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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Shulman DeMeo Asset Management
Lake Success,
New York
| US$3.53億 | +US$5326萬 | +18% | 10.8% | 79.3% | 138 | 9.42% | 1.9 |
|
| 3652 |
CPH
3652
C Partners Holding
Zurich,
Switzerland
| US$3.53億 | -US$959萬 | -3% | 13.8% | 25.6% | 18 | 16.67% | 4.7 |
|
| 3653 |
3653
Bank of New Hampshire
Laconia,
New Hampshire
| US$3.52億 | +US$1885萬 | +6% | 9.69% | 96.5% | 499 | 4.61% | 1.9 |
|
| 3654 |
MM
3654
Meridian Management
Little Rock,
Arkansas
| US$3.52億 | +US$4516萬 | +15% | 10% | 65.3% | 105 | 18.1% | 4.5 |
|
| 3655 |
3655
Cypress Capital
Franklin,
Tennessee
| US$3.52億 | +US$1052萬 | +3% | 5.56% | 43.6% | 83 | 8.43% | 2.3 |
|
| 3656 |
SXL
3656
Summit X LLC
Chesterfield,
Missouri
| US$3.52億 | +US$3652萬 | +12% | 9.52% | 62.9% | 197 | 11.68% | 3.4 |
|
| 3657 |
3657
Progressive Investment Management
Lake Oswego,
Oregon
| US$3.51億 | +US$4357萬 | +14% | 15.6% | 139% | 66 | 16.67% | 4.4 |
|
| 3658 |
3658
Blankinship & Foster
Solana Beach,
California
| US$3.51億 | +US$4892萬 | +16% | 9.32% | 67.1% | 69 | 18.84% | 3.6 |
|
| 3659 |
3659
Presilium Private Wealth
Radnor,
Pennsylvania
| US$3.51億 | +US$3684萬 | +12% | 8.55% | 45.9% | 73 | 23.29% | 0.7 |
|
| 3660 |
3660
Nepsis Inc
Minneapolis,
Minnesota
| US$3.51億 | +US$2469萬 | +8% | 15.1% | 131% | 29 | 6.9% | 3.9 |
|
| 3661 |
RM
3661
Rudius Management
New York
| US$3.51億 | +US$1.68億 | +92% | 0.69% | 0.71% | 7 | 0% | 1.8 |
|
| 3662 |
3662
Legacy Financial Strategies
Overland Park,
Kansas
| US$3.51億 | +US$3963萬 | +13% | 10.8% | 76.7% | 81 | 9.88% | 3 |
|
| 3663 |
3663
Burt Wealth Advisors
North Bethesda,
Maryland
| US$3.5億 | +US$2473萬 | +8% | 8.15% | 57.3% | 109 | 9.17% | 4.9 |
|
| 3664 |
3664
Engrave Wealth Partners
The Woodlands,
Texas
| US$3.5億 | +US$2504萬 | +8% | 4.35% | 39.9% | 82 | 17.07% | 1.7 |
|
| 3665 |
3665
Financial Strategies Group
Okemos,
Michigan
| US$3.5億 | +US$3272萬 | +10% | 8.89% | 49.2% | 82 | 14.63% | 2.5 |
|
| 3666 |
3666
Cliffwater
Marina Del Rey,
California
| US$3.5億 | +US$4443萬 | +15% | 7.22% | 28.7% | 27 | 18.52% | 4.9 |
|
| 3667 |
FSA
3667
Financial Services Advisory
Rockville,
Maryland
| US$3.5億 | +US$1.45億 | +71% | 10.2% | 82.5% | 72 | 59.72% | 0.6 |
|
| 3668 |
3668
RIT Capital Partners
London,
United Kingdom
| US$3.5億 | -US$4966萬 | -12% | 5.11% | 73.5% | 14 | 21.43% | 0.8 |
|
| 3669 |
3669
RB Capital Management
Reno,
Nevada
| US$3.49億 | +US$2830萬 | +9% | 11.9% | 79.4% | 180 | 8.33% | 4.1 |
|
| 3670 |
3670
GE Investment Management
Norwalk,
Connecticut
| US$3.49億 | – | – | 5.66% | – | 3 | – | 0 |
|
| 3671 |
3671
Charles-Lim Capital
Central,
Hong Kong
| US$3.49億 | -US$8369萬 | -19% | 8% | 21.5% | 8 | 37.5% | 2.8 |
|
| 3672 |
3672
Harbor Group
Bedford,
New Hampshire
| US$3.49億 | +US$1.71億 | +97% | 10.3% | 43% | 82 | 20.73% | 1.6 |
|
| 3673 |
3673
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$3.49億 | +US$2664萬 | +8% | 9.16% | 49.3% | 52 | 7.69% | 6.7 |
|
| 3674 |
3674
REDW Wealth
Albuquerque,
New Mexico
| US$3.49億 | +US$2429萬 | +7% | 9.59% | 59.1% | 155 | 10.32% | 3.2 |
|
| 3675 |
3675
JFG Wealth Management
Denver,
Colorado
| US$3.48億 | +US$4206萬 | +14% | 8.68% | 65.2% | 82 | 59.76% | 0.8 |
|