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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Magnolia Capital Advisors
Jackson,
Mississippi
| US$3.97億 | +US$2909萬 | +8% | 8.92% | 78.7% | 245 | 9.39% | 1.1 |
|
| 3902 |
3902
NetEase Inc
Hangzhou,
China
| US$3.97億 | +US$3.75億 | +1,695% | 10% | 464% | 2 | 50% | 1.5 |
|
| 3903 |
3903
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$3.97億 | +US$4043萬 | +11% | 9.95% | 75.2% | 122 | 18.03% | 1.5 |
|
| 3904 |
3904
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$3.97億 | +US$8423萬 | +27% | 14.4% | 94% | 339 | 26.25% | 1.4 |
|
| 3905 |
3905
Almitas Capital
Santa Monica,
California
| US$3.96億 | +US$9497萬 | +32% | 17.9% | 86.1% | 101 | 38.61% | 0.8 |
|
| 3906 |
3906
Paradiem
Covington,
Louisiana
| US$3.96億 | +US$3358萬 | +9% | 8.7% | 107% | 60 | 25% | 2.2 |
|
| 3907 |
3907
BigSur Wealth Management
Miami,
Florida
| US$3.96億 | +US$2696萬 | +7% | 9.82% | 94.8% | 160 | 8.75% | 4 |
|
| 3908 |
3908
Decheng Capital
Menlo Park,
California
| US$3.96億 | +US$3948萬 | +11% | 23.5% | – | 28 | 14.29% | 1.1 |
|
| 3909 |
3909
Winthrop Capital Management
Carmel,
Indiana
| US$3.96億 | +US$3213萬 | +9% | 7.38% | 68.1% | 361 | 10.8% | 0.7 |
|
| 3910 |
3910
Bulldog Investors
Saddle Brook,
New Jersey
| US$3.96億 | +US$2595萬 | +7% | 3.92% | 22.5% | 203 | 45.81% | 0.9 |
|
| 3911 |
3911
Sunflower Bank
Dallas,
Texas
| US$3.95億 | +US$3870萬 | +11% | 6.66% | 42.7% | 143 | 14.69% | 3.1 |
|
| 3912 |
CWAG
3912
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$3.95億 | +US$3490萬 | +10% | 9.67% | 76.1% | 83 | 4.82% | 4.5 |
|
| 3913 |
3913
Long Walk Management
Greenwich,
Connecticut
| US$3.95億 | +US$8642萬 | +28% | 38.8% | 302% | 13 | 46.15% | 1.4 |
|
| 3914 |
3914
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$3.95億 | +US$2504萬 | +7% | 7.12% | 46.1% | 160 | 14.38% | 1.4 |
|
| 3915 |
3915
Oxbow Capital Management (HK)
Hong Kong
| US$3.95億 | +US$7651萬 | +24% | 45.2% | 2,244% | 14 | 50% | 0.3 |
|
| 3916 |
3916
Fonville Wealth Management
Richmond,
Virginia
| US$3.95億 | +US$5551萬 | +16% | 7.43% | 53.9% | 129 | 12.4% | 1.2 |
|
| 3917 |
3917
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$3.95億 | +US$2791萬 | +8% | 6.2% | 43.8% | 85 | 9.41% | 4.9 |
|
| 3918 |
3918
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$3.95億 | +US$1685萬 | +4% | 5.88% | 60.5% | 151 | 17.22% | 1.8 |
|
| 3919 |
3919
Harrell Investment Partners
Austin,
Texas
| US$3.95億 | +US$5743萬 | +17% | 16.3% | 121% | 140 | 42.14% | 2.5 |
|
| 3920 |
3920
Evelyn Partners Asset Management
London,
| US$3.95億 | +US$3555萬 | +10% | 10.3% | – | 250 | 6% | 0.5 |
|
| 3921 |
3921
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$3.94億 | +US$3317萬 | +9% | 18.1% | 304% | 291 | 38.49% | 3.2 |
|
| 3922 |
3922
WealthBridge Capital Management
Westerville,
Ohio
| US$3.94億 | +US$4045萬 | +11% | 9.87% | 89.4% | 220 | 13.18% | 3.7 |
|
| 3923 |
3923
Berkeley Capital Partners
Milton,
Georgia
| US$3.94億 | +US$3064萬 | +8% | 6.49% | 62.8% | 188 | 17.02% | 4.2 |
|
| 3924 |
3924
Bridgewealth Advisory Group
Fresno,
California
| US$3.94億 | +US$3.18億 | +418% | 5.16% | 40.3% | 125 | 60% | 0.7 |
|
| 3925 |
3925
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| US$3.94億 | -US$2.19億 | -36% | 7.12% | 72.8% | 170 | 57.06% | 2.2 |
|