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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
Essex Woodlands Management
The Woodlands,
Texas
| US$2.42億 | -US$1.72億 | -42% | 39% | 119% | 9 | 0% | 4.1 |
|
| 3952 |
VM
3952
Venator Management
Pittsburgh,
Pennsylvania
| US$2.42億 | -US$7223萬 | -23% | 23.2% | 101% | 34 | 38.24% | 0.9 |
|
| 3953 |
3953
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$2.41億 | -US$2542萬 | -10% | 12% | 17.7% | 346 | 12.72% | 2.5 |
|
| 3954 |
3954
Horizon Wealth Management
La Grange,
Illinois
| US$2.41億 | -US$8042萬 | -25% | 17.5% | 109% | 124 | 24.19% | 0.4 |
|
| 3955 |
RG
3955
Retirement Group
San Diego,
California
| US$2.41億 | -US$1765萬 | -7% | 14.2% | 33.7% | 847 | 6.02% | 1.6 |
|
| 3956 |
3956
Forest Hill Capital
Little Rock,
Arkansas
| US$2.41億 | -US$1.37億 | -36% | 14.7% | 132% | 52 | 21.15% | 4 |
|
| 3957 |
3957
Diversified
Wilmington,
Delaware
| US$2.41億 | -US$457萬 | -2% | 14.5% | 34.4% | 117 | 15.38% | 1.3 |
|
| 3958 |
3958
High Net Worth Advisory Group
Naples,
Florida
| US$2.41億 | -US$3415萬 | -12% | 11.6% | 75.7% | 743 | 15.48% | 0.4 |
|
| 3959 |
3959
SimplyRich
Carlsbad,
California
| US$2.41億 | -US$4496萬 | -16% | 12.1% | 105% | 171 | 7.6% | 2.6 |
|
| 3960 |
CIM
3960
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$2.41億 | -US$5528萬 | -19% | 17.4% | 123% | 264 | 17.8% | 2.8 |
|
| 3961 |
3961
Medicxi Ventures Management
St. Helier,
Jersey
| US$2.41億 | -US$1.28億 | -35% | 31.9% | 369% | 7 | 14.29% | 1.8 |
|
| 3962 |
3962
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$2.41億 | -US$3313萬 | -12% | 12.6% | 73.9% | 660 | 12.73% | 1.2 |
|
| 3963 |
3963
Element Pointe Advisors
Miami,
Florida
| US$2.41億 | -US$5599萬 | -19% | 15% | 75.1% | 92 | 32.61% | 1.9 |
|
| 3964 |
CA
3964
Crumly & Associates
Springfield,
Illinois
| US$2.41億 | -US$2613萬 | -10% | 13.3% | 58.1% | 122 | 24.59% | 1.3 |
|
| 3965 |
3965
D. Scott Neal
Lexington,
Kentucky
| US$2.4億 | -US$1132萬 | -4% | 1.79% | 105% | 70 | 21.43% | 2.3 |
|
| 3966 |
3966
Pathway Financial Advisors
South Burlington,
Vermont
| US$2.4億 | -US$2691萬 | -10% | 13% | 52.7% | 149 | 18.12% | 2.9 |
|
| 3967 |
NME
3967
Notis-McConarty Edward
| US$2.4億 | -US$4018萬 | -14% | 12.2% | 91.2% | 104 | 4.81% | 6.2 |
|
| 3968 |
3968
Asset Allocation & Management Company
Chicago,
Illinois
| US$2.4億 | -US$3891萬 | -14% | 9.73% | 58.5% | 121 | 4.13% | 1 |
|
| 3969 |
3969
Holderness Investments Company
Greensboro,
North Carolina
| US$2.4億 | -US$6038萬 | -20% | 13.5% | 144% | 217 | 11.98% | 4.6 |
|
| 3970 |
ETI
3970
Enterprise Trust & Investment
Los Gatos,
California
| US$2.4億 | -US$4004萬 | -14% | 16.2% | 58.6% | 372 | 51.34% | 1.2 |
|
| 3971 |
3971
HGI Capital Management
New York
| US$2.39億 | -US$8467萬 | -26% | 17.4% | 47% | 80 | 76.25% | 0.6 |
|
| 3972 |
3972
Carderock Capital Management
Chevy Chase,
Maryland
| US$2.39億 | -US$7023萬 | -23% | 14.7% | 97.6% | 72 | 6.94% | 5.4 |
|
| 3973 |
3973
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$2.39億 | -US$1259萬 | -5% | 14.7% | 56.7% | 67 | 23.88% | 1.9 |
|
| 3974 |
3974
Broadleaf Partners
Hudson,
Ohio
| US$2.39億 | -US$6095萬 | -20% | 17.5% | 180% | 71 | 12.68% | 3 |
|
| 3975 |
3975
Rothschild Capital Partners
New York
| US$2.39億 | -US$4620萬 | -16% | 12% | 90.8% | 31 | 3.23% | 4.5 |
|