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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
CMANY
5151
Capital Management Associates (New York)
New York
| US$7098萬 | +US$1561萬 | +28% | 27.2% | 215% | 87 | 31.03% | 1.8 |
|
| 5152 |
5152
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$7082萬 | +US$2457萬 | +53% | 19.6% | 76.1% | 37 | 37.84% | 0.7 |
|
| 5153 |
5153
Cary Street Partners Investment Advisory
Richmond,
Virginia
| US$7051萬 | +US$2765萬 | +65% | 17.2% | 92.1% | 120 | 48.33% | 0.6 |
|
| 5154 |
5154
Guild Investment Management
Los Angeles,
California
| US$7048萬 | +US$2441萬 | +53% | 23.3% | 119% | 50 | 36% | 0.9 |
|
| 5155 |
5155
Avondale Wealth Management
West Lake Hills,
Texas
| US$7038萬 | +US$706萬 | +11% | 21.6% | 83.8% | 101 | 10.89% | 2.1 |
|
| 5156 |
5156
National Investment Services of America
Milwaukee,
Wisconsin
| US$7022萬 | +US$737萬 | +12% | 26.8% | – | 86 | 19.77% | 0.4 |
|
| 5157 |
5157
Empirical Capital Management
Hendersonville,
Tennessee
| US$7011萬 | +US$797萬 | +13% | 35.5% | 205% | 26 | 46.15% | 1.8 |
|
| 5158 |
5158
Game Plan Financial Advisors
Westlake,
Ohio
| US$6979萬 | -US$1518萬 | -18% | 28.6% | 107% | 103 | 53.4% | 0.4 |
|
| 5159 |
5159
Tatro Capital
Lexington,
Kentucky
| US$6972萬 | +US$1376萬 | +25% | 18.7% | – | 79 | 54.43% | 0.3 |
|
| 5160 |
HWC
5160
Hill Winds Capital
High Falls,
New York
| US$6964萬 | +US$5658萬 | +433% | 16.5% | 8.52% | 37 | 83.78% | 0.1 |
|
| 5161 |
5161
Zebra Capital Management
Stamford,
Connecticut
| US$6931萬 | +US$746萬 | +12% | 25.9% | 142% | 255 | 26.27% | 1.4 |
|
| 5162 |
5162
Florin Court Capital
London,
United Kingdom
| US$6929萬 | +US$6394萬 | +1,194% | 14.8% | 129% | 16 | 68.75% | 0.6 |
|
| 5163 |
JC
5163
JCSD Capital
Walnut Creek,
California
| US$6908萬 | -US$1746萬 | -20% | 6.08% | – | 41 | 21.95% | 2 |
|
| 5164 |
5164
University of Maryland Foundation
Adelphi,
Maryland
| US$6891萬 | -US$3435萬 | -33% | 15.7% | 54.9% | 8 | 50% | 0.4 |
|
| 5165 |
GBA
5165
Garrison Bradford & Associates
New York
| US$6886萬 | +US$1042萬 | +18% | 22.9% | 62.2% | 55 | 9.09% | 3.6 |
|
| 5166 |
5166
Norwest Venture Partners XI
Palo Alto,
California
| US$6861萬 | +US$710萬 | +12% | 11.5% | – | 1 | 0% | 0.5 |
|
| 5167 |
5167
Lancaster Investment Management
London,
United Kingdom
| US$6812萬 | -US$7376萬 | -52% | 33.1% | 0.78% | 16 | 31.25% | 0.7 |
|
| 5168 |
SNN
5168
Shen Neil Nanpeng
| US$6805萬 | +US$1995萬 | +41% | 41.6% | 50.3% | 5 | 20% | 0.8 |
|
| 5169 |
5169
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| US$6796萬 | +US$2320萬 | +52% | 25.8% | 20.3% | 10 | 70% | 0.4 |
|
| 5170 |
5170
Texas Capital Bancshares
Dallas,
Texas
| US$6744萬 | +US$1060萬 | +19% | 22.3% | 175% | 45 | 17.78% | 2.2 |
|
| 5171 |
5171
Coe Capital Management
Highland Park,
Illinois
| US$6730萬 | +US$743萬 | +12% | 20.8% | 84.4% | 77 | 27.27% | 3.2 |
|
| 5172 |
5172
DWM Financial Group
Palatine,
Illinois
| US$6707萬 | +US$2156萬 | +47% | 10.4% | – | 37 | 81.08% | 0.2 |
|
| 5173 |
5173
Tempus Wealth Planning
Irvine,
California
| US$6704萬 | +US$602萬 | +10% | 9.31% | 95% | 72 | 20.83% | 0.4 |
|
| 5174 |
HA
5174
Havens Advisors
New York
| US$6698萬 | -US$3559萬 | -35% | 14% | 460% | 37 | 64.86% | 0.4 |
|
| 5175 |
BCM
5175
Bratton Capital Management
Fort Worth,
Texas
| US$6674萬 | +US$2486萬 | +59% | 108% | 203% | 2 | 0% | 1.5 |
|