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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.64億 | -US$974萬 | -6% | 3.77% | 92.4% | 404 | 9.41% | 4.5 |
|
| 4677 |
4677
Providence First Trust
Scottsdale,
Arizona
| US$1.64億 | -US$1369萬 | -8% | 4.72% | 68.4% | 139 | 35.97% | 1.7 |
|
| 4678 |
SI
4678
Saxon Interests
Houston,
Texas
| US$1.64億 | -US$102萬 | -0.6% | 4.19% | 81.2% | 162 | 17.9% | 0.6 |
|
| 4679 |
4679
Pinnbrook Capital Management
New York
| US$1.64億 | -US$3492萬 | -18% | 3.42% | 924% | 77 | 77.92% | 0.2 |
|
| 4680 |
4680
Solas Capital Management
Darien,
Connecticut
| US$1.64億 | -US$360萬 | -2% | 1.21% | 62.5% | 25 | 28% | 1.3 |
|
| 4681 |
4681
Wahed Invest
New York
| US$1.64億 | +US$196萬 | +1% | 3.77% | 140% | 259 | 11.97% | 0.5 |
|
| 4682 |
4682
Black Diamond Capital Management
Stamford,
Connecticut
| US$1.64億 | -US$2043萬 | -11% | 13% | 28.3% | 12 | 8.33% | 2.1 |
|
| 4683 |
4683
Gunma Bank
Gunma,
Japan
| US$1.64億 | -US$7233萬 | -31% | 9.28% | 24.5% | 53 | 26.42% | 0.6 |
|
| 4684 |
CWM
4684
CCG Wealth Management
San Diego,
California
| US$1.64億 | -US$1374萬 | -8% | 5.5% | 82.6% | 117 | 24.79% | 2 |
|
| 4685 |
SM
4685
Salzhauer Michael
| US$1.64億 | -US$310萬 | -2% | 0.93% | 98% | 127 | 13.39% | 3.1 |
|
| 4686 |
4686
Wealth Effects
Boston,
Massachusetts
| US$1.64億 | -US$264萬 | -2% | 4.72% | 235% | 201 | 14.93% | 0.7 |
|
| 4687 |
CP
4687
CPV Partners
Stamford,
Connecticut
| US$1.64億 | -US$6011萬 | -27% | 20.4% | 105% | 6 | 0% | 1.8 |
|
| 4688 |
4688
Daily Journal Corp
Los Angeles,
California
| US$1.63億 | -US$1145萬 | -7% | 5.04% | 109% | 5 | 0% | 7.3 |
|
| 4689 |
4689
Taika Capital
Sunny Isles Beach,
Florida
| US$1.63億 | +US$259萬 | +2% | 7.08% | 68.3% | 67 | 59.7% | 0.3 |
|
| 4690 |
4690
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.63億 | -US$1219萬 | -7% | 5.33% | 87.5% | 77 | 24.68% | 2.5 |
|
| 4691 |
4691
Ledge Wealth Management
Sartell,
Minnesota
| US$1.63億 | +US$65.1萬 | +0.4% | 3.94% | – | 72 | 13.89% | 0.5 |
|
| 4692 |
4692
Worth Venture Partners
Fort Lee,
New Jersey
| US$1.63億 | -US$683萬 | -4% | 1.67% | 98.6% | 192 | 33.33% | 0.7 |
|
| 4693 |
4693
Monte Financial Group
Guilford,
Connecticut
| US$1.63億 | -US$808萬 | -5% | 7.69% | 66.7% | 78 | 6.41% | 2.6 |
|
| 4694 |
4694
Deane Retirement Strategies
New Orleans,
Louisiana
| US$1.63億 | +US$205萬 | +1% | 2.63% | 73.4% | 65 | 24.62% | 2.5 |
|
| 4695 |
4695
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.63億 | -US$3141萬 | -16% | 1.46% | 415% | 39 | 66.67% | 0.6 |
|
| 4696 |
CC
4696
Coann Capital
Westport,
Connecticut
| US$1.63億 | +US$1642萬 | +11% | 6.4% | – | 28 | 82.14% | 0.1 |
|
| 4697 |
WC
4697
Weil Company
San Diego,
California
| US$1.63億 | -US$1489萬 | -8% | 4.56% | 71.7% | 134 | 16.42% | 2.5 |
|
| 4698 |
4698
TPG Financial Advisors
Portland,
Oregon
| US$1.63億 | +US$1357萬 | +9% | 4.9% | – | 47 | 23.4% | 2.3 |
|
| 4699 |
4699
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$1.63億 | +US$100萬 | +0.6% | 2.26% | 6.16% | 3 | 0% | 0.5 |
|
| 4700 |
4700
Stone Summit Wealth
Miami,
Florida
| US$1.63億 | -US$485萬 | -3% | 5.25% | 67% | 129 | 4.65% | 0.7 |
|