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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 |
SHFP
5151
Second Half Financial Partners
Sebring,
Florida
| US$1.53億 | +US$7291萬 | +91% | 6.32% | 36.8% | 45 | 22.22% | 0.5 |
|
| 5152 |
5152
FIDELIS iM
Medford,
Oregon
| US$1.53億 | +US$983萬 | +7% | 6.58% | 44.8% | 23 | 8.7% | 1.1 |
|
| 5153 |
5153
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$1.53億 | +US$2886萬 | +23% | 6.06% | – | 71 | 26.76% | 0.7 |
|
| 5154 |
5154
Hunting Hill Global Capital
New York
| US$1.53億 | -US$1528萬 | -9% | 2.02% | 132% | 132 | 61.36% | 0.4 |
|
| 5155 |
5155
Abacus FCF Advisors
Orlando,
Florida
| US$1.53億 | +US$814萬 | +6% | 11.7% | 197% | 159 | 24.53% | 1.4 |
|
| 5156 |
5156
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$1.53億 | +US$1488萬 | +11% | 10.8% | 125% | 238 | 15.13% | 0.8 |
|
| 5157 |
GECH
5157
Garnet Equity Capital Holdings
New York
| US$1.53億 | +US$1.11億 | +266% | 14.7% | 302% | 40 | 55% | 0.8 |
|
| 5158 |
5158
Nightview Capital
Austin,
Texas
| US$1.53億 | -US$3.56億 | -70% | 49.2% | 170% | 15 | 6.67% | 1.6 |
|
| 5159 |
5159
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$1.53億 | +US$2379萬 | +18% | 9.69% | 59.3% | 52 | 13.46% | 2.1 |
|
| 5160 |
5160
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.53億 | +US$2869萬 | +23% | 22.7% | 241% | 11 | 9.09% | 2.5 |
|
| 5161 |
5161
Tactive Advisors
Jacksonville,
Florida
| US$1.53億 | – | – | 8.16% | – | 41 | – | 0 |
|
| 5162 |
5162
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.53億 | +US$308萬 | +2% | 8.74% | 92.6% | 135 | 12.59% | 6.1 |
|
| 5163 |
5163
John W. Brooker & Co
Oakland,
California
| US$1.53億 | -US$269萬 | -2% | 5.47% | 43.4% | 200 | 70.5% | 2.5 |
|
| 5164 |
5164
DGS Capital Management
Jersey City,
New Jersey
| US$1.53億 | +US$323萬 | +2% | 5.07% | 177% | 240 | 22.5% | 0.7 |
|
| 5165 |
5165
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$1.53億 | +US$514萬 | +3% | 7.73% | 65.3% | 121 | 14.05% | 1.1 |
|
| 5166 |
5166
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$1.53億 | +US$2997萬 | +24% | 11.3% | 173% | 58 | 55.17% | 0.9 |
|
| 5167 |
5167
MBA Advisors
Hermitage,
Pennsylvania
| US$1.53億 | +US$1465萬 | +11% | 8.93% | 66.1% | 128 | 9.38% | 1.4 |
|
| 5168 |
XC
5168
XY Capital
Central,
Hong Kong
| US$1.53億 | – | – | 16.9% | 52.8% | 70 | – | 0 |
|
| 5169 |
5169
Level Financial Advisors
East Amherst,
New York
| US$1.53億 | +US$1723萬 | +13% | 6.41% | 44% | 310 | 24.84% | 0.7 |
|
| 5170 |
5170
Clarus Wealth Advisors
Peoria,
Arizona
| US$1.53億 | +US$1239萬 | +9% | 8.79% | 89.7% | 127 | 25.2% | 1.8 |
|
| 5171 |
5171
Phraction Management
Colchester,
Connecticut
| US$1.52億 | +US$1996萬 | +15% | 8.32% | 106% | 52 | 19.23% | 0.8 |
|
| 5172 |
5172
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$1.52億 | +US$1709萬 | +13% | 13.2% | 82.3% | 156 | 5.77% | 1.8 |
|
| 5173 |
5173
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$1.52億 | +US$203萬 | +1% | 5.38% | 28.1% | 203 | 9.85% | 1 |
|
| 5174 |
5174
Investment Research & Advisory Group
Atlanta,
Georgia
| US$1.52億 | +US$1869萬 | +14% | 8.65% | 105% | 195 | 12.31% | 1.9 |
|
| 5175 |
RCA
5175
Rex Capital Advisors
Providence,
Rhode Island
| US$1.52億 | +US$1749萬 | +13% | 8.3% | 7.31% | 26 | 34.62% | 2.8 |
|