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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Accordant Advisory Group
Annapolis,
Maryland
| US$1.45億 | -US$208萬 | -1% | 8.7% | – | 198 | 30.3% | 1 |
|
| 7302 |
7302
Tide Cove Capital Partners
San Diego,
California
| US$1.45億 | +US$1494萬 | +11% | 0.96% | – | 13 | 23.08% | 0.8 |
|
| 7303 |
7303
Bank of Marin
Novato,
California
| US$1.45億 | +US$305萬 | +2% | 3.35% | 80.3% | 135 | 7.41% | 2.7 |
|
| 7304 |
7304
Exchange Bank
Santa Rosa,
California
| US$1.45億 | +US$49.9萬 | +0.3% | 3.47% | 75.2% | 126 | 5.56% | 2.1 |
|
| 7305 |
7305
HC Advisors
Sandy Springs,
Georgia
| US$1.45億 | +US$221萬 | +2% | 2.66% | 63.5% | 62 | 4.84% | 3.4 |
|
| 7306 |
7306
Amara Financial
San Francisco,
California
| US$1.44億 | +US$862萬 | +6% | 2.66% | – | 48 | 6.25% | 1.1 |
|
| 7307 |
7307
Compass Planning Associates
Greenfield,
Massachusetts
| US$1.44億 | +US$3534萬 | +32% | 1.25% | – | 31 | 9.68% | 0.9 |
|
| 7308 |
BAWM
7308
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$1.44億 | +US$652萬 | +5% | 1.4% | 51% | 62 | 32.26% | 1 |
|
| 7309 |
7309
Ridgeline Wealth
Mesa,
Arizona
| US$1.44億 | +US$872萬 | +6% | 2.96% | – | 54 | 9.26% | 0.8 |
|
| 7310 |
7310
Impact Investors
San Francisco,
California
| US$1.44億 | -US$768萬 | -5% | 1.06% | – | 103 | 9.71% | 0.9 |
|
| 7311 |
7311
Cornerstone Select Advisors
St. Louis,
Missouri
| US$1.44億 | +US$812萬 | +6% | 5.56% | – | 124 | 16.94% | 0.8 |
|
| 7312 |
7312
Teton Advisors
Rye,
New York
| US$1.44億 | -US$1801萬 | -11% | 2.2% | 139% | 164 | 8.54% | 9.3 |
|
| 7313 |
7313
Cornerstone Wealth Partners
Okemos,
Michigan
| US$1.44億 | – | – | 2.38% | – | 17 | – | 0 |
|
| 7314 |
7314
Cathy Pareto & Associates
Coral Gables,
Florida
| US$1.44億 | +US$1151萬 | +9% | 3.22% | – | 94 | 6.38% | 0.9 |
|
| 7315 |
7315
Campion Asset Management
Falls Church,
Virginia
| US$1.44億 | +US$318萬 | +2% | 2.37% | 70.2% | 83 | 3.61% | 4.1 |
|
| 7316 |
7316
Occam Crest Management
Darien,
Connecticut
| US$1.44億 | -US$2044萬 | -12% | 11.4% | – | 34 | 26.47% | 0.2 |
|
| 7317 |
7317
FSA Advisors
Troy,
Michigan
| US$1.44億 | +US$1758萬 | +14% | 1.31% | 67.2% | 245 | 55.51% | 0.7 |
|
| 7318 |
7318
Shepherd Wealth Management
Cincinnati,
Ohio
| US$1.44億 | -US$664萬 | -4% | 0.82% | – | 49 | 24.49% | 0.6 |
|
| 7319 |
7319
Dahring Cusmano
Novi,
Michigan
| US$1.44億 | +US$536萬 | +4% | 1.59% | – | 53 | 7.55% | 0.9 |
|
| 7320 |
7320
Brickwood Asset Management
London,
United Kingdom
| US$1.44億 | +US$94萬 | +0.7% | 5.37% | – | 11 | 45.45% | 0.4 |
|
| 7321 |
7321
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$1.44億 | -US$212萬 | -1% | 0.06% | 44.2% | 167 | 51.5% | 1.4 |
|
| 7322 |
7322
Aspire Growth Partners
Miromar Lakes,
Florida
| US$1.44億 | +US$679萬 | +5% | 3.68% | – | 126 | 8.73% | 0.9 |
|
| 7323 |
SWM
7323
SpringVest Wealth Management
Dallas,
Texas
| US$1.44億 | +US$751萬 | +6% | 1.23% | – | 73 | 10.96% | 0.8 |
|
| 7324 |
7324
Masterton Capital Management
New York
| US$1.43億 | -US$3896萬 | -21% | 2.88% | 1.94% | 25 | 28% | 1 |
|
| 7325 |
7325
Opinicus Capital
Tampa,
Florida
| US$1.43億 | -US$93.1萬 | -0.6% | 3.94% | 129% | 115 | 16.52% | 1.5 |
|