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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
MPM BioImpact
Boston,
Massachusetts
| US$3.85億 | -US$3677萬 | -9% | 8.89% | 550% | 43 | 34.88% | 1.1 |
|
| 3077 |
3077
Confluence Wealth Services
Mcmurray,
Pennsylvania
| US$3.85億 | +US$1.48億 | +63% | 11.6% | 69.4% | 244 | 12.3% | 0.8 |
|
| 3078 |
LHC
3078
Lodge Hill Capital
New York
| US$3.85億 | +US$1.14億 | +42% | 12.4% | 17.9% | 33 | 39.39% | 0.8 |
|
| 3079 |
3079
Oak Harvest Investment Services
Houston,
Texas
| US$3.84億 | +US$954萬 | +3% | 10.4% | 120% | 102 | 15.69% | 1.5 |
|
| 3080 |
3080
Bornite Capital Management
New York
| US$3.84億 | +US$3061萬 | +9% | 10% | 181% | 45 | 73.33% | 0.2 |
|
| 3081 |
3081
Systelligence LLC
Bloomington,
Minnesota
| US$3.84億 | +US$5678萬 | +17% | 8.64% | 58.3% | 48 | 22.92% | 0.9 |
|
| 3082 |
3082
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$3.84億 | +US$3667萬 | +11% | 11.7% | 22.5% | 1 | 0% | 9.5 |
|
| 3083 |
3083
Prestige Wealth Management Group
Flemington,
New Jersey
| US$3.84億 | +US$2784萬 | +8% | 6.37% | 55.8% | 1,202 | 15.89% | 2.4 |
|
| 3084 |
3084
Matthew Goff Investment Advisor
Houston,
Texas
| US$3.84億 | +US$3380萬 | +10% | 10.2% | 89.6% | 89 | 15.73% | 3.3 |
|
| 3085 |
3085
Peak Asset Management
Louisville,
Colorado
| US$3.84億 | +US$3240萬 | +9% | 11.2% | 70.1% | 142 | 7.04% | 4.7 |
|
| 3086 |
3086
Seven Eight Capital
New York
| US$3.83億 | -US$1.17億 | -23% | 4.49% | 13.6% | 686 | 75.8% | 0.2 |
|
| 3087 |
LA
3087
Lynch & Associates
Newburgh,
Indiana
| US$3.83億 | +US$4073萬 | +12% | 13.8% | 73.5% | 107 | 4.67% | 7 |
|
| 3088 |
3088
Resource Consulting Group
Orlando,
Florida
| US$3.82億 | +US$3163萬 | +9% | 13.1% | – | 49 | 32.65% | 0.9 |
|
| 3089 |
3089
Horst & Graben Wealth Management
Portland,
Oregon
| US$3.82億 | +US$2957萬 | +8% | 6.21% | 62.2% | 133 | 12.78% | 2 |
|
| 3090 |
3090
Bedell Frazier Investment Counselling
Walnut Creek,
California
| US$3.82億 | +US$2629萬 | +7% | 7.87% | 72.5% | 104 | 12.5% | 2.4 |
|
| 3091 |
3091
TAP Consulting
Kirkwood,
Missouri
| US$3.82億 | +US$813萬 | +2% | 3.65% | 3.08% | 135 | 18.52% | 1.9 |
|
| 3092 |
3092
Miramar Capital
Northbrook,
Illinois
| US$3.81億 | +US$1820萬 | +5% | 13.5% | 47.3% | 91 | 7.69% | 2 |
|
| 3093 |
JCP
3093
JB Capital Partners
Armonk,
New York
| US$3.81億 | +US$4129萬 | +12% | 17.4% | 142% | 80 | 6.25% | 1.6 |
|
| 3094 |
3094
Howard Financial Services
Dallas,
Texas
| US$3.81億 | +US$7224萬 | +23% | 9.04% | 55.9% | 151 | 20.53% | 2.1 |
|
| 3095 |
3095
Fourthstone LLC
St Louis,
Missouri
| US$3.81億 | +US$6913萬 | +22% | 11.6% | 104% | 66 | 43.94% | 1.1 |
|
| 3096 |
3096
Benjamin Edwards Inc
Clayton,
Missouri
| US$3.8億 | +US$4725萬 | +14% | 8.7% | 72.6% | 775 | 13.03% | 1.7 |
|
| 3097 |
3097
Wilkins Investment Counsel
Boston,
Massachusetts
| US$3.8億 | +US$3836萬 | +11% | 13.1% | 71.3% | 76 | 2.63% | 7.2 |
|
| 3098 |
3098
HBW Advisory Services
Simi Valley,
California
| US$3.8億 | +US$2126萬 | +6% | 6.49% | 68.6% | 278 | 24.46% | 1.5 |
|
| 3099 |
PPP
3099
Private Portfolio Partners
Paramus,
New Jersey
| US$3.8億 | +US$2845萬 | +8% | 8.15% | 16.9% | 279 | 9.68% | 2.5 |
|
| 3100 |
JCM
3100
JS Capital Management
New York
| US$3.79億 | -US$3140萬 | -8% | 33.2% | 52.4% | 27 | 55.56% | 1.3 |
|