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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
Pelham Capital
London,
United Kingdom
| US$1.88億 | -US$1418萬 | -7% | 1.54% | 135% | 14 | 28.57% | 1.5 |
|
| 6427 |
6427
Next Level Wealth Planning
Meridian,
Idaho
| US$1.88億 | +US$1079萬 | +6% | 2.47% | – | 67 | 10.45% | 0.7 |
|
| 6428 |
6428
David J. Yvars Group
University Park,
Florida
| US$1.88億 | +US$119萬 | +0.6% | 1.14% | 143% | 103 | 18.45% | 2.6 |
|
| 6429 |
6429
Trust Investment Advisors
Indianapolis,
Indiana
| US$1.88億 | +US$1002萬 | +6% | 8.45% | 178% | 110 | 21.82% | 4.9 |
|
| 6430 |
6430
Horizon Family Wealth
Chicago,
Illinois
| US$1.88億 | +US$1378萬 | +8% | 2.11% | 68.6% | 87 | 14.94% | 2.1 |
|
| 6431 |
LS
6431
LCW Services
Virginia Beach,
Virginia
| US$1.88億 | – | – | 1.68% | – | 39 | – | 0 |
|
| 6432 |
GCM
6432
Granby Capital Management
Miami Beach,
Florida
| US$1.87億 | -US$85萬 | -0.5% | 1.34% | 50% | 21 | 28.57% | 2.2 |
|
| 6433 |
6433
Granite FO LLC
Bedford,
New Hampshire
| US$1.87億 | +US$335萬 | +2% | 6.35% | 112% | 192 | 9.38% | 1.7 |
|
| 6434 |
6434
Sylvest Advisors
Dallas,
Texas
| US$1.87億 | +US$128萬 | +0.7% | 1.87% | – | 75 | 9.33% | 0.9 |
|
| 6435 |
6435
TritonPoint Partners
Chevy Chase,
Maryland
| US$1.87億 | – | – | 2.95% | – | 152 | – | 0 |
|
| 6436 |
6436
Broadway Wealth Solutions
San Antonio,
Texas
| US$1.87億 | +US$892萬 | +5% | 1.63% | – | 101 | 11.88% | 0.9 |
|
| 6437 |
6437
GuidedMoney
Black Earth,
Wisconsin
| US$1.87億 | – | – | 1.31% | – | 30 | – | 0 |
|
| 6438 |
6438
Fort Vancouver Investment Management
Vancouver,
Washington
| US$1.87億 | +US$700萬 | +4% | 2.1% | – | 51 | 5.88% | 1.2 |
|
| 6439 |
BWG
6439
Boomfish Wealth Group
Alpharetta,
Georgia
| US$1.87億 | +US$169萬 | +0.9% | 1.34% | 86% | 90 | 8.89% | 1.7 |
|
| 6440 |
6440
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.87億 | -US$690萬 | -4% | 1.27% | 91% | 82 | 7.32% | 4.7 |
|
| 6441 |
6441
Foresight Global Investors
Purchase,
New York
| US$1.87億 | +US$1852萬 | +11% | 5.06% | 69.9% | 34 | 23.53% | 0.8 |
|
| 6442 |
6442
Brown Shipley & Co
London,
United Kingdom
| US$1.87億 | -US$246萬 | -1% | 5.42% | 125% | 78 | 17.95% | 2.3 |
|
| 6443 |
6443
Cetera Trust Company
St. Paul,
Minnesota
| US$1.87億 | +US$836萬 | +5% | 7.58% | 118% | 361 | 3.05% | 1.9 |
|
| 6444 |
6444
1248 Management
Kansas City,
Missouri
| US$1.87億 | +US$966萬 | +5% | 0.9% | – | 170 | 15.88% | 0.7 |
|
| 6445 |
6445
StepStone Group
La Jolla,
California
| US$1.87億 | -US$2579萬 | -12% | 1.78% | 107% | 25 | 44% | 1.1 |
|
| 6446 |
6446
Barnes Wealth Management Group
Bakersfield,
California
| US$1.87億 | +US$525萬 | +3% | 1.78% | – | 181 | 7.18% | 0.8 |
|
| 6447 |
6447
KMT Wealth Management
El Segundo,
California
| US$1.87億 | +US$114萬 | +0.6% | 2.2% | – | 17 | 11.76% | 0.9 |
|
| 6448 |
6448
Pacific Point Advisors
Rancho Santa Fe,
California
| US$1.87億 | +US$1538萬 | +9% | 3.19% | – | 143 | 22.38% | 0.8 |
|
| 6449 |
6449
Superstring Capital Management
New York
| US$1.87億 | +US$8528萬 | +84% | 102% | – | 64 | 75% | 0.3 |
|
| 6450 |
SIAIK
6450
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| US$1.87億 | – | – | 2.9% | – | 97 | – | 0 |
|