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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
HI
3526
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$3.73億 | +US$6988萬 | +23% | 23% | 74.8% | 1 | 0% | 2 |
|
| 3527 |
3527
Sage Advisory Services
Austin,
Texas
| US$3.73億 | +US$1590萬 | +4% | 6.88% | 37.8% | 56 | 23.21% | 2.3 |
|
| 3528 |
3528
Austin Wealth Management
Austin,
Texas
| US$3.73億 | +US$4974萬 | +15% | 8.02% | 52.4% | 120 | 20% | 0.2 |
|
| 3529 |
3529
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$3.73億 | +US$3214萬 | +9% | 10.5% | – | 101 | 19.8% | 2.4 |
|
| 3530 |
3530
Pettinga Financial Advisors
Evansville,
Indiana
| US$3.73億 | +US$4175萬 | +13% | 9.74% | 78.1% | 123 | 19.51% | 2.6 |
|
| 3531 |
3531
Darwin Wealth Management
Tampa,
Florida
| US$3.73億 | +US$100萬 | +0.3% | 9.28% | 61.4% | 154 | 12.34% | 3.3 |
|
| 3532 |
3532
Goodman Financial
Houston,
Texas
| US$3.73億 | +US$3049萬 | +9% | 8.52% | 51.2% | 47 | 8.51% | 3.1 |
|
| 3533 |
3533
Secure Asset Management
Troy,
Michigan
| US$3.72億 | +US$3785萬 | +11% | 10.5% | 97.2% | 251 | 26.29% | 1.6 |
|
| 3534 |
TCM
3534
Trybe Capital Management
Greenwich,
Connecticut
| US$3.72億 | +US$6417萬 | +21% | 17.1% | 681% | 15 | 6.67% | 1.7 |
|
| 3535 |
WCMN
3535
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$3.72億 | +US$2239萬 | +6% | 9.1% | 121% | 44 | 0% | 7.3 |
|
| 3536 |
3536
Nicolet Bankshares
Green Bay,
Wisconsin
| US$3.71億 | +US$4556萬 | +14% | 11.1% | 75.5% | 203 | 8.87% | 5.1 |
|
| 3537 |
3537
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| US$3.71億 | +US$3.6億 | +3,247% | 10.6% | 27.4% | 6 | 83.33% | 0.5 |
|
| 3538 |
FCA
3538
FLC Capital Advisors
Palm Desert,
California
| US$3.71億 | +US$4089萬 | +12% | 8.37% | 64.5% | 162 | 16.05% | 3 |
|
| 3539 |
3539
Mariner Investment Group
Harrison,
New York
| US$3.7億 | – | – | 9.83% | 68.7% | 27 | – | 0.8 |
|
| 3540 |
3540
Seafarer Capital Partners
Larkspur,
California
| US$3.7億 | +US$5881萬 | +19% | 17.7% | 61.3% | 6 | 0% | 2.4 |
|
| 3541 |
NTIC
3541
Napean Trading & Investment Company
Singapore
| US$3.7億 | – | – | 20.5% | 313% | 40 | – | 0 |
|
| 3542 |
3542
Post Oak Energy Holdings
Houston,
Texas
| US$3.7億 | -US$2678萬 | -7% | 6.11% | 64.6% | 4 | 25% | 1 |
|
| 3543 |
3543
SilverOak Wealth Management
Edina,
Minnesota
| US$3.7億 | – | – | 11.7% | 77.8% | 85 | – | 0 |
|
| 3544 |
3544
Black Diamond Financial
Towson,
Maryland
| US$3.7億 | +US$4514萬 | +14% | 12.1% | 68.3% | 122 | 13.93% | 2.9 |
|
| 3545 |
JWCA
3545
J.W. Coons Advisors
Columbus,
Ohio
| US$3.7億 | +US$2312萬 | +7% | 9.46% | 61.2% | 244 | 9.02% | 2.8 |
|
| 3546 |
3546
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$3.69億 | +US$3026萬 | +9% | 9.94% | 57.7% | 331 | 7.25% | 2.8 |
|
| 3547 |
3547
GAMMA Investing
Foster City,
California
| US$3.69億 | – | – | 12.1% | 139% | 3,199 | – | 0 |
|
| 3548 |
HWM
3548
HFR Wealth Management
Niskayuna,
New York
| US$3.69億 | +US$2724萬 | +8% | 10.8% | 51.4% | 53 | 1.89% | 2.3 |
|
| 3549 |
3549
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$3.69億 | +US$4122萬 | +13% | 11.1% | – | 177 | 19.77% | 2.5 |
|
| 3550 |
3550
Stamos Capital Partners
Menlo Park,
California
| US$3.69億 | -US$8034萬 | -18% | 6.7% | 44.5% | 132 | 25.76% | 1.5 |
|