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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Crestmont Private Wealth
Houston,
Texas
| US$2.29億 | +US$2129萬 | +10% | 6.78% | 59.3% | 121 | 33.06% | 0.8 |
|
| 5102 |
5102
Highland Peak Capital
Old Greenwich,
Connecticut
| US$2.29億 | -US$5793萬 | -20% | 6.04% | 247% | 32 | 65.63% | 0.3 |
|
| 5103 |
TCM
5103
TAM Capital Management
Stamford,
Connecticut
| US$2.29億 | +US$6193萬 | +37% | 9.14% | 4.15% | 14 | 57.14% | 0.9 |
|
| 5104 |
5104
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.28億 | +US$6237萬 | +38% | 8.27% | 128% | 129 | 28.68% | 2.9 |
|
| 5105 |
MFC
5105
Mechanics Financial Corp
Mansfield,
Ohio
| US$2.28億 | +US$3372萬 | +17% | 6.65% | 82.7% | 249 | 15.26% | 2.2 |
|
| 5106 |
5106
Retirement Financial Solutions
Knoxville,
Tennessee
| US$2.28億 | +US$1589萬 | +7% | 6.62% | 52.5% | 41 | 4.88% | 1.3 |
|
| 5107 |
5107
Hel Ved Capital Management
Central,
Hong Kong
| US$2.28億 | -US$1.38億 | -38% | 1.79% | 1,351% | 78 | 69.23% | 0.3 |
|
| 5108 |
IAMH
5108
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$2.28億 | -US$650萬 | -3% | 3.31% | 64.5% | 26 | 34.62% | 1.1 |
|
| 5109 |
5109
Kepos Capital
New York
| US$2.28億 | -US$2933萬 | -11% | 2.07% | 25.1% | 256 | 21.09% | 1.8 |
|
| 5110 |
5110
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$2.28億 | +US$1296萬 | +6% | 5.7% | 67.6% | 142 | 5.63% | 1.9 |
|
| 5111 |
5111
Peak Planning Group
Centennial,
Colorado
| US$2.28億 | +US$2466萬 | +12% | 4.78% | 111% | 112 | 9.82% | 2.1 |
|
| 5112 |
5112
One Advisory Partners
Overland Park,
Kansas
| US$2.28億 | +US$1098萬 | +5% | 4.88% | 58.3% | 48 | 10.42% | 1.9 |
|
| 5113 |
5113
RP Management
New York
| US$2.28億 | +US$4892萬 | +27% | 30.7% | 208% | 4 | 0% | 2.6 |
|
| 5114 |
5114
X-Square Capital
Guaynabo,
Puerto Rico
| US$2.28億 | +US$1193萬 | +6% | 6.4% | 151% | 173 | 16.18% | 2.7 |
|
| 5115 |
5115
Axis Capital Holdings
Pembroke,
| US$2.28億 | +US$1202萬 | +6% | 5.57% | 76% | 3 | 0% | 7.8 |
|
| 5116 |
5116
Palmer Knight Company
Jacksonville,
Florida
| US$2.28億 | +US$1845萬 | +9% | 7.38% | 90.5% | 36 | 5.56% | 3.5 |
|
| 5117 |
WMA
5117
Wealth Management Associates
Cherry Hill,
New Jersey
| US$2.27億 | +US$1422萬 | +7% | 7.31% | 111% | 223 | 14.8% | 3.2 |
|
| 5118 |
LFP
5118
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$2.27億 | +US$2219萬 | +11% | 6.23% | 65.4% | 77 | 15.58% | 0.8 |
|
| 5119 |
5119
Lumbard & Kellner
Hollis,
New Hampshire
| US$2.27億 | +US$1522萬 | +7% | 6.51% | 135% | 82 | 13.41% | 3 |
|
| 5120 |
5120
Theory Financial
Fort Collins,
Colorado
| US$2.27億 | +US$1532萬 | +7% | 5.34% | 58.3% | 71 | 11.27% | 1.4 |
|
| 5121 |
IGYL
5121
I.G.Y. Ltd
London,
United Kingdom
| US$2.27億 | +US$673萬 | +3% | 3.44% | 80.5% | 3 | 0% | 4.5 |
|
| 5122 |
5122
WJ Interests
Sugar Land,
Texas
| US$2.27億 | +US$2599萬 | +13% | 7.06% | 55.2% | 21 | 28.57% | 1.1 |
|
| 5123 |
5123
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$2.27億 | +US$2349萬 | +12% | 4.77% | 62.3% | 78 | 17.95% | 1.4 |
|
| 5124 |
5124
Elevation Capital Advisory
Bend,
Oregon
| US$2.26億 | +US$741萬 | +3% | 5.1% | – | 75 | 72% | 0.3 |
|
| 5125 |
IWN
5125
Independent Wealth Network
Urbandale,
Iowa
| US$2.26億 | +US$1139萬 | +5% | 6.09% | 78.2% | 235 | 14.47% | 2 |
|