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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Koss-Olinger Consulting
Gainesville,
Florida
| US$6.74億 | +US$8672萬 | +15% | 5.6% | 57.9% | 265 | 20% | 0.2 |
|
| 2452 |
2452
TRUE Private Wealth Advisors
Salem,
Oregon
| US$6.73億 | +US$5440萬 | +9% | 7.1% | 89.2% | 251 | 12.75% | 2.7 |
|
| 2453 |
HCM
2453
Harspring Capital Management
New York
| US$6.73億 | +US$9972萬 | +17% | 8.99% | 70.6% | 42 | 28.57% | 0.7 |
|
| 2454 |
2454
Crestview Partners III
New York
| US$6.72億 | +US$2.24億 | +50% | 50.7% | 51.2% | 3 | 33.33% | 3.3 |
|
| 2455 |
2455
Venrock Management V
Palo Alto,
California
| US$6.72億 | -US$3.05億 | -31% | 50.7% | – | 3 | 33.33% | 1 |
|
| 2456 |
2456
Managed Asset Portfolios
Rochester,
Michigan
| US$6.72億 | +US$4962萬 | +8% | 3.44% | 99.2% | 37 | 2.7% | 3.4 |
|
| 2457 |
2457
Asset Dedication LLC
San Francisco,
California
| US$6.71億 | +US$2.29億 | +52% | 4.62% | 71.9% | 887 | 25.59% | 2.4 |
|
| 2458 |
2458
Clearline Capital
New York
| US$6.71億 | -US$9988萬 | -13% | 2.28% | 57.4% | 170 | 43.53% | 0.4 |
|
| 2459 |
2459
Azzad Asset Management
Falls Church,
Virginia
| US$6.71億 | +US$6743萬 | +11% | 9.47% | 118% | 343 | 16.03% | 3 |
|
| 2460 |
2460
First Trust Capital Management
Chicago,
Illinois
| US$6.7億 | +US$1.59億 | +31% | 10.5% | 215% | 282 | 44.33% | 0.2 |
|
| 2461 |
2461
Apriem Advisors
Irvine,
California
| US$6.7億 | +US$2485萬 | +4% | 6.51% | 74.3% | 158 | 10.76% | 3.7 |
|
| 2462 |
KFS
2462
Kurt F. Somerville
| US$6.7億 | +US$3788萬 | +6% | 6.58% | 92.9% | 114 | 1.75% | 5 |
|
| 2463 |
2463
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$6.7億 | +US$1.8億 | +37% | 4.4% | 60% | 655 | 16.03% | 3.8 |
|
| 2464 |
2464
First Trust Direct Indexing
Boston,
Massachusetts
| US$6.7億 | +US$2.94億 | +78% | 8.66% | 69% | 604 | 37.42% | 0.3 |
|
| 2465 |
2465
PrairieView Partners
St. Paul,
Minnesota
| US$6.68億 | +US$4292萬 | +7% | 4.11% | 34% | 393 | 11.7% | 1.3 |
|
| 2466 |
2466
Tradition Wealth Management
Edina,
Minnesota
| US$6.68億 | +US$9007萬 | +16% | 6.1% | 69.6% | 1,202 | 37.27% | 0.3 |
|
| 2467 |
2467
Fusion Family Wealth
Woodbury,
New York
| US$6.68億 | +US$2141萬 | +3% | 5.48% | 62.2% | 110 | 70.91% | 3.6 |
|
| 2468 |
2468
Parthenon LLC
Louisville,
Kentucky
| US$6.67億 | +US$4563萬 | +7% | 7.79% | 93.3% | 122 | 5.74% | 5.5 |
|
| 2469 |
2469
Simplify Asset Management
Las Vegas,
Nevada
| US$6.67億 | +US$4.18億 | +168% | 8.49% | 48.4% | 24 | 58.33% | 0.2 |
|
| 2470 |
2470
Van Hulzen Asset Management
El Dorado Hills,
California
| US$6.67億 | +US$4067萬 | +6% | 6.12% | 86.3% | 295 | 18.98% | 2.2 |
|
| 2471 |
2471
KWMG LLC
Overland Park,
Kansas
| US$6.67億 | +US$3959萬 | +6% | 4.78% | 76.2% | 143 | 2.1% | 3.7 |
|
| 2472 |
2472
Toews Corporation
Northfield,
New Jersey
| US$6.66億 | -US$5.52億 | -45% | 1.27% | 22% | 122 | 90.98% | 1.7 |
|
| 2473 |
2473
Abbrea Capital
Greenbrae,
California
| US$6.66億 | +US$6070萬 | +10% | 7.12% | 38% | 240 | 7.5% | 2.7 |
|
| 2474 |
2474
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$6.65億 | -US$2389萬 | -3% | 31.3% | 602% | 26 | 38.46% | 1.4 |
|
| 2475 |
2475
Private Capital Management (Florida)
Naples,
Florida
| US$6.65億 | +US$7699萬 | +13% | 12.3% | 118% | 89 | 55.06% | 1.9 |
|