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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Wealth Management Solutions
Exton,
Pennsylvania
| US$1.78億 | -US$1478萬 | -8% | 11.9% | – | 114 | 18.42% | 0.5 |
|
| 4627 |
CWM
4627
CCG Wealth Management
San Diego,
California
| US$1.78億 | -US$2653萬 | -13% | 14.3% | 82.6% | 126 | 15.08% | 1.7 |
|
| 4628 |
4628
Pecaut & Co
Sioux City,
Iowa
| US$1.77億 | -US$2789萬 | -14% | 14.2% | 62.8% | 110 | 17.27% | 2.5 |
|
| 4629 |
4629
Bullseye Asset Management
Denver,
Colorado
| US$1.77億 | -US$4002萬 | -18% | 16.8% | 81% | 98 | 16.33% | 1.8 |
|
| 4630 |
4630
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$1.77億 | -US$2599萬 | -13% | 13% | 136% | 125 | 12% | 2.5 |
|
| 4631 |
FP
4631
Financial Perspectives
Minneapolis,
Minnesota
| US$1.77億 | -US$3685萬 | -17% | 15.4% | 104% | 701 | 2.71% | 1.9 |
|
| 4632 |
SIM
4632
SW Investment Management
Telluride,
Colorado
| US$1.77億 | -US$1.08億 | -38% | 29.3% | 143% | 9 | 22.22% | 1.4 |
|
| 4633 |
4633
Maso Capital Partners
Hong Kong
| US$1.77億 | -US$6867萬 | -28% | 3.56% | 8.67% | 77 | 48.05% | 0.6 |
|
| 4634 |
4634
Global Financial Private Client
Sarasota,
Florida
| US$1.77億 | -US$2965萬 | -14% | 13% | 100% | 674 | 5.64% | 1.9 |
|
| 4635 |
4635
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$1.77億 | -US$4266萬 | -19% | 5.87% | 106% | 148 | 31.76% | 1.1 |
|
| 4636 |
4636
Drake & Associates
Waukesha,
Wisconsin
| US$1.77億 | – | – | 11.4% | 47.9% | 65 | – | 0 |
|
| 4637 |
GA
4637
Greytown Advisors
Miami,
Florida
| US$1.76億 | -US$3059萬 | -15% | 13.5% | 14.1% | 114 | 11.4% | 2.9 |
|
| 4638 |
4638
Cowbird Capital
New York
| US$1.76億 | -US$8952萬 | -34% | 8.88% | 21.3% | 12 | 41.67% | 1.4 |
|
| 4639 |
4639
Chicago Capital Management
Chicago,
Illinois
| US$1.76億 | +US$88.8萬 | +0.5% | 25.1% | 270% | 48 | 72.92% | 0.1 |
|
| 4640 |
4640
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$1.76億 | -US$3112萬 | -15% | 15.3% | 207% | 51 | 3.92% | 4.5 |
|
| 4641 |
4641
SCF Partners
Houston,
Texas
| US$1.76億 | -US$5857萬 | -25% | 21% | 2.1% | 4 | 0% | 5.4 |
|
| 4642 |
4642
Kinnevik AB
Stockholm,
Sweden
| US$1.76億 | -US$3.03億 | -63% | 60.3% | 51.4% | 2 | 0% | 0.5 |
|
| 4643 |
4643
Lake Point Wealth Management
Rockwall,
Texas
| US$1.76億 | -US$4010萬 | -19% | 11.8% | – | 537 | 21.6% | 2.1 |
|
| 4644 |
4644
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$1.76億 | -US$7111萬 | -29% | 14.1% | 62% | 66 | 16.67% | 2.7 |
|
| 4645 |
SGH
4645
Sivik Global Healthcare
Greenwich,
Connecticut
| US$1.76億 | -US$6626萬 | -27% | 8.09% | 83.8% | 51 | 29.41% | 1.6 |
|
| 4646 |
4646
Elmwood Wealth Management
Berkeley,
California
| US$1.76億 | -US$1922萬 | -10% | 8.09% | 42.1% | 118 | 10.17% | 2.9 |
|
| 4647 |
SP
4647
StackLine Partners
New York
| US$1.76億 | -US$7340萬 | -29% | 20.8% | 12.7% | 13 | 23.08% | 2 |
|
| 4648 |
4648
Beacon Financial Advisory
Cleveland,
Ohio
| US$1.76億 | -US$3347萬 | -16% | 12.1% | 76.8% | 249 | 16.87% | 1.8 |
|
| 4649 |
4649
Raleigh Capital Management
Cary,
North Carolina
| US$1.76億 | -US$875萬 | -5% | 8.58% | 79.9% | 684 | 13.3% | 0.3 |
|
| 4650 |
4650
Iron Horse Wealth Management
Johston,
Iowa
| US$1.76億 | -US$653萬 | -4% | 11.4% | 29.1% | 336 | 33.63% | 0.9 |
|