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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Syquant Capital SAS
Paris,
France
| US$1.64億 | +US$8052萬 | +97% | 7.79% | 160% | 62 | 66.13% | 0.2 |
|
| 5002 |
5002
Alcosta Capital Management
San Ramon,
California
| US$1.64億 | +US$146萬 | +0.9% | 2.54% | 175% | 30 | 6.67% | 0.7 |
|
| 5003 |
5003
Searcy Financial Services
Overland Park,
Kansas
| US$1.64億 | -US$137萬 | -0.8% | 1.2% | 60.2% | 21 | 14.29% | 1.7 |
|
| 5004 |
5004
Fortis Advisors
Wayne,
Pennsylvania
| US$1.64億 | -US$940萬 | -5% | 1.5% | 72.8% | 279 | 12.54% | 1.8 |
|
| 5005 |
EWG
5005
Executive Wealth Group
Kirkland,
Washington
| US$1.64億 | -US$538萬 | -3% | 2.59% | 14.9% | 49 | 4.08% | 2.9 |
|
| 5006 |
5006
Atlas Private Wealth Management
Albany,
New York
| US$1.64億 | +US$151萬 | +0.9% | 0.34% | 19.8% | 120 | 5% | 1.6 |
|
| 5007 |
5007
Bellevue Asset Management
Bellevue,
Washington
| US$1.63億 | -US$42.8萬 | -0.3% | 0.67% | 56.7% | 609 | 9.52% | 1.4 |
|
| 5008 |
5008
Baugh & Associates
Atlanta,
Georgia
| US$1.63億 | +US$215萬 | +1% | 0.89% | 98.8% | 41 | 0% | 3.1 |
|
| 5009 |
IAS
5009
Investment Advisory Services
The Woodlands,
Texas
| US$1.63億 | +US$136萬 | +0.8% | 0.23% | 74.9% | 96 | 5.21% | 1.4 |
|
| 5010 |
5010
Tacita Capital
Toronto,
Ontario, Canada
| US$1.63億 | -US$270萬 | -2% | 0.5% | 72.3% | 184 | 2.72% | 0.7 |
|
| 5011 |
5011
Van Leeuwen & Company
Princeton,
New Jersey
| US$1.63億 | -US$580萬 | -3% | 0.38% | 75.4% | 86 | 39.53% | 1.4 |
|
| 5012 |
5012
Red Cedar Capital
Omaha,
Nebraska
| US$1.63億 | +US$386萬 | +2% | 4.04% | 43% | 168 | 10.71% | 2.9 |
|
| 5013 |
5013
Maltin Wealth Management
Ridgewood,
New Jersey
| US$1.63億 | -US$170萬 | -1% | 1.22% | 58.2% | 114 | 12.28% | 1.2 |
|
| 5014 |
5014
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$1.63億 | -US$61.1萬 | -0.4% | 1.04% | 38.4% | 47 | 14.89% | 1.3 |
|
| 5015 |
5015
Grace Capital
Quincy,
Massachusetts
| US$1.63億 | +US$1326萬 | +9% | 2.18% | 127% | 176 | 19.89% | 2.2 |
|
| 5016 |
REMS
5016
Real Estate Management Services
| US$1.63億 | +US$129萬 | +0.8% | 2.97% | 67.2% | 38 | 7.89% | 2.7 |
|
| 5017 |
5017
Clarus Wealth Advisors
Peoria,
Arizona
| US$1.63億 | +US$286萬 | +2% | 0.46% | 89.7% | 112 | 18.75% | 1.7 |
|
| 5018 |
5018
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| US$1.62億 | +US$793萬 | +5% | 12.7% | – | 2 | 0% | 0.6 |
|
| 5019 |
5019
Naman Capital
Sao Paulo,
Brazil
| US$1.62億 | -US$2981萬 | -16% | 7.11% | 89.9% | 17 | 0% | 2.2 |
|
| 5020 |
5020
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$1.62億 | +US$850萬 | +6% | 1.42% | 62.6% | 359 | 17.83% | 1.3 |
|
| 5021 |
5021
Adaptive Financial Consulting
Beachwood,
Ohio
| US$1.62億 | +US$198萬 | +1% | 0.29% | 33.4% | 18 | 5.56% | 1.6 |
|
| 5022 |
5022
Holistic Financial Partners
Indianapolis,
Indiana
| US$1.62億 | -US$533萬 | -3% | 2.05% | 95.7% | 134 | 26.87% | 1.9 |
|
| 5023 |
5023
WESPAC Advisors
Orinda,
California
| US$1.62億 | +US$1.1億 | +210% | 0.56% | 126% | 177 | 50.85% | 0.6 |
|
| 5024 |
5024
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$1.62億 | -US$532萬 | -3% | 0.25% | 94.5% | 108 | 18.52% | 1.6 |
|
| 5025 |
5025
Powell Investment Advisors
Miami,
Florida
| US$1.62億 | -US$82.7萬 | -0.5% | 1.88% | 82.4% | 130 | 13.85% | 1.4 |
|