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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Piershale Financial Group
Barrington,
Illinois
| US$1.77億 | +US$149萬 | +0.8% | 1.9% | 82% | 21 | 38.1% | 1.4 |
|
| 3702 |
BOC
3702
Barbara Oil Co
Chicago,
Illinois
| US$1.77億 | +US$190萬 | +1% | 2.11% | 76.9% | 93 | 7.53% | 4 |
|
| 3703 |
3703
CMH Wealth Management
Portsmouth,
New Hampshire
| US$1.77億 | +US$615萬 | +4% | 0.59% | 88% | 52 | 7.69% | 1.7 |
|
| 3704 |
3704
TRV GP III
Boston,
Massachusetts
| US$1.76億 | -US$5874萬 | -25% | 42.2% | 170% | 4 | 25% | 1.2 |
|
| 3705 |
3705
Context Capital Management
Lajolla,
California
| US$1.76億 | +US$403萬 | +2% | 0.66% | 3.83% | 102 | 24.51% | 0.6 |
|
| 3706 |
3706
Stratos Investment Management
Beachwood,
Ohio
| US$1.76億 | +US$1802萬 | +11% | 1.53% | 58.2% | 84 | 15.48% | 0.4 |
|
| 3707 |
3707
Copperwynd Financial
Scottsdale,
Arizona
| US$1.76億 | +US$208萬 | +1% | 3.66% | 90% | 115 | 20% | 1.2 |
|
| 3708 |
3708
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$1.76億 | +US$444萬 | +3% | 1.94% | 54.3% | 228 | 4.82% | 2.7 |
|
| 3709 |
3709
Polaris Venture Management Co V
Boston,
Massachusetts
| US$1.76億 | +US$4870萬 | +38% | 3.14% | 281% | 13 | 23.08% | 3.1 |
|
| 3710 |
3710
Total Wealth Planning
Cincinnati,
Ohio
| US$1.76億 | +US$671萬 | +4% | 0.76% | 37.2% | 34 | 0% | 0.7 |
|
| 3711 |
3711
HHM Wealth Advisors
Chattanooga,
Tennessee
| US$1.76億 | +US$610萬 | +4% | 1.04% | 70.6% | 79 | 6.33% | 0.6 |
|
| 3712 |
3712
Fiducient Advisors
Chicago,
Illinois
| US$1.76億 | +US$862萬 | +5% | 1.73% | 52.3% | 20 | 5% | 1.4 |
|
| 3713 |
LCM
3713
Lafitte Capital Management
Austin,
Texas
| US$1.75億 | -US$3200萬 | -15% | 12% | 55.2% | 8 | 25% | 2.6 |
|
| 3714 |
3714
Princeton Global Asset Management
Princeton,
New Jersey
| US$1.75億 | +US$886萬 | +5% | 1.86% | 110% | 395 | 18.23% | 0.6 |
|
| 3715 |
3715
Worth Venture Partners
Fort Lee,
New Jersey
| US$1.75億 | -US$524萬 | -3% | 0.79% | 105% | 129 | 47.29% | 0.6 |
|
| 3716 |
3716
Brookmont Capital Management
Dallas,
Texas
| US$1.75億 | +US$896萬 | +5% | 4.04% | 32.2% | 71 | 5.63% | 4.1 |
|
| 3717 |
3717
Arlington Financial Advisors
Santa Barbara,
California
| US$1.75億 | +US$57.4萬 | +0.3% | 0.15% | 67.6% | 55 | 1.82% | 1.6 |
|
| 3718 |
3718
Pinnacle Bancorp
Beatrice,
Nebraska
| US$1.75億 | -US$274萬 | -2% | 0.55% | 72.9% | 731 | 8.07% | 1.8 |
|
| 3719 |
3719
Physicians Financial Services
Raleigh,
North Carolina
| US$1.75億 | +US$492萬 | +3% | 2.74% | 116% | 124 | 8.06% | 2.8 |
|
| 3720 |
3720
Autonomy Capital (Jersey)
St. Helier,
Jersey
| US$1.75億 | -US$2.78億 | -61% | 43% | 33.4% | 11 | 27.27% | 1.3 |
|
| 3721 |
3721
Weybosset Research & Management
Province,
Rhode Island
| US$1.75億 | +US$266萬 | +2% | 2.74% | 74.8% | 56 | 25% | 4.1 |
|
| 3722 |
3722
Salem Capital Management
Woburn,
Massachusetts
| US$1.75億 | -US$559萬 | -3% | 0.69% | 32.3% | 72 | 4.17% | 4.7 |
|
| 3723 |
3723
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$1.75億 | +US$580萬 | +3% | 0.15% | 95.4% | 28 | 3.57% | 4.5 |
|
| 3724 |
3724
Schoolcraft Capital
Boulder,
Colorado
| US$1.75億 | +US$666萬 | +4% | 0.65% | 58.7% | 60 | 15% | 0.4 |
|
| 3725 |
3725
ETF Portfolio Partners
Leawood,
Kansas
| US$1.74億 | -US$1344萬 | -7% | 0.89% | 50.2% | 34 | 5.88% | 3 |
|