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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
LIC
6601
Laurus Investment Counsel
Toronto,
Canada
| US$1.53億 | +US$327萬 | +2% | 7.46% | 14.1% | 47 | 4.26% | 3.2 |
|
| 6602 |
6602
Draper Asset Management
Smithtown,
New York
| US$1.53億 | +US$2472萬 | +19% | 18.3% | 187% | 43 | 39.53% | 1.2 |
|
| 6603 |
6603
Brooktree Capital Management
Gand Rapids,
Michigan
| US$1.53億 | +US$1965萬 | +15% | 9.78% | 82.9% | 43 | 48.84% | 2.3 |
|
| 6604 |
6604
Carter Financial Group
Barrington,
Illinois
| US$1.53億 | – | – | 12.4% | – | 115 | – | 1.2 |
|
| 6605 |
ACA
6605
Acorn Capital Advisors
New York
| US$1.53億 | +US$295萬 | +2% | 3.01% | – | 22 | 4.55% | 0.5 |
|
| 6606 |
6606
Gallo Partners
Bloomfield,
New Jersey
| US$1.53億 | +US$254萬 | +2% | 18.3% | – | 87 | 80.46% | 0.1 |
|
| 6607 |
6607
Lummis Asset Management
Fort Worth,
Texas
| US$1.53億 | +US$886萬 | +6% | 7.24% | – | 165 | 5.45% | 1.3 |
|
| 6608 |
6608
Boyar Asset Management
New York
| US$1.53億 | +US$1494萬 | +11% | 12.2% | 75.5% | 82 | 9.76% | 7.2 |
|
| 6609 |
6609
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.53億 | +US$952萬 | +7% | 11.7% | 150% | 195 | 2.05% | 1.8 |
|
| 6610 |
6610
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$1.53億 | +US$439萬 | +3% | 4.06% | 41.2% | 54 | 3.7% | 2.5 |
|
| 6611 |
MKW
6611
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$1.53億 | +US$429萬 | +3% | 2.05% | – | 61 | 6.56% | 0.9 |
|
| 6612 |
6612
Prodigy Asset Management
Omaha,
Nebraska
| US$1.53億 | +US$2893萬 | +23% | 5.64% | – | 24 | 8.33% | 0.4 |
|
| 6613 |
6613
Richmond Brothers
Jackson,
Michigan
| US$1.53億 | -US$551萬 | -3% | 7.51% | 77.2% | 33 | 15.15% | 1.6 |
|
| 6614 |
6614
Two West Capital Advisors
Overland Park,
Kansas
| US$1.53億 | +US$3294萬 | +28% | 7.33% | – | 95 | 21.05% | 0.7 |
|
| 6615 |
MA
6615
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$1.53億 | +US$1189萬 | +8% | 12.2% | 166% | 57 | 5.26% | 7.8 |
|
| 6616 |
6616
HMV Wealth Advisors
Shreveport,
Louisiana
| US$1.53億 | +US$2649萬 | +21% | 8.65% | – | 90 | 23.33% | 0.4 |
|
| 6617 |
6617
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.52億 | +US$1790萬 | +13% | 10.9% | 85.3% | 64 | 25% | 3.6 |
|
| 6618 |
6618
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$1.52億 | +US$1599萬 | +12% | 36.4% | 144% | 25 | 56% | 0.6 |
|
| 6619 |
6619
RiverGlades Family Offices
Naples,
Florida
| US$1.52億 | +US$1347萬 | +10% | 7.55% | – | 90 | 13.33% | 4.1 |
|
| 6620 |
6620
Axis Wealth Partners
East Providence,
Rhode Island
| US$1.52億 | +US$1690萬 | +12% | 6.56% | – | 152 | 11.18% | 0.4 |
|
| 6621 |
6621
Leigh Baldwin & Co
Cazenovia,
New York
| US$1.52億 | +US$2781萬 | +22% | 11.9% | – | 192 | 17.19% | 0.4 |
|
| 6622 |
6622
Financially Speaking
Greenwood Village,
Colorado
| US$1.52億 | +US$1640萬 | +12% | 7.54% | – | 180 | 65.56% | 0.2 |
|
| 6623 |
SA
6623
Stonebridge Advisors
Wilton,
Connecticut
| US$1.52億 | +US$596萬 | +4% | 1.59% | 0.03% | 4 | 25% | 2.6 |
|
| 6624 |
6624
Define Financial
San Diego,
California
| US$1.52億 | +US$2052萬 | +16% | 7.58% | – | 37 | 10.81% | 0.4 |
|
| 6625 |
6625
Guerra Pan Advisors
Montclair,
New Jersey
| US$1.52億 | +US$2420萬 | +19% | 19.2% | 149% | 117 | 14.53% | 2.5 |
|