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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$2.11億 | -US$5017萬 | -19% | 4.98% | – | 77 | 57.14% | 0.3 |
|
| 4527 |
4527
Shilanski & Associates
Anchorage,
Alaska
| US$2.11億 | +US$2338萬 | +12% | 5.79% | 84.2% | 123 | 22.76% | 1 |
|
| 4528 |
4528
AREX Capital Management
New York
| US$2.11億 | +US$4068萬 | +24% | 3.84% | 36.2% | 20 | 50% | 0.5 |
|
| 4529 |
4529
X-Square Capital
Guaynabo,
Puerto Rico
| US$2.11億 | -US$577萬 | -3% | 12.7% | 151% | 146 | 25.34% | 1.3 |
|
| 4530 |
4530
Lexington Partners
New York
| US$2.11億 | +US$1426萬 | +7% | 7.16% | 24.5% | 4 | 25% | 1.6 |
|
| 4531 |
4531
Aull & Monroe Investment Management
Mobile,
Alabama
| US$2.1億 | +US$500萬 | +2% | 3.43% | 98.3% | 137 | 4.38% | 5.7 |
|
| 4532 |
4532
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.1億 | +US$1118萬 | +6% | 5.08% | 43.8% | 65 | 7.69% | 3.4 |
|
| 4533 |
DLG
4533
Daniel L. Goodwin
| US$2.1億 | +US$1838萬 | +10% | 8.77% | 72.6% | 116 | 14.66% | 3 |
|
| 4534 |
4534
Global Trust Asset Management
West Palm Beach,
Florida
| US$2.1億 | +US$2877萬 | +16% | 7.05% | 178% | 458 | 19.21% | 2.1 |
|
| 4535 |
4535
TRV GP IV
Boston,
Massachusetts
| US$2.1億 | -US$6140萬 | -23% | 22.1% | 1,102% | 4 | 0% | 1.6 |
|
| 4536 |
4536
IFG Advisors
St. Louis,
Missouri
| US$2.1億 | +US$2714萬 | +15% | 6.64% | 78.7% | 101 | 8.91% | 1.2 |
|
| 4537 |
4537
Freedom Day Solutions
Houston,
Texas
| US$2.1億 | +US$2162萬 | +11% | 9.28% | 86.6% | 121 | 21.49% | 1.6 |
|
| 4538 |
RS
4538
Retirement Solution
Redmond,
Washington
| US$2.1億 | +US$4349萬 | +26% | 6.98% | 77.3% | 45 | 17.78% | 0.4 |
|
| 4539 |
4539
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$2.09億 | +US$2621萬 | +14% | 5.97% | 81.6% | 70 | 15.71% | 1.4 |
|
| 4540 |
4540
Stableford Capital II
Scottsdale,
Arizona
| US$2.09億 | +US$1169萬 | +6% | 7.21% | 66.9% | 124 | 12.9% | 1.1 |
|
| 4541 |
4541
Quantedge Capital
Singapore
| US$2.09億 | +US$8277萬 | +65% | 11.5% | 118% | 229 | 73.8% | 0.1 |
|
| 4542 |
4542
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$2.09億 | +US$2344萬 | +13% | 5.19% | 11.8% | 77 | 14.29% | 3.8 |
|
| 4543 |
SLA
4543
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$2.09億 | +US$1246萬 | +6% | 4.61% | 76.7% | 106 | 8.49% | 3.9 |
|
| 4544 |
4544
Jupiter Wealth Management
Glendale,
Colorado
| US$2.09億 | +US$1091萬 | +6% | 12.5% | 99.2% | 95 | 17.89% | 1.2 |
|
| 4545 |
4545
Lowe Wealth Advisors
Columbia,
Maryland
| US$2.09億 | +US$999萬 | +5% | 5.99% | 63.3% | 299 | 5.35% | 4 |
|
| 4546 |
VST
4546
Van Strum & Towne
San Francisco,
California
| US$2.09億 | +US$1073萬 | +5% | 6.78% | 72.3% | 100 | 6% | 3.8 |
|
| 4547 |
4547
Legacy Financial Strategies
Overland Park,
Kansas
| US$2.09億 | +US$1965萬 | +10% | 6.56% | 76.7% | 65 | 7.69% | 2.4 |
|
| 4548 |
APSP
4548
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$2.08億 | -US$902萬 | -4% | 5.56% | 62.1% | 76 | 6.58% | 4.8 |
|
| 4549 |
4549
Ovata Capital Management
Hong Kong
| US$2.08億 | +US$4756萬 | +30% | 0.5% | 69.1% | 68 | 50% | 0.4 |
|
| 4550 |
4550
Wells Trecaso Financial Group
Akron,
Ohio
| US$2.08億 | +US$1834萬 | +10% | 6.89% | 108% | 94 | 12.77% | 2.2 |
|