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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 |
3601
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$4.12億 | +US$4073萬 | +11% | 5.28% | 56.9% | 117 | 13.68% | 3 |
|
| 3602 |
3602
Affiance Financial
St. Louis Park,
Minnesota
| US$4.12億 | +US$2915萬 | +8% | 6.33% | 57.8% | 103 | 8.74% | 5.2 |
|
| 3603 |
3603
Wilson Asset Management
Sydney,
Australia
| US$4.12億 | +US$3070萬 | +8% | 12.4% | 58% | 30 | 20% | 1.5 |
|
| 3604 |
3604
Westwind Capital
Las Cruces,
New Mexico
| US$4.12億 | +US$920萬 | +2% | 7.51% | 87.6% | 51 | 25.49% | 2.6 |
|
| 3605 |
3605
Brave Asset Management
Summit,
New Jersey
| US$4.12億 | +US$1934萬 | +5% | 4.99% | 76.3% | 177 | 14.12% | 4.5 |
|
| 3606 |
UAM
3606
UAS Asset Management
New York
| US$4.12億 | -US$575萬 | -1% | 5.37% | 103% | 18 | 44.44% | 4.6 |
|
| 3607 |
WCMN
3607
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$4.12億 | +US$1564萬 | +4% | 7.51% | 121% | 41 | 0% | 8 |
|
| 3608 |
HWM
3608
HFR Wealth Management
Niskayuna,
New York
| US$4.12億 | +US$1856萬 | +5% | 7.81% | 51.4% | 56 | 8.93% | 2.9 |
|
| 3609 |
DA
3609
Dash Acquisitions
Woodland Hills,
California
| US$4.11億 | +US$4564萬 | +12% | 7.24% | 76.2% | 58 | 12.07% | 2 |
|
| 3610 |
AIS
3610
AM Investment Strategies
Chattanooga,
Tennessee
| US$4.11億 | +US$566萬 | +1% | 8.41% | 135% | 120 | 24.17% | 2.3 |
|
| 3611 |
SXL
3611
Summit X LLC
Chesterfield,
Missouri
| US$4.11億 | -US$3456萬 | -8% | 5.01% | 62.9% | 237 | 11.39% | 3.6 |
|
| 3612 |
SEP
3612
Southland Equity Partners
Wildwood,
Missouri
| US$4.11億 | +US$6085萬 | +17% | 6.3% | 66.1% | 237 | 17.72% | 2.2 |
|
| 3613 |
3613
Element Pointe Advisors
Miami,
Florida
| US$4.11億 | +US$1668萬 | +4% | 4.88% | 75.1% | 79 | 18.99% | 2.9 |
|
| 3614 |
RS
3614
Retirement Solution
Redmond,
Washington
| US$4.11億 | +US$3837萬 | +10% | 6.22% | 77.3% | 61 | 42.62% | 1.4 |
|
| 3615 |
3615
DoubleLine ETF Adviser
Tampa,
Florida
| US$4.11億 | +US$3066萬 | +8% | 10.6% | 44% | 241 | 47.72% | 0.8 |
|
| 3616 |
3616
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$4.1億 | +US$7655萬 | +23% | 7.74% | 66.5% | 242 | 66.94% | 0.4 |
|
| 3617 |
3617
Concentric Wealth Management
Lafayette,
California
| US$4.1億 | +US$2650萬 | +7% | 7.61% | 33.4% | 138 | 5.8% | 5.1 |
|
| 3618 |
NTIC
3618
Napean Trading & Investment Company
Singapore
| US$4.1億 | -US$1055萬 | -3% | 2.28% | 313% | 46 | 26.09% | 0.5 |
|
| 3619 |
3619
Chan Zuckerberg Initiative
Redwood City,
California
| US$4.1億 | +US$1.08億 | +36% | 7.1% | 59% | 3 | 33.33% | 0.7 |
|
| 3620 |
3620
InceptionR
Lafayette,
California
| US$4.1億 | +US$5540萬 | +16% | 10.3% | 62.9% | 919 | 72.14% | 0.2 |
|
| 3621 |
3621
P. Schoenfeld Asset Management (PSAM)
New York
| US$4.09億 | -US$448萬 | -1% | 14% | 367% | 55 | 50.91% | 0.7 |
|
| 3622 |
3622
Hamilton Wealth
Encino,
California
| US$4.09億 | +US$3693萬 | +10% | 5.31% | 108% | 135 | 46.67% | 1.4 |
|
| 3623 |
3623
Blankinship & Foster
Solana Beach,
California
| US$4.09億 | +US$2096萬 | +5% | 5.64% | 67.1% | 73 | 5.48% | 4 |
|
| 3624 |
3624
Carrera Capital Advisors
Troy,
Michigan
| US$4.09億 | +US$1.03億 | +34% | 6.09% | – | 117 | 35.04% | 0.2 |
|
| 3625 |
3625
Spinnaker Investment Group
Newport Beach,
California
| US$4.09億 | +US$4602萬 | +13% | 5.69% | 56.9% | 93 | 12.9% | 1.9 |
|