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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 |
MG
5251
Meditor Group
Hamilton,
Bermuda
| US$1.48億 | -US$243萬 | -2% | 0.75% | 41.1% | 4 | 0% | 7 |
|
| 5252 |
CWM
5252
Capital Wealth Management
W. Warwick,
Rhode Island
| US$1.48億 | +US$1882萬 | +15% | 5.89% | 51.3% | 54 | 31.48% | 1.9 |
|
| 5253 |
NICM
5253
Neo Ivy Capital Management
New York
| US$1.48億 | +US$1.1億 | +289% | 7.23% | – | 582 | 80.93% | 0.2 |
|
| 5254 |
SST
5254
S Squared Technology
New York
| US$1.48億 | +US$1108萬 | +8% | 13.4% | 223% | 35 | 17.14% | 3.2 |
|
| 5255 |
PFA
5255
Professional Financial Advisors
North Platte,
Nebraska
| US$1.48億 | -US$1438萬 | -9% | 8.22% | 59.2% | 515 | 87.18% | 2.1 |
|
| 5256 |
5256
WorthPointe
La Jolla,
California
| US$1.48億 | +US$2863萬 | +24% | 9.44% | 59.7% | 53 | 26.42% | 0.6 |
|
| 5257 |
5257
Q3 Asset Management
Birmingham,
Michigan
| US$1.48億 | +US$1027萬 | +7% | 9.61% | 105% | 68 | 70.59% | 0.4 |
|
| 5258 |
HPC
5258
Hobart Private Capital
Charlotte,
North Carolina
| US$1.48億 | +US$845萬 | +6% | 5.92% | 60% | 37 | 18.92% | 1.7 |
|
| 5259 |
5259
Graphene Investments SAS
Paris,
France
| US$1.48億 | – | – | 11.1% | 103% | 46 | – | 0 |
|
| 5260 |
5260
Nixon Capital
Austin,
Texas
| US$1.48億 | -US$15.7萬 | -0.1% | 8.58% | 101% | 25 | 44% | 1 |
|
| 5261 |
5261
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$1.48億 | +US$2428萬 | +20% | 8.48% | 66% | 213 | 14.55% | 0.7 |
|
| 5262 |
5262
First Capital Advisors Group
Little Silver,
New Jersey
| US$1.48億 | +US$2782萬 | +23% | 8.67% | – | 252 | 22.22% | 0.9 |
|
| 5263 |
5263
BCK Partners
Corning,
New York
| US$1.48億 | +US$928萬 | +7% | 5.96% | 46% | 28 | 3.57% | 1.7 |
|
| 5264 |
5264
Asset Allocation Strategies
Farmington,
Michigan
| US$1.47億 | – | – | 6.7% | 58.1% | 55 | – | 0 |
|
| 5265 |
5265
Pacifica Partners
Surrey,
Canada
| US$1.47億 | +US$893萬 | +6% | 9.91% | 127% | 511 | 14.29% | 2.1 |
|
| 5266 |
5266
AUA Capital Management
Camp Hill,
Pennsylvania
| US$1.47億 | -US$415萬 | -3% | 6.47% | 70.2% | 375 | 8.8% | 3.3 |
|
| 5267 |
5267
Coulter & Justus Financial Services
Knoxville,
Tennessee
| US$1.47億 | +US$1866萬 | +15% | 8.6% | – | 55 | 27.27% | 0.4 |
|
| 5268 |
CAGAS
5268
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$1.47億 | +US$323萬 | +2% | 8.09% | 54.8% | 141 | 7.09% | 3 |
|
| 5269 |
5269
Asset Management Resources
Hyannis,
Massachusetts
| US$1.47億 | +US$4501萬 | +44% | 5.69% | – | 58 | 20.69% | 0.8 |
|
| 5270 |
5270
Stadium Capital Management
New Canaan,
Connecticut
| US$1.47億 | -US$2126萬 | -13% | 2.65% | 10.9% | 13 | 30.77% | 0.6 |
|
| 5271 |
5271
Members Advisory Group
Williamsville,
New York
| US$1.47億 | +US$1248萬 | +9% | 4.57% | 74.9% | 23 | 34.78% | 0.7 |
|
| 5272 |
5272
Rings Capital Management
Chicago,
Illinois
| US$1.47億 | +US$3557萬 | +32% | 10.3% | 40.9% | 7 | 42.86% | 1.8 |
|
| 5273 |
5273
Parus Finance (UK)
London,
United Kingdom
| US$1.47億 | +US$3205萬 | +28% | 12.6% | 199% | 28 | 3.57% | 3.6 |
|
| 5274 |
STC
5274
Sarah T. Connolly
| US$1.47億 | +US$1076萬 | +8% | 10.3% | 35% | 97 | 5.15% | 1.8 |
|
| 5275 |
5275
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$1.47億 | +US$1591萬 | +12% | 8.4% | – | 930 | 8.28% | 0.9 |
|