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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$1.56億 | -US$993萬 | -6% | 1.33% | 61.7% | 8 | 25% | 0.4 |
|
| 3952 |
3952
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$1.55億 | +US$359萬 | +2% | 3.31% | 13.1% | 85 | 8.24% | 1.4 |
|
| 3953 |
3953
Malaga Cove Capital
Pv Estates,
California
| US$1.55億 | -US$827萬 | -5% | 1.16% | 97.3% | 176 | 17.05% | 1.4 |
|
| 3954 |
3954
Timber Creek Capital Management
Boston,
Massachusetts
| US$1.55億 | +US$692萬 | +5% | 4.99% | 139% | 132 | 6.82% | 3.9 |
|
| 3955 |
3955
C-J Advisory
San Jose,
California
| US$1.55億 | +US$140萬 | +0.9% | 2.36% | 39.2% | 185 | 10.81% | 2 |
|
| 3956 |
3956
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$1.55億 | +US$1040萬 | +7% | 1.98% | – | 484 | 26.86% | 0.5 |
|
| 3957 |
3957
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$1.55億 | +US$2161萬 | +16% | 2.41% | 55.5% | 72 | 45.83% | 0.7 |
|
| 3958 |
CWM
3958
Cedar Wealth Management
Walnut Creek,
California
| US$1.55億 | -US$504萬 | -3% | 2.99% | 68.1% | 176 | 11.93% | 1.8 |
|
| 3959 |
3959
HCSF Management
San Francisco,
California
| US$1.55億 | +US$1273萬 | +9% | 5.57% | 58.8% | 13 | 15.38% | 1.8 |
|
| 3960 |
MCA
3960
Mercer Capital Advisers
Little Silver,
New Jersey
| US$1.54億 | +US$540萬 | +4% | 5.1% | 59.6% | 221 | 7.69% | 4 |
|
| 3961 |
3961
Scholtz & Company
Stamford,
Connecticut
| US$1.54億 | +US$438萬 | +3% | 4.48% | 111% | 63 | 20.63% | 1.2 |
|
| 3962 |
3962
Thrive Capital Management (New York)
New York
| US$1.54億 | -US$4494萬 | -23% | 15.9% | 205% | 5 | 80% | 0.1 |
|
| 3963 |
PGM
3963
Parian Global Management
Pound Ridge,
New York
| US$1.54億 | +US$1057萬 | +7% | 2.22% | 65.2% | 25 | 64% | 0.2 |
|
| 3964 |
3964
Turiya Advisors Asia
Hong Kong
| US$1.54億 | -US$1959萬 | -11% | 9.12% | 247% | 5 | 40% | 0.3 |
|
| 3965 |
3965
Concentric Wealth Management
Lafayette,
California
| US$1.54億 | +US$607萬 | +4% | 2.47% | 33.4% | 90 | 5.56% | 2.2 |
|
| 3966 |
APSI
3966
Asset Planning Services Inc
Covington,
Louisiana
| US$1.54億 | +US$769萬 | +5% | 3.27% | 138% | 39 | 5.13% | 1.9 |
|
| 3967 |
3967
Uncommon Cents Investing
Janesville,
Wisconsin
| US$1.54億 | +US$49.5萬 | +0.3% | 1.3% | 91.4% | 83 | 1.2% | 1.4 |
|
| 3968 |
AFA
3968
Alta Fundamental Advisers
New York
| US$1.54億 | +US$453萬 | +3% | 2.26% | 199% | 21 | 28.57% | 1.4 |
|
| 3969 |
3969
Alethea Capital Management
Mercer Island,
Washington
| US$1.54億 | +US$1308萬 | +9% | 19.9% | 275% | 99 | 42.42% | 1.2 |
|
| 3970 |
3970
Jackson Financial Management
Costa Mesa,
California
| US$1.54億 | +US$299萬 | +2% | 3.07% | – | 40 | 17.5% | 1.1 |
|
| 3971 |
3971
Wills Financial Group
Richmond,
Virginia
| US$1.54億 | +US$609萬 | +4% | 4.59% | 57.5% | 58 | 8.62% | 3.6 |
|
| 3972 |
FSA
3972
Financial Services Advisory
Rockville,
Maryland
| US$1.53億 | +US$3743萬 | +32% | 4.05% | 82.5% | 26 | 46.15% | 0.2 |
|
| 3973 |
3973
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.53億 | -US$409萬 | -3% | 0.47% | 67.4% | 66 | 19.7% | 4 |
|
| 3974 |
3974
Stellar Capital Management
Phoenix,
Arizona
| US$1.53億 | US$0 | 0% | 2.53% | 23.4% | 83 | 0% | 3.7 |
|
| 3975 |
3975
Steginsky Capital
Port Washington,
New York
| US$1.53億 | +US$1250萬 | +9% | 5.56% | 99.4% | 8 | 0% | 2.4 |
|