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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
WESPAC Advisors SoCal
Pasadena,
California
| US$4.7億 | -US$2564萬 | -5% | 0.3% | 135% | 132 | 26.52% | 2.5 |
|
| 3752 |
3752
Intel Corp
Santa Clara,
California
| US$4.7億 | -US$2.54億 | -35% | 35.1% | 9.79% | 2 | 0% | 2.5 |
|
| 3753 |
3753
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$4.7億 | +US$437萬 | +0.9% | 0.97% | 59.2% | 63 | 7.94% | 5.6 |
|
| 3754 |
3754
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$4.7億 | +US$5431萬 | +13% | 2.25% | – | 107 | 22.43% | 1.4 |
|
| 3755 |
3755
Astoria Portfolio Advisors
New York
| US$4.7億 | +US$3025萬 | +7% | 0.47% | 80.2% | 316 | 15.19% | 1.7 |
|
| 3756 |
3756
Uniting Wealth Partners
Mission,
Kansas
| US$4.7億 | +US$1.43億 | +44% | 2.48% | – | 214 | 32.71% | 0.6 |
|
| 3757 |
3757
Stonebrook Private
Northville,
Michigan
| US$4.7億 | -US$1.52億 | -24% | 1.84% | – | 391 | 46.29% | 1.5 |
|
| 3758 |
3758
CM Wealth Advisors
Beachwood,
Ohio
| US$4.7億 | +US$2698萬 | +6% | 3.06% | 76.5% | 151 | 11.92% | 1.6 |
|
| 3759 |
3759
Abel Hall LLC
Baton Rouge,
Louisiana
| US$4.69億 | +US$4126萬 | +10% | 5.57% | 133% | 991 | 46.12% | 0.5 |
|
| 3760 |
KDA
3760
Kraft Davis & Associates
St. Louis,
Missouri
| US$4.69億 | +US$2317萬 | +5% | 0.28% | 81.8% | 171 | 23.39% | 1.9 |
|
| 3761 |
3761
Archer Investment Corporation
Carmel,
Indiana
| US$4.69億 | +US$2583萬 | +6% | 1.34% | 76.1% | 1,317 | 15.41% | 3.3 |
|
| 3762 |
3762
Regents Gate Capital
London,
United Kingdom
| US$4.69億 | +US$1.57億 | +50% | 2.05% | – | 51 | 56.86% | 0.4 |
|
| 3763 |
3763
Mass General Brigham
Somerville,
Massachusetts
| US$4.69億 | -US$3.41億 | -42% | 4.47% | – | 7 | 14.29% | 0.8 |
|
| 3764 |
3764
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$4.69億 | +US$554萬 | +1% | 0.32% | 50.5% | 110 | 14.55% | 1.5 |
|
| 3765 |
3765
Stieven Capital Advisors
St. Louis,
Missouri
| US$4.68億 | -US$7134萬 | -13% | 1.76% | 117% | 43 | 30.23% | 4.1 |
|
| 3766 |
3766
Lightrock Netherlands
Utrecht,
Netherlands
| US$4.68億 | -US$1423萬 | -3% | 8.15% | – | 39 | 2.56% | 1.2 |
|
| 3767 |
3767
Keystone Wealth Services
Palm Desert,
California
| US$4.68億 | -US$689萬 | -1% | 0.42% | 91.1% | 333 | 37.84% | 1.9 |
|
| 3768 |
SP
3768
Solel Partners
Boston,
Massachusetts
| US$4.68億 | -US$1.51億 | -24% | 15.1% | 25.9% | 23 | 21.74% | 2 |
|
| 3769 |
3769
Verde Capital Management
Clarkston,
Michigan
| US$4.68億 | -US$124萬 | -0.3% | 3.81% | 80.3% | 74 | 16.22% | 2.8 |
|
| 3770 |
3770
Panview Capital
Hong Kong
| US$4.67億 | +US$1.89億 | +68% | 1.51% | – | 15 | 60% | 0.4 |
|
| 3771 |
3771
Hartree Partners
New York
| US$4.67億 | +US$1.9億 | +69% | 28.1% | 133% | 143 | 72.73% | 0.3 |
|
| 3772 |
JHC
3772
Jones Hill Capital
New York
| US$4.66億 | – | – | 12.7% | – | 26 | – | 0 |
|
| 3773 |
3773
Unio Capital
Princeton,
New Jersey
| US$4.66億 | -US$6510萬 | -12% | 3.46% | 97.8% | 27 | 29.63% | 4.4 |
|
| 3774 |
3774
Liquid Strategies
Atlanta,
Georgia
| US$4.65億 | +US$609萬 | +1% | 2.67% | 52.4% | 9 | 11.11% | 4.1 |
|
| 3775 |
3775
Renaissance Investment Group
Lenox,
Massachusetts
| US$4.65億 | -US$3090萬 | -6% | 2.27% | 110% | 84 | 10.71% | 7.3 |
|