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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
ICW Investment Advisors
Scottsdale,
Arizona
| US$2.2億 | -US$460萬 | -2% | 0.52% | 58.6% | 138 | 1.45% | 3.8 |
|
| 5027 |
5027
Ameliora Wealth Management
Zurich,
Switzerland
| US$2.2億 | -US$30.2萬 | -0.1% | 4.43% | 73.9% | 198 | 9.6% | 1.5 |
|
| 5028 |
5028
Sterling Financial Group
Pasadena,
California
| US$2.2億 | +US$969萬 | +5% | 2.19% | 49.6% | 69 | 14.49% | 1.1 |
|
| 5029 |
5029
Nekton Capital
London,
United Kingdom
| US$2.2億 | -US$2.09億 | -49% | 2.34% | 30.1% | 17 | 23.53% | 0.5 |
|
| 5030 |
IGYL
5030
I.G.Y. Ltd
London,
United Kingdom
| US$2.2億 | +US$1178萬 | +6% | 8.03% | 80.5% | 3 | 0% | 4.3 |
|
| 5031 |
5031
Access Financial Services
Minneapolis,
Minnesota
| US$2.2億 | -US$371萬 | -2% | 0.59% | 51.1% | 102 | 12.75% | 3.4 |
|
| 5032 |
5032
Dupree Financial Group
Lexington,
Kentucky
| US$2.2億 | -US$465萬 | -2% | 0.07% | 75.8% | 75 | 32% | 0.4 |
|
| 5033 |
5033
Balanced Wealth Group
Westlake,
Ohio
| US$2.2億 | -US$464萬 | -2% | 2.17% | 66.2% | 72 | 8.33% | 0.5 |
|
| 5034 |
HI
5034
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$2.2億 | -US$4768萬 | -18% | 17.8% | 74.8% | 1 | 0% | 2.5 |
|
| 5035 |
5035
Washington University
St Louis,
Missouri
| US$2.2億 | -US$5066萬 | -19% | 7.63% | 30.4% | 5 | 40% | 1.8 |
|
| 5036 |
5036
Ameraudi Asset Management
New York
| US$2.2億 | +US$491萬 | +2% | 0.48% | 51.5% | 60 | 21.67% | 2.2 |
|
| 5037 |
5037
Lowe Wealth Advisors
Columbia,
Maryland
| US$2.2億 | +US$479萬 | +2% | 2.47% | 63.3% | 336 | 14.88% | 5 |
|
| 5038 |
5038
WorthPointe
La Jolla,
California
| US$2.19億 | +US$2070萬 | +10% | 0.73% | 59.7% | 76 | 21.05% | 1.2 |
|
| 5039 |
5039
Fusion Capital
Mt. Pleasant,
South Carolina
| US$2.19億 | +US$63.8萬 | +0.3% | 3.01% | 108% | 75 | 5.33% | 3.2 |
|
| 5040 |
5040
Elevation Capital Advisory
Bend,
Oregon
| US$2.19億 | – | – | 4.41% | – | 40 | – | 0.4 |
|
| 5041 |
5041
Nixon Capital
Austin,
Texas
| US$2.19億 | -US$4061萬 | -16% | 6.82% | 118% | 34 | 29.41% | 1.3 |
|
| 5042 |
SCA
5042
Sander Capital Advisors
Seattle,
Washington
| US$2.19億 | +US$1390萬 | +7% | 9.89% | 113% | 18 | 27.78% | 3.5 |
|
| 5043 |
5043
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$2.19億 | +US$847萬 | +4% | 0.89% | 69.5% | 128 | 5.47% | 0.5 |
|
| 5044 |
5044
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$2.19億 | +US$3113萬 | +17% | 0.94% | 65.3% | 204 | 53.43% | 0.6 |
|
| 5045 |
5045
Next Level Private
Harrison,
New York
| US$2.19億 | +US$82.2萬 | +0.4% | 1.92% | 95.9% | 141 | 12.77% | 1.2 |
|
| 5046 |
GWA
5046
GGM Wealth Advisors
Baltimore,
Maryland
| US$2.19億 | +US$392萬 | +2% | 2.1% | 25.9% | 143 | 13.99% | 1.4 |
|
| 5047 |
CCAM
5047
Codex Capital Asset Management
Dallas,
Texas
| US$2.18億 | – | – | 8.93% | – | 37 | – | 0 |
|
| 5048 |
CWM
5048
Capital Wealth Management
W. Warwick,
Rhode Island
| US$2.18億 | +US$957萬 | +5% | 0.94% | 51.3% | 46 | 17.39% | 2.9 |
|
| 5049 |
5049
Commonwealth Retirement Investments
Richmond,
Virginia
| US$2.18億 | +US$895萬 | +4% | 1.67% | 96.7% | 93 | 15.05% | 1 |
|
| 5050 |
5050
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$2.18億 | +US$3352萬 | +18% | 19.6% | 0.74% | 3 | 0% | 1.1 |
|