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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
Levin Capital Strategies
New York
| US$10.5億 | +US$8881萬 | +9% | 8.43% | 91.9% | 279 | 36.2% | 3.7 |
|
| 2027 |
2027
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$10.5億 | +US$9810萬 | +10% | 8.67% | 71.4% | 307 | 10.75% | 2.9 |
|
| 2028 |
2028
Smith, Moore & Co
Clayton,
Missouri
| US$10.5億 | +US$7756萬 | +8% | 6.97% | 74.5% | 477 | 9.43% | 4.5 |
|
| 2029 |
2029
Diversify Wealth Management
Sandy,
Utah
| US$10.5億 | +US$2.43億 | +30% | 6.5% | – | 504 | 21.23% | 0.2 |
|
| 2030 |
PWMAG
2030
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$10.5億 | +US$7805萬 | +8% | 6.87% | 90.7% | 374 | 6.95% | 3.8 |
|
| 2031 |
2031
Cozad Asset Management
Champaign,
Illinois
| US$10.5億 | +US$4468萬 | +4% | 6.79% | 138% | 420 | 8.81% | 3.5 |
|
| 2032 |
2032
Browning West
Los Angeles,
California
| US$10.5億 | +US$1.67億 | +19% | 19.2% | 96.8% | 2 | 0% | 3.8 |
|
| 2033 |
WDA
2033
Wendell David Associates
Portsmouth,
New Hampshire
| US$10.5億 | +US$6421萬 | +7% | 8.28% | 58.7% | 163 | 4.29% | 7.7 |
|
| 2034 |
2034
Godsey & Gibb Inc
Richmond,
Virginia
| US$10.5億 | +US$7815萬 | +8% | 10.3% | 87.5% | 465 | 21.51% | 1.1 |
|
| 2035 |
2035
Washington Trust Bank
Spokane,
Washington
| US$10.4億 | +US$3347萬 | +3% | 4.81% | 89.9% | 224 | 11.61% | 5.6 |
|
| 2036 |
2036
Globeflex Capital
San Diego,
California
| US$10.4億 | +US$8707萬 | +9% | 11.9% | 186% | 539 | 27.46% | 2.1 |
|
| 2037 |
2037
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$10.4億 | +US$4216萬 | +4% | 6.71% | 70% | 63 | 6.35% | 6.7 |
|
| 2038 |
2038
Tompkins Financial
Ithaca,
New York
| US$10.4億 | +US$8840萬 | +9% | 7.15% | 84.4% | 629 | 14.15% | 4.8 |
|
| 2039 |
2039
J.L. Bainbridge & Co
Sarasota,
Florida
| US$10.4億 | +US$3256萬 | +3% | 4.12% | 118% | 105 | 13.33% | 2.9 |
|
| 2040 |
2040
Mount Yale Investment Advisors
Denver,
Colorado
| US$10.4億 | -US$2.21億 | -17% | 7.21% | 92.1% | 618 | 24.11% | 2.6 |
|
| 2041 |
2041
Strategic Wealth Partners
Independence,
Ohio
| US$10.4億 | +US$8260萬 | +9% | 6.04% | – | 307 | 10.1% | 2.8 |
|
| 2042 |
2042
Austin Private Wealth
Austin,
Texas
| US$10.4億 | +US$1.1億 | +12% | 5.28% | 62.4% | 300 | 19.67% | 1.9 |
|
| 2043 |
2043
Woodstock Corp
Boston,
Massachusetts
| US$10.4億 | +US$5583萬 | +6% | 6.66% | 115% | 169 | 4.73% | 7.5 |
|
| 2044 |
2044
Rational Advisors
Huntington,
New York
| US$10.4億 | +US$1370萬 | +1% | 5.59% | 39.2% | 206 | 25.73% | 1.7 |
|
| 2045 |
2045
Strategy Capital
Los Altos,
California
| US$10.4億 | +US$2077萬 | +2% | 10.7% | 316% | 11 | 18.18% | 2.8 |
|
| 2046 |
2046
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$10.4億 | -US$1589萬 | -2% | 6.24% | 151% | 161 | 38.51% | 1.9 |
|
| 2047 |
2047
Atlas FRM
Greenwich,
Connecticut
| US$10.4億 | +US$2.84億 | +38% | 18% | 38.9% | 9 | 33.33% | 1.4 |
|
| 2048 |
2048
Smith Anglin Financial
Dallas,
Texas
| US$10.4億 | +US$4893萬 | +5% | 5.33% | 52.8% | 219 | 14.61% | 2.1 |
|
| 2049 |
2049
Saudi Central Bank
Riyadh,
Saudi Arabia
| US$10.4億 | +US$4450萬 | +4% | 5.23% | 140% | 7 | 0% | 1.7 |
|
| 2050 |
2050
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$10.3億 | +US$1.55億 | +18% | 12.2% | 83.1% | 350 | 39.14% | 1.2 |
|