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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Virtus Wealth Solutions
Cranford,
New Jersey
| US$3.3億 | -US$9490萬 | -22% | 6.61% | – | 46 | 17.39% | 0.3 |
|
| 4127 |
4127
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$3.29億 | +US$2471萬 | +8% | 0.46% | 67.5% | 352 | 71.31% | 0.8 |
|
| 4128 |
4128
Lead Edge Capital Management
New York
| US$3.29億 | +US$3361萬 | +11% | 6.9% | 20.2% | 10 | 10% | 1.2 |
|
| 4129 |
4129
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$3.29億 | -US$6062萬 | -16% | 3.3% | 108% | 57 | 22.81% | 2.6 |
|
| 4130 |
4130
Packer & Co
Cottesloe,
Australia
| US$3.29億 | +US$1625萬 | +5% | 12.7% | – | 11 | 54.55% | 1.4 |
|
| 4131 |
4131
Cyrus Capital Partners
New York
| US$3.29億 | -US$1410萬 | -4% | 4.25% | 163% | 7 | 42.86% | 1 |
|
| 4132 |
4132
Winmill & Co
Walpole,
New Hampshire
| US$3.29億 | +US$1999萬 | +6% | 2.72% | 146% | 58 | 6.9% | 3.1 |
|
| 4133 |
4133
Boltwood Capital Management
Walnut Creek,
California
| US$3.29億 | +US$79.1萬 | +0.2% | 0.5% | 63% | 175 | 5.71% | 6.2 |
|
| 4134 |
MKC
4134
M. Kraus & Co
Shelburne,
Vermont
| US$3.29億 | -US$443萬 | -1% | 0.08% | 65.9% | 83 | 6.02% | 6.1 |
|
| 4135 |
4135
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$3.29億 | +US$2002萬 | +6% | 0.09% | 71.1% | 161 | 42.86% | 1 |
|
| 4136 |
4136
Wendel SE
Paris,
| US$3.29億 | – | – | 78.8% | – | 1 | – | 0 |
|
| 4137 |
4137
GFG Capital
Miami,
Florida
| US$3.29億 | -US$4350萬 | -12% | 2.82% | 152% | 129 | 20.93% | 2.5 |
|
| 4138 |
4138
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$3.29億 | +US$4676萬 | +17% | 18.2% | 0.74% | 3 | 0% | 1.8 |
|
| 4139 |
WA
4139
WealthTrust Axiom
Wayne,
Pennsylvania
| US$3.28億 | -US$719萬 | -2% | 2.38% | 123% | 268 | 9.7% | 6.2 |
|
| 4140 |
4140
Vista Investment Partners
Oklahoma City,
Oklahoma
| US$3.28億 | +US$767萬 | +2% | 3.33% | 112% | 169 | 20.71% | 1 |
|
| 4141 |
HCM
4141
Hudson Capital Management
Ramsey,
New Jersey
| US$3.28億 | +US$633萬 | +2% | 0.27% | 66.8% | 68 | 7.35% | 4.1 |
|
| 4142 |
SCM
4142
Stonehill Capital Management
New York
| US$3.28億 | +US$9159萬 | +39% | 6.95% | 117% | 13 | 30.77% | 1 |
|
| 4143 |
4143
Goodman Advisory Group
Needham,
Massachusetts
| US$3.28億 | -US$1104萬 | -3% | 2.42% | 101% | 182 | 71.43% | 0.5 |
|
| 4144 |
4144
Roberts, Glore & Co
Deerfield,
Illinois
| US$3.28億 | -US$902萬 | -3% | 1.61% | 72.3% | 213 | 7.98% | 6.6 |
|
| 4145 |
4145
Westmount Partners
Los Angeles,
California
| US$3.28億 | -US$130萬 | -0.4% | 4.06% | 101% | 250 | 17.2% | 1.7 |
|
| 4146 |
MCG
4146
McCollum Christoferson Group
Amherst,
New York
| US$3.28億 | -US$1065萬 | -3% | 1.43% | 59.4% | 70 | 4.29% | 4.5 |
|
| 4147 |
4147
Eldred Rock Partners
San Antonio,
Texas
| US$3.28億 | +US$3623萬 | +12% | 4.2% | 109% | 31 | 9.68% | 1.1 |
|
| 4148 |
4148
Guidance Capital
Lousville,
Kentucky
| US$3.27億 | +US$61.8萬 | +0.2% | 0.4% | 63.7% | 207 | 12.56% | 1 |
|
| 4149 |
4149
Coyle Financial Counsel
Glenview,
Illinois
| US$3.27億 | +US$1145萬 | +4% | 0.36% | 67.3% | 78 | 8.97% | 3.5 |
|
| 4150 |
4150
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| US$3.27億 | +US$408萬 | +1% | 1.09% | 84.4% | 525 | 12.38% | 1 |
|