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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Solitude Financial Services
Charlottesville,
Virginia
| US$1.38億 | +US$1381萬 | +11% | 6.3% | 62.4% | 45 | 17.78% | 0.4 |
|
| 5402 |
5402
Horizon Financial Services
Winston Salem,
North Carolina
| US$1.38億 | +US$2379萬 | +21% | 4.23% | 42.6% | 172 | 52.91% | 0.4 |
|
| 5403 |
5403
Fure Financial Corporation
Bloomington,
Minnesota
| US$1.38億 | +US$1019萬 | +8% | 5.73% | 59.5% | 87 | 77.01% | 0.7 |
|
| 5404 |
5404
Amtrust Financial Services
New York
| US$1.37億 | -US$2014萬 | -13% | 4.1% | 61.9% | 96 | 48.96% | 0.6 |
|
| 5405 |
5405
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.37億 | +US$728萬 | +6% | 8.04% | 44% | 2 | 0% | 1.4 |
|
| 5406 |
5406
Mountaineer Partners Management
New York
| US$1.37億 | -US$541萬 | -4% | 5.06% | 129% | 19 | 47.37% | 1 |
|
| 5407 |
ASI
5407
Advisory Services & Investments
Bend,
Oregon
| US$1.37億 | +US$1413萬 | +11% | 6.26% | 19.9% | 23 | 4.35% | 0.2 |
|
| 5408 |
5408
Round Rock Advisors
Wilton,
Connecticut
| US$1.37億 | +US$1135萬 | +9% | 6.14% | 94.6% | 71 | 9.86% | 0.4 |
|
| 5409 |
5409
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$1.37億 | – | – | 5.67% | 64.3% | 120 | – | 0 |
|
| 5410 |
5410
Moulton Wealth Management
Spokane,
Washington
| US$1.37億 | +US$451萬 | +3% | 5.31% | 47.8% | 42 | 33.33% | 0.5 |
|
| 5411 |
5411
Planning Directions
Glen Mills,
Pennsylvania
| US$1.37億 | +US$978萬 | +8% | 3.65% | 46.3% | 71 | 14.08% | 1.2 |
|
| 5412 |
CWM
5412
Capital Wealth Management
W. Warwick,
Rhode Island
| US$1.37億 | +US$1048萬 | +8% | 5.57% | 51.3% | 37 | 16.22% | 2.1 |
|
| 5413 |
5413
Bank of Marin
Novato,
California
| US$1.37億 | +US$1026萬 | +8% | 8.86% | 94.6% | 129 | 5.43% | 1.2 |
|
| 5414 |
5414
EMJ Capital
Toronto,
Ontario, Canada
| US$1.36億 | -US$3.17億 | -70% | 4.02% | – | 39 | 74.36% | 0.2 |
|
| 5415 |
5415
Alta Wealth Advisors
Woburn,
Massachusetts
| US$1.36億 | +US$1684萬 | +14% | 9.75% | 134% | 146 | 12.33% | 0.4 |
|
| 5416 |
5416
Cairn Investment Group
Vancouver,
Washington
| US$1.36億 | +US$1616萬 | +13% | 5.57% | 67.4% | 77 | 15.58% | 1.2 |
|
| 5417 |
5417
JNE Partners
London,
United Kingdom
| US$1.36億 | -US$2240萬 | -14% | 0.41% | 100% | 14 | 57.14% | 0.4 |
|
| 5418 |
MRCP
5418
Manor Road Capital Partners
New York
| US$1.36億 | +US$149萬 | +1% | 13.7% | 78.3% | 9 | 0% | 1.8 |
|
| 5419 |
5419
HighMark Wealth Management
St. Paul,
Minnesota
| US$1.36億 | +US$1063萬 | +8% | 6.4% | 110% | 539 | 15.77% | 1 |
|
| 5420 |
5420
Summit Place Financial Advisors
Summit,
New Jersey
| US$1.36億 | +US$1176萬 | +9% | 6.87% | 111% | 106 | 8.49% | 0.8 |
|
| 5421 |
5421
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| US$1.36億 | +US$600萬 | +5% | 9.06% | 82.2% | 59 | 25.42% | 0.9 |
|
| 5422 |
5422
Capital Square
Chattanooga,
Tennessee
| US$1.36億 | +US$113萬 | +0.8% | 6.56% | 62.5% | 160 | 20% | 1.1 |
|
| 5423 |
PM
5423
Parametrica Management
Wanchai,
Hong Kong
| US$1.35億 | -US$7263萬 | -35% | 13% | 543% | 205 | 75.61% | 0.3 |
|
| 5424 |
5424
Range Financial Group
Tigard,
Oregon
| US$1.35億 | +US$2548萬 | +23% | 9.04% | 195% | 184 | 36.41% | 0.2 |
|
| 5425 |
5425
Vaughan & Co Securities
Ridgewood,
New Jersey
| US$1.35億 | +US$1138萬 | +9% | 5.98% | 70.7% | 54 | 5.56% | 1.2 |
|