |
6315
Yost Capital Management
Houston,
Texas
| US$9611萬 | +US$350萬 | +4% | 10.9% | 125% | 17 | 47.06% | 1 |
|
| 6316 |
CIG
6316
Cascade Investment Group
Colorado Springs,
Colorado
| US$9609萬 | – | – | 8.44% | 93.2% | 119 | – | 0 |
|
| 6317 |
6317
LifeSteps Financial
Claremont,
California
| US$9601萬 | +US$728萬 | +8% | 7.56% | 98.4% | 83 | 28.92% | 2.3 |
|
| 6318 |
6318
RFG Holdings
Argyle,
Texas
| US$9595萬 | +US$1354萬 | +16% | 10.7% | 74.2% | 14 | 21.43% | 1.7 |
|
| 6319 |
6319
Beam Wealth Advisors
Covington,
Louisiana
| US$9593萬 | +US$612萬 | +7% | 6.95% | 69.2% | 117 | 26.5% | 1.9 |
|
| 6320 |
6320
Precision Wealth Strategies
Saint Louis,
Missouri
| US$9593萬 | -US$1749萬 | -15% | 11.1% | 105% | 134 | 25.37% | 1.2 |
|
| 6321 |
6321
Mendel Capital Management
Little Rock,
Arkansas
| US$9590萬 | +US$1071萬 | +13% | 9.05% | – | 66 | 4.55% | 0.9 |
|
| 6322 |
6322
Melfa Wealth Management
Westborough,
Massachusetts
| US$9572萬 | – | – | 5.48% | 49.9% | 137 | – | 0 |
|
| 6323 |
6323
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$9565萬 | +US$612萬 | +7% | 7.94% | 101% | 105 | 4.76% | 1 |
|
| 6324 |
6324
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$9564萬 | – | – | 9.13% | 73% | 66 | – | 0 |
|
| 6325 |
6325
Richelieu Gestion
Paris,
France
| US$9556萬 | +US$1161萬 | +14% | 7.78% | – | 82 | 29.27% | 0.6 |
|