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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Fluent Financial
Dallas,
Texas
| US$1.86億 | +US$3190萬 | +21% | 4.02% | 46.9% | 87 | 17.24% | 1.4 |
|
| 4827 |
4827
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$1.86億 | -US$1337萬 | -7% | 3.73% | 103% | 58 | 8.62% | 3.3 |
|
| 4828 |
4828
Centennial Wealth Advisory
Traverse City,
Michigan
| US$1.86億 | -US$565萬 | -3% | 2.58% | 63% | 143 | 13.99% | 1.3 |
|
| 4829 |
4829
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$1.86億 | -US$515萬 | -3% | 4.27% | 83.1% | 79 | 20.25% | 1.5 |
|
| 4830 |
4830
Brooklyn FI
New York
| US$1.86億 | +US$244萬 | +1% | 3.86% | 60.4% | 50 | 20% | 1.2 |
|
| 4831 |
UID
4831
Union Investments & Development
Tel Aviv,
Israel
| US$1.86億 | -US$1656萬 | -8% | 2.07% | 17% | 50 | 8% | 1.3 |
|
| 4832 |
4832
Divergent Planning
Bethesda,
Maryland
| US$1.86億 | -US$523萬 | -3% | 3.45% | 43.3% | 27 | 14.81% | 1.6 |
|
| 4833 |
4833
KPCB XIII Associates
Menlo Park,
California
| US$1.86億 | -US$3803萬 | -17% | 14.9% | – | 3 | 0% | 2 |
|
| 4834 |
4834
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$1.86億 | -US$945萬 | -5% | 3.28% | 82% | 81 | 18.52% | 2.6 |
|
| 4835 |
SST
4835
S Squared Technology
New York
| US$1.85億 | -US$1673萬 | -8% | 11% | 223% | 40 | 25% | 2.7 |
|
| 4836 |
4836
Arctis Global
San Juan,
Puerto Rico
| US$1.85億 | -US$7940萬 | -30% | 11.1% | 69.5% | 18 | 61.11% | 0.5 |
|
| 4837 |
BC
4837
Belmont Capital
Los Angeles,
California
| US$1.85億 | +US$704萬 | +4% | 2.69% | 182% | 198 | 25.76% | 1.4 |
|
| 4838 |
ETH
4838
Exos TFP Holdings
New York
| US$1.85億 | -US$1760萬 | -9% | 2.21% | – | 282 | 33.33% | 0.6 |
|
| 4839 |
4839
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| US$1.85億 | +US$236萬 | +1% | 4.13% | 199% | 82 | 18.29% | 1.9 |
|
| 4840 |
4840
Wills Financial Group
Richmond,
Virginia
| US$1.85億 | -US$1227萬 | -6% | 5.26% | 75.9% | 68 | 10.29% | 4.6 |
|
| 4841 |
4841
Forge First Asset Management
Toronto, Ontario,
Canada
| US$1.85億 | -US$1408萬 | -7% | 0.71% | 112% | 45 | 37.78% | 0.4 |
|
| 4842 |
4842
Unio Capital
Princeton,
New Jersey
| US$1.85億 | -US$1135萬 | -6% | 1.88% | 97.8% | 44 | 15.91% | 3.5 |
|
| 4843 |
4843
Greencape Capital
Melbourne,
Australia
| US$1.85億 | -US$2463萬 | -12% | 3.06% | 98.1% | 3 | 0% | 2.6 |
|
| 4844 |
4844
Davis Rea
Toronto,
Ontario, Canada
| US$1.84億 | +US$630萬 | +4% | 3.63% | 66.9% | 43 | 16.28% | 5.7 |
|
| 4845 |
4845
IronBridge Private Wealth
Austin,
Texas
| US$1.84億 | +US$650萬 | +4% | 0.02% | 143% | 43 | 32.56% | 1 |
|
| 4846 |
4846
Ategra Capital Management
Vienna,
Virginia
| US$1.84億 | -US$177萬 | -1% | 2.44% | 114% | 100 | 17% | 2.7 |
|
| 4847 |
4847
Jacobsen Capital Management
Salt Lake City,
Utah
| US$1.84億 | -US$958萬 | -5% | 3.74% | 97.3% | 78 | 15.38% | 2 |
|
| 4848 |
4848
Chan Zuckerberg Initiative
Redwood City,
California
| US$1.84億 | +US$7401萬 | +67% | 5.75% | 59% | 3 | 33.33% | 0.4 |
|
| 4849 |
ZCM
4849
Zenyatta Capital Management
Dover,
Delaware
| US$1.84億 | +US$2694萬 | +17% | 2.23% | – | 41 | 56.1% | 0.5 |
|
| 4850 |
4850
KFG Wealth Management
Granger,
Indiana
| US$1.84億 | +US$1306萬 | +8% | 2.71% | 55.9% | 133 | 15.79% | 0.5 |
|