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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
WNY Asset Management
Williamsville,
New York
| US$9.7億 | – | – | 0.74% | – | 249 | – | 2.8 |
|
| 2402 |
2402
Great Lakes Retirement
Sandusky,
Ohio
| US$9.7億 | +US$497萬 | +0.5% | 0.69% | 118% | 237 | 16.46% | 2.6 |
|
| 2403 |
2403
Graham Holdings Company
Arlington,
Virginia
| US$9.7億 | -US$1.15億 | -11% | 6.9% | 88.6% | 6 | 0% | 3.5 |
|
| 2404 |
2404
TwinBeech Capital
Purchase,
New York
| US$9.7億 | -US$4.42億 | -31% | 5.56% | 5.7% | 887 | 76.21% | 0.2 |
|
| 2405 |
2405
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$9.6億 | +US$3881萬 | +4% | 3.37% | 88.8% | 96 | 15.63% | 2.9 |
|
| 2406 |
2406
HCR Wealth Advisors
Los Angeles,
California
| US$9.6億 | -US$4533萬 | -4% | 2.01% | 107% | 263 | 11.41% | 4.5 |
|
| 2407 |
2407
Focused Wealth Management
Newburgh,
New York
| US$9.6億 | +US$703萬 | +0.7% | 3.18% | 80.9% | 269 | 36.06% | 5.2 |
|
| 2408 |
2408
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$9.6億 | +US$242萬 | +0.3% | 1.87% | 68% | 160 | 10% | 3.8 |
|
| 2409 |
TFP
2409
Triple Frond Partners
San Francisco,
California
| US$9.6億 | +US$72萬 | +0.1% | 6.8% | 92.9% | 13 | 15.38% | 3.5 |
|
| 2410 |
2410
Quantitative Investment Management
Charlottesville,
Virginia
| US$9.6億 | -US$6580萬 | -6% | 9.34% | 24.6% | 583 | 73.24% | 0.2 |
|
| 2411 |
2411
MASTERINVEST Kapitalanlage
Vienna,
| US$9.6億 | -US$9064萬 | -9% | 2.67% | – | 312 | 21.15% | 0.6 |
|
| 2412 |
2412
Red Door Wealth Management
Memphis,
Tennessee
| US$9.6億 | +US$56萬 | +0.1% | 0.49% | 117% | 318 | 12.26% | 2.8 |
|
| 2413 |
2413
JGP Wealth Management
Bend,
Oregon
| US$9.6億 | +US$188萬 | +0.2% | 1.64% | 87.8% | 244 | 12.3% | 3.6 |
|
| 2414 |
2414
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$9.6億 | +US$1814萬 | +2% | 0.26% | 47.7% | 199 | 5.03% | 4.9 |
|
| 2415 |
2415
Navellier & Associates
Reno,
Nevada
| US$9.6億 | +US$6715萬 | +8% | 14.2% | 361% | 372 | 24.19% | 2.1 |
|
| 2416 |
2416
Oak Harvest Investment Services
Houston,
Texas
| US$9.6億 | +US$4103萬 | +4% | 5.09% | 120% | 194 | 26.8% | 2.2 |
|
| 2417 |
2417
Center for Financial Planning
Southfied,
Michigan
| US$9.6億 | -US$311萬 | -0.3% | 1.62% | 64.4% | 735 | 14.83% | 3.9 |
|
| 2418 |
2418
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$9.6億 | -US$6073萬 | -6% | 3.55% | 113% | 33 | 9.09% | 5.9 |
|
| 2419 |
2419
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$9.6億 | -US$1.02億 | -10% | 8.31% | 74.2% | 82 | 3.66% | 7.6 |
|
| 2420 |
2420
Lombard Odier Asset Management (USA)
New York
| US$9.6億 | -US$1.19億 | -11% | 3.23% | 96.8% | 363 | 68.87% | 0.6 |
|
| 2421 |
2421
Zazove Associates
Incline Village,
Nevada
| US$9.6億 | -US$2.04億 | -18% | 0.33% | 11% | 170 | 22.35% | 1.2 |
|
| 2422 |
2422
Pekin Hardy Strauss
Chicago,
Illinois
| US$9.6億 | -US$1.25億 | -12% | 10.5% | 105% | 523 | 21.8% | 3.5 |
|
| 2423 |
GA
2423
GuoLine Advisory
Singapore
| US$9.6億 | -US$1.32億 | -12% | 11.2% | 112% | 24 | 4.17% | 2.1 |
|
| 2424 |
2424
Paradigm Operations
San Francisco,
California
| US$9.5億 | -US$4.03億 | -30% | 25.8% | 230% | 3 | 0% | 1.8 |
|
| 2425 |
2425
Isthmus Partners
Madison,
Wisconsin
| US$9.5億 | +US$5284萬 | +6% | 0.47% | 73.7% | 232 | 14.22% | 3.1 |
|