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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
Gordian Advisors
Tucson,
Arizona
| US$1.7億 | +US$1992萬 | +13% | 11.4% | 55.4% | 67 | 20.9% | 1.4 |
|
| 7077 |
7077
OEP Capital Advisors
New York
| US$1.7億 | -US$2414萬 | -12% | 12.4% | 23.2% | 1 | 0% | 5.5 |
|
| 7078 |
7078
Chatterton & Associates
Anaheim,
California
| US$1.7億 | +US$2720萬 | +19% | 13.2% | – | 110 | 20% | 0.4 |
|
| 7079 |
7079
Aspetuck Financial Management
Westport,
Connecticut
| US$1.7億 | +US$2390萬 | +16% | 19.4% | – | 81 | 9.88% | 1.3 |
|
| 7080 |
7080
Jackson Wealth Management
Lake Mary,
Florida
| US$1.7億 | -US$8.02億 | -83% | 12.3% | 72.1% | 152 | 46.05% | 2.5 |
|
| 7081 |
PCM
7081
Park Capital Management
Madison,
Wisconsin
| US$1.7億 | +US$6716萬 | +65% | 56.2% | – | 175 | 65.14% | 0.5 |
|
| 7082 |
7082
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.7億 | +US$1242萬 | +8% | 15.4% | 121% | 88 | 13.64% | 5.3 |
|
| 7083 |
7083
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$1.7億 | -US$210萬 | -1% | 5.83% | – | 120 | 12.5% | 1.4 |
|
| 7084 |
7084
Community Bank of Raymore
Raymore,
Missouri
| US$1.7億 | +US$2038萬 | +14% | 14.2% | 91.9% | 77 | 5.19% | 6.2 |
|
| 7085 |
7085
Christian Investment Advisors
New Braunfels,
Texas
| US$1.7億 | +US$1141萬 | +7% | 8.01% | – | 15 | 26.67% | 0.9 |
|
| 7086 |
7086
Nautilus Advisors
La Jolla,
California
| US$1.7億 | +US$2380萬 | +16% | 15.9% | – | 185 | 15.68% | 1.1 |
|
| 7087 |
7087
Collar Capital Management
Appleton,
Wisconsin
| US$1.7億 | +US$1511萬 | +10% | 39.7% | – | 76 | 9.21% | 1.2 |
|
| 7088 |
7088
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| US$1.69億 | +US$3175萬 | +23% | 14% | – | 113 | 17.7% | 0.4 |
|
| 7089 |
7089
RiverTree Advisors
Winter Park,
Florida
| US$1.69億 | +US$1145萬 | +7% | 7.58% | 25.4% | 74 | 21.62% | 1.5 |
|
| 7090 |
7090
Ellerson Group
Annapolis,
Maryland
| US$1.69億 | +US$1671萬 | +11% | 12.8% | 178% | 66 | 10.61% | 2.2 |
|
| 7091 |
7091
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$1.69億 | +US$1765萬 | +12% | 13.1% | 114% | 14 | 7.14% | 4.1 |
|
| 7092 |
7092
Wilian Securities
Vadnais Heights,
Minnesota
| US$1.69億 | +US$1.29億 | +315% | 13.2% | – | 93 | 43.01% | 0.3 |
|
| 7093 |
7093
Palacios Wealth Management
Ormond Beach,
Florida
| US$1.69億 | +US$941萬 | +6% | 27.6% | – | 78 | 6.41% | 1.2 |
|
| 7094 |
JD6
7094
J Digital 6
Chicago,
Illinois
| US$1.69億 | +US$2900萬 | +21% | 6.6% | – | 3 | 33.33% | 0.5 |
|
| 7095 |
7095
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$1.69億 | +US$2106萬 | +14% | 15.1% | 74.9% | 52 | 21.15% | 2.2 |
|
| 7096 |
7096
Davis Capital Management
Jacksonville,
Florida
| US$1.69億 | +US$2138萬 | +14% | 11.3% | – | 1,286 | 55.44% | 1.2 |
|
| 7097 |
DIG
7097
Daniel Investment Group
Royal Oak,
Michigan
| US$1.69億 | – | – | 7.08% | – | 33 | – | 0 |
|
| 7098 |
7098
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.69億 | +US$909萬 | +6% | 14.8% | 90% | 52 | 11.54% | 5.9 |
|
| 7099 |
7099
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$1.69億 | +US$1604萬 | +10% | 11.3% | – | 356 | 8.15% | 1.3 |
|
| 7100 |
7100
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$1.69億 | +US$2154萬 | +15% | 22.2% | 160% | 36 | 5.56% | 2.2 |
|