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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
Founders Financial Alliance
Raleigh,
North Carolina
| US$2.2億 | +US$1687萬 | +8% | 6.87% | 95.7% | 494 | 9.51% | 0.6 |
|
| 4427 |
4427
Sonata Capital Group
Seattle,
Washington
| US$2.2億 | +US$1148萬 | +6% | 5.66% | 66.5% | 129 | 3.88% | 4.1 |
|
| 4428 |
4428
Childress Capital Advisors
Houston,
Texas
| US$2.2億 | +US$206萬 | +0.9% | 12.9% | 107% | 179 | 23.46% | 0.4 |
|
| 4429 |
4429
Cheyne Capital Management (UK)
London,
United Kingdom
| US$2.2億 | +US$6194萬 | +39% | 1.9% | 35.6% | 144 | 45.83% | 0.5 |
|
| 4430 |
4430
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$2.2億 | +US$1461萬 | +7% | 5.26% | 27.4% | 37 | 8.11% | 1.6 |
|
| 4431 |
4431
Peregrine Asset Advisers
Portland,
Oregon
| US$2.2億 | +US$2304萬 | +12% | 7.96% | 189% | 142 | 37.32% | 1.9 |
|
| 4432 |
SFI
4432
Sonic Fund II
Honolulu,
Hawaii
| US$2.19億 | -US$2269萬 | -9% | 21% | 119% | 27 | 14.81% | 0.9 |
|
| 4433 |
KLCM
4433
KG&L Capital Management
Saint Francisville,
Louisiana
| US$2.19億 | +US$1844萬 | +9% | 7.68% | 91.9% | 149 | 17.45% | 1.4 |
|
| 4434 |
4434
Pinnacle Bancorp
Beatrice,
Nebraska
| US$2.19億 | +US$1279萬 | +6% | 6.65% | 72.9% | 733 | 4.37% | 2.8 |
|
| 4435 |
4435
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$2.19億 | +US$2249萬 | +11% | 7.38% | 61.1% | 34 | 11.76% | 1.7 |
|
| 4436 |
IP
4436
Investment Partners
New Philadelphia,
Ohio
| US$2.19億 | +US$1322萬 | +6% | 6.05% | 83.2% | 171 | 11.7% | 3 |
|
| 4437 |
4437
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$2.19億 | +US$12.3萬 | +0.1% | 5.59% | 81% | 97 | 20.62% | 2.1 |
|
| 4438 |
4438
Auxano Advisors
Bellevue,
Washington
| US$2.19億 | +US$5611萬 | +34% | 7.57% | 103% | 70 | 12.86% | 0.8 |
|
| 4439 |
4439
Astoria Strategic Wealth
Conroe,
Texas
| US$2.19億 | +US$2260萬 | +12% | 4.38% | 46.1% | 31 | 6.45% | 1.2 |
|
| 4440 |
4440
ACON Equity Management
Washington,
District of Columbia
| US$2.19億 | +US$336萬 | +2% | 8.13% | 32.1% | 1 | 0% | 3.5 |
|
| 4441 |
4441
Robertson Opportunity Capital
Dallas,
Texas
| US$2.19億 | -US$1661萬 | -7% | 7.89% | 93.4% | 30 | 0% | 4.5 |
|
| 4442 |
4442
Geneva Partners
Lake Geneva,
Wisconsin
| US$2.19億 | +US$2508萬 | +13% | 9.97% | 417% | 101 | 32.67% | 1.4 |
|
| 4443 |
4443
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$2.18億 | +US$3936萬 | +22% | 5.33% | 65.8% | 103 | 37.86% | 0.9 |
|
| 4444 |
RM
4444
Rudius Management
New York
| US$2.18億 | +US$6337萬 | +41% | 2.22% | 8.92% | 5 | 20% | 0.4 |
|
| 4445 |
4445
Private Capital Management (Colorado)
Denver,
Colorado
| US$2.18億 | +US$2943萬 | +16% | 6.44% | 20% | 136 | 13.97% | 1.3 |
|
| 4446 |
4446
Kiley Juergens Wealth Management
Olympia,
Washington
| US$2.18億 | +US$2669萬 | +14% | 7.23% | 121% | 63 | 7.94% | 2 |
|
| 4447 |
4447
Keating Investment Counselors
Delray Beach,
Florida
| US$2.18億 | +US$1000萬 | +5% | 3.75% | 50% | 63 | 9.52% | 5.2 |
|
| 4448 |
4448
Equinox Partners Investment Management
Stamford,
Connecticut
| US$2.18億 | +US$3195萬 | +17% | 12% | 241% | 13 | 0% | 1.4 |
|
| 4449 |
4449
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$2.18億 | +US$985萬 | +5% | 6.56% | 62.3% | 70 | 18.57% | 0.4 |
|
| 4450 |
4450
Acima Private Wealth
Richmond,
Virginia
| US$2.18億 | +US$1437萬 | +7% | 5.6% | 51.1% | 235 | 1.28% | 2.1 |
|