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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$6.23億 | +US$2042萬 | +3% | 7.17% | 31.3% | 335 | 11.04% | 1.5 |
|
| 2402 |
2402
Strategic Global Advisors
Newport Beach,
California
| US$6.23億 | -US$195萬 | -0.3% | 7.49% | 137% | 155 | 22.58% | 2 |
|
| 2403 |
2403
Adams Natural Resources Fund
Baltimore,
Maryland
| US$6.22億 | -US$2522萬 | -4% | 3.03% | 50.6% | 56 | 3.57% | 5.8 |
|
| 2404 |
LCM
2404
Lonestar Capital Management
San Francisco,
California
| US$6.22億 | +US$1.84億 | +42% | 12.1% | 260% | 33 | 33.33% | 0.9 |
|
| 2405 |
2405
Resources Management Corp
West Hartford,
Connecticut
| US$6.22億 | -US$1148萬 | -2% | 1.97% | 93.2% | 516 | 19.38% | 3.2 |
|
| 2406 |
2406
Sunbelt Securities
Houston,
Texas
| US$6.22億 | +US$1.1億 | +21% | 7.95% | 83.5% | 1,651 | 72.62% | 0.8 |
|
| 2407 |
2407
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$6.21億 | -US$5689萬 | -8% | 10.6% | 106% | 49 | 20.41% | 2.6 |
|
| 2408 |
2408
WealthShield Partners
Cary,
North Carolina
| US$6.2億 | +US$9826萬 | +19% | 5.83% | 71% | 494 | 43.72% | 1.3 |
|
| 2409 |
2409
Keebeck Wealth Management
Chicago,
Illinois
| US$6.2億 | +US$5085萬 | +9% | 5.69% | 92.1% | 263 | 14.83% | 2 |
|
| 2410 |
2410
Sage Mountain Advisors
Atlanta,
Georgia
| US$6.2億 | +US$1.8億 | +41% | 7.7% | 67% | 390 | 42.82% | 1 |
|
| 2411 |
2411
C2C Wealth Management
Scottsdale,
Arizona
| US$6.2億 | +US$4281萬 | +7% | 6.02% | 77.2% | 243 | 31.28% | 0.8 |
|
| 2412 |
2412
Pictet North America Advisors
Geneva 73,
Switzerland
| US$6.19億 | +US$3830萬 | +7% | 11.7% | 67.7% | 142 | 22.54% | 3.9 |
|
| 2413 |
2413
Wealth Alliance
Mellville,
New York
| US$6.17億 | +US$5407萬 | +10% | 8.96% | 86.9% | 540 | 17.59% | 1.7 |
|
| 2414 |
2414
Sierra Capital
Miami,
Florida
| US$6.16億 | +US$3176萬 | +5% | 3.71% | 32.4% | 654 | 72.63% | 1.6 |
|
| 2415 |
2415
Cable Hill Partners
Portland,
Oregon
| US$6.15億 | +US$5633萬 | +10% | 6.35% | 20.3% | 223 | 26.46% | 2.3 |
|
| 2416 |
2416
Tompkins Financial
Ithaca,
New York
| US$6.14億 | -US$1840萬 | -3% | 3.3% | 84.4% | 651 | 8.29% | 3.6 |
|
| 2417 |
2417
American Financial Advisors
Marietta,
Georgia
| US$6.14億 | +US$2421萬 | +4% | 5.4% | 52.7% | 130 | 5.38% | 2.1 |
|
| 2418 |
2418
Nordwand Advisors
Radnor,
Pennsylvania
| US$6.14億 | -US$1.88億 | -23% | 5.36% | 103% | 141 | 63.83% | 0.1 |
|
| 2419 |
2419
CKW Financial Group
Honolulu,
Hawaii
| US$6.13億 | +US$1895萬 | +3% | 6.62% | 70.3% | 207 | 3.38% | 5.5 |
|
| 2420 |
2420
Twele Capital Management
Minnetonka,
Minnesota
| US$6.12億 | +US$256萬 | +0.4% | 4.6% | 37.1% | 40 | 0% | 7.4 |
|
| 2421 |
2421
Goodnow Investment Group
Darien,
Connecticut
| US$6.12億 | -US$1211萬 | -2% | 8.44% | 131% | 18 | 5.56% | 4.4 |
|
| 2422 |
2422
Avala Global
New York
| US$6.11億 | +US$3.35億 | +121% | 32.3% | 552% | 15 | 26.67% | 0.2 |
|
| 2423 |
2423
White Mountains Insurance Group
Hanover,
New Hampshire
| US$6.11億 | +US$1.09億 | +22% | 25.1% | 107% | 2 | 0% | 1.4 |
|
| 2424 |
2424
Virtue Capital Management
Brentwood,
Tennessee
| US$6.11億 | -US$4399萬 | -7% | 4.17% | 97.9% | 448 | 27.68% | 1.2 |
|
| 2425 |
2425
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$6.11億 | +US$1.4億 | +30% | 6.68% | – | 60 | 18.33% | 3.5 |
|