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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Glassman Wealth Services
Vienna,
Virginia
| US$7.06億 | +US$8723萬 | +14% | 11.3% | 70% | 2,116 | 13.56% | 3.6 |
|
| 2427 |
2427
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| US$7.04億 | – | – | 8.89% | 42.7% | 1,389 | – | 0 |
|
| 2428 |
2428
Infrastructure Capital Advisors
New York
| US$7.04億 | -US$1.7億 | -19% | 4.22% | 52% | 111 | 45.95% | 1.1 |
|
| 2429 |
2429
Fort Point Capital Partners
San Francisco,
California
| US$7.04億 | +US$4738萬 | +7% | 9.77% | 66.6% | 325 | 20% | 2.9 |
|
| 2430 |
2430
Barlow Wealth Partners
Louisville,
Kentucky
| US$7.04億 | – | – | 13% | 101% | 148 | – | 0 |
|
| 2431 |
2431
Shepherd Financial Partners
Winchester,
Massachusetts
| US$7.03億 | +US$6608萬 | +10% | 11.1% | 88.4% | 214 | 14.02% | 3 |
|
| 2432 |
2432
Continuum Advisory
Eagle,
Idaho
| US$7.03億 | +US$7895萬 | +13% | 9.78% | 84.2% | 499 | 19.64% | 2.3 |
|
| 2433 |
2433
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$7.03億 | +US$6748萬 | +11% | 10.6% | 67.9% | 105 | 10.48% | 5 |
|
| 2434 |
2434
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$7.03億 | +US$4628萬 | +7% | 10.6% | 83.4% | 525 | 40.38% | 4.5 |
|
| 2435 |
2435
One William Street Capital Management
New York
| US$7.02億 | +US$6.61億 | +1,623% | 4.86% | 47.6% | 9 | 77.78% | 0.2 |
|
| 2436 |
2436
Cutler Investment Counsel
Jacksonville,
Oregon
| US$7億 | +US$6529萬 | +10% | 9.03% | 61.8% | 133 | 8.27% | 4.6 |
|
| 2437 |
2437
Dean Investment Associates
Beavercreek,
Ohio
| US$7億 | +US$9025萬 | +15% | 9.07% | 71% | 216 | 10.65% | 4 |
|
| 2438 |
2438
Professional Advisory Services
Vero Beach,
Florida
| US$7億 | +US$9181萬 | +15% | 11.7% | 69.3% | 73 | 8.22% | 5.9 |
|
| 2439 |
2439
Pier Capital
Stamford,
Connecticut
| US$6.99億 | +US$7888萬 | +13% | 18.3% | 236% | 139 | 30.94% | 1.5 |
|
| 2440 |
2440
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| US$6.99億 | -US$4億 | -36% | 9.09% | – | 67 | 37.31% | 0.8 |
|
| 2441 |
2441
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$6.98億 | +US$1.34億 | +24% | 10.1% | 108% | 159 | 16.98% | 2.5 |
|
| 2442 |
FCP
2442
Fine Capital Partners
New York
| US$6.96億 | +US$6620萬 | +11% | 15.1% | 95.5% | 2 | 0% | 8.4 |
|
| 2443 |
2443
First Turn Management
Del Mar,
California
| US$6.96億 | – | – | 41.3% | – | 31 | – | 0 |
|
| 2444 |
2444
Abbrea Capital
Greenbrae,
California
| US$6.96億 | +US$6702萬 | +11% | 10.4% | 38% | 238 | 6.3% | 4.7 |
|
| 2445 |
2445
JLB & Associates
Plymouth,
Michigan
| US$6.96億 | +US$5798萬 | +9% | 10.1% | 69.9% | 77 | 2.6% | 6.9 |
|
| 2446 |
2446
Robotti Robert
| US$6.95億 | +US$1372萬 | +2% | 10.4% | 107% | 60 | 5% | 5 |
|
| 2447 |
2447
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$6.94億 | +US$4074萬 | +6% | 10.4% | 88.8% | 79 | 11.39% | 2.4 |
|
| 2448 |
2448
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$6.94億 | -US$7118萬 | -9% | 48.5% | 13.3% | 5 | 20% | 2.8 |
|
| 2449 |
2449
Great Hill Partners
Boston,
Massachusetts
| US$6.94億 | -US$1825萬 | -3% | 10.6% | 24% | 2 | 0% | 2 |
|
| 2450 |
2450
Means Investment Company
Bangor,
Maine
| US$6.94億 | +US$8320萬 | +14% | 12.4% | 106% | 201 | 8.46% | 3.5 |
|