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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$1.72億 | +US$806萬 | +5% | 6.68% | 98.6% | 168 | 10.12% | 2.6 |
|
| 4952 |
MC
4952
MRJ Capital
New York
| US$1.72億 | +US$1170萬 | +7% | 7.58% | 127% | 52 | 7.69% | 4.3 |
|
| 4953 |
4953
Veery Capital
Wilmington,
Delaware
| US$1.72億 | +US$1371萬 | +9% | 5.94% | 63.4% | 73 | 5.48% | 0.5 |
|
| 4954 |
4954
HC Financial Advisors
Lafayette,
California
| US$1.72億 | +US$755萬 | +5% | 6.37% | 31.2% | 376 | 11.97% | 1.3 |
|
| 4955 |
4955
Lakehouse Capital
Sydney NSW,
Australia
| US$1.71億 | – | – | 11.1% | 87.4% | 12 | – | 1.3 |
|
| 4956 |
4956
TL Private Wealth
Southlake,
Texas
| US$1.71億 | +US$836萬 | +5% | 5.58% | 50.6% | 51 | 9.8% | 1.3 |
|
| 4957 |
4957
John W. Brooker & Co
Oakland,
California
| US$1.71億 | +US$1054萬 | +7% | 3.51% | 43.4% | 207 | 20.77% | 1.1 |
|
| 4958 |
4958
AllSquare Wealth Management
Albany,
New York
| US$1.71億 | +US$954萬 | +6% | 5.61% | 62.4% | 522 | 6.7% | 3.3 |
|
| 4959 |
TA
4959
TrueWealth Advisors
Birmingham,
Alabama
| US$1.71億 | +US$1737萬 | +11% | 4.66% | 60.9% | 141 | 18.44% | 0.4 |
|
| 4960 |
4960
Watchman Group
Plano,
Texas
| US$1.71億 | +US$906萬 | +6% | 7.3% | 54% | 77 | 6.49% | 1.3 |
|
| 4961 |
4961
Triumph Capital Management
Denver,
Colorado
| US$1.71億 | – | – | 5.65% | 55.5% | 160 | – | 0 |
|
| 4962 |
4962
Seelaus Asset Management
Chatham,
New Jersey
| US$1.71億 | +US$1523萬 | +10% | 5.9% | 134% | 266 | 24.06% | 1.3 |
|
| 4963 |
4963
Ferguson Shapiro
Decatur,
Georgia
| US$1.71億 | +US$1562萬 | +10% | 5.76% | 42.7% | 31 | 29.03% | 0.5 |
|
| 4964 |
4964
Townsend & Associates
Westminster,
Colorado
| US$1.71億 | +US$1722萬 | +11% | 8.02% | 58% | 74 | 14.86% | 2 |
|
| 4965 |
4965
Jefferies Financial Group
New York
| US$1.71億 | +US$1558萬 | +10% | 18% | 146% | 5 | 20% | 2.2 |
|
| 4966 |
4966
Elm Advisors
Burlingame,
California
| US$1.71億 | +US$1005萬 | +6% | 6.38% | 50.5% | 87 | 0% | 5.6 |
|
| 4967 |
4967
Axis Capital Holdings
Pembroke,
| US$1.71億 | +US$2680萬 | +19% | 7.75% | 76% | 3 | 0% | 4.6 |
|
| 4968 |
WA1
4968
Wimmer Associates 1
Pasadena,
California
| US$1.71億 | -US$1325萬 | -7% | 9.3% | 78.9% | 126 | 10.32% | 3.8 |
|
| 4969 |
4969
Calixto Global Investors
Coral Gables,
Florida
| US$1.7億 | -US$1878萬 | -10% | 10.6% | 180% | 15 | 40% | 0.7 |
|
| 4970 |
4970
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$1.7億 | -US$1109萬 | -6% | 6.91% | 47.2% | 199 | 80.4% | 0.8 |
|
| 4971 |
4971
Insight Folios
Charlotte,
North Carolina
| US$1.7億 | +US$2413萬 | +17% | 7.11% | 32.9% | 80 | 53.75% | 0.7 |
|
| 4972 |
FNWM
4972
Financial Network Wealth Management
Draper,
Utah
| US$1.7億 | +US$1686萬 | +11% | 6.82% | – | 109 | 5.5% | 0.5 |
|
| 4973 |
4973
Western Standard LLC
Los Angeles,
California
| US$1.7億 | +US$2973萬 | +21% | 14.1% | 79.1% | 42 | 47.62% | 0.7 |
|
| 4974 |
4974
SWMG LLC
Fort Worth,
Texas
| US$1.7億 | +US$2366萬 | +16% | 5.31% | 68.7% | 68 | 27.94% | 0.4 |
|
| 4975 |
4975
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.7億 | +US$1750萬 | +11% | 8.65% | 47.9% | 99 | 14.14% | 2 |
|