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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
MilWealth Group
Milwaukee,
Wisconsin
| US$4.1億 | +US$2201萬 | +6% | 4.9% | 39.6% | 69 | 2.9% | 4.9 |
|
| 4002 |
NICM
4002
Neo Ivy Capital Management
New York
| US$4.1億 | +US$9678萬 | +31% | 10.7% | – | 560 | 71.96% | 0.2 |
|
| 4003 |
4003
VELA Investment Management
New Albany,
Ohio
| US$4.1億 | +US$4109萬 | +11% | 6.21% | 58.8% | 190 | 24.74% | 1.7 |
|
| 4004 |
4004
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$4.1億 | +US$3011萬 | +8% | 8.08% | 136% | 154 | 7.14% | 3.8 |
|
| 4005 |
4005
SWS Partners
Columbus,
Ohio
| US$4.1億 | +US$3909萬 | +11% | 8.64% | 127% | 124 | 7.26% | 2.8 |
|
| 4006 |
4006
Bayview Asset Management
Coral Gables,
Florida
| US$4.09億 | +US$1.48億 | +57% | 3.92% | 55.4% | 94 | 62.77% | 0.4 |
|
| 4007 |
4007
Capital City Trust
Tallahassee,
Florida
| US$4.09億 | +US$2329萬 | +6% | 9.71% | 98.5% | 116 | 6.03% | 7.2 |
|
| 4008 |
4008
Lisanti Capital Growth
New York
| US$4.09億 | +US$4806萬 | +13% | 33.2% | 1,588% | 146 | 55.48% | 0.5 |
|
| 4009 |
4009
Headwater Capital
Hong Kong,
China
| US$4.09億 | +US$1.21億 | +42% | 26.2% | – | 21 | 57.14% | 0.3 |
|
| 4010 |
4010
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| US$4.09億 | +US$4337萬 | +12% | 6.24% | – | 150 | 16.67% | 1.1 |
|
| 4011 |
4011
NovaPoint Capital
Atlanta,
Georgia
| US$4.09億 | +US$8243萬 | +25% | 9.53% | 94% | 146 | 47.95% | 2.1 |
|
| 4012 |
4012
BigSur Wealth Management
Miami,
Florida
| US$4.08億 | +US$1215萬 | +3% | 9.02% | 94.8% | 161 | 6.21% | 4.1 |
|
| 4013 |
4013
Prudent Investors Network
Lake Forest,
California
| US$4.08億 | +US$3760萬 | +10% | 3.79% | – | 72 | 23.61% | 2 |
|
| 4014 |
4014
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$4.08億 | -US$3.69億 | -47% | 6.46% | 57.8% | 196 | 32.65% | 2.7 |
|
| 4015 |
4015
Greencape Capital
Melbourne,
Australia
| US$4.08億 | -US$1.36億 | -25% | 11.5% | 98.1% | 3 | 0% | 3.9 |
|
| 4016 |
4016
Avalon Capital Management
Port Of Redwood City,
California
| US$4.08億 | +US$3578萬 | +10% | 15.7% | 163% | 144 | 19.44% | 1.7 |
|
| 4017 |
4017
HighVista Strategies
Boston,
Massachusetts
| US$4.08億 | +US$1.36億 | +50% | 69.3% | 561% | 175 | 32% | 1.1 |
|
| 4018 |
4018
Monarch Capital Management
Fort Wayne,
Indiana
| US$4.08億 | +US$3540萬 | +10% | 6.49% | 77% | 124 | 7.26% | 8.3 |
|
| 4019 |
SFA
4019
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$4.08億 | +US$3675萬 | +10% | 11.2% | 187% | 26 | 15.38% | 2.7 |
|
| 4020 |
4020
Engaged Capital
Newport Beach,
California
| US$4.08億 | +US$5001萬 | +14% | 3.38% | 26.2% | 9 | 22.22% | 1.5 |
|
| 4021 |
4021
Burt Wealth Advisors
North Bethesda,
Maryland
| US$4.07億 | -US$3001萬 | -7% | 5.24% | 57.3% | 121 | 9.09% | 5.7 |
|
| 4022 |
4022
Redmond Asset Management
Henrico,
Virginia
| US$4.07億 | -US$1210萬 | -3% | 4.26% | 68.2% | 210 | 6.19% | 4.4 |
|
| 4023 |
4023
Chapin Davis
Baltimore,
Maryland
| US$4.07億 | +US$4551萬 | +13% | 15.2% | 339% | 261 | 16.48% | 1.9 |
|
| 4024 |
4024
AllGen Financial Advisors
Orlando,
Florida
| US$4.07億 | +US$3471萬 | +9% | 5.71% | 39.7% | 45 | 13.33% | 1.6 |
|
| 4025 |
4025
Summit Wealth & Retirement Planning
San Ramon,
California
| US$4.07億 | +US$3434萬 | +9% | 8.86% | 75.7% | 108 | 8.33% | 2.4 |
|