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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
8051
American Asset Management
Boca Raton,
Florida
| US$1.23億 | +US$740萬 | +6% | 7.01% | 42.5% | 34 | 11.76% | 2.2 |
|
| 8052 |
8052
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| US$1.23億 | +US$1476萬 | +14% | 12.2% | – | 279 | 9.68% | 0.5 |
|
| 8053 |
8053
Walsh & Associates
Sarasota,
Florida
| US$1.22億 | +US$2159萬 | +21% | 14.8% | – | 305 | 25.57% | 0.5 |
|
| 8054 |
CG
8054
Curat Global
Springfield,
New Hampshire
| US$1.22億 | +US$2089萬 | +21% | 26.8% | – | 268 | 7.46% | 1.2 |
|
| 8055 |
8055
Hardworking Capital Advisors
Palm Desert,
California
| US$1.22億 | +US$1556萬 | +15% | 5.36% | – | 85 | 3.53% | 0.5 |
|
| 8056 |
8056
Worldly Partners Management
Needham,
Massachusetts
| US$1.22億 | +US$395萬 | +3% | 8.94% | 19.2% | 3 | 0% | 3.5 |
|
| 8057 |
8057
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| US$1.22億 | +US$1621萬 | +15% | 10.4% | – | 27 | 18.52% | 0.4 |
|
| 8058 |
8058
Birchwood Financial Partners
Bloomington,
Minnesota
| US$1.22億 | +US$1855萬 | +18% | 12.9% | – | 358 | 4.47% | 0.5 |
|
| 8059 |
8059
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| US$1.22億 | +US$1773萬 | +17% | 24.5% | – | 85 | 11.76% | 0.5 |
|
| 8060 |
8060
High Point Wealth Management
Chester,
New Jersey
| US$1.22億 | +US$1863萬 | +18% | 21.1% | – | 262 | 9.16% | 0.5 |
|
| 8061 |
8061
Forteris Wealth Management
Armonk,
New York
| US$1.22億 | +US$1775萬 | +17% | 17.8% | – | 73 | 12.33% | 0.5 |
|
| 8062 |
8062
Wall Capital Group
Phoenix,
Arizona
| US$1.22億 | +US$2851萬 | +30% | 11.6% | – | 31 | 29.03% | 2.3 |
|
| 8063 |
8063
WFA of San Diego
San Diego,
California
| US$1.22億 | -US$250萬 | -2% | 11.7% | – | 405 | 77.04% | 4.3 |
|
| 8064 |
8064
Cooke Wealth Management
Irvine,
California
| US$1.22億 | +US$925萬 | +8% | 9.41% | – | 39 | 5.13% | 0.5 |
|
| 8065 |
8065
JHP Wealth Management
Centennial,
Colorado
| US$1.22億 | +US$1750萬 | +17% | 13.2% | – | 43 | 32.56% | 0.4 |
|
| 8066 |
8066
Coral Wealth Management
Miami,
Florida
| US$1.22億 | +US$3264萬 | +37% | 16.5% | – | 22 | 50% | 0.2 |
|
| 8067 |
8067
Financial Management Inc
Little Rock,
Arkansas
| US$1.22億 | +US$1551萬 | +15% | 10.9% | – | 46 | 15.22% | 0.4 |
|
| 8068 |
8068
Hicks Capital Management
Columbus,
Ohio
| US$1.22億 | +US$2200萬 | +22% | 11.8% | – | 42 | 19.05% | 0.8 |
|
| 8069 |
8069
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$1.22億 | -US$61.5萬 | -0.5% | 3.95% | 34.5% | 32 | 25% | 2.5 |
|
| 8070 |
8070
Vines Capital Management
Monroe,
Louisiana
| US$1.22億 | +US$2098萬 | +21% | 24.2% | – | 92 | 18.48% | 0.4 |
|
| 8071 |
8071
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$1.22億 | +US$326萬 | +3% | 4.13% | – | 55 | 12.73% | 2.8 |
|
| 8072 |
8072
Greenline Wealth Management
Boca Raton,
Florida
| US$1.22億 | +US$3498萬 | +40% | 34.8% | – | 139 | 38.13% | 0.3 |
|
| 8073 |
D
8073
Drystone
Ivy,
Virginia
| US$1.22億 | +US$1068萬 | +10% | 14.7% | – | 18 | 0% | 3.9 |
|
| 8074 |
8074
Torrey-Payne Wealth Management
Pasadena,
California
| US$1.22億 | +US$1257萬 | +12% | 10.8% | – | 42 | 11.9% | 0.5 |
|
| 8075 |
8075
Institutional Venture Management XV
Menlo Park,
California
| US$1.22億 | +US$4600萬 | +61% | 63.7% | 116% | 3 | 0% | 3.8 |
|