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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 |
EFL
3526
ERn Financial LLC
Middleton,
Wisconsin
| US$5.06億 | +US$3245萬 | +7% | 6.07% | 61.2% | 152 | 12.5% | 4 |
|
| 3527 |
3527
Thomist Capital Management
Houston,
Texas
| US$5.06億 | +US$2.37億 | +88% | 18.9% | 71.2% | 96 | 76.04% | 0.2 |
|
| 3528 |
3528
Financial Gravity Asset Management
Lakeway,
Texas
| US$5.06億 | – | – | 4.46% | – | 993 | – | 1.8 |
|
| 3529 |
3529
Mission Creek Capital Partners
San Francisco,
California
| US$5.06億 | +US$5567萬 | +12% | 7.64% | 138% | 208 | 4.81% | 3.9 |
|
| 3530 |
3530
Madison Wealth Partners
Madison,
Wisconsin
| US$5.06億 | +US$4758萬 | +10% | 7.58% | 66.9% | 189 | 10.58% | 2.3 |
|
| 3531 |
3531
JMAC Enterprises
Newtown,
Pennsylvania
| US$5.06億 | +US$3856萬 | +8% | 5.89% | 68.5% | 121 | 5.79% | 2.5 |
|
| 3532 |
3532
TruNorth Capital Management
Kalamazoo,
Michigan
| US$5.06億 | +US$5555萬 | +12% | 5.86% | – | 417 | 17.51% | 1.1 |
|
| 3533 |
3533
Curran Financial Partners
Daniel Island,
South Carolina
| US$5.05億 | +US$5281萬 | +12% | 5.26% | 53.5% | 133 | 12.78% | 2.1 |
|
| 3534 |
3534
Asset Allocation Strategies
Farmington,
Michigan
| US$5.05億 | +US$5262萬 | +12% | 6.09% | 58.1% | 152 | 13.16% | 1.4 |
|
| 3535 |
DA
3535
Dash Acquisitions
Woodland Hills,
California
| US$5.04億 | +US$3203萬 | +7% | 5.13% | 52% | 74 | 18.92% | 2.2 |
|
| 3536 |
3536
Johnson & Johnson
New Brunswick,
New Jersey
| US$5.04億 | +US$1.7億 | +51% | 104% | 339% | 20 | 0% | 3.1 |
|
| 3537 |
3537
McRae Capital Management
Morristown,
New Jersey
| US$5.04億 | +US$1539萬 | +3% | 5.9% | 78.2% | 106 | 6.6% | 6.2 |
|
| 3538 |
3538
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$5.03億 | – | – | 8.27% | – | 98 | – | 3.7 |
|
| 3539 |
3539
West Paces Advisors
Atlanta,
Georgia
| US$5.02億 | +US$3242萬 | +7% | 6.15% | 57.7% | 216 | 19.91% | 6.4 |
|
| 3540 |
3540
Chemung Canal Trust
Elmira,
New York
| US$5.02億 | +US$2556萬 | +5% | 7.93% | 93.4% | 120 | 2.5% | 7.9 |
|
| 3541 |
MLCM
3541
M & L Capital Management
London,
United Kingdom
| US$5.02億 | +US$5764萬 | +13% | 16.5% | – | 32 | 43.75% | 0.4 |
|
| 3542 |
3542
VisionPoint Advisory Group
Dallas,
Texas
| US$5.01億 | +US$4144萬 | +9% | 8.45% | 79.3% | 419 | 20.53% | 1.2 |
|
| 3543 |
MAM
3543
Morse Asset Management
Darien,
Connecticut
| US$5.01億 | +US$4471萬 | +10% | 15.1% | 224% | 415 | 23.37% | 1.9 |
|
| 3544 |
3544
Satovsky Asset Management
New York
| US$5.01億 | +US$3136萬 | +7% | 6.48% | 53.6% | 72 | 18.06% | 2.5 |
|
| 3545 |
3545
Mattern Wealth Management
Lawrence,
Kansas
| US$5.01億 | +US$2043萬 | +4% | 6.27% | 62.2% | 167 | 10.18% | 3.8 |
|
| 3546 |
3546
Blue Zone Wealth Advisors
Los Angeles,
California
| US$5.01億 | +US$1.01億 | +25% | 7.95% | 91.1% | 131 | 17.56% | 2.5 |
|
| 3547 |
3547
Manchester Financial
Westlake Village,
California
| US$5.01億 | +US$2304萬 | +5% | 7.27% | 73% | 139 | 17.99% | 3 |
|
| 3548 |
AHT
3548
Amanah Holdings Trust
London,
| US$5.01億 | +US$9664萬 | +24% | 33% | – | 16 | 12.5% | 0.3 |
|
| 3549 |
3549
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$5億 | +US$935萬 | +2% | 4.63% | 34.2% | 44 | 2.27% | 7.9 |
|
| 3550 |
3550
FCPM III Services
Naarden,
Netherlands
| US$5億 | +US$1.31億 | +36% | 52.5% | – | 9 | 11.11% | 1.2 |
|