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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Daily Journal Corp
Los Angeles,
California
| US$1.59億 | -US$489萬 | -3% | 2.89% | 109% | 4 | 0% | 7.9 |
|
| 5227 |
5227
Tieton Capital Management
Yakima,
Washington
| US$1.59億 | +US$288萬 | +2% | 11.6% | 155% | 33 | 6.06% | 4.5 |
|
| 5228 |
5228
Dunhill Financial
London,
United Kingdom
| US$1.59億 | +US$631萬 | +4% | 3.72% | 58.6% | 85 | 14.12% | 0.3 |
|
| 5229 |
5229
DB Wealth Management Group
San Diego,
California
| US$1.58億 | -US$479萬 | -3% | 3.54% | 19% | 381 | 7.61% | 1.9 |
|
| 5230 |
5230
Peninsula Asset Management
Bradenton,
Florida
| US$1.58億 | -US$1134萬 | -7% | 5.01% | 54.2% | 41 | 0% | 7.7 |
|
| 5231 |
5231
John W. Brooker & Co
Oakland,
California
| US$1.58億 | +US$371萬 | +2% | 3.54% | 43.4% | 68 | 5.88% | 2.9 |
|
| 5232 |
5232
Alpha Wave Global
New York
| US$1.58億 | +US$551萬 | +4% | 4.17% | 190% | 35 | 40% | 1.8 |
|
| 5233 |
5233
Kestrel Investment Management
San Mateo,
California
| US$1.58億 | -US$2282萬 | -13% | 0.62% | 99.8% | 42 | 19.05% | 1.5 |
|
| 5234 |
5234
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.58億 | +US$1493萬 | +10% | 3.29% | 261% | 77 | 45.45% | 2.2 |
|
| 5235 |
MAS
5235
Madden Advisory Services
Jacksonville,
Florida
| US$1.58億 | +US$358萬 | +2% | 4% | 58.4% | 86 | 10.47% | 5.4 |
|
| 5236 |
VU
5236
Valence8 US
Cambridge,
Massachusetts
| US$1.58億 | +US$624萬 | +4% | 3.73% | 76.6% | 14 | 14.29% | 0.6 |
|
| 5237 |
5237
Birch Capital Management
Dallas,
Texas
| US$1.58億 | -US$654萬 | -4% | 2.61% | 62% | 103 | 5.83% | 2.9 |
|
| 5238 |
5238
iSAM Funds (UK)
London,
United Kingdom
| US$1.58億 | +US$4607萬 | +41% | 4.28% | 53.7% | 352 | 86.65% | 0.1 |
|
| 5239 |
KFO
5239
Kopp Family Office
Bloomington,
Minnesota
| US$1.58億 | -US$2822萬 | -15% | 9.48% | 47.9% | 22 | 4.55% | 2.2 |
|
| 5240 |
5240
Alpha Financial Advisors
Charlotte,
North Carolina
| US$1.58億 | -US$188萬 | -1% | 4.11% | 46.6% | 42 | 4.76% | 0.7 |
|
| 5241 |
5241
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$1.58億 | -US$172萬 | -1% | 2.54% | 73.4% | 103 | 9.71% | 1.1 |
|
| 5242 |
5242
Bond Capital Management
San Francisco,
California
| US$1.58億 | -US$2083萬 | -12% | 2.38% | 47.5% | 5 | 0% | 1.5 |
|
| 5243 |
5243
Treynor Bancshares
Treynor,
Iowa
| US$1.58億 | +US$503萬 | +3% | 3.05% | 3.35% | 76 | 7.89% | 1.5 |
|
| 5244 |
5244
Altus Wealth Group
Colorado Springs,
Colorado
| US$1.58億 | -US$525萬 | -3% | 3.25% | 76.7% | 142 | 13.38% | 1.9 |
|
| 5245 |
5245
Kercheville Advisors
San Antonio,
Texas
| US$1.58億 | -US$756萬 | -5% | 0.6% | 261% | 79 | 10.13% | 1.9 |
|
| 5246 |
5246
Juniper Investment Company
New York
| US$1.58億 | +US$4.9萬 | +0% | 2.03% | 358% | 10 | 10% | 3.1 |
|
| 5247 |
5247
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$1.57億 | +US$2561萬 | +19% | 5.94% | – | 74 | 41.89% | 1.1 |
|
| 5248 |
5248
StrongBox Wealth
Lee's Summit,
Missouri
| US$1.57億 | -US$142萬 | -0.9% | 2.51% | 63.9% | 87 | 10.34% | 2.4 |
|
| 5249 |
5249
Burns Matteson Capital Management
Corning,
New York
| US$1.57億 | -US$573萬 | -4% | 4.07% | 137% | 180 | 47.22% | 1.1 |
|
| 5250 |
5250
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$1.57億 | -US$31萬 | -0.2% | 3.33% | 45.1% | 31 | 6.45% | 5.7 |
|