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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Tegean Capital Management
New York
| US$9528萬 | -US$413萬 | -4% | 5.7% | – | 80 | 26.25% | 0.5 |
|
| 6427 |
BSWA
6427
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$9525萬 | -US$276萬 | -3% | 7.03% | – | 106 | 74.53% | 0.1 |
|
| 6428 |
6428
Synergy Financial Group
San Ramon,
California
| US$9524萬 | -US$1619萬 | -15% | 15.7% | 133% | 106 | 9.43% | 0.2 |
|
| 6429 |
BAM
6429
Bosun Asset Management
Chicago,
Illinois
| US$9518萬 | -US$1486萬 | -14% | 4.96% | 278% | 80 | 13.75% | 0.2 |
|
| 6430 |
6430
Endowment Wealth Management
Appleton,
Wisconsin
| US$9512萬 | -US$379萬 | -4% | 7.04% | 70.7% | 134 | 17.16% | 0.2 |
|
| 6431 |
6431
Magnolia Wealth Management
Dothan,
Alabama
| US$9508萬 | -US$264萬 | -3% | 3.84% | 48.7% | 15 | 40% | 0.2 |
|
| 6432 |
6432
Precept Management
Dallas,
Texas
| US$9493萬 | -US$1.59億 | -63% | 7.83% | 110% | 82 | 76.83% | 0.5 |
|
| 6433 |
6433
Kids Capital Management
Los Angeles,
California
| US$9489萬 | -US$2229萬 | -19% | 13.9% | – | 12 | 16.67% | 0.2 |
|
| 6434 |
6434
Cook Wealth
Raleigh,
North Carolina
| US$9475萬 | -US$271萬 | -3% | 4.19% | 7.36% | 44 | 15.91% | 0.2 |
|
| 6435 |
DLDF
6435
Dan L. Duncan Foundation
Houston,
Texas
| US$9469萬 | -US$319萬 | -3% | 5.63% | 11.8% | 4 | 0% | 0.9 |
|
| 6436 |
AAM
6436
Artha Asset Management
Hoboken,
New Jersey
| US$9452萬 | +US$1260萬 | +15% | 8.86% | – | 37 | 67.57% | 0.1 |
|
| 6437 |
6437
ACT Capital Management
Wayne,
Pennsylvania
| US$9452萬 | -US$4381萬 | -32% | 12.6% | – | 99 | 20.2% | 0.6 |
|
| 6438 |
6438
5th Street Advisors
Southport,
Connecticut
| US$9448萬 | -US$1098萬 | -10% | 2.91% | 52.2% | 20 | 40% | 0.2 |
|
| 6439 |
6439
Intrinsic Value Partners
Phoenix,
Arizona
| US$9439萬 | +US$58.5萬 | +0.6% | 1.14% | 134% | 49 | 6.12% | 0.2 |
|
| 6440 |
6440
McAlister Sweet & Associates
Houston,
Texas
| US$9411萬 | -US$2048萬 | -18% | 2.21% | 83.6% | 41 | 34.15% | 0.2 |
|
| 6441 |
6441
Redmont Wealth Advisors
Chicago,
Illinois
| US$9394萬 | +US$47.2萬 | +0.5% | 3.11% | 46.1% | 131 | 25.95% | 0.2 |
|
| 6442 |
6442
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| US$9388萬 | -US$674萬 | -7% | 1.97% | – | 107 | 12.15% | 0.2 |
|
| 6443 |
6443
Claris Advisors
St. Louis,
Missouri
| US$9377萬 | -US$70.6萬 | -0.7% | 3.37% | 65.7% | 52 | 11.54% | 0.2 |
|
| 6444 |
APS
6444
American Planning Services
Sun City Center,
Florida
| US$9362萬 | -US$1936萬 | -17% | 4% | 23.8% | 29 | 17.24% | 0.2 |
|
| 6445 |
6445
Pin Oak Investment Advisors
Houston,
Texas
| US$9359萬 | -US$525萬 | -5% | 8.89% | 62.7% | 451 | 12.2% | 2.6 |
|
| 6446 |
6446
Enhancing Capital
Harrisburg,
Pennsylvania
| US$9357萬 | +US$148萬 | +2% | 0.31% | – | 77 | 5.19% | 0.2 |
|
| 6447 |
6447
Sender Company & Partners
New York
| US$9352萬 | -US$1.02億 | -52% | 12.7% | 69.8% | 125 | 84% | 0.1 |
|
| 6448 |
6448
USA Financial Formulas
Ada,
Michigan
| US$9348萬 | -US$2310萬 | -20% | 12.8% | 104% | 526 | 46.58% | 1.1 |
|
| 6449 |
6449
Convergence Financial
Columbia,
Missouri
| US$9322萬 | -US$298萬 | -3% | 4.95% | 70.6% | 26 | 26.92% | 0.2 |
|
| 6450 |
CMANY
6450
Capital Management Associates (New York)
New York
| US$9321萬 | -US$900萬 | -9% | 0.61% | 215% | 96 | 45.83% | 1.9 |
|