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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
SCM
4101
Soros Capital Management
New York
| US$2.25億 | -US$2.32億 | -51% | 15.6% | 732% | 55 | 34.55% | 1 |
|
| 4102 |
4102
KCS Wealth Advisory
Los Angeles,
California
| US$2.25億 | +US$866萬 | +4% | 12.6% | 45.3% | 174 | 24.14% | 2.8 |
|
| 4103 |
4103
Wolff Financial Management
Kalamazoo,
Michigan
| US$2.25億 | -US$2708萬 | -11% | 11.3% | 56.7% | 103 | 3.88% | 1.3 |
|
| 4104 |
4104
Physicians Financial Services
Raleigh,
North Carolina
| US$2.25億 | -US$3721萬 | -14% | 14.4% | 116% | 123 | 11.38% | 4.7 |
|
| 4105 |
4105
OpenView Management
Boston,
Massachusetts
| US$2.25億 | -US$4963萬 | -18% | 9.81% | – | 3 | 0% | 0.5 |
|
| 4106 |
4106
Lumature Wealth Partners
Alpharetta,
Georgia
| US$2.24億 | -US$2472萬 | -10% | 10.1% | – | 449 | 13.81% | 1.1 |
|
| 4107 |
UID
4107
Union Investments & Development
Tel Aviv,
Israel
| US$2.24億 | -US$5403萬 | -19% | 19.1% | 17% | 55 | 5.45% | 0.4 |
|
| 4108 |
4108
Herold Advisors
New York
| US$2.24億 | -US$5679萬 | -20% | 12.4% | 90.2% | 727 | 73.87% | 0.7 |
|
| 4109 |
4109
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$2.24億 | +US$1034萬 | +5% | 16.4% | 89.7% | 80 | 22.5% | 1.2 |
|
| 4110 |
4110
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$2.24億 | -US$3918萬 | -15% | 10.7% | 74.6% | 192 | 29.69% | 0.9 |
|
| 4111 |
4111
Goodman Advisory Group
Needham,
Massachusetts
| US$2.24億 | -US$6478萬 | -22% | 6.45% | 101% | 189 | 75.13% | 0.1 |
|
| 4112 |
4112
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$2.24億 | -US$3280萬 | -13% | 11.4% | 97% | 173 | 9.25% | 3.2 |
|
| 4113 |
4113
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$2.24億 | -US$2420萬 | -10% | 13.4% | – | 213 | 21.13% | 0.4 |
|
| 4114 |
4114
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$2.24億 | -US$6472萬 | -22% | 19.2% | 116% | 19 | 5.26% | 5.8 |
|
| 4115 |
4115
Brave Asset Management
Summit,
New Jersey
| US$2.24億 | -US$6687萬 | -23% | 10.5% | 76.3% | 167 | 17.96% | 3.8 |
|
| 4116 |
CP
4116
CPV Partners
Stamford,
Connecticut
| US$2.24億 | -US$1490萬 | -6% | 1.63% | 105% | 6 | 0% | 1.5 |
|
| 4117 |
4117
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$2.24億 | -US$1987萬 | -8% | 10.5% | 34.2% | 55 | 1.82% | 3.4 |
|
| 4118 |
4118
Keystone Wealth Services
Palm Desert,
California
| US$2.24億 | -US$2864萬 | -11% | 12% | 91.1% | 190 | 16.84% | 0.4 |
|
| 4119 |
IBOK
4119
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$2.23億 | -US$2928萬 | -12% | 12.7% | 94.3% | 427 | 5.62% | 3.1 |
|
| 4120 |
WC
4120
Walthausen & Co
Malta,
New York
| US$2.23億 | -US$1.31億 | -37% | 11.5% | 63.3% | 146 | 8.22% | 2.2 |
|
| 4121 |
4121
Retirement Capital Strategies
San Jose,
California
| US$2.23億 | -US$2649萬 | -11% | 7.45% | 59% | 73 | 38.36% | 2.3 |
|
| 4122 |
4122
Roanoke Asset Management
Jersey City,
New Jersey
| US$2.23億 | -US$4598萬 | -17% | 14.3% | 50.3% | 115 | 3.48% | 5.2 |
|
| 4123 |
4123
Arlington Financial Advisors
Santa Barbara,
California
| US$2.23億 | -US$4137萬 | -16% | 15.1% | 67.6% | 55 | 14.55% | 3.3 |
|
| 4124 |
4124
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$2.23億 | -US$190萬 | -0.8% | 9.57% | 110% | 52 | 26.92% | 0.7 |
|
| 4125 |
OR
4125
Olympiad Research
Stamford,
Connecticut
| US$2.23億 | -US$1.05億 | -32% | 5.95% | 187% | 405 | 49.63% | 0.7 |
|