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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
CAN
3601
Claraphi Advisory Network
Aliso Viejo,
United States
| US$3.32億 | -US$3072萬 | -8% | 7.22% | 88.3% | 350 | 20.57% | 1.5 |
|
| 3602 |
3602
Pinz Capital Management
New York
| US$3.32億 | -US$4583萬 | -12% | 13.2% | 199% | 621 | 90.5% | 0 |
|
| 3603 |
3603
Monetary Management Group
St Louis,
Missouri
| US$3.32億 | +US$1389萬 | +4% | 9.7% | 138% | 322 | 8.07% | 4.9 |
|
| 3604 |
3604
Andesa Financial Management
Allentown,
Pennsylvania
| US$3.32億 | +US$2485萬 | +8% | 5.95% | 73.6% | 157 | 13.38% | 1.5 |
|
| 3605 |
3605
Engrave Wealth Partners
The Woodlands,
Texas
| US$3.32億 | +US$8316萬 | +33% | 6.98% | 39.9% | 87 | 35.63% | 0.7 |
|
| 3606 |
3606
Bank of Stockton
Stockton,
California
| US$3.31億 | +US$3032萬 | +10% | 6.01% | 99.2% | 127 | 8.66% | 4.2 |
|
| 3607 |
3607
Xcel Wealth Management
Holly Hill,
Florida
| US$3.31億 | +US$5091萬 | +18% | 9.2% | 98.8% | 146 | 15.07% | 1.4 |
|
| 3608 |
3608
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| US$3.31億 | +US$4333萬 | +15% | 4.62% | 44.3% | 72 | 27.78% | 0.4 |
|
| 3609 |
3609
Autonomy Capital (Jersey)
St. Helier,
Jersey
| US$3.31億 | -US$6.86億 | -67% | 1.05% | 33.4% | 38 | 86.84% | 0.3 |
|
| 3610 |
3610
Seven Post Investment Office
San Francisco,
California
| US$3.31億 | +US$4486萬 | +16% | 10.8% | 44.4% | 49 | 14.29% | 2 |
|
| 3611 |
3611
Element Pointe Advisors
Miami,
Florida
| US$3.31億 | +US$3269萬 | +11% | 8.02% | 75.1% | 138 | 27.54% | 1.1 |
|
| 3612 |
MHP
3612
Manatuck Hill Partners
Westport,
Connecticut
| US$3.31億 | +US$3536萬 | +12% | 12.1% | 556% | 181 | 66.85% | 0.4 |
|
| 3613 |
3613
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$3.31億 | +US$2317萬 | +8% | 4.96% | 47.1% | 37 | 0% | 3.4 |
|
| 3614 |
3614
Capital City Trust
Tallahassee,
Florida
| US$3.3億 | +US$1562萬 | +5% | 6.57% | 98.5% | 126 | 10.32% | 4.9 |
|
| 3615 |
3615
Hill City Capital
Boston,
Massachusetts
| US$3.3億 | +US$8888萬 | +37% | 5.32% | 194% | 19 | 15.79% | 0.4 |
|
| 3616 |
3616
BT Wealth Management
Atlanta,
Georgia
| US$3.3億 | +US$2934萬 | +10% | 6.6% | 34.8% | 70 | 27.14% | 1.4 |
|
| 3617 |
3617
Boston Research & Management
Manchester,
Massachusetts
| US$3.3億 | +US$1901萬 | +6% | 5.71% | 53.2% | 108 | 2.78% | 5.9 |
|
| 3618 |
3618
Nalanda India Fund
Moka,
Mauritius
| US$3.29億 | +US$3063萬 | +10% | 10.3% | 15.3% | 1 | 0% | 2.5 |
|
| 3619 |
3619
McIlrath & Eck
Arlington,
Washington
| US$3.29億 | +US$4206萬 | +15% | 7.02% | 44% | 851 | 13.51% | 2.2 |
|
| 3620 |
3620
Bellecapital
Zurich,
Switzerland
| US$3.29億 | +US$873萬 | +3% | 6.36% | 152% | 193 | 9.33% | 1.8 |
|
| 3621 |
3621
Liberty Capital Management
Birmingham,
Michigan
| US$3.29億 | +US$3927萬 | +14% | 7.68% | – | 127 | 3.94% | 4.8 |
|
| 3622 |
3622
AXS Investments
Port Chester,
New York
| US$3.28億 | +US$4693萬 | +17% | 11.3% | 107% | 183 | 28.42% | 0.2 |
|
| 3623 |
3623
Princeton Global Asset Management
Princeton,
New Jersey
| US$3.28億 | +US$1915萬 | +6% | 6.04% | 110% | 577 | 16.46% | 1.5 |
|
| 3624 |
AW
3624
Avion Wealth
The Woodlands,
Texas
| US$3.28億 | +US$4204萬 | +15% | 4.32% | 48.8% | 421 | 20.19% | 0.9 |
|
| 3625 |
FC
3625
Fore Capital
New York
| US$3.28億 | -US$2.1億 | -39% | 2.72% | 25.4% | 85 | 57.65% | 0.6 |
|