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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
Quaker Wealth Management
Moorestown,
New Jersey
| US$2.99億 | +US$1562萬 | +6% | 7.89% | – | 1,784 | 99.5% | 0 |
|
| 4627 |
4627
Snow Phipps Group
New York
| US$2.99億 | +US$418萬 | +1% | 1.69% | 58% | 2 | 0% | 5.3 |
|
| 4628 |
4628
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$2.98億 | +US$2947萬 | +11% | 6.6% | 49.9% | 537 | 18.06% | 1.3 |
|
| 4629 |
4629
Mudita Advisors
London,
United Kingdom
| US$2.98億 | +US$1億 | +51% | 10.4% | 143% | 21 | 28.57% | 1.5 |
|
| 4630 |
MS
4630
Madden Securities
Dallas,
Texas
| US$2.98億 | +US$4041萬 | +16% | 14.3% | 108% | 127 | 24.41% | 2.4 |
|
| 4631 |
4631
All-Stars Investment
Hong Kong
| US$2.98億 | -US$2640萬 | -8% | 3.66% | 30.1% | 3 | 0% | 2.3 |
|
| 4632 |
4632
Sterling Financial Group
Pasadena,
California
| US$2.98億 | +US$2053萬 | +7% | 6.3% | 49.6% | 73 | 16.44% | 1.7 |
|
| 4633 |
SC
4633
Sawyer & Company
Boston,
Massachusetts
| US$2.98億 | +US$5033萬 | +20% | 12.4% | 111% | 218 | 27.06% | 3.8 |
|
| 4634 |
4634
Joseph Group Capital Management
Columbus,
Ohio
| US$2.98億 | +US$3618萬 | +14% | 6.42% | 64.3% | 115 | 25.22% | 2 |
|
| 4635 |
4635
MTM Investment Management
Spartanburg,
South Carolina
| US$2.98億 | +US$3901萬 | +15% | 8.06% | 87.7% | 738 | 62.87% | 1.3 |
|
| 4636 |
4636
Corbyn Investment Management
Lutherville,
Maryland
| US$2.98億 | +US$2909萬 | +11% | 8.19% | 71% | 65 | 4.62% | 5.2 |
|
| 4637 |
4637
Olympus Wealth Management
Cottonwood Heights,
Utah
| US$2.98億 | +US$6995萬 | +31% | 8.89% | 43.1% | 21 | 4.76% | 2 |
|
| 4638 |
4638
Westwood Wealth Management
Los Angeles,
California
| US$2.98億 | +US$6573萬 | +28% | 36.5% | 495% | 49 | 10.2% | 2.1 |
|
| 4639 |
4639
Farringdon Capital
London,
United Kingdom
| US$2.98億 | +US$9925萬 | +50% | 6.13% | – | 621 | 79.55% | 0.1 |
|
| 4640 |
4640
SWMG LLC
Fort Worth,
Texas
| US$2.97億 | +US$4532萬 | +18% | 9.4% | 68.7% | 139 | 32.37% | 1.5 |
|
| 4641 |
4641
Wambolt & Associates
Littleton,
Colorado
| US$2.97億 | +US$275萬 | +0.9% | 9.71% | 62.2% | 176 | 6.25% | 4.4 |
|
| 4642 |
AFS
4642
Aft Forsyth & Sober
Valrico,
Florida
| US$2.97億 | +US$1003萬 | +3% | 16.2% | 107% | 73 | 19.18% | 4.4 |
|
| 4643 |
4643
Ferguson Shapiro
Decatur,
Georgia
| US$2.97億 | +US$2798萬 | +10% | 7.43% | 42.7% | 78 | 21.79% | 1.4 |
|
| 4644 |
4644
Carmel Capital Management
Carmel,
California
| US$2.97億 | +US$5023萬 | +20% | 27.2% | 247% | 25 | 0% | 3.4 |
|
| 4645 |
4645
Vance Wealth
Santa Clarita,
California
| US$2.96億 | +US$3043萬 | +11% | 9.76% | 66.4% | 120 | 15% | 2.1 |
|
| 4646 |
4646
Bare Financial Services
Gap,
Pennsylvania
| US$2.96億 | +US$3623萬 | +14% | 7.12% | 53.6% | 1,322 | 37.97% | 0.3 |
|
| 4647 |
4647
Promethos Capital
Boston,
Massachusetts
| US$2.96億 | +US$2377萬 | +9% | 12.2% | 106% | 85 | 54.12% | 1.2 |
|
| 4648 |
4648
Altrafin AG
Zurich,
| US$2.96億 | +US$3886萬 | +15% | 17% | 127% | 52 | 17.31% | 2.3 |
|
| 4649 |
4649
CGC Financial Services
Lake Oswego,
Oregon
| US$2.96億 | +US$4320萬 | +17% | 4.28% | 46% | 353 | 10.76% | 1.7 |
|
| 4650 |
KA
4650
Kooman & Associates
Altoona,
Pennsylvania
| US$2.96億 | +US$2324萬 | +9% | 9.34% | 66% | 51 | 11.76% | 1.7 |
|