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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$2.52億 | +US$1025萬 | +4% | 4.77% | 81% | 96 | 5.21% | 4.5 |
|
| 4152 |
4152
Cannon Financial Strategists
Athens,
Georgia
| US$2.52億 | +US$1880萬 | +8% | 5.38% | 56.7% | 61 | 3.28% | 1.7 |
|
| 4153 |
4153
Pathway Capital Management
Irvine,
California
| US$2.52億 | +US$2.34億 | +1,295% | 15.3% | 659% | 22 | 77.27% | 0.1 |
|
| 4154 |
4154
Oarsman Capital
Milwaukee,
Wisconsin
| US$2.52億 | +US$2058萬 | +9% | 6.63% | 74.9% | 200 | 8.5% | 3.5 |
|
| 4155 |
4155
Blankinship & Foster
Solana Beach,
California
| US$2.52億 | +US$1119萬 | +5% | 5.99% | 67.1% | 57 | 12.28% | 2.9 |
|
| 4156 |
4156
INCA Investments
Miami,
Florida
| US$2.52億 | +US$1056萬 | +4% | 3.75% | 120% | 8 | 12.5% | 5.2 |
|
| 4157 |
4157
Riverpark Capital Management
New York
| US$2.51億 | +US$2843萬 | +13% | 14.2% | 152% | 39 | 0% | 3.2 |
|
| 4158 |
4158
Whitener Capital Management
Rocky Mount,
North Carolina
| US$2.51億 | +US$2043萬 | +9% | 7.97% | 113% | 140 | 6.43% | 2.7 |
|
| 4159 |
4159
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$2.51億 | +US$1255萬 | +5% | 6.04% | – | 121 | 5.79% | 1.5 |
|
| 4160 |
JAMH
4160
Junson Asset Management (HK)
Hong Kong
| US$2.51億 | +US$1124萬 | +5% | 4.02% | – | 60 | 65% | 0.3 |
|
| 4161 |
4161
CWS Financial Advisors
Kalamazoo,
Michigan
| US$2.51億 | +US$1882萬 | +8% | 6.48% | 55.7% | 148 | 6.76% | 1.2 |
|
| 4162 |
4162
Lapides Asset Management
Greenwich,
Connecticut
| US$2.51億 | +US$1170萬 | +5% | 5.94% | 63% | 85 | 18.82% | 2.5 |
|
| 4163 |
4163
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$2.51億 | +US$6002萬 | +31% | 4.82% | 64.9% | 140 | 12.86% | 1.1 |
|
| 4164 |
4164
NWK Group
San Francisco,
California
| US$2.51億 | +US$2134萬 | +9% | 11.1% | 289% | 184 | 55.43% | 1.1 |
|
| 4165 |
4165
FNY Investment Advisers
New York
| US$2.51億 | -US$1781萬 | -7% | 3.4% | 386% | 1,135 | 58.5% | 0.3 |
|
| 4166 |
HCIA
4166
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$2.5億 | +US$1223萬 | +5% | 6.65% | 42.7% | 133 | 11.28% | 3.1 |
|
| 4167 |
4167
Norman Fields Gottscho Capital Management
New York
| US$2.5億 | +US$2068萬 | +9% | 8.42% | 96.9% | 72 | 6.94% | 3.7 |
|
| 4168 |
4168
Acuta Capital Partners
Redwood City,
California
| US$2.5億 | -US$2710萬 | -10% | 18.3% | 7,269% | 52 | 38.46% | 0.8 |
|
| 4169 |
4169
Uncommon Cents Investing
Janesville,
Wisconsin
| US$2.5億 | +US$1688萬 | +7% | 5.49% | 91.4% | 132 | 3.03% | 2.4 |
|
| 4170 |
4170
Albar Capital
London,
United Kingdom
| US$2.5億 | -US$1941萬 | -7% | 8.61% | 163% | 36 | 75% | 0.2 |
|
| 4171 |
ARG
4171
Advisory Resource Group
Tulsa,
Oklahoma
| US$2.5億 | +US$3587萬 | +17% | 6.16% | 72% | 143 | 27.27% | 1.1 |
|
| 4172 |
4172
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$2.5億 | +US$4333萬 | +21% | 10.8% | 89.7% | 76 | 40.79% | 0.8 |
|
| 4173 |
4173
Steginsky Capital
Port Washington,
New York
| US$2.5億 | +US$3474萬 | +16% | 11.6% | 99.4% | 8 | 0% | 4.4 |
|
| 4174 |
APW
4174
Aurora Private Wealth
Rockaway,
New Jersey
| US$2.5億 | +US$853萬 | +4% | 6.24% | – | 242 | 29.34% | 1 |
|
| 4175 |
4175
Soapstone Management
Bethesda,
Maryland
| US$2.49億 | +US$2443萬 | +11% | 3.36% | 30.3% | 21 | 14.29% | 1.6 |
|