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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
Avidity Partners Management
Dallas,
Texas
| US$4.39億 | -US$6258萬 | -12% | 48.2% | 492% | 69 | 56.52% | 1.1 |
|
| 3827 |
3827
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$4.39億 | +US$6429萬 | +17% | 5.83% | 55.5% | 105 | 14.29% | 4.2 |
|
| 3828 |
3828
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$4.39億 | -US$3906萬 | -8% | 6.25% | 55% | 168 | 14.29% | 3.8 |
|
| 3829 |
3829
Fairvoy Private Wealth
Birmingham,
Alabama
| US$4.39億 | +US$3668萬 | +9% | 6.59% | – | 196 | 9.18% | 0.6 |
|
| 3830 |
3830
Centurion Wealth Management
Mclean,
Virginia
| US$4.39億 | +US$9029萬 | +26% | 7.3% | – | 320 | 29.06% | 1.4 |
|
| 3831 |
3831
Fielder Capital Group
Nashville,
Tennessee
| US$4.39億 | +US$6406萬 | +17% | 18% | 161% | 282 | 19.15% | 1.1 |
|
| 3832 |
3832
Albar Capital Partners
London,
United Kingdom
| US$4.39億 | -US$1.46億 | -25% | 13% | – | 45 | 66.67% | 0.2 |
|
| 3833 |
3833
Altrius Capital Management
New Bern,
North Carolina
| US$4.38億 | +US$1058萬 | +2% | 4.32% | 43.1% | 91 | 14.29% | 2.5 |
|
| 3834 |
3834
McCarthy & Cox
Marysville,
Ohio
| US$4.38億 | +US$5647萬 | +15% | 4.4% | – | 73 | 10.96% | 1.1 |
|
| 3835 |
3835
Rosenblum Silverman Sutton
San Francisco,
California
| US$4.38億 | +US$2542萬 | +6% | 7.44% | 107% | 79 | 3.8% | 5.9 |
|
| 3836 |
3836
Graticule Asia Macro Advisors
New York
| US$4.38億 | – | – | 235% | – | 2 | – | 0 |
|
| 3837 |
3837
Atlas Venture Advisors
Boston,
Massachusetts
| US$4.38億 | +US$1352萬 | +3% | 6.13% | 34.6% | 4 | 0% | 5.5 |
|
| 3838 |
CEI
3838
Clark Estates Inc
New York
| US$4.38億 | -US$802萬 | -2% | 7.7% | 47.8% | 108 | 18.52% | 2.3 |
|
| 3839 |
SI
3839
Schusterman Interests
Tulsa,
Oklahoma
| US$4.38億 | +US$3.72億 | +567% | 22.2% | 344% | 6 | 33.33% | 1.3 |
|
| 3840 |
3840
Pfizer
New York
| US$4.37億 | -US$1.39億 | -24% | 54.8% | – | 21 | 0% | 0.8 |
|
| 3841 |
3841
Halter Ferguson Financial
Carmel,
Indiana
| US$4.37億 | +US$1.5億 | +52% | 31.7% | 131% | 33 | 9.09% | 1.3 |
|
| 3842 |
3842
Wiser Wealth Management
Marietta,
Georgia
| US$4.37億 | +US$3801萬 | +10% | 6.02% | 53% | 54 | 7.41% | 2.2 |
|
| 3843 |
3843
Barometer Capital Management
Toronto,
Ontario, Canada
| US$4.37億 | +US$7552萬 | +21% | 20.5% | 354% | 213 | 35.21% | 0.7 |
|
| 3844 |
3844
Genworth Financial
Glen Allen,
Virginia
| US$4.37億 | +US$2954萬 | +7% | 7.25% | 73.6% | 2 | 0% | 4.4 |
|
| 3845 |
3845
Marathon Capital Management
Hunt Valley,
Maryland
| US$4.37億 | +US$4436萬 | +11% | 11.7% | 74% | 178 | 16.85% | 3.2 |
|
| 3846 |
3846
Almitas Capital
Santa Monica,
California
| US$4.37億 | +US$4054萬 | +10% | 26% | 86.1% | 101 | 53.47% | 0.9 |
|
| 3847 |
3847
Humankind Investments
New York
| US$4.37億 | +US$2654萬 | +6% | 8.52% | 62.5% | 157 | 8.92% | 2.7 |
|
| 3848 |
3848
Empire Financial Management Company
New York
| US$4.37億 | +US$9014萬 | +26% | 8.24% | 78.3% | 213 | 11.27% | 1.9 |
|
| 3849 |
3849
Gitterman Wealth Management
Edison,
New Jersey
| US$4.36億 | +US$729萬 | +2% | 6.07% | 33% | 343 | 63.85% | 1.6 |
|
| 3850 |
HWM
3850
HFR Wealth Management
Niskayuna,
New York
| US$4.36億 | +US$2225萬 | +5% | 4.28% | 51.4% | 52 | 3.85% | 3.7 |
|