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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
Pelion Inc
Salt Lake City,
Utah
| US$1.9億 | -US$2759萬 | -13% | 11.8% | 16.9% | 4 | 0% | 1.8 |
|
| 4777 |
4777
EnerVest
Houston,
Texas
| US$1.9億 | +US$1668萬 | +10% | 9.62% | 20.5% | 1 | 0% | 4.8 |
|
| 4778 |
4778
Mill Road Capital Management
Greenwich,
Connecticut
| US$1.9億 | +US$527萬 | +3% | 7.37% | 85.1% | 28 | 14.29% | 2.5 |
|
| 4779 |
IP
4779
Investment Partners
New Philadelphia,
Ohio
| US$1.9億 | -US$187萬 | -1% | 3.4% | 83.2% | 136 | 8.09% | 5.1 |
|
| 4780 |
4780
Engine No 1 LLC
San Francisco,
California
| US$1.9億 | -US$1517萬 | -7% | 3.44% | 536% | 18 | 50% | 0.7 |
|
| 4781 |
4781
West Tower Group
Richmond,
Virginia
| US$1.9億 | +US$4986萬 | +36% | 0.3% | 120% | 860 | 64.88% | 0.1 |
|
| 4782 |
4782
Nebula Research & Development
New York
| US$1.9億 | +US$5776萬 | +44% | 6.2% | – | 699 | 85.98% | 0.1 |
|
| 4783 |
4783
Lunt Capital Management
Holladay,
Utah
| US$1.9億 | +US$437萬 | +2% | 0.74% | 36.9% | 87 | 21.84% | 0.2 |
|
| 4784 |
4784
Whelan Financial
Fresno,
California
| US$1.9億 | -US$170萬 | -0.9% | 3.86% | 64.6% | 34 | 5.88% | 1.3 |
|
| 4785 |
4785
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$1.89億 | -US$612萬 | -3% | 3.8% | 56.1% | 104 | 19.23% | 0.6 |
|
| 4786 |
EAM
4786
Eukles Asset Management
Cincinnati,
Ohio
| US$1.89億 | -US$620萬 | -3% | 3.34% | 87.9% | 258 | 7.75% | 3.3 |
|
| 4787 |
4787
Exeter Financial
Scottsdale,
Arizona
| US$1.89億 | -US$455萬 | -2% | 2.76% | 59.1% | 88 | 1.14% | 4.5 |
|
| 4788 |
4788
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$1.89億 | -US$682萬 | -3% | 3.87% | 47% | 16 | 0% | 1.7 |
|
| 4789 |
4789
1776 Wealth
Atlanta,
Georgia
| US$1.89億 | -US$67.2萬 | -0.4% | 1.61% | 115% | 161 | 34.16% | 2 |
|
| 4790 |
4790
Sandbox Financial Partners
Bethesda,
Maryland
| US$1.89億 | -US$237萬 | -1% | 4.01% | 69.6% | 96 | 12.5% | 1.9 |
|
| 4791 |
4791
Client 1st Advisory Group
Dunedin,
Florida
| US$1.89億 | -US$68.3萬 | -0.4% | 2.99% | 64.5% | 106 | 13.21% | 2.1 |
|
| 4792 |
4792
Bull Street Advisors
Savannah,
Georgia
| US$1.89億 | -US$598萬 | -3% | 1.87% | 48.5% | 91 | 2.2% | 3.8 |
|
| 4793 |
4793
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$1.89億 | -US$690萬 | -4% | 3.33% | 72.2% | 83 | 25.3% | 1.3 |
|
| 4794 |
OPL
4794
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| US$1.89億 | -US$457萬 | -2% | 6.18% | 89.5% | 14 | 14.29% | 0.9 |
|
| 4795 |
4795
Root Financial Partners
Encinitas,
California
| US$1.89億 | +US$2084萬 | +12% | 3.34% | 62.5% | 71 | 15.49% | 0.4 |
|
| 4796 |
CCM
4796
Consolidated Capital Management
Burbank,
California
| US$1.89億 | -US$1483萬 | -7% | 3.65% | 166% | 49 | 2.04% | 3.1 |
|
| 4797 |
4797
Reliant Wealth Planning
Louisville,
Kentucky
| US$1.89億 | +US$2277萬 | +14% | 3.25% | 46.6% | 20 | 55% | 0.8 |
|
| 4798 |
4798
Enzi Wealth
Austin,
Texas
| US$1.88億 | -US$807萬 | -4% | 2.51% | 77% | 61 | 22.95% | 0.8 |
|
| 4799 |
4799
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.88億 | +US$164萬 | +0.9% | 1.94% | 116% | 60 | 10% | 5.3 |
|
| 4800 |
4800
STF Management
Frisco,
Texas
| US$1.88億 | +US$9552萬 | +103% | 2.01% | 208% | 102 | 15.69% | 0.6 |
|