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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Farrow Financial
Randolph,
Vermont
| US$1.65億 | +US$1614萬 | +11% | 10.9% | 79.9% | 52 | 5.77% | 1.3 |
|
| 6377 |
6377
Trust Investment Advisors
Indianapolis,
Indiana
| US$1.65億 | +US$943萬 | +6% | 14.2% | 178% | 148 | 37.16% | 3.3 |
|
| 6378 |
FAG
6378
Financial Architects (Georgia)
Woodstock,
Georgia
| US$1.65億 | +US$793萬 | +5% | 5.5% | 35.9% | 28 | 28.57% | 1.1 |
|
| 6379 |
6379
Stephenson & Company
San Clemente,
California
| US$1.65億 | +US$1074萬 | +7% | 4.05% | 47% | 44 | 15.91% | 1.2 |
|
| 6380 |
6380
Better Money Decisions
Santa Fe,
New Mexico
| US$1.65億 | +US$1476萬 | +10% | 6.43% | 32.7% | 75 | 10.67% | 2.7 |
|
| 6381 |
6381
Promethium Advisors
Bethesda,
Maryland
| US$1.65億 | +US$847萬 | +5% | 4.26% | – | 128 | 15.63% | 0.7 |
|
| 6382 |
6382
Signature Resources Capital Management
Newport Beach,
California
| US$1.65億 | +US$4830萬 | +42% | 8.75% | 67.8% | 546 | 32.97% | 0.9 |
|
| 6383 |
6383
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$1.65億 | +US$268萬 | +2% | 1.61% | 49.4% | 51 | 9.8% | 2.6 |
|
| 6384 |
6384
Twin Lakes Capital Management
Redwood Shores,
California
| US$1.64億 | +US$1605萬 | +11% | 9.91% | 131% | 222 | 0.9% | 3.1 |
|
| 6385 |
6385
Bullseye Investment Management
Cincinnati,
Ohio
| US$1.64億 | US$0 | 0% | 5.17% | 38.2% | 91 | 0% | 0.9 |
|
| 6386 |
6386
Teton Advisors
Rye,
New York
| US$1.64億 | +US$433萬 | +3% | 13.5% | 139% | 191 | 6.28% | 8.2 |
|
| 6387 |
6387
Ring Mountain Capital
Tiburon,
California
| US$1.64億 | +US$3113萬 | +23% | 19.9% | – | 99 | 11.11% | 0.4 |
|
| 6388 |
6388
Vitruvian Partners
London,
United Kingdom
| US$1.64億 | +US$5938萬 | +57% | 27.4% | 96.9% | 7 | 14.29% | 2.1 |
|
| 6389 |
6389
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| US$1.64億 | +US$3118萬 | +23% | 28.8% | 78.7% | 35 | 25.71% | 1.8 |
|
| 6390 |
6390
Avory & Company
Miami,
Florida
| US$1.64億 | +US$1265萬 | +8% | 10.6% | 74.9% | 34 | 17.65% | 2.1 |
|
| 6391 |
6391
HFG Wealth Management
The Woodlands,
Texas
| US$1.64億 | -US$114萬 | -0.7% | 6.65% | 45.9% | 53 | 9.43% | 1.3 |
|
| 6392 |
6392
Everstar Asset Management
Mooresville,
North Carolina
| US$1.64億 | +US$1303萬 | +9% | 4.61% | – | 205 | 17.07% | 0.6 |
|
| 6393 |
6393
Trevian Wealth Management
Weston,
Massachusetts
| US$1.64億 | +US$2354萬 | +17% | 10.2% | 94.1% | 33 | 18.18% | 1.2 |
|
| 6394 |
6394
Horizon Family Wealth
Chicago,
Illinois
| US$1.64億 | +US$1395萬 | +9% | 10.7% | 68.6% | 79 | 11.39% | 2 |
|
| 6395 |
6395
Lakehouse Capital
Sydney NSW,
Australia
| US$1.64億 | +US$1347萬 | +9% | 19% | 87.4% | 13 | 0% | 3.8 |
|
| 6396 |
6396
Virtus ETF Advisers
New York
| US$1.64億 | +US$977萬 | +6% | 13.4% | 177% | 501 | 26.15% | 0.4 |
|
| 6397 |
6397
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$1.64億 | +US$1379萬 | +9% | 9.57% | 101% | 119 | 8.4% | 2.6 |
|
| 6398 |
6398
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.64億 | +US$2822萬 | +21% | 5.5% | 42.3% | 64 | 39.06% | 0.8 |
|
| 6399 |
SFC
6399
Sprinkle Financial Consultants
Littleton,
Colorado
| US$1.64億 | +US$605萬 | +4% | 6.61% | 64.1% | 82 | 7.32% | 1.2 |
|
| 6400 |
6400
Trademark Financial Management
Bloomington,
Minnesota
| US$1.64億 | +US$3248萬 | +25% | 8.09% | 67.5% | 99 | 23.23% | 1 |
|