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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Core Wealth Management
Jupiter,
Florida
| US$1.77億 | – | – | 7.84% | 44.5% | 17 | – | 0 |
|
| 4777 |
4777
Hel Ved Capital Management
Central,
Hong Kong
| US$1.77億 | +US$4689萬 | +36% | 2.21% | 1,351% | 18 | 38.89% | 0.8 |
|
| 4778 |
AFP
4778
Advus Financial Partners
Winter Park,
Florida
| US$1.77億 | +US$3551萬 | +25% | 6.57% | 56.5% | 67 | 22.39% | 0.8 |
|
| 4779 |
4779
Scott Capital Advisors
Portland,
Oregon
| US$1.77億 | +US$3004萬 | +21% | 7.46% | 50.9% | 47 | 27.66% | 0.7 |
|
| 4780 |
4780
Deepwater Asset Management
Minneapolis,
Minnesota
| US$1.76億 | – | – | 2.34% | 156% | 25 | – | 0 |
|
| 4781 |
4781
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.76億 | -US$1557萬 | -8% | 0.37% | 152% | 90 | 6.67% | 3.5 |
|
| 4782 |
4782
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$1.76億 | +US$2083萬 | +13% | 6.47% | 121% | 40 | 12.5% | 3.3 |
|
| 4783 |
4783
Fullen Financial Group
Columbus,
Ohio
| US$1.76億 | +US$1908萬 | +12% | 6.38% | 28.4% | 60 | 5% | 2.3 |
|
| 4784 |
4784
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$1.76億 | +US$372萬 | +2% | 8.67% | 221% | 53 | 7.55% | 3.8 |
|
| 4785 |
MAM
4785
Mystic Asset Management
Warwick,
Rhode Island
| US$1.76億 | +US$1986萬 | +13% | 13.2% | 114% | 152 | 5.92% | 0.9 |
|
| 4786 |
4786
Tabor Asset Management
New York
| US$1.76億 | +US$3358萬 | +24% | 13.6% | 204% | 43 | 51.16% | 0.6 |
|
| 4787 |
4787
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| US$1.76億 | +US$222萬 | +1% | 7.76% | – | 50 | 24% | 1.1 |
|
| 4788 |
4788
Mendel Money Management
Northbrook,
Illinois
| US$1.76億 | +US$1538萬 | +10% | 9.88% | 88.8% | 121 | 7.44% | 2.8 |
|
| 4789 |
4789
Aspire Capital Advisors
Seattle,
Washington
| US$1.76億 | +US$4949萬 | +39% | 8.51% | 68.6% | 54 | 18.52% | 0.7 |
|
| 4790 |
4790
X-Square Capital
Guaynabo,
Puerto Rico
| US$1.76億 | +US$1817萬 | +12% | 13.5% | 151% | 160 | 11.25% | 2.3 |
|
| 4791 |
4791
Westshore Wealth
Newport Beach,
California
| US$1.76億 | +US$3024萬 | +21% | 6.73% | 58.8% | 113 | 26.55% | 1.4 |
|
| 4792 |
4792
Oldfather Financial Services
Kearney,
Nebraska
| US$1.75億 | +US$1589萬 | +10% | 8% | 60.8% | 63 | 12.7% | 2.5 |
|
| 4793 |
PCM
4793
Perritt Capital Management
Chicago,
Illinois
| US$1.75億 | +US$1845萬 | +12% | 12.6% | 80.9% | 310 | 43.87% | 2.5 |
|
| 4794 |
4794
Richmond Hill Investments
New York
| US$1.75億 | +US$1927萬 | +12% | 13.2% | 55.2% | 5 | 0% | 4.4 |
|
| 4795 |
SI
4795
Saxon Interests
Houston,
Texas
| US$1.75億 | +US$1123萬 | +7% | 9.31% | 81.2% | 175 | 21.14% | 0.7 |
|
| 4796 |
4796
Wealth Effects
Boston,
Massachusetts
| US$1.75億 | +US$1167萬 | +7% | 10.6% | 235% | 209 | 21.05% | 0.8 |
|
| 4797 |
4797
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$1.75億 | +US$1275萬 | +8% | 6.79% | 54.4% | 168 | 11.31% | 3.5 |
|
| 4798 |
4798
Stiles Financial Services
Edina,
Minnesota
| US$1.75億 | +US$1031萬 | +6% | 8.17% | 144% | 191 | 19.37% | 0.8 |
|
| 4799 |
4799
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$1.75億 | +US$6504萬 | +59% | 9.52% | 83.1% | 74 | 37.84% | 0.9 |
|
| 4800 |
4800
Centennial Bank
Conway,
Arkansas
| US$1.75億 | – | – | 10.3% | 77.2% | 341 | – | 0 |
|