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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 |
KLC
4526
Kent Lake Capital
Reno,
Nevada
| US$2.18億 | +US$6981萬 | +47% | 14.6% | 92.1% | 60 | 58.33% | 0.4 |
|
| 4527 |
4527
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$2.18億 | +US$638萬 | +3% | 3.98% | 83.8% | 112 | 6.25% | 2.6 |
|
| 4528 |
4528
Beaconlight Capital
New York
| US$2.17億 | +US$2816萬 | +15% | 11.3% | 282% | 35 | 40% | 1 |
|
| 4529 |
4529
Retirement Capital Strategies
San Jose,
California
| US$2.17億 | +US$1161萬 | +6% | 5.11% | 59% | 72 | 59.72% | 1.8 |
|
| 4530 |
LA
4530
LFL Advisers
Evanston,
Illinois
| US$2.17億 | -US$564萬 | -3% | 0.85% | 83% | 11 | 0% | 5 |
|
| 4531 |
HH
4531
HWG Holdings
Houston,
Texas
| US$2.17億 | +US$4217萬 | +24% | 17.4% | – | 160 | 41.88% | 1.7 |
|
| 4532 |
FP
4532
Fiduciary Planning
Englewood,
Florida
| US$2.17億 | +US$609萬 | +3% | 1.6% | 71.4% | 44 | 6.82% | 1.9 |
|
| 4533 |
4533
Legacy CG
Plano,
Texas
| US$2.17億 | +US$1930萬 | +10% | 5.99% | 62.6% | 56 | 46.43% | 0.7 |
|
| 4534 |
4534
Rivermont Capital Management
New York
| US$2.17億 | +US$3540萬 | +19% | 13.2% | 555% | 25 | 40% | 0.3 |
|
| 4535 |
4535
NKCFO LLC
Geneva,
Illinois
| US$2.17億 | +US$964萬 | +5% | 5.53% | 237% | 107 | 32.71% | 1.3 |
|
| 4536 |
4536
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$2.17億 | -US$569萬 | -3% | 4.85% | 26.4% | 671 | 10.58% | 3.7 |
|
| 4537 |
4537
MVM Partners
Boston,
Massachusetts
| US$2.17億 | -US$289萬 | -1% | 0.69% | 77.3% | 3 | 0% | 0.5 |
|
| 4538 |
4538
Reverence Capital Partners
New York
| US$2.17億 | -US$2199萬 | -9% | 5.1% | 17.1% | 2 | 0% | 1 |
|
| 4539 |
4539
Blue Zone Wealth Advisors
Los Angeles,
California
| US$2.17億 | +US$2967萬 | +16% | 8.02% | 91.1% | 87 | 14.94% | 2.2 |
|
| 4540 |
4540
VELA Investment Management
New Albany,
Ohio
| US$2.17億 | -US$318萬 | -1% | 5.98% | 58.8% | 142 | 10.56% | 1.1 |
|
| 4541 |
4541
Augustine Asset Management
Jacksonville,
Florida
| US$2.16億 | +US$1449萬 | +7% | 10.7% | 316% | 111 | 9.01% | 3.2 |
|
| 4542 |
4542
Malaga Cove Capital
Pv Estates,
California
| US$2.16億 | +US$1411萬 | +7% | 11.5% | 97.3% | 167 | 15.57% | 2.3 |
|
| 4543 |
4543
Quantum Private Wealth
Tampa,
Florida
| US$2.16億 | +US$3172萬 | +17% | 17.9% | 240% | 200 | 14% | 1.3 |
|
| 4544 |
FNWM
4544
Financial Network Wealth Management
Draper,
Utah
| US$2.16億 | +US$1442萬 | +7% | 8.02% | – | 106 | 13.21% | 1.8 |
|
| 4545 |
4545
Next Capital Management
New York
| US$2.16億 | +US$883萬 | +4% | 7.84% | 61.3% | 130 | 12.31% | 2.5 |
|
| 4546 |
4546
SQN Investors
Menlo Park,
California
| US$2.16億 | -US$1114萬 | -5% | 15.5% | – | 20 | 40% | 1.4 |
|
| 4547 |
DRP
4547
Decade Renewable Partners
Houston,
Texas
| US$2.16億 | -US$5762萬 | -21% | 0.52% | – | 46 | 52.17% | 0.3 |
|
| 4548 |
4548
Vienna Insurance Group
Warsaw,
Poland
| US$2.16億 | +US$4552萬 | +27% | 9.13% | 230% | 90 | 4.44% | 0.6 |
|
| 4549 |
HCM
4549
Highlander Capital Management
Short Hills,
New Jersey
| US$2.16億 | +US$1151萬 | +6% | 6.33% | 34.4% | 712 | 8.85% | 4.8 |
|
| 4550 |
4550
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$2.16億 | +US$2107萬 | +11% | 6.45% | 81.6% | 76 | 15.79% | 2.4 |
|