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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Lake Hills Wealth Management
Austin,
Texas
| US$1.35億 | -US$387萬 | -3% | 0.97% | 83.7% | 45 | 53.33% | 0.3 |
|
| 5302 |
5302
Corepath Wealth Partners
Scottsdale,
Arizona
| US$1.35億 | -US$860萬 | -6% | 11.6% | 62.1% | 38 | 7.89% | 1.4 |
|
| 5303 |
5303
Infusive Asset Management
New York
| US$1.35億 | -US$7578萬 | -36% | 12.8% | 33.8% | 41 | 65.85% | 1.3 |
|
| 5304 |
5304
Alaethes Wealth
Glenbrook,
Nevada
| US$1.35億 | -US$2248萬 | -14% | 15.1% | 96.4% | 308 | 69.16% | 1.1 |
|
| 5305 |
5305
Quad-Cities Investment Group
Davenport,
Iowa
| US$1.35億 | -US$2158萬 | -14% | 13.4% | 67.3% | 193 | 15.54% | 2.7 |
|
| 5306 |
CWM
5306
Capital Wealth Management
W. Warwick,
Rhode Island
| US$1.35億 | -US$1347萬 | -9% | 13.3% | 51.3% | 45 | 22.22% | 2.2 |
|
| 5307 |
5307
Tabor Asset Management
New York
| US$1.35億 | -US$4681萬 | -26% | 21.3% | 214% | 47 | 57.45% | 0.5 |
|
| 5308 |
5308
Seelaus Asset Management
Chatham,
New Jersey
| US$1.35億 | -US$3361萬 | -20% | 12.2% | 134% | 297 | 30.3% | 1.9 |
|
| 5309 |
5309
Pacific Financial Group
Bellevue,
Washington
| US$1.35億 | -US$1889萬 | -12% | 13% | 61.1% | 66 | 16.67% | 4.6 |
|
| 5310 |
5310
Northstar Advisory Group
Northfield,
New Jersey
| US$1.35億 | -US$2075萬 | -13% | 7.99% | 141% | 109 | 33.03% | 0.5 |
|
| 5311 |
5311
Varley Holdings
Tomago NSW,
Australia
| US$1.35億 | – | – | 39.3% | – | 1 | – | 0 |
|
| 5312 |
5312
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$1.35億 | -US$1598萬 | -11% | 37.1% | 22.2% | 3 | 0% | 0.3 |
|
| 5313 |
5313
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.35億 | -US$2094萬 | -13% | 8.71% | 83.4% | 157 | 7.01% | 4.7 |
|
| 5314 |
5314
Newton One Investments
Newark,
Delaware
| US$1.34億 | -US$272萬 | -2% | 11.4% | 42% | 127 | 3.15% | 1.2 |
|
| 5315 |
5315
Harrington Investments
Napa,
California
| US$1.34億 | -US$3251萬 | -19% | 14.9% | 109% | 82 | 6.1% | 4 |
|
| 5316 |
5316
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.34億 | -US$3718萬 | -22% | 15.5% | 121% | 120 | 21.67% | 3.5 |
|
| 5317 |
5317
Moser Wealth Advisors
Bellevue,
Washington
| US$1.34億 | -US$2555萬 | -16% | 14.8% | – | 134 | 1.49% | 2 |
|
| 5318 |
5318
Verger Capital Management
Winston-Salem,
North Carolina
| US$1.34億 | +US$687萬 | +5% | 11.9% | 58.3% | 29 | 58.62% | 2.4 |
|
| 5319 |
5319
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$1.34億 | -US$7653萬 | -36% | 24% | 34.5% | 49 | 24.49% | 1.7 |
|
| 5320 |
5320
Golden Gate Private Equity
San Francisco,
California
| US$1.34億 | -US$8378萬 | -38% | 40.7% | 8.72% | 4 | 0% | 1.3 |
|
| 5321 |
5321
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$1.34億 | -US$1144萬 | -8% | 7.01% | 7.8% | 405 | 49.38% | 0.5 |
|
| 5322 |
5322
Spreng Capital Management
Bucyrus,
Ohio
| US$1.34億 | -US$2857萬 | -18% | 13.8% | 84.4% | 102 | 9.8% | 2.1 |
|
| 5323 |
5323
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.34億 | -US$2234萬 | -14% | 11.8% | 62.6% | 157 | 8.28% | 3.8 |
|
| 5324 |
5324
Five Oceans Advisors
Santa Monica,
California
| US$1.34億 | +US$2185萬 | +19% | 11.3% | 85.3% | 145 | 27.59% | 0.5 |
|
| 5325 |
5325
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$1.34億 | -US$4864萬 | -27% | 24.3% | 75.2% | 18 | 22.22% | 1.5 |
|