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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
Nucleo Capital
Sao Paulo, Sp,
Brazil
| US$2.09億 | +US$3642萬 | +21% | 13.2% | 116% | 3 | 33.33% | 1.2 |
|
| 4627 |
4627
Frisch Financial Group
Melville,
New York
| US$2.09億 | -US$4915萬 | -19% | 6.1% | 72.9% | 131 | 27.48% | 2.5 |
|
| 4628 |
4628
Arisaig Partners (Asia)
Singapore
| US$2.09億 | -US$8106萬 | -28% | 10.7% | – | 8 | 0% | 1.5 |
|
| 4629 |
KLCM
4629
KG&L Capital Management
Saint Francisville,
Louisiana
| US$2.09億 | +US$1796萬 | +9% | 7.26% | 91.9% | 161 | 19.25% | 2.3 |
|
| 4630 |
4630
Intrepid Financial Planning Group
Carmel,
Indiana
| US$2.08億 | +US$1013萬 | +5% | 6.92% | 100% | 127 | 9.45% | 0.8 |
|
| 4631 |
4631
Peterson Wealth Services
South Ogden,
Utah
| US$2.08億 | +US$1397萬 | +7% | 10.3% | 160% | 99 | 18.18% | 1.2 |
|
| 4632 |
4632
Evexia Wealth
Stevens Point,
Wisconsin
| US$2.08億 | +US$2274萬 | +12% | 7.76% | 95% | 45 | 15.56% | 0.2 |
|
| 4633 |
4633
HGI Capital Management
New York
| US$2.08億 | +US$5676萬 | +38% | 4.59% | 47% | 47 | 61.7% | 0.4 |
|
| 4634 |
4634
G&S Capital
Denver,
Colorado
| US$2.08億 | -US$1807萬 | -8% | 4.37% | 85.6% | 139 | 38.13% | 1.8 |
|
| 4635 |
4635
Waterford Advisors
Orchard Park,
New York
| US$2.08億 | +US$2296萬 | +12% | 4.09% | 50.5% | 55 | 12.73% | 0.4 |
|
| 4636 |
HRC
4636
Hoertkorn Richard Charles
| US$2.08億 | +US$1403萬 | +7% | 9.14% | 182% | 86 | 1.16% | 6.5 |
|
| 4637 |
4637
Safeguard Financial
Minocqua,
Wisconsin
| US$2.08億 | +US$4287萬 | +26% | 6.65% | 21.9% | 607 | 88.63% | 0.1 |
|
| 4638 |
4638
Centurion Wealth Management
Mclean,
Virginia
| US$2.07億 | +US$979萬 | +5% | 6.22% | – | 159 | 7.55% | 0.5 |
|
| 4639 |
MWM
4639
MTC Wealth Management
Tampa,
Florida
| US$2.07億 | +US$1252萬 | +6% | 1.58% | 30.5% | 13 | 7.69% | 1.8 |
|
| 4640 |
4640
Robertson Opportunity Capital
Dallas,
Texas
| US$2.07億 | +US$1612萬 | +8% | 11.4% | 111% | 24 | 0% | 6.2 |
|
| 4641 |
4641
Monterey Private Wealth
Monterey,
California
| US$2.06億 | +US$1171萬 | +6% | 7.34% | 29.8% | 111 | 14.41% | 2.4 |
|
| 4642 |
4642
Sutton Wealth Advisors
Tampa,
Florida
| US$2.06億 | +US$1913萬 | +10% | 7.64% | 40.9% | 875 | 10.51% | 4.8 |
|
| 4643 |
4643
EdgeRock Capital
Denver,
Colorado
| US$2.06億 | +US$1154萬 | +6% | 7.14% | 79.7% | 69 | 14.49% | 0.8 |
|
| 4644 |
4644
Corbyn Investment Management
Lutherville,
Maryland
| US$2.06億 | -US$4320萬 | -17% | 4.3% | 71% | 63 | 4.76% | 4.3 |
|
| 4645 |
4645
Q3 Asset Management
Birmingham,
Michigan
| US$2.06億 | +US$8655萬 | +72% | 12.4% | 105% | 72 | 80.56% | 0.2 |
|
| 4646 |
4646
Summit Rock Advisors
New York
| US$2.06億 | +US$5263萬 | +34% | 7.62% | – | 4 | 75% | 0.1 |
|
| 4647 |
4647
First County Bank
Stamford,
Connecticut
| US$2.06億 | +US$212萬 | +1% | 4.09% | 101% | 176 | 12.5% | 0.5 |
|
| 4648 |
4648
West Oak Capital
Westlake Village,
California
| US$2.06億 | +US$844萬 | +4% | 7.48% | 110% | 333 | 3.9% | 5.4 |
|
| 4649 |
4649
Aspire Capital Advisors
Seattle,
Washington
| US$2.06億 | +US$1527萬 | +8% | 6.97% | 68.6% | 63 | 19.05% | 0.9 |
|
| 4650 |
4650
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.06億 | +US$941萬 | +5% | 6.76% | 128% | 137 | 8.76% | 3.1 |
|