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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
Continuum Advisory
Eagle,
Idaho
| US$9.46億 | +US$1.15億 | +14% | 8.59% | 77% | 460 | 13.7% | 3.4 |
|
| 2402 |
2402
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| US$9.46億 | +US$5.47億 | +137% | 9.32% | – | 647 | 88.1% | 0 |
|
| 2403 |
2403
Meteora Capital
Boca Raton,
Florida
| US$9.45億 | +US$4.06億 | +75% | 5.77% | 56.9% | 370 | 66.76% | 0.3 |
|
| 2404 |
2404
Polymer Capital Management
New York
| US$9.45億 | +US$9815萬 | +12% | 13.4% | – | 985 | 63.65% | 0.2 |
|
| 2405 |
2405
Gladius Capital Management
Chicago,
Illinois
| US$9.44億 | +US$6.71億 | +245% | 11.8% | 85% | 114 | 47.37% | 1.6 |
|
| 2406 |
2406
Coppell Advisory Solutions
Coppell,
Texas
| US$9.44億 | +US$1.01億 | +12% | 6.42% | – | 418 | 16.75% | 1.7 |
|
| 2407 |
2407
Sloy Dahl & Holst
Vancouver,
Washington
| US$9.44億 | +US$2.24億 | +31% | 31.4% | 132% | 121 | 12.4% | 2.6 |
|
| 2408 |
2408
Heritage Trust
Oklahoma City,
Oklahoma
| US$9.44億 | +US$7755萬 | +9% | 9.14% | – | 309 | 7.44% | 4.8 |
|
| 2409 |
2409
Kora Management
Brooklyn,
New York
| US$9.42億 | +US$1.28億 | +16% | 22.9% | 307% | 7 | 14.29% | 2.4 |
|
| 2410 |
2410
Red Door Wealth Management
Memphis,
Tennessee
| US$9.42億 | +US$1.04億 | +12% | 8.62% | 100% | 306 | 14.71% | 2.5 |
|
| 2411 |
AP
2411
Archon Partners
Princeton Junction,
New Jersey
| US$9.41億 | +US$7428萬 | +9% | 7.58% | 99.5% | 41 | 19.51% | 5.9 |
|
| 2412 |
2412
Proem Advisors
Dallas,
Texas
| US$9.41億 | +US$1.81億 | +24% | 89.9% | – | 55 | 52.73% | 0.5 |
|
| 2413 |
2413
Cheviot Value Management
Beverly Hills,
California
| US$9.4億 | +US$6795萬 | +8% | 11.3% | 77.8% | 454 | 7.27% | 1.3 |
|
| 2414 |
2414
Focused Wealth Management
Newburgh,
New York
| US$9.39億 | +US$1.14億 | +14% | 7.8% | 80.9% | 243 | 31.28% | 5.8 |
|
| 2415 |
2415
SCHF (GPE)
Wilson,
Wyoming
| US$9.38億 | +US$9634萬 | +11% | 7.64% | – | 10 | 60% | 0.2 |
|
| 2416 |
2416
Harvey Investment Company
Louisville,
Kentucky
| US$9.37億 | +US$2722萬 | +3% | 7.94% | 56.4% | 104 | 4.81% | 8.3 |
|
| 2417 |
2417
FJ Capital Management
Mclean,
Virginia
| US$9.37億 | -US$638萬 | -0.7% | 6.59% | 97.9% | 194 | 60.82% | 1 |
|
| 2418 |
2418
Center for Financial Planning
Southfied,
Michigan
| US$9.36億 | +US$6369萬 | +7% | 6.51% | 64.4% | 702 | 13.82% | 3.6 |
|
| 2419 |
2419
SYM Financial Corp
Winona Lake,
Indiana
| US$9.35億 | +US$4125萬 | +5% | 6.13% | 64.3% | 474 | 25.32% | 1.7 |
|
| 2420 |
2420
Coastline Trust
Providence,
Rhode Island
| US$9.32億 | +US$5867萬 | +7% | 8.4% | 106% | 407 | 7.13% | 4.9 |
|
| 2421 |
2421
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$9.3億 | +US$9214萬 | +11% | 9.38% | 98% | 162 | 30.25% | 2.9 |
|
| 2422 |
2422
Rossmore Private Capital
Glastonbury,
Connecticut
| US$9.28億 | +US$7145萬 | +8% | 7.87% | 87.1% | 331 | 23.26% | 3.8 |
|
| 2423 |
2423
Inscription Capital
Houston,
Texas
| US$9.28億 | +US$2.34億 | +34% | 8.07% | – | 668 | 32.78% | 1.4 |
|
| 2424 |
2424
Toth Financial Advisory
Leesburg,
Virginia
| US$9.28億 | +US$7035萬 | +8% | 7.67% | 90.4% | 849 | 22.85% | 3.9 |
|
| 2425 |
2425
Tairen Capital
Hong Kong
| US$9.25億 | -US$5312萬 | -5% | 19.8% | 462% | 101 | 67.33% | 0.3 |
|