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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Capital Planning
Bellevue,
Washington
| US$2.35億 | +US$850萬 | +4% | 6.58% | 81.2% | 71 | 21.13% | 0.4 |
|
| 4277 |
4277
Wambolt & Associates
Littleton,
Colorado
| US$2.35億 | +US$4305萬 | +22% | 7.23% | 62.2% | 247 | 14.17% | 1.5 |
|
| 4278 |
4278
Arabesque Asset Management
London,
United Kingdom
| US$2.35億 | +US$886萬 | +4% | 9.81% | 122% | 168 | 68.45% | 0.2 |
|
| 4279 |
MFGP
4279
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$2.35億 | +US$1474萬 | +7% | 6.38% | 65.5% | 58 | 3.45% | 2 |
|
| 4280 |
4280
Axar Capital Management
New York
| US$2.35億 | +US$7706萬 | +49% | 38.4% | 680% | 3 | 33.33% | 1.8 |
|
| 4281 |
4281
Compton Financial Group
Towson,
Maryland
| US$2.35億 | +US$1814萬 | +8% | 4.18% | 39.4% | 29 | 3.45% | 0.4 |
|
| 4282 |
4282
Hemington Wealth Management
Falls Church,
Virginia
| US$2.35億 | -US$88.3萬 | -0.4% | 6.56% | 76.1% | 92 | 6.52% | 0.5 |
|
| 4283 |
4283
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$2.35億 | +US$1660萬 | +8% | 4.71% | 52.9% | 231 | 14.29% | 1.7 |
|
| 4284 |
4284
Malaga Cove Capital
Pv Estates,
California
| US$2.35億 | +US$33.3萬 | +0.1% | 6.72% | 97.3% | 171 | 19.88% | 1.6 |
|
| 4285 |
4285
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$2.35億 | -US$578萬 | -2% | 8.6% | 83.4% | 21 | 19.05% | 1 |
|
| 4286 |
4286
Ameraudi Asset Management
New York
| US$2.35億 | +US$1672萬 | +8% | 5.01% | 51.5% | 51 | 25.49% | 0.9 |
|
| 4287 |
4287
Adams Wealth Management
Logan,
Utah
| US$2.35億 | +US$1725萬 | +8% | 6.53% | 112% | 80 | 16.25% | 1 |
|
| 4288 |
FSA
4288
Financial Services Advisory
Rockville,
Maryland
| US$2.34億 | +US$1393萬 | +6% | 5.29% | 82.5% | 50 | 44% | 0.5 |
|
| 4289 |
4289
Falcon Wealth Planning
Ontario,
California
| US$2.34億 | +US$2937萬 | +14% | 6.78% | 56.4% | 60 | 6.67% | 0.4 |
|
| 4290 |
4290
Collective Family Office
York,
Pennsylvania
| US$2.34億 | +US$2907萬 | +14% | 5.16% | 52.5% | 174 | 6.9% | 0.4 |
|
| 4291 |
MWM
4291
Mascoma Wealth Management
Hanover,
New Hampshire
| US$2.34億 | +US$166萬 | +0.7% | 4.93% | 43.7% | 474 | 78.48% | 2.4 |
|
| 4292 |
4292
Cambridge Financial Group
Columbus,
Ohio
| US$2.34億 | +US$733萬 | +3% | 7% | – | 34 | 11.76% | 3.9 |
|
| 4293 |
4293
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$2.34億 | +US$5323萬 | +29% | 22.2% | 34.5% | 47 | 21.28% | 1.2 |
|
| 4294 |
4294
Aries Wealth Management
Portland,
Maine
| US$2.34億 | +US$1117萬 | +5% | 6.15% | 87.7% | 188 | 9.57% | 2.2 |
|
| 4295 |
ACM
4295
Aljian Capital Management
Carson City,
Nevada
| US$2.33億 | +US$2408萬 | +12% | 13.8% | 162% | 60 | 13.33% | 1.8 |
|
| 4296 |
4296
SMI Advisory Services
Columbus,
Indiana
| US$2.33億 | +US$1296萬 | +6% | 5.06% | 80.7% | 28 | 17.86% | 0.2 |
|
| 4297 |
GDS
4297
Gimbel Daniel Scott
| US$2.33億 | +US$4843萬 | +26% | 24.5% | 57.1% | 3 | 0% | 0.5 |
|
| 4298 |
4298
KPCB GGF Associates
Menlo Park,
California
| US$2.33億 | – | – | 4.31% | – | 1 | – | 0 |
|
| 4299 |
4299
Fluent Financial
Dallas,
Texas
| US$2.33億 | +US$4239萬 | +22% | 4.74% | 46.9% | 74 | 51.35% | 1 |
|
| 4300 |
PGM
4300
Parian Global Management
Pound Ridge,
New York
| US$2.33億 | +US$1429萬 | +7% | 5.4% | 65.2% | 61 | 72.13% | 0.2 |
|