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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Sincerus Advisory
New York
| US$1.17億 | +US$1035萬 | +10% | 6.3% | – | 70 | 5.71% | 0.7 |
|
| 7452 |
7452
Guided Capital Wealth Management
Houston,
Texas
| US$1.17億 | -US$1312萬 | -10% | 6.48% | – | 39 | 23.08% | 0.6 |
|
| 7453 |
7453
Hershey Financial Advisers
Lancaster,
Pennsylvania
| US$1.17億 | +US$496萬 | +4% | 6.77% | – | 101 | 56.44% | 0.5 |
|
| 7454 |
7454
Baer Investment Advisory
Corte Madera,
California
| US$1.17億 | +US$2872萬 | +33% | 6.24% | – | 43 | 48.84% | 0.5 |
|
| 7455 |
7455
BLVD Private Wealth
Prospect,
Kentucky
| US$1.17億 | +US$1044萬 | +10% | 5.3% | – | 80 | 13.75% | 0.2 |
|
| 7456 |
7456
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.17億 | +US$1054萬 | +10% | 14.3% | – | 36 | 8.33% | 0.2 |
|
| 7457 |
7457
C2C Wealth Management
Scottsdale,
Arizona
| US$1.16億 | +US$608萬 | +6% | 6.27% | 77.2% | 85 | 4.71% | 3.3 |
|
| 7458 |
7458
Midwestern Financial
Iowa City,
Iowa
| US$1.16億 | +US$983萬 | +9% | 5.7% | – | 55 | 3.64% | 0.2 |
|
| 7459 |
7459
MeadowBrook Investment Advisors
Livonia,
Michigan
| US$1.16億 | +US$447萬 | +4% | 7.24% | 81.5% | 234 | 21.37% | 1.5 |
|
| 7460 |
7460
MRP Capital Investments
Alpharetta,
Georgia
| US$1.16億 | -US$2892萬 | -20% | 10.1% | 222% | 216 | 18.06% | 1.2 |
|
| 7461 |
7461
Investment Management Corporation
Roanoke,
Virginia
| US$1.16億 | +US$614萬 | +6% | 8.67% | – | 175 | 72.57% | 0.7 |
|
| 7462 |
7462
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| US$1.16億 | +US$1041萬 | +10% | 9.82% | – | 1 | 0% | 0.8 |
|
| 7463 |
7463
Norwood Investment Partners
Mill Valley,
California
| US$1.16億 | -US$1721萬 | -13% | 3.87% | 24.4% | 17 | 23.53% | 1.4 |
|
| 7464 |
7464
Phoenix Asset Management Partners
London,
| US$1.16億 | +US$1465萬 | +14% | 24.9% | 165% | 10 | 20% | 2.2 |
|
| 7465 |
7465
Anchor Capital Management Company
Raleigh,
North Carolina
| US$1.16億 | -US$452萬 | -4% | 10.2% | – | 9 | 11.11% | 1.1 |
|
| 7466 |
7466
Wulff, Hansen & Co
San Rafael,
California
| US$1.16億 | -US$66.2萬 | -0.6% | 10.6% | 94.7% | 106 | 10.38% | 2.6 |
|
| 7467 |
7467
Morangie Management
Vero Beach,
Florida
| US$1.16億 | +US$63.5萬 | +0.6% | 3.61% | – | 35 | 11.43% | 0.6 |
|
| 7468 |
7468
Candelo Capital Management
New York
| US$1.16億 | +US$556萬 | +5% | 21% | – | 39 | 58.97% | 0.3 |
|
| 7469 |
7469
GEN Financial Management
Plymouth,
Minnesota
| US$1.16億 | -US$631萬 | -5% | 4.27% | – | 45 | 4.44% | 0.7 |
|
| 7470 |
RA
7470
Rovida Advisors
Fort Lauderdale,
Florida
| US$1.16億 | +US$354萬 | +3% | 3.07% | 24.8% | 13 | 15.38% | 1.2 |
|
| 7471 |
7471
Maxele Advisors
Webster Groves,
Missouri
| US$1.16億 | +US$127萬 | +1% | 7.53% | – | 105 | 13.33% | 2.8 |
|
| 7472 |
7472
Sherman Asset Management
Ventura,
California
| US$1.16億 | +US$313萬 | +3% | 9.56% | – | 148 | 4.73% | 0.7 |
|
| 7473 |
7473
Luminist Capital
Grand Rapids,
Michigan
| US$1.16億 | +US$1487萬 | +15% | 6.88% | – | 421 | 35.87% | 0.5 |
|
| 7474 |
7474
Orchard Capital Management
Chicago,
Illinois
| US$1.16億 | +US$2530萬 | +28% | 13.2% | 128% | 46 | 19.57% | 2.6 |
|
| 7475 |
7475
Oregon Pacific Wealth Management
Medford,
Oregon
| US$1.16億 | +US$1003萬 | +9% | 5.66% | – | 156 | 28.21% | 0.6 |
|