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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.31億 | +US$1669萬 | +15% | 11.1% | – | 76 | 15.79% | 0.4 |
|
| 7077 |
7077
JDH Wealth Management
Santa Rosa,
California
| US$1.31億 | +US$1403萬 | +12% | 8.4% | – | 53 | 18.87% | 0.4 |
|
| 7078 |
7078
Oppenheimer & Close
New York
| US$1.31億 | +US$925萬 | +8% | 12.9% | 148% | 58 | 22.41% | 4.9 |
|
| 7079 |
7079
Saxony Capital Management
St. Louis,
Missouri
| US$1.3億 | +US$1650萬 | +14% | 9.52% | 90% | 142 | 23.94% | 1 |
|
| 7080 |
7080
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$1.3億 | +US$805萬 | +7% | 6.04% | – | 63 | 6.35% | 0.5 |
|
| 7081 |
7081
Astra Wealth Partners
Jersey City,
New Jersey
| US$1.3億 | +US$2133萬 | +20% | 10.2% | – | 91 | 23.08% | 0.4 |
|
| 7082 |
PS
7082
Pennant Select
Summit,
New Jersey
| US$1.3億 | +US$184萬 | +1% | 23.2% | – | 12 | 8.33% | 1.1 |
|
| 7083 |
7083
Bannerman Wealth Management Group
Lewisville,
Texas
| US$1.3億 | +US$787萬 | +6% | 8.06% | – | 36 | 5.56% | 0.5 |
|
| 7084 |
7084
OEP Capital Advisors
New York
| US$1.3億 | -US$1948萬 | -13% | 13% | 23.2% | 1 | 0% | 4.5 |
|
| 7085 |
7085
Tassel Capital Management
Matthews,
North Carolina
| US$1.3億 | +US$1585萬 | +14% | 8.53% | – | 38 | 13.16% | 0.5 |
|
| 7086 |
7086
Live Oak Investment Partners
Austin,
Texas
| US$1.3億 | +US$342萬 | +3% | 7.31% | – | 93 | 21.51% | 2 |
|
| 7087 |
7087
Leibman Financial Services
Louisville,
Nebraska
| US$1.3億 | +US$143萬 | +1% | 12% | 59.2% | 58 | 24.14% | 1.1 |
|
| 7088 |
BAWM
7088
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$1.3億 | +US$873萬 | +7% | 6.73% | 51% | 53 | 28.3% | 0.9 |
|
| 7089 |
7089
Integrity Investment Advisors
Fort Collins,
Colorado
| US$1.3億 | +US$2057萬 | +19% | 9.9% | – | 52 | 15.38% | 0.2 |
|
| 7090 |
ECP
7090
Elwood Capital Partners
New York
| US$1.3億 | +US$1429萬 | +12% | 12.6% | – | 23 | 8.7% | 0.5 |
|
| 7091 |
HCM
7091
Helios Capital Management
Singapore
| US$1.3億 | +US$7278萬 | +127% | 16% | 124% | 34 | 26.47% | 2 |
|
| 7092 |
BGI
7092
B Group Inc
Dallas,
Texas
| US$1.3億 | +US$1320萬 | +11% | 12.2% | – | 20 | 20% | 0.5 |
|
| 7093 |
7093
Data Collective IV
Palo Alto,
California
| US$1.3億 | +US$4301萬 | +49% | 75.4% | 317% | 5 | 0% | 3.3 |
|
| 7094 |
7094
Rik Saylor Financial
Fairfield,
Ohio
| US$1.3億 | +US$1637萬 | +14% | 7.5% | – | 83 | 6.02% | 0.5 |
|
| 7095 |
7095
Clearfield Capital Management
New York
| US$1.3億 | +US$5364萬 | +70% | 39.2% | 421% | 15 | 80% | 0.4 |
|
| 7096 |
7096
Guided Capital Wealth Management
Houston,
Texas
| US$1.3億 | +US$1013萬 | +8% | 13.8% | – | 35 | 2.86% | 0.4 |
|
| 7097 |
7097
Piper Sandler & Co
Minneapolis,
Minnesota
| US$1.3億 | -US$326萬 | -2% | 0% | 0.05% | 23 | 13.04% | 0.8 |
|
| 7098 |
7098
Colrain Capital
Boston,
Massachusetts
| US$1.3億 | +US$1256萬 | +11% | 12.1% | – | 24 | 4.17% | 6.9 |
|
| 7099 |
7099
bLong Financial
Memphis,
Tennessee
| US$1.3億 | +US$1693萬 | +15% | 17.2% | – | 84 | 14.29% | 0.4 |
|
| 7100 |
7100
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| US$1.29億 | +US$837萬 | +7% | 9.37% | – | 141 | 9.93% | 0.5 |
|