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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
TI-Trust
Quincy,
Illinois
| US$1.3億 | -US$635萬 | -5% | 0.2% | 88.8% | 134 | 9.7% | 3.4 |
|
| 6477 |
6477
University of Chicago
Chicago,
Illinois
| US$1.3億 | +US$6042萬 | +87% | 1.01% | 62.3% | 8 | 25% | 1.7 |
|
| 6478 |
6478
Broadwater Capital
Boston,
Massachusetts
| US$1.3億 | -US$59.7萬 | -0.5% | 3.13% | 82% | 239 | 2.09% | 0.5 |
|
| 6479 |
6479
Refined Wealth Management
Salt Lake City,
Utah
| US$1.3億 | -US$1228萬 | -9% | 2.99% | 99.4% | 30 | 10% | 2.1 |
|
| 6480 |
6480
CastleKeep Investment Advisors
Westport,
Connecticut
| US$1.3億 | -US$915萬 | -7% | 1.86% | – | 115 | 33.04% | 0.4 |
|
| 6481 |
6481
XXEC Inc
Tulsa,
Oklahoma
| US$1.3億 | -US$331萬 | -2% | 2.61% | 30.1% | 25 | 16% | 2.3 |
|
| 6482 |
SWP
6482
Semus Wealth Partners
Boca Raton,
Florida
| US$1.3億 | +US$1080萬 | +9% | 10.2% | 107% | 134 | 19.4% | 1.2 |
|
| 6483 |
6483
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$1.29億 | +US$47.5萬 | +0.4% | 3.56% | 78% | 72 | 13.89% | 1.9 |
|
| 6484 |
6484
Brightwater Advisory
Tampa,
Florida
| US$1.29億 | +US$495萬 | +4% | 0.44% | 57% | 63 | 12.7% | 0.4 |
|
| 6485 |
6485
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$1.29億 | +US$409萬 | +3% | 1.25% | 57.9% | 78 | 0% | 0.5 |
|
| 6486 |
6486
Ariadne Wealth Management
Santa Barbara,
California
| US$1.29億 | – | – | 0.76% | – | 159 | – | 0 |
|
| 6487 |
6487
Chicago Capital Management
Chicago,
Illinois
| US$1.29億 | +US$3425萬 | +36% | 4.48% | 270% | 51 | 33.33% | 0.3 |
|
| 6488 |
GSC
6488
Ground Swell Capital
Folly Beach,
South Carolina
| US$1.29億 | +US$1900萬 | +17% | 1.3% | 81.2% | 232 | 93.53% | 0.1 |
|
| 6489 |
6489
EdgeRock Capital
Denver,
Colorado
| US$1.29億 | +US$356萬 | +3% | 4.17% | 79.7% | 295 | 84.07% | 0.2 |
|
| 6490 |
6490
Vannoy Advisory Group
Austin,
Texas
| US$1.29億 | +US$78.6萬 | +0.6% | 0.12% | 52.5% | 27 | 0% | 0.5 |
|
| 6491 |
6491
Hidden Lake Asset Management
New York
| US$1.29億 | -US$3602萬 | -22% | 7.38% | 849% | 40 | 72.5% | 0.2 |
|
| 6492 |
6492
MB Generational Wealth
Spokane,
Washington
| US$1.29億 | +US$160萬 | +1% | 0.3% | 68.9% | 68 | 30.88% | 0.4 |
|
| 6493 |
6493
NRI Wealth Management
Santa Clara,
California
| US$1.29億 | +US$1066萬 | +9% | 9.64% | – | 29 | 10.34% | 0.5 |
|
| 6494 |
6494
Hofer & Associates
Thousand Oaks,
California
| US$1.29億 | +US$1024萬 | +9% | 3.67% | 61.7% | 57 | 5.26% | 1.9 |
|
| 6495 |
MKW
6495
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$1.29億 | – | – | 7.43% | – | 53 | – | 0 |
|
| 6496 |
6496
Community Bank of Raymore
Raymore,
Missouri
| US$1.29億 | -US$8416萬 | -40% | 0.2% | 91.9% | 90 | 17.78% | 4.6 |
|
| 6497 |
6497
Client First Investment Management
West Bend,
Wisconsin
| US$1.29億 | +US$281萬 | +2% | 5.18% | 243% | 32 | 53.13% | 0.3 |
|
| 6498 |
6498
Avid Wealth Partners
San Antonio,
Texas
| US$1.29億 | +US$423萬 | +3% | 3.66% | 93.7% | 45 | 28.89% | 0.4 |
|
| 6499 |
PWAM
6499
Pinnacle West Asset Management
Casper,
Wyoming
| US$1.29億 | +US$265萬 | +2% | 3.79% | 109% | 107 | 3.74% | 1.2 |
|
| 6500 |
6500
RiverGlades Family Offices
Naples,
Florida
| US$1.29億 | +US$310萬 | +2% | 1.33% | – | 82 | 7.32% | 3.7 |
|