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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Kintegral Advisory
New York
| US$7.57億 | +US$3569萬 | +5% | 9.66% | 143% | 331 | 42.3% | 2.8 |
|
| 2027 |
2027
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$7.57億 | +US$1.43億 | +23% | 7.58% | 62.7% | 247 | 24.29% | 2.2 |
|
| 2028 |
2028
P2 Capital Partners
New York
| US$7.56億 | -US$5398萬 | -7% | 14.1% | 7.96% | 20 | 30% | 2.5 |
|
| 2029 |
2029
LTS One Management
New York
| US$7.56億 | +US$9443萬 | +14% | 7.55% | 67.9% | 9 | 55.56% | 0.4 |
|
| 2030 |
2030
Virtu Financial
New York
| US$7.56億 | -US$3.36億 | -31% | 6.84% | 160% | 2,634 | 77.26% | 0.2 |
|
| 2031 |
2031
Advance Capital Management
Southfield,
Michigan
| US$7.55億 | -US$6292萬 | -8% | 9.01% | 54.4% | 112 | 25% | 0.7 |
|
| 2032 |
2032
MMBG Investment Advisors
Miami,
Florida
| US$7.55億 | +US$824萬 | +1% | 4.4% | 118% | 168 | 8.33% | 0.9 |
|
| 2033 |
2033
Maple Capital Management
Montpelier,
Vermont
| US$7.55億 | -US$3742萬 | -5% | 7.81% | 114% | 101 | 7.92% | 5.5 |
|
| 2034 |
2034
Redwood Investment Management
Scottsdale,
Arizona
| US$7.55億 | +US$2.79億 | +59% | 10.4% | 62.5% | 303 | 53.8% | 0.8 |
|
| 2035 |
2035
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$7.54億 | +US$9459萬 | +14% | 8.02% | 91.1% | 597 | 17.59% | 1.8 |
|
| 2036 |
2036
Marcum Wealth
Cleveland,
Ohio
| US$7.54億 | +US$9487萬 | +14% | 8.92% | 20% | 402 | 11.44% | 1.6 |
|
| 2037 |
2037
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$7.54億 | +US$1751萬 | +2% | 8.52% | 74.2% | 73 | 8.22% | 6.1 |
|
| 2038 |
2038
First Trust Direct Indexing
Boston,
Massachusetts
| US$7.54億 | +US$6927萬 | +10% | 11.7% | 69% | 716 | 14.39% | 1.4 |
|
| 2039 |
2039
Woodstock Corp
Boston,
Massachusetts
| US$7.52億 | +US$8023萬 | +12% | 12.9% | 115% | 173 | 8.09% | 6.5 |
|
| 2040 |
2040
Narwhal Capital Management
Marietta,
Georgia
| US$7.52億 | +US$6137萬 | +9% | 10.1% | 109% | 169 | 14.2% | 4.7 |
|
| 2041 |
2041
ARS Investment Partners
New York
| US$7.52億 | +US$2449萬 | +3% | 13.9% | 266% | 190 | 27.89% | 2.7 |
|
| 2042 |
2042
Richard C. Young & Co
Newport,
Rhode Island
| US$7.51億 | +US$9745萬 | +15% | 14.6% | 152% | 79 | 10.13% | 4.4 |
|
| 2043 |
2043
Fiduciary Group
Savannah,
Georgia
| US$7.51億 | -US$2118萬 | -3% | 9.26% | 76.2% | 237 | 5.06% | 5.1 |
|
| 2044 |
2044
RKL Wealth Management
Lancaster,
Pennsylvania
| US$7.48億 | +US$5397萬 | +8% | 7.97% | 76.8% | 135 | 8.15% | 4.9 |
|
| 2045 |
2045
Towle & Co
Denver,
Colorado
| US$7.48億 | +US$1.36億 | +22% | 18% | 169% | 73 | 26.03% | 1.2 |
|
| 2046 |
2046
Himension Capital (Singapore)
Singapore
| US$7.48億 | -US$1.95億 | -21% | 12.1% | 492% | 12 | 25% | 1.3 |
|
| 2047 |
2047
SP Asset Management
Cupertino,
California
| US$7.47億 | +US$1633萬 | +2% | 6.09% | 112% | 116 | 12.93% | 3 |
|
| 2048 |
2048
Redwood Investments
Boston,
Massachusetts
| US$7.47億 | +US$253萬 | +0.3% | 8.21% | 74.1% | 129 | 20.16% | 2.3 |
|
| 2049 |
MCM
2049
McKinley Capital Management
Anchorage,
Alaska
| US$7.47億 | +US$976萬 | +1% | 9.07% | 63.3% | 179 | 15.08% | 3.6 |
|
| 2050 |
AAA
2050
Adams Asset Advisors
Dallas,
Texas
| US$7.46億 | +US$1.01億 | +16% | 11.6% | 66.8% | 89 | 20.22% | 3.8 |
|