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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
American Wealth Advisors
Johns Creek,
Georgia
| US$1.07億 | +US$1061萬 | +11% | 12.3% | – | 42 | 2.38% | 0.7 |
|
| 8302 |
8302
Ebert Capital Management
Eureka,
California
| US$1.07億 | +US$865萬 | +9% | 12.8% | – | 29 | 13.79% | 0.4 |
|
| 8303 |
8303
CFG Wealth Management Services
Indianapolis,
Indiana
| US$1.07億 | -US$363萬 | -3% | 6.04% | – | 152 | 47.37% | 0.5 |
|
| 8304 |
8304
October Effect
Virginia Beach,
Virginia
| US$1.06億 | +US$1951萬 | +22% | 64.6% | – | 76 | 31.58% | 0.7 |
|
| 8305 |
8305
Plus Group Wealth Advisors
Belgium,
Wisconsin
| US$1.06億 | +US$1543萬 | +17% | 12% | – | 48 | 14.58% | 0.4 |
|
| 8306 |
8306
Wallace Advisory Group
Lafayette,
California
| US$1.06億 | +US$1270萬 | +14% | 9.69% | 50.9% | 146 | 23.97% | 2.1 |
|
| 8307 |
CF
8307
Calder Financial
Downingtown,
Pennsylvania
| US$1.06億 | +US$541萬 | +5% | 12.2% | – | 45 | 15.56% | 0.4 |
|
| 8308 |
8308
Expressive Wealth
Chicago,
Illinois
| US$1.06億 | +US$98.4萬 | +0.9% | 17.1% | – | 147 | 21.09% | 0.4 |
|
| 8309 |
8309
Regatta Research & Money Management
Metairie,
Louisiana
| US$1.06億 | – | – | 14.7% | – | 495 | – | 0 |
|
| 8310 |
8310
Elevated Private Wealth
Brookfield,
Wisconsin
| US$1.06億 | – | – | 28.8% | – | 76 | – | 0.5 |
|
| 8311 |
8311
OneAscent Investment Solutions
Birmingham,
Alabama
| US$1.06億 | +US$565萬 | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
| 8312 |
8312
Hyposwiss Advisors
Geneva,
| US$1.06億 | +US$439萬 | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|
| 8313 |
8313
Board of the Pension Protection Fund
Croydon,
United Kingdom
| US$1.05億 | -US$331萬 | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
| 8314 |
8314
Villanova Investment Management
Wayne,
Pennsylvania
| US$1.05億 | +US$779萬 | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
| 8315 |
8315
Generations Wealth LLC
Mason,
Ohio
| US$1.05億 | +US$233萬 | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
| 8316 |
8316
Succession Financial
Mckinney,
Texas
| US$1.05億 | – | – | 29% | – | 50 | – | 0 |
|
| 8317 |
8317
Cogent Strategic Wealth
Chicago,
Illinois
| US$1.05億 | +US$759萬 | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
| 8318 |
8318
22NW LP
Seattle,
Washington
| US$1.05億 | -US$4123萬 | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
| 8319 |
8319
IDG China Venture Capital Fund V Associates
Hong Kong
| US$1.05億 | -US$2105萬 | -17% | 13.6% | 12.6% | 1 | 0% | 4.5 |
|
| 8320 |
8320
Indie Asset Partners
Carmel,
Indiana
| US$1.04億 | +US$1666萬 | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
| 8321 |
8321
Verdad Advisers
Boston,
Massachusetts
| US$1.04億 | +US$1558萬 | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|
| 8322 |
JRSI
8322
Jeter Robert S II
| US$1.04億 | +US$396萬 | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
| 8323 |
8323
Strategic Financial Group
Grand Haven,
Michigan
| US$1.04億 | +US$723萬 | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
| 8324 |
TPW
8324
TOP Private Wealth
Glastonbury,
Connecticut
| US$1.04億 | – | – | 13.6% | – | 139 | – | 0 |
|
| 8325 |
8325
AIHC Capital Management
Central,
| US$1.04億 | -US$1542萬 | -13% | 43.6% | – | 5 | 20% | 0.4 |
|