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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Goldstream Capital Management
Central,
Hong Kong
| US$1.3億 | +US$1479萬 | +13% | 15.2% | 686% | 21 | 61.9% | 0.3 |
|
| 5252 |
5252
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.3億 | -US$4359萬 | -25% | 3.65% | 151% | 86 | 16.28% | 1.8 |
|
| 5253 |
5253
Arrow Investment Advisors
Laurel,
Maryland
| US$1.29億 | +US$429萬 | +3% | 3.73% | 38.1% | 78 | 34.62% | 1.3 |
|
| 5254 |
5254
Range Financial Group
Tigard,
Oregon
| US$1.29億 | -US$824萬 | -6% | 2.85% | 195% | 169 | 20.71% | 1 |
|
| 5255 |
5255
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$1.29億 | -US$1039萬 | -7% | 6.72% | 59.3% | 53 | 13.21% | 1.9 |
|
| 5256 |
5256
Lansing Street Advisors
Ambler,
Pennsylvania
| US$1.29億 | +US$80.4萬 | +0.6% | 4.4% | – | 298 | 16.78% | 0.4 |
|
| 5257 |
5257
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$1.29億 | -US$714萬 | -5% | 5.92% | 69% | 48 | 18.75% | 0.7 |
|
| 5258 |
5258
NWK Group
San Francisco,
California
| US$1.29億 | -US$1903萬 | -13% | 1.44% | 268% | 84 | 36.9% | 1.8 |
|
| 5259 |
5259
First National Bank of South Miami
South Miami,
Florida
| US$1.29億 | -US$1763萬 | -12% | 6.06% | 35.2% | 300 | 9.67% | 3.1 |
|
| 5260 |
5260
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$1.29億 | -US$816萬 | -6% | 4.22% | 65.5% | 368 | 12.23% | 3.8 |
|
| 5261 |
5261
Signet Investment Advisory Group
Providence,
Rhode Island
| US$1.29億 | -US$1516萬 | -11% | 5.53% | 68.2% | 76 | 11.84% | 3.1 |
|
| 5262 |
5262
Tacita Capital
Toronto,
Ontario, Canada
| US$1.29億 | -US$1566萬 | -11% | 8.51% | 72.3% | 202 | 4.46% | 1.5 |
|
| 5263 |
PHM
5263
Prospect Hill Management
Short Hills,
New Jersey
| US$1.29億 | +US$262萬 | +2% | 3.54% | 119% | 15 | 0% | 1.7 |
|
| 5264 |
CWM
5264
Capital Wealth Management
W. Warwick,
Rhode Island
| US$1.29億 | -US$581萬 | -4% | 5.62% | 51.3% | 39 | 2.56% | 2.4 |
|
| 5265 |
5265
Quad-Cities Investment Group
Davenport,
Iowa
| US$1.29億 | -US$596萬 | -4% | 4.1% | 67.3% | 185 | 11.89% | 2.8 |
|
| 5266 |
TPWM
5266
Twelve Points Wealth Management
Concord,
Massachusetts
| US$1.29億 | -US$95.6萬 | -0.7% | 5.63% | 56.8% | 168 | 9.52% | 0.7 |
|
| 5267 |
5267
Watchtower Advisors
Old Greenwich,
Connecticut
| US$1.29億 | -US$1824萬 | -12% | 11.1% | 384% | 13 | 53.85% | 0.4 |
|
| 5268 |
IAMH
5268
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$1.29億 | -US$2954萬 | -19% | 2.28% | 64.5% | 16 | 37.5% | 0.7 |
|
| 5269 |
5269
Castellan Group
Louisville,
Kentucky
| US$1.29億 | +US$246萬 | +2% | 1.05% | 184% | 65 | 29.23% | 1 |
|
| 5270 |
5270
Accel Growth Fund V Associates
Palo Alto,
California
| US$1.29億 | -US$3526萬 | -22% | 21.1% | 1.17% | 2 | 0% | 1.4 |
|
| 5271 |
5271
Bellevue Asset Management
Bellevue,
Washington
| US$1.29億 | -US$979萬 | -7% | 5.05% | 56.7% | 517 | 7.35% | 2.3 |
|
| 5272 |
5272
Harrington Investments
Napa,
California
| US$1.29億 | -US$591萬 | -4% | 2.43% | 109% | 78 | 5.13% | 4.4 |
|
| 5273 |
5273
Coulter & Justus Financial Services
Knoxville,
Tennessee
| US$1.29億 | +US$420萬 | +3% | 6.63% | – | 50 | 14% | 0.2 |
|
| 5274 |
5274
AllGen Financial Advisors
Orlando,
Florida
| US$1.28億 | +US$682萬 | +6% | 5.53% | 39.7% | 41 | 21.95% | 1.3 |
|
| 5275 |
5275
Rain Capital Management
Lake Oswego,
Oregon
| US$1.28億 | -US$1082萬 | -8% | 4.51% | 18.2% | 72 | 18.06% | 2.5 |
|