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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
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$2.37億 | +US$2376萬 | +11% | 7.47% | 96.9% | 704 | 76.28% | 0.5 |
|
| 5002 |
5002
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$2.37億 | +US$1943萬 | +9% | 7.53% | 66.8% | 105 | 14.29% | 6.1 |
|
| 5003 |
5003
Kercheville Advisors
San Antonio,
Texas
| US$2.37億 | +US$661萬 | +3% | 5.2% | 261% | 93 | 18.28% | 2.2 |
|
| 5004 |
5004
Infusive Asset Management
New York
| US$2.37億 | -US$1079萬 | -4% | 5.57% | 33.8% | 41 | 24.39% | 0.9 |
|
| 5005 |
5005
Investment Research & Advisory Group
Atlanta,
Georgia
| US$2.37億 | +US$1130萬 | +5% | 6.13% | 105% | 219 | 10.96% | 3 |
|
| 5006 |
5006
Clarus Group
Houston,
Texas
| US$2.37億 | +US$1036萬 | +5% | 4.23% | 67.5% | 126 | 20.63% | 2.1 |
|
| 5007 |
5007
Brightline Capital Management
Miami,
Florida
| US$2.37億 | +US$3535萬 | +18% | 21.4% | 810% | 25 | 44% | 0.4 |
|
| 5008 |
5008
Sonata Capital Group
Seattle,
Washington
| US$2.37億 | +US$4180萬 | +21% | 5.63% | 66.5% | 117 | 24.79% | 5.1 |
|
| 5009 |
5009
Holistic Planning
Nacogdoches,
Texas
| US$2.36億 | +US$1.06億 | +82% | 4.43% | 61.9% | 168 | 37.5% | 0.5 |
|
| 5010 |
5010
Spectrum Asset Management (California)
Newport Beach,
California
| US$2.36億 | +US$2020萬 | +9% | 6.96% | 68.3% | 108 | 22.22% | 3.2 |
|
| 5011 |
5011
Edenbrook Capital
Mt. Kisco,
New York
| US$2.36億 | -US$2919萬 | -11% | 5.83% | 267% | 20 | 45% | 3 |
|
| 5012 |
5012
Ovata Capital Management
Hong Kong
| US$2.36億 | +US$5217萬 | +28% | 4.17% | 69.1% | 47 | 48.94% | 0.5 |
|
| 5013 |
SGH
5013
Sivik Global Healthcare
Greenwich,
Connecticut
| US$2.36億 | -US$4223萬 | -15% | 8.23% | 83.8% | 47 | 44.68% | 2.1 |
|
| 5014 |
5014
Visa Foundation
San Francisco,
California
| US$2.36億 | +US$169萬 | +0.7% | 1.21% | 58.1% | 2 | 0% | 1.5 |
|
| 5015 |
5015
325 Capital
New York
| US$2.36億 | -US$191萬 | -0.8% | 4.39% | 226% | 14 | 28.57% | 1.8 |
|
| 5016 |
5016
Purus Wealth Management
Newport Beach,
California
| US$2.36億 | +US$967萬 | +4% | 4.39% | 174% | 121 | 7.44% | 2.5 |
|
| 5017 |
5017
Prairiewood Capital
Fargo,
North Dakota
| US$2.36億 | +US$2537萬 | +12% | 8.06% | 42.6% | 81 | 6.17% | 2.2 |
|
| 5018 |
5018
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$2.36億 | +US$310萬 | +1% | 5.42% | 961% | 49 | 38.78% | 0.9 |
|
| 5019 |
5019
Perry Creek Capital
New York
| US$2.36億 | +US$2453萬 | +12% | 17.9% | 51.2% | 14 | 21.43% | 3.4 |
|
| 5020 |
BCH
5020
Berkshire Capital Holdings
San Jose,
California
| US$2.36億 | -US$1158萬 | -5% | 14.4% | 2,748% | 91 | 5.49% | 2.7 |
|
| 5021 |
5021
Providence First Trust
Scottsdale,
Arizona
| US$2.36億 | +US$1372萬 | +6% | 4.64% | 68.4% | 110 | 27.27% | 3.1 |
|
| 5022 |
5022
Dean Capital Management
Overland Park,
Kansas
| US$2.36億 | +US$1.58億 | +203% | 12.7% | 89.7% | 142 | 47.89% | 1 |
|
| 5023 |
5023
Maxwell Wealth Strategies
Pleasanton,
California
| US$2.35億 | +US$3116萬 | +15% | 6.14% | – | 109 | 7.34% | 0.7 |
|
| 5024 |
5024
BCS Wealth Management
Johnson City,
Tennessee
| US$2.35億 | +US$2960萬 | +14% | 4.15% | 51% | 169 | 9.47% | 1.8 |
|
| 5025 |
5025
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$2.35億 | +US$1930萬 | +9% | 18.7% | 70.2% | 19 | 26.32% | 2.2 |
|