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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Harrington Investments
Napa,
California
| US$1.04億 | -US$2201萬 | -17% | 11.1% | 109% | 151 | 49.67% | 1.2 |
|
| 4427 |
4427
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$1.04億 | -US$975萬 | -9% | 8.29% | 47.6% | 19 | 21.05% | 2.5 |
|
| 4428 |
WFWM
4428
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.04億 | -US$5971萬 | -36% | 9.98% | 53.8% | 38 | 28.95% | 1.5 |
|
| 4429 |
4429
Athyrium Capital Management
New York
| US$1.04億 | -US$2138萬 | -17% | 3.17% | 25.1% | 4 | 50% | 0.7 |
|
| 4430 |
4430
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$1.04億 | -US$946萬 | -8% | 9.61% | 34.2% | 60 | 11.67% | 1.1 |
|
| 4431 |
4431
Emerson Wealth
Bloomfield Hills,
Michigan
| US$1.04億 | – | – | 14.3% | 18.1% | 27 | – | 0 |
|
| 4432 |
4432
Poehling Capital Management
Madison,
Wisconsin
| US$1.04億 | -US$3740萬 | -27% | 15.8% | 83% | 108 | 16.67% | 0.9 |
|
| 4433 |
4433
StoneX Group
New York
| US$1.04億 | -US$3107萬 | -23% | 13.6% | 92.3% | 248 | 25% | 1.2 |
|
| 4434 |
4434
Freestate Advisors
Overland Park,
Kansas
| US$1.04億 | – | – | 5.63% | – | 4 | – | 0 |
|
| 4435 |
4435
Little House Capital
Braintree,
Massachusetts
| US$1.04億 | – | – | 9.92% | 118% | 97 | – | 0 |
|
| 4436 |
4436
9258 Wealth Management
Blue Ash,
Ohio
| US$1.04億 | – | – | 14.6% | 49.6% | 173 | – | 0 |
|
| 4437 |
4437
Elmwood Wealth Management
Berkeley,
California
| US$1.04億 | -US$1697萬 | -14% | 10.4% | 42.1% | 328 | 19.51% | 0.6 |
|
| 4438 |
4438
Scion Asset Management
Saratoga,
California
| US$1.04億 | – | – | 25% | 1.91% | 16 | – | 0 |
|
| 4439 |
4439
Florence Capital Advisors
New York
| US$1.03億 | – | – | 24.7% | – | 20 | – | 1.7 |
|
| 4440 |
ABP
4440
Arthur B. Page
| US$1.03億 | -US$1500萬 | -13% | 9.33% | 40.4% | 63 | 4.76% | 3.9 |
|
| 4441 |
4441
Trinity Legacy Partners
Houston,
Texas
| US$1.03億 | – | – | 11.8% | 63.3% | 47 | – | 0 |
|
| 4442 |
4442
Stringer Asset Management
Memphis,
Tennessee
| US$1.03億 | -US$2414萬 | -19% | 10.5% | 16.4% | 37 | 48.65% | 0.9 |
|
| 4443 |
4443
MilWealth Group
Milwaukee,
Wisconsin
| US$1.03億 | – | – | 9.83% | 39.6% | 75 | – | 0 |
|
| 4444 |
4444
WESPAC Advisors
Orinda,
California
| US$1.03億 | -US$6827萬 | -40% | 10.6% | 126% | 180 | 63.33% | 1 |
|
| 4445 |
4445
Aquiline Capital Partners
New York
| US$1.03億 | -US$3143萬 | -23% | 23.4% | 14.7% | 1 | 0% | 1.5 |
|
| 4446 |
4446
Brandywine Trust
Hockessin,
Delaware
| US$1.03億 | -US$1401萬 | -12% | 11% | 32.7% | 39 | 12.82% | 3.4 |
|
| 4447 |
HWC
4447
Hill Winds Capital
High Falls,
New York
| US$1.03億 | – | – | 12.9% | 8.52% | 17 | – | 0 |
|
| 4448 |
4448
Red Cedar Capital
Omaha,
Nebraska
| US$1.03億 | -US$1072萬 | -9% | 12% | 43% | 156 | 5.13% | 0.9 |
|
| 4449 |
4449
Tegean Capital Management
New York
| US$1.03億 | -US$1.1億 | -52% | 21.7% | – | 25 | 48% | 1.6 |
|
| 4450 |
4450
Cary Street Partners Investment Advisory
Richmond,
Virginia
| US$1.03億 | – | – | 13% | 92.1% | 103 | – | 0 |
|