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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
XXEC Inc
Tulsa,
Oklahoma
| US$1.24億 | +US$899萬 | +8% | 7.85% | 30.1% | 21 | 9.52% | 2.7 |
|
| 7202 |
7202
Jacksonville Wealth Management
Jacksonville,
Florida
| US$1.24億 | +US$2277萬 | +22% | 17% | – | 68 | 16.18% | 0.4 |
|
| 7203 |
7203
Andrew Hill Investment Advisors
Naples,
Florida
| US$1.24億 | +US$2097萬 | +20% | 19.5% | 269% | 60 | 41.67% | 1.1 |
|
| 7204 |
7204
Fortune Financial Advisors
Overland Park,
Kansas
| US$1.24億 | +US$831萬 | +7% | 6.75% | 82.8% | 100 | 10% | 1.7 |
|
| 7205 |
7205
Pacific Asset Management
Gig Harbor,
Washington
| US$1.24億 | +US$1271萬 | +11% | 8.74% | – | 59 | 16.95% | 0.4 |
|
| 7206 |
7206
Cannon Advisors
Charlotte,
North Carolina
| US$1.24億 | +US$1562萬 | +14% | 13.7% | – | 73 | 23.29% | 0.6 |
|
| 7207 |
7207
Comprehensive Wealth Management
Lynnwood,
Washington
| US$1.24億 | -US$1957萬 | -14% | 5.12% | 40.6% | 46 | 43.48% | 1.3 |
|
| 7208 |
B
7208
BennBridge
Edinburgh,
United Kingdom
| US$1.24億 | +US$113萬 | +0.9% | 12.3% | – | 6 | 0% | 0.5 |
|
| 7209 |
7209
Slocum, Gordon & Co
Newport,
Rhode Island
| US$1.24億 | -US$1010萬 | -8% | 1.63% | 65.3% | 143 | 18.18% | 1.9 |
|
| 7210 |
AC
7210
Anson Capital
Tyrone,
Georgia
| US$1.24億 | +US$777萬 | +7% | 7.21% | 50.5% | 79 | 8.86% | 1.8 |
|
| 7211 |
HC
7211
Hoese & Co
Glencoe,
Minnesota
| US$1.24億 | +US$866萬 | +8% | 5.79% | 51% | 177 | 26.55% | 2.8 |
|
| 7212 |
7212
Square Peg Capital
Surry Hills, NSW,
Australia
| US$1.24億 | +US$1176萬 | +10% | 33.9% | – | 10 | 10% | 0.5 |
|
| 7213 |
7213
Winebrenner Capital Management
Louisville,
Kentucky
| US$1.24億 | +US$1309萬 | +12% | 5.24% | – | 131 | 9.16% | 0.4 |
|
| 7214 |
7214
Hickory Point Bank & Trust
Decatur,
Illinois
| US$1.24億 | +US$1020萬 | +9% | 9.41% | – | 127 | 7.09% | 0.5 |
|
| 7215 |
7215
Bain Capital Venture Investors
Boston,
Massachusetts
| US$1.24億 | -US$7563萬 | -38% | 46.4% | 34.2% | 3 | 33.33% | 2.3 |
|
| 7216 |
7216
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$1.24億 | +US$342萬 | +3% | 7.65% | – | 185 | 17.84% | 0.9 |
|
| 7217 |
7217
Foresite Capital Management IV
Larkspur,
California
| US$1.24億 | +US$1273萬 | +11% | 9.11% | 151% | 6 | 16.67% | 2.5 |
|
| 7218 |
GCA
7218
Gallagher Capital Advisors
Argyle,
Texas
| US$1.24億 | -US$747萬 | -6% | 14.6% | – | 72 | 26.39% | 0.4 |
|
| 7219 |
TF
7219
TME Financial
Huntington Beach,
California
| US$1.24億 | +US$858萬 | +7% | 5.24% | – | 79 | 15.19% | 0.4 |
|
| 7220 |
7220
Partnership Wealth Management
Towson,
Maryland
| US$1.24億 | +US$571萬 | +5% | 5.89% | 67.6% | 72 | 4.17% | 1.4 |
|
| 7221 |
7221
Courant Investment Management
Franklin,
Tennessee
| US$1.24億 | +US$414萬 | +3% | 5.36% | 35.2% | 8 | 0% | 5.3 |
|
| 7222 |
7222
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$1.24億 | +US$1806萬 | +17% | 17.3% | – | 243 | 28.81% | 0.4 |
|
| 7223 |
SWM
7223
SpringVest Wealth Management
Dallas,
Texas
| US$1.23億 | +US$289萬 | +2% | 3.09% | – | 62 | 11.29% | 0.4 |
|
| 7224 |
7224
Seek First
Campbell,
California
| US$1.23億 | +US$1083萬 | +10% | 6.21% | – | 56 | 7.14% | 0.2 |
|
| 7225 |
7225
Accredited Wealth Management
Louisville,
Kentucky
| US$1.23億 | +US$499萬 | +4% | 6.45% | – | 405 | 19.26% | 0.4 |
|