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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Blue Fin Capital
Warren,
Rhode Island
| US$2.73億 | +US$831萬 | +3% | 6.06% | 147% | 133 | 10.53% | 5.5 |
|
| 3777 |
3777
Prism Advisors
Studio City,
California
| US$2.73億 | +US$2487萬 | +10% | 9.69% | 54.6% | 57 | 22.81% | 3 |
|
| 3778 |
HF
3778
Halpern Financial
Ashburn,
Virginia
| US$2.73億 | +US$2014萬 | +8% | 9.21% | 26.3% | 223 | 15.7% | 2 |
|
| 3779 |
3779
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$2.73億 | +US$2805萬 | +11% | 10.3% | 83.6% | 183 | 8.2% | 5.2 |
|
| 3780 |
3780
G2 Capital Management
Columbus,
Ohio
| US$2.73億 | +US$5657萬 | +26% | 6.21% | 55.1% | 68 | 27.94% | 0.7 |
|
| 3781 |
3781
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$2.72億 | +US$3526萬 | +15% | 9.6% | 55.5% | 77 | 15.58% | 3.1 |
|
| 3782 |
3782
Arch Capital Group
Pembroke,
Bermuda
| US$2.72億 | +US$313萬 | +1% | 1.11% | 2.89% | 2 | 0% | 2 |
|
| 3783 |
3783
Jackson Wealth Management
Lake Mary,
Florida
| US$2.72億 | -US$2.36億 | -46% | 9.41% | 72.1% | 118 | 42.37% | 1.8 |
|
| 3784 |
3784
American Assets Inc
San Diego,
California
| US$2.72億 | +US$973萬 | +4% | 3.5% | 49.9% | 10 | 0% | 3.8 |
|
| 3785 |
3785
IAM Advisory
Easton,
Pennsylvania
| US$2.72億 | +US$3541萬 | +15% | 9.88% | 74.5% | 91 | 23.08% | 0.8 |
|
| 3786 |
RA
3786
Rovida Advisors
Fort Lauderdale,
Florida
| US$2.72億 | +US$5712萬 | +27% | 6.12% | 24.8% | 26 | 26.92% | 1.7 |
|
| 3787 |
3787
Accurate Wealth Management
Wesley Chapel,
Florida
| US$2.72億 | +US$3192萬 | +13% | 7.1% | 101% | 1,590 | 88.62% | 0.1 |
|
| 3788 |
3788
Uncommon Cents Investing
Janesville,
Wisconsin
| US$2.72億 | +US$3351萬 | +14% | 13% | 91.4% | 159 | 8.18% | 3.2 |
|
| 3789 |
3789
Trium Capital
London,
United Kingdom
| US$2.72億 | – | – | 14.3% | 215% | 70 | – | 0 |
|
| 3790 |
FC
3790
Fore Capital
New York
| US$2.71億 | +US$1.91億 | +237% | 0.24% | 24.3% | 40 | 40% | 0.5 |
|
| 3791 |
MKC
3791
M. Kraus & Co
Shelburne,
Vermont
| US$2.71億 | +US$3237萬 | +14% | 11% | 65.9% | 74 | 9.46% | 4.7 |
|
| 3792 |
3792
Incline Global Management
New York
| US$2.71億 | -US$8749萬 | -24% | 5.23% | 40.1% | 25 | 20% | 1.8 |
|
| 3793 |
3793
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$2.71億 | +US$3005萬 | +12% | 12.2% | 81% | 97 | 4.12% | 5 |
|
| 3794 |
3794
Steginsky Capital
Port Washington,
New York
| US$2.71億 | +US$746萬 | +3% | 4.16% | 99.4% | 7 | 0% | 5.9 |
|
| 3795 |
3795
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$2.71億 | +US$2.28億 | +528% | 7.28% | 58.6% | 157 | 10.19% | 2.8 |
|
| 3796 |
3796
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$2.71億 | +US$3559萬 | +15% | 9.53% | 59.2% | 123 | 63.41% | 1.6 |
|
| 3797 |
3797
Paradiem
Covington,
Louisiana
| US$2.71億 | +US$1195萬 | +5% | 11% | 114% | 104 | 15.38% | 1.3 |
|
| 3798 |
3798
Sio Capital Management
New York
| US$2.7億 | -US$4432萬 | -14% | 12.3% | 564% | 64 | 51.56% | 1 |
|
| 3799 |
3799
Wolff Financial Management
Kalamazoo,
Michigan
| US$2.7億 | +US$5127萬 | +23% | 9.5% | 56.7% | 102 | 8.82% | 1.7 |
|
| 3800 |
3800
Relaxing Retirement Coach
Wellesley,
Massachusetts
| US$2.7億 | +US$5835萬 | +28% | 9.47% | 28.6% | 67 | 22.39% | 2.5 |
|