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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Eos Management LP
New York
| US$1.31億 | -US$3806萬 | -22% | 20% | 149% | 34 | 14.71% | 3.9 |
|
| 5377 |
5377
Sowa Financial Group
Lincoln,
Rhode Island
| US$1.31億 | -US$3560萬 | -21% | 13.2% | 100% | 67 | 47.76% | 2.3 |
|
| 5378 |
5378
WESPAC Advisors
Orinda,
California
| US$1.31億 | +US$3876萬 | +42% | 14% | 126% | 131 | 57.25% | 0.9 |
|
| 5379 |
5379
Divisadero Street Capital Management
Miami,
Florida
| US$1.31億 | +US$1235萬 | +10% | 19.1% | 718% | 58 | 62.07% | 0.2 |
|
| 5380 |
5380
J. Arnold Wealth Management
Youngstown,
Ohio
| US$1.31億 | -US$5489萬 | -30% | 21.9% | 46.2% | 53 | 30.19% | 1.5 |
|
| 5381 |
5381
Sterling Investment Counsel
Buffalo,
New York
| US$1.31億 | -US$1741萬 | -12% | 16.1% | 93.8% | 163 | 20.86% | 0.4 |
|
| 5382 |
5382
Woodward Diversified Capital
Bakersfield,
California
| US$1.31億 | -US$2210萬 | -14% | 9.13% | 118% | 162 | 19.14% | 1.2 |
|
| 5383 |
5383
NetEase Inc
Hangzhou,
China
| US$1.31億 | – | – | 37% | 464% | 2 | – | 0 |
|
| 5384 |
5384
Kennicott Capital Management
Corte Madera,
California
| US$1.31億 | -US$4261萬 | -25% | 18.8% | 98% | 48 | 25% | 1.1 |
|
| 5385 |
5385
Solstein Capital
Menlo Park,
California
| US$1.31億 | -US$2117萬 | -14% | 6.9% | 102% | 399 | 18.8% | 1.1 |
|
| 5386 |
5386
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$1.31億 | -US$1004萬 | -7% | 4.89% | 55.1% | 88 | 35.23% | 1 |
|
| 5387 |
5387
Blue Barn Wealth
Orem,
Utah
| US$1.3億 | -US$1394萬 | -10% | 10.5% | 46.4% | 129 | 17.83% | 0.8 |
|
| 5388 |
5388
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$1.3億 | -US$3650萬 | -22% | 14% | 282% | 207 | 46.86% | 1.5 |
|
| 5389 |
5389
Planning Directions
Glen Mills,
Pennsylvania
| US$1.3億 | -US$1193萬 | -8% | 9.03% | 46.3% | 79 | 16.46% | 2 |
|
| 5390 |
5390
Ranch Capital Advisors
Sarasota,
Florida
| US$1.3億 | -US$2103萬 | -14% | 12.6% | 92.6% | 165 | 15.76% | 2 |
|
| 5391 |
5391
Michael & Susan Dell Foundation
New York
| US$1.3億 | -US$3562萬 | -21% | 8.41% | 238% | 5 | 20% | 1.4 |
|
| 5392 |
5392
Client First Capital
San Diego,
California
| US$1.3億 | -US$1852萬 | -12% | 8.95% | 54.6% | 25 | 12% | 0.4 |
|
| 5393 |
5393
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$1.3億 | -US$2194萬 | -14% | 12.4% | 72.7% | 86 | 9.3% | 5.2 |
|
| 5394 |
5394
Soditic Asset Management
Tonbridge,
United Kingdom
| US$1.3億 | -US$3888萬 | -23% | 12.5% | 23.4% | 18 | 16.67% | 1.3 |
|
| 5395 |
5395
Offit Capital Advisors
New York
| US$1.3億 | -US$8430萬 | -39% | 3.73% | – | 2 | 0% | 0.4 |
|
| 5396 |
5396
Highview Capital Management
Buffalo Grove,
Illinois
| US$1.3億 | -US$2549萬 | -16% | 12.9% | 123% | 110 | 20.91% | 0.4 |
|
| 5397 |
5397
Gates Foundation
Seattle,
Washington
| US$1.3億 | -US$5590萬 | -30% | 8.98% | 58.1% | 11 | 18.18% | 1.3 |
|
| 5398 |
SHFP
5398
Second Half Financial Partners
Sebring,
Florida
| US$1.3億 | US$0 | 0% | 9.55% | 36.8% | 60 | 0% | 0.3 |
|
| 5399 |
5399
Powers Advisory Group
Highland,
Illinois
| US$1.3億 | -US$1369萬 | -10% | 9.53% | 49.8% | 93 | 3.23% | 0.5 |
|
| 5400 |
5400
Arctis Global
San Juan,
Puerto Rico
| US$1.3億 | +US$1974萬 | +18% | 28.5% | 69.5% | 10 | 40% | 0.6 |
|