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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Allen Capital Group
Grand Island,
Nebraska
| US$10.9億 | +US$3102萬 | +3% | 1.52% | 62.8% | 287 | 12.2% | 2 |
|
| 2252 |
2252
Private Capital Management (Florida)
Naples,
Florida
| US$10.9億 | -US$2861萬 | -3% | 0.67% | 118% | 204 | 28.43% | 2.3 |
|
| 2253 |
2253
Connable Office Inc
Kalamazoo,
Michigan
| US$10.9億 | +US$1266萬 | +1% | 2.3% | 75.1% | 246 | 16.26% | 4.1 |
|
| 2254 |
2254
Tanglewood Wealth Management
Houston,
Texas
| US$10.9億 | +US$1466萬 | +1% | 3.99% | 64.6% | 41 | 19.51% | 3.8 |
|
| 2255 |
2255
Apriem Advisors
Irvine,
California
| US$10.9億 | +US$3258萬 | +3% | 3.4% | 74.3% | 198 | 5.56% | 5.3 |
|
| 2256 |
2256
Mar Vista Investment Partners
Los Angeles,
California
| US$10.9億 | -US$6119萬 | -5% | 2.51% | 88.1% | 36 | 16.67% | 6 |
|
| 2257 |
2257
Avenir Tech
Hong Kong
| US$10.9億 | -US$2.67億 | -20% | 22.4% | – | 33 | 36.36% | 0.7 |
|
| 2258 |
2258
First Business Financial Services
Madison,
Wisconsin
| US$10.9億 | -US$104萬 | -0.1% | 3.08% | 80.9% | 187 | 11.23% | 5.1 |
|
| 2259 |
2259
Syntegra Private Wealth Group
Chesterfield,
Missouri
| US$10.9億 | +US$2831萬 | +3% | 1.55% | 56.9% | 196 | 6.63% | 2 |
|
| 2260 |
GA
2260
GuoLine Advisory
Singapore
| US$10.9億 | +US$8380萬 | +8% | 5.88% | 112% | 23 | 4.35% | 1.9 |
|
| 2261 |
2261
Inspire Advisors
Meridian,
Idaho
| US$10.9億 | +US$4141萬 | +4% | 1.26% | 60.2% | 653 | 34.61% | 1.3 |
|
| 2262 |
2262
Verus Financial Partners
Richmond,
Virginia
| US$10.9億 | +US$4719萬 | +5% | 1.82% | 45.7% | 125 | 11.2% | 4.4 |
|
| 2263 |
2263
OneAscent Financial Services
Birmingham,
Alabama
| US$10.9億 | -US$4.16億 | -28% | 2.14% | 68.2% | 559 | 31.66% | 1 |
|
| 2264 |
2264
Heartwood Wealth Advisors
Richmond,
Virginia
| US$10.9億 | +US$1396萬 | +1% | 1.89% | 59.4% | 632 | 68.2% | 2.9 |
|
| 2265 |
2265
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| US$10.8億 | -US$9427萬 | -8% | 4.35% | – | 1 | 0% | 1 |
|
| 2266 |
2266
Asset Advisors Investment Management
Augusta,
Georgia
| US$10.8億 | +US$2746萬 | +3% | 1.89% | 67.5% | 113 | 7.08% | 4.9 |
|
| 2267 |
2267
L & S Advisors
Los Angeles,
California
| US$10.8億 | +US$4180萬 | +4% | 8.22% | 231% | 389 | 17.22% | 2 |
|
| 2268 |
2268
Graham Holdings Company
Arlington,
Virginia
| US$10.8億 | +US$8314萬 | +8% | 10.4% | 88.6% | 6 | 0% | 3.3 |
|
| 2269 |
2269
Pekin Hardy Strauss
Chicago,
Illinois
| US$10.8億 | +US$8434萬 | +8% | 7.5% | 105% | 490 | 24.08% | 3.6 |
|
| 2270 |
CF
2270
Clarity Financial
Houston,
Texas
| US$10.8億 | +US$7375萬 | +7% | 1.92% | 65.8% | 128 | 16.41% | 2.1 |
|
| 2271 |
2271
Everhart Financial Group
Dublin,
Ohio
| US$10.8億 | +US$8175萬 | +8% | 3.42% | 123% | 440 | 16.59% | 2.1 |
|
| 2272 |
2272
Shepherd Financial Partners
Winchester,
Massachusetts
| US$10.8億 | +US$2851萬 | +3% | 3.21% | 88.4% | 257 | 9.73% | 3.8 |
|
| 2273 |
2273
Crescent Grove Advisors
Lake Forest,
Illinois
| US$10.8億 | +US$2368萬 | +2% | 1.14% | 64.1% | 316 | 13.29% | 3.8 |
|
| 2274 |
2274
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$10.8億 | -US$2882萬 | -3% | 0.01% | 70% | 63 | 3.17% | 7.6 |
|
| 2275 |
2275
LVM Capital Management
Portage,
Michigan
| US$10.8億 | +US$3599萬 | +3% | 5.86% | 121% | 177 | 15.82% | 6.4 |
|