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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
Ruedi Wealth Management
Champaign,
Illinois
| US$1.75億 | +US$440萬 | +3% | 3.02% | 44.9% | 235 | 10.21% | 0.7 |
|
| 5002 |
5002
Pinnacle Family Advisors
Springfield,
Missouri
| US$1.75億 | -US$1080萬 | -6% | 4.02% | 85.8% | 110 | 28.18% | 1.9 |
|
| 5003 |
5003
Grey Street Capital
Chicago,
Illinois
| US$1.75億 | -US$1442萬 | -8% | 0.45% | – | 141 | 12.06% | 0.4 |
|
| 5004 |
5004
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.74億 | +US$2200萬 | +14% | 5.29% | 319% | 63 | 30.16% | 1 |
|
| 5005 |
XC
5005
XY Capital
Central,
Hong Kong
| US$1.74億 | +US$3549萬 | +26% | 2.96% | 52.8% | 184 | 77.72% | 0.1 |
|
| 5006 |
5006
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$1.74億 | +US$7162萬 | +70% | 3.18% | 200% | 114 | 55.26% | 1.3 |
|
| 5007 |
5007
MBE Wealth Management
Tomah,
Wisconsin
| US$1.74億 | -US$1184萬 | -6% | 3.97% | 66.5% | 92 | 14.13% | 2 |
|
| 5008 |
BIA
5008
Bigelow Investment Advisors
Portland,
Maine
| US$1.74億 | -US$885萬 | -5% | 3.86% | 75.7% | 149 | 3.36% | 3.4 |
|
| 5009 |
5009
Samalin Investment Counsel
Chappaqua,
New York
| US$1.74億 | -US$1088萬 | -6% | 2.57% | 68.3% | 286 | 13.64% | 2.2 |
|
| 5010 |
5010
Compass Rose Asset Management
New York
| US$1.74億 | -US$3.37億 | -66% | 6.58% | 41% | 11 | 81.82% | 0.1 |
|
| 5011 |
5011
Leisure Capital Management
Costa Mesa,
California
| US$1.74億 | -US$760萬 | -4% | 3.05% | 111% | 136 | 6.62% | 4.7 |
|
| 5012 |
5012
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$1.74億 | -US$656萬 | -4% | 3.85% | 13.1% | 101 | 20.79% | 3.3 |
|
| 5013 |
5013
Ascension Capital Advisors
Houston,
Texas
| US$1.74億 | +US$1758萬 | +11% | 2.48% | 59.3% | 45 | 24.44% | 2 |
|
| 5014 |
5014
Sapphire Ventures
Austin,
Texas
| US$1.74億 | -US$841萬 | -5% | 2.95% | 7.75% | 8 | 0% | 2.2 |
|
| 5015 |
5015
Sittner & Nelson
Eugene,
Oregon
| US$1.74億 | -US$848萬 | -5% | 3.57% | 88.1% | 489 | 5.11% | 2.3 |
|
| 5016 |
5016
Jessup Wealth Management
Dayton,
Ohio
| US$1.74億 | -US$1327萬 | -7% | 1.41% | 181% | 77 | 46.75% | 0.5 |
|
| 5017 |
5017
Singapore Technologies Telemedia
Singapore
| US$1.73億 | -US$63.3萬 | -0.4% | 0.36% | 185% | 1 | 0% | 6.5 |
|
| 5018 |
5018
Commonwealth Retirement Investments
Richmond,
Virginia
| US$1.73億 | -US$603萬 | -3% | 3.57% | 96.7% | 73 | 20.55% | 0.6 |
|
| 5019 |
JCP
5019
Jennifer C. Price
| US$1.73億 | -US$1.18億 | -40% | 1.72% | – | 75 | 38.67% | 0.9 |
|
| 5020 |
5020
Cabot-Wellington
Boston,
Massachusetts
| US$1.73億 | -US$740萬 | -4% | 3.95% | 73.1% | 4 | 25% | 5.8 |
|
| 5021 |
HIC
5021
Harbor Island Capital
Topsfield,
Massachusetts
| US$1.73億 | -US$1391萬 | -7% | 5.09% | 218% | 15 | 0% | 5.2 |
|
| 5022 |
PK
5022
Pflug Koory
Omaha,
Nebraska
| US$1.73億 | -US$2333萬 | -12% | 3.55% | – | 417 | 6.47% | 5 |
|
| 5023 |
5023
MMA Asset Management
Conshohocken,
Pennsylvania
| US$1.73億 | +US$219萬 | +1% | 3.77% | 61.2% | 124 | 14.52% | 1.5 |
|
| 5024 |
5024
SQN Investors
Menlo Park,
California
| US$1.73億 | -US$4316萬 | -20% | 5.45% | – | 26 | 57.69% | 1.1 |
|
| 5025 |
5025
California First Leasing Corp
Newport Beach,
California
| US$1.73億 | +US$917萬 | +6% | 2.38% | 377% | 39 | 7.69% | 1.2 |
|