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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Builder Investment Group
Atlanta,
Georgia
| US$3.72億 | +US$585萬 | +2% | 4.23% | 169% | 104 | 5.77% | 1.5 |
|
| 3827 |
3827
Noble Family Wealth
Clearwater,
Florida
| US$3.72億 | +US$2453萬 | +7% | 7.56% | 60% | 62 | 6.45% | 1.5 |
|
| 3828 |
3828
Greencape Capital
Melbourne,
Australia
| US$3.72億 | +US$1.31億 | +54% | 19.1% | 98.1% | 4 | 50% | 3.2 |
|
| 3829 |
3829
Alpine Investment Management
Hong Kong
| US$3.72億 | -US$3.77億 | -50% | 8.8% | 33.7% | 15 | 66.67% | 0.4 |
|
| 3830 |
3830
Bleichroeder LP
New York
| US$3.72億 | +US$3537萬 | +11% | 21.9% | 222% | 80 | 15% | 2.9 |
|
| 3831 |
3831
Monarch Capital Management
Fort Wayne,
Indiana
| US$3.71億 | +US$3112萬 | +9% | 9.79% | 77% | 119 | 5.04% | 7.9 |
|
| 3832 |
3832
Mariner Investment Group
Harrison,
New York
| US$3.71億 | -US$9158萬 | -20% | 3.5% | 68.7% | 41 | 65.85% | 0.4 |
|
| 3833 |
LCM
3833
Lionstone Capital Management
New York
| US$3.71億 | -US$2035萬 | -5% | 0.32% | 74.1% | 12 | 8.33% | 4.8 |
|
| 3834 |
3834
Hemington Wealth Management
Falls Church,
Virginia
| US$3.71億 | +US$7455萬 | +25% | 7.24% | 76.1% | 1,807 | 93.8% | 0.2 |
|
| 3835 |
RCM
3835
Ratan Capital Management
Miami Beach,
Florida
| US$3.71億 | +US$4070萬 | +12% | 12.4% | 616% | 46 | 43.48% | 2 |
|
| 3836 |
3836
Evernest Financial Advisors
Carmel,
Indiana
| US$3.71億 | +US$1.48億 | +66% | 7.08% | – | 166 | 25.3% | 1.9 |
|
| 3837 |
IFS
3837
Ifrah Financial Services
Little Rock,
Arkansas
| US$3.71億 | +US$1788萬 | +5% | 5.39% | 64.1% | 224 | 13.39% | 4.5 |
|
| 3838 |
3838
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$3.71億 | +US$2859萬 | +8% | 10.8% | 304% | 294 | 37.41% | 2.9 |
|
| 3839 |
WWMSC
3839
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$3.7億 | +US$3606萬 | +11% | 5.51% | 36.4% | 270 | 19.63% | 2.9 |
|
| 3840 |
3840
Childress Capital Advisors
Houston,
Texas
| US$3.7億 | +US$1533萬 | +4% | 4.21% | 107% | 242 | 13.22% | 1.3 |
|
| 3841 |
3841
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| US$3.7億 | +US$2622萬 | +8% | 6.45% | 64.9% | 43 | 4.65% | 1.5 |
|
| 3842 |
3842
Lantz Financial
Naperville,
Illinois
| US$3.69億 | +US$4751萬 | +15% | 7.15% | 74.3% | 239 | 15.48% | 2.9 |
|
| 3843 |
3843
Dymon Asia Capital (Singapore)
Singapore
| US$3.69億 | -US$639萬 | -2% | 8.97% | 291% | 145 | 73.1% | 0.3 |
|
| 3844 |
3844
Solidarity Wealth
Lehi,
Utah
| US$3.69億 | +US$3940萬 | +12% | 7.33% | 85.9% | 98 | 17.35% | 1.7 |
|
| 3845 |
3845
DGS Capital Management
Jersey City,
New Jersey
| US$3.69億 | +US$1249萬 | +4% | 1.87% | 177% | 336 | 18.75% | 1.5 |
|
| 3846 |
KMWM
3846
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$3.68億 | +US$2659萬 | +8% | 6.46% | – | 230 | 15.22% | 3.2 |
|
| 3847 |
3847
Financial Sense Advisors
San Diego,
California
| US$3.68億 | +US$4089萬 | +12% | 7.8% | 152% | 144 | 29.17% | 1.5 |
|
| 3848 |
3848
Redwood Grove Capital
Palo Alto,
California
| US$3.68億 | +US$4881萬 | +15% | 8.3% | 79.8% | 29 | 34.48% | 2.4 |
|
| 3849 |
3849
Murchinson
Toronto,
Ontario, Canada
| US$3.68億 | -US$2.8億 | -43% | 1.64% | 137% | 115 | 71.3% | 0.3 |
|
| 3850 |
3850
Collective Family Office
York,
Pennsylvania
| US$3.68億 | +US$2820萬 | +8% | 6.2% | 52.5% | 179 | 8.38% | 2.4 |
|