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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Continental Grain Company
New York
| US$2.21億 | -US$2081萬 | -9% | 9.62% | 5.73% | 4 | 0% | 1.8 |
|
| 4027 |
4027
Atlantic Investment Management
New York
| US$2.21億 | -US$4254萬 | -16% | 10.1% | 28.8% | 12 | 25% | 2.8 |
|
| 4028 |
4028
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$2.21億 | -US$130萬 | -0.6% | 2.42% | 110% | 48 | 22.92% | 0.9 |
|
| 4029 |
4029
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$2.21億 | -US$2196萬 | -9% | 11.4% | 73.6% | 27 | 11.11% | 5.3 |
|
| 4030 |
WA
4030
WP Advisors
San Francisco,
California
| US$2.21億 | -US$920萬 | -4% | 1.92% | 113% | 109 | 7.34% | 2.7 |
|
| 4031 |
4031
Round Rock Advisors
Wilton,
Connecticut
| US$2.21億 | -US$118萬 | -0.5% | 5.26% | 87.4% | 149 | 10.07% | 1 |
|
| 4032 |
4032
Financial Strategies Group
Okemos,
Michigan
| US$2.21億 | -US$1807萬 | -8% | 5.97% | 49.2% | 89 | 19.1% | 1.9 |
|
| 4033 |
4033
Jeppson Wealth Management
Manhattan Beach,
California
| US$2.21億 | -US$1194萬 | -5% | 5.64% | 107% | 210 | 16.67% | 1.4 |
|
| 4034 |
4034
Perennial Investment Advisors
Los Angeles,
California
| US$2.2億 | -US$3554萬 | -14% | 4.38% | 84.3% | 232 | 25.43% | 1.6 |
|
| 4035 |
4035
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$2.2億 | -US$1443萬 | -6% | 4.82% | 116% | 136 | 5.15% | 5.2 |
|
| 4036 |
4036
NovaPoint Capital
Atlanta,
Georgia
| US$2.2億 | -US$986萬 | -4% | 4.63% | 94% | 128 | 7.81% | 2 |
|
| 4037 |
4037
Holderness Investments Company
Greensboro,
North Carolina
| US$2.2億 | -US$1957萬 | -8% | 6.01% | 152% | 201 | 10.95% | 4.8 |
|
| 4038 |
4038
AlphaCore Capital
La Jolla,
California
| US$2.2億 | +US$445萬 | +2% | 7.25% | 91.5% | 169 | 18.93% | 1 |
|
| 4039 |
4039
Stelac Advisory Services
New York
| US$2.2億 | -US$2904萬 | -12% | 6.13% | 97.5% | 172 | 10.47% | 2.7 |
|
| 4040 |
4040
Morton Capital Management
Calabasas,
California
| US$2.2億 | -US$990萬 | -4% | 7.17% | 75.4% | 86 | 9.3% | 0.7 |
|
| 4041 |
4041
Ten Capital Wealth Advisors
Spokane,
Washington
| US$2.2億 | -US$1010萬 | -4% | 5.51% | 25% | 652 | 30.83% | 1 |
|
| 4042 |
4042
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$2.2億 | -US$1356萬 | -6% | 4.2% | 63% | 172 | 12.79% | 3.4 |
|
| 4043 |
4043
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$2.19億 | -US$508萬 | -2% | 4.24% | 74.6% | 203 | 31.53% | 1 |
|
| 4044 |
4044
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$2.19億 | +US$5362萬 | +32% | 4.43% | 40.6% | 792 | 34.72% | 0.2 |
|
| 4045 |
4045
Guidance Point Advisors
Wellesley,
Massachusetts
| US$2.19億 | -US$1266萬 | -5% | 5.81% | 71.8% | 84 | 1.19% | 2.9 |
|
| 4046 |
4046
Astoria Strategic Wealth
Conroe,
Texas
| US$2.19億 | -US$852萬 | -4% | 5.97% | 46.1% | 32 | 6.25% | 2.1 |
|
| 4047 |
4047
Wolff Financial Management
Kalamazoo,
Michigan
| US$2.19億 | -US$570萬 | -3% | 5.01% | 56.7% | 102 | 5.88% | 1.5 |
|
| 4048 |
4048
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$2.19億 | -US$1478萬 | -6% | 5.32% | 74.9% | 173 | 12.14% | 3.6 |
|
| 4049 |
4049
SR One Capital Management
Wayne,
Pennsylvania
| US$2.19億 | +US$1442萬 | +7% | 9.64% | 656% | 4 | 0% | 0.6 |
|
| 4050 |
4050
Avalon Global Asset Management
San Francisco,
California
| US$2.19億 | -US$1.1億 | -33% | 5% | 278% | 49 | 53.06% | 3.2 |
|