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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$2.64億 | +US$1022萬 | +4% | 4.69% | 63% | 182 | 15.93% | 3.4 |
|
| 4077 |
4077
Alight Capital Management
New York
| US$2.64億 | +US$7807萬 | +42% | 20.6% | 466% | 72 | 70.83% | 0.5 |
|
| 4078 |
4078
Retireful LLC
Haslett,
Michigan
| US$2.64億 | -US$4670萬 | -15% | 5.91% | 437% | 130 | 87.69% | 0.1 |
|
| 4079 |
PCA
4079
Prospect Capital Advisors
Sausalito,
California
| US$2.64億 | +US$4328萬 | +20% | 8.33% | 202% | 37 | 29.73% | 2.6 |
|
| 4080 |
4080
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$2.64億 | +US$1778萬 | +7% | 4.97% | 47.2% | 65 | 13.85% | 1.5 |
|
| 4081 |
4081
Claar Advisors
New York
| US$2.64億 | +US$1793萬 | +7% | 9.6% | 65.5% | 34 | 8.82% | 2.9 |
|
| 4082 |
4082
Hill Island Financial
Grand Rapids,
Michigan
| US$2.64億 | +US$1612萬 | +7% | 5.92% | 78.3% | 59 | 6.78% | 1.2 |
|
| 4083 |
4083
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$2.64億 | +US$2037萬 | +8% | 6.88% | 81% | 93 | 16.13% | 3.4 |
|
| 4084 |
4084
CWS Financial Advisors
Kalamazoo,
Michigan
| US$2.64億 | +US$1233萬 | +5% | 6.12% | 55.7% | 151 | 6.62% | 2.5 |
|
| 4085 |
4085
Verde Capital Management
Clarkston,
Michigan
| US$2.64億 | +US$2381萬 | +10% | 8.24% | 80.3% | 42 | 7.14% | 2.4 |
|
| 4086 |
4086
Atom Investors
Austin,
Texas
| US$2.63億 | +US$7958萬 | +43% | 5.55% | 83.4% | 394 | 65.74% | 0.4 |
|
| 4087 |
4087
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$2.63億 | +US$361萬 | +1% | 6.44% | 89.4% | 201 | 28.36% | 2.1 |
|
| 4088 |
4088
Day & Ennis
Macon,
Georgia
| US$2.63億 | -US$679萬 | -3% | 3.3% | 15.2% | 128 | 14.84% | 3.6 |
|
| 4089 |
4089
Wildcat Capital Management
New York
| US$2.63億 | -US$636萬 | -2% | 8.05% | 77.7% | 24 | 33.33% | 2 |
|
| 4090 |
NME
4090
Notis-McConarty Edward
| US$2.62億 | +US$1095萬 | +4% | 7.34% | 104% | 97 | 5.15% | 7.4 |
|
| 4091 |
NAH
4091
Neumann Advisory (HK)
Central,
Hong Kong
| US$2.62億 | +US$3383萬 | +15% | 21% | 77.3% | 14 | 0% | 3.4 |
|
| 4092 |
WWMSC
4092
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$2.62億 | +US$4182萬 | +19% | 2.76% | 36.4% | 236 | 16.1% | 2.7 |
|
| 4093 |
4093
Blueshift Asset Management
Red Bank,
New Jersey
| US$2.62億 | +US$2233萬 | +9% | 4.96% | 38.8% | 503 | 70.78% | 0.3 |
|
| 4094 |
4094
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$2.62億 | – | – | 6.46% | – | 122 | – | 2.5 |
|
| 4095 |
FCP
4095
Fosse Capital Partners
London,
United Kingdom
| US$2.61億 | +US$1009萬 | +4% | 4.69% | 61.1% | 4 | 0% | 2.5 |
|
| 4096 |
4096
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$2.61億 | +US$2994萬 | +13% | 7.46% | 65.9% | 123 | 22.76% | 2.4 |
|
| 4097 |
4097
Ballast Inc
Lexington,
Kentucky
| US$2.61億 | +US$1758萬 | +7% | 5.32% | 71.3% | 122 | 12.3% | 3.4 |
|
| 4098 |
4098
Ogorek Anthony Joseph
Williamsville,
New York
| US$2.61億 | +US$1645萬 | +7% | 5.2% | 66.3% | 297 | 16.5% | 3.2 |
|
| 4099 |
VC
4099
Vision Capital
Toronto,
Ontario, Canada
| US$2.61億 | -US$7929萬 | -23% | 0.48% | 19.8% | 11 | 36.36% | 1 |
|
| 4100 |
FSI
4100
Flow State Investments
Chicago,
Illinois
| US$2.61億 | +US$1.38億 | +112% | 1.44% | – | 277 | 42.6% | 0.3 |
|