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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
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$2.27億 | +US$157萬 | +0.7% | 12.3% | 103% | 45 | 13.33% | 4.8 |
|
| 5402 |
5402
HFM Investment Advisors
Glassboro,
New Jersey
| US$2.27億 | +US$2127萬 | +10% | 7.3% | – | 1,329 | 13.69% | 0.2 |
|
| 5403 |
5403
Lind Value II ApS
Aarhus C,
Denmark
| US$2.27億 | +US$198萬 | +0.9% | 16.9% | – | 12 | 41.67% | 0.5 |
|
| 5404 |
5404
Powers Advisory Group
Highland,
Illinois
| US$2.27億 | +US$1749萬 | +8% | 5.01% | 49.8% | 116 | 8.62% | 2.5 |
|
| 5405 |
5405
Applied Capital
Little Rock,
Arkansas
| US$2.27億 | +US$2345萬 | +12% | 8.68% | 52.6% | 47 | 2.13% | 2.5 |
|
| 5406 |
5406
Abound Financial
Granite Bay,
California
| US$2.27億 | +US$2956萬 | +15% | 9.32% | – | 270 | 75.56% | 0.5 |
|
| 5407 |
5407
Dover Advisors
Richmond,
Virginia
| US$2.27億 | -US$251萬 | -1% | 9.34% | 65% | 177 | 16.38% | 1.4 |
|
| 5408 |
AV
5408
Aspiring Ventures
Cincinnati,
Ohio
| US$2.27億 | +US$4712萬 | +26% | 27.6% | – | 62 | 11.29% | 0.4 |
|
| 5409 |
5409
SimpliFi Inc
San Diego,
California
| US$2.27億 | +US$902萬 | +4% | 3.94% | 27.9% | 42 | 4.76% | 3.2 |
|
| 5410 |
BIA
5410
Bigelow Investment Advisors
Portland,
Maine
| US$2.27億 | +US$1643萬 | +8% | 7.99% | 75.7% | 151 | 5.96% | 4.8 |
|
| 5411 |
KLP
5411
Kent Lake PR
Anasco,
Puerto Rico
| US$2.27億 | +US$1018萬 | +5% | 8.95% | – | 45 | 44.44% | 0.4 |
|
| 5412 |
5412
O'Connor Financial Group
Quincy,
Illinois
| US$2.27億 | +US$3436萬 | +18% | 7.1% | 48.4% | 63 | 17.46% | 1.5 |
|
| 5413 |
5413
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$2.27億 | +US$1544萬 | +7% | 8.13% | 64.8% | 83 | 7.23% | 3.8 |
|
| 5414 |
5414
Plum Street Advisors
New Orleans,
Louisiana
| US$2.27億 | +US$1907萬 | +9% | 6.39% | – | 87 | 8.05% | 1.2 |
|
| 5415 |
5415
RPD Fund Management
New York
| US$2.27億 | +US$4002萬 | +21% | 0.1% | – | 8 | 25% | 0.4 |
|
| 5416 |
5416
Grunden Financial Advisory
Denton,
Texas
| US$2.26億 | +US$2062萬 | +10% | 6.51% | – | 31 | 19.35% | 1.1 |
|
| 5417 |
TSM
5417
Two Star Manager
Miami Beach,
Florida
| US$2.26億 | +US$1895萬 | +9% | 14.3% | – | 16 | 18.75% | 1 |
|
| 5418 |
5418
Kondo Wealth Advisors
Pasadena,
California
| US$2.26億 | +US$2362萬 | +12% | 8.06% | – | 68 | 11.76% | 0.4 |
|
| 5419 |
5419
Tenon Financial
Metuchen,
New Jersey
| US$2.26億 | +US$6483萬 | +40% | 9.46% | – | 46 | 0% | 1.1 |
|
| 5420 |
5420
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$2.26億 | +US$1189萬 | +6% | 5.35% | 82.3% | 145 | 0.69% | 4 |
|
| 5421 |
WAM
5421
Westport Asset Management
Southport,
Connecticut
| US$2.26億 | +US$2008萬 | +10% | 11.4% | 73.2% | 76 | 2.63% | 6.9 |
|
| 5422 |
5422
Strathmore Capital Advisors
Charlotte,
North Carolina
| US$2.26億 | – | – | 7.54% | – | 100 | – | 0.2 |
|
| 5423 |
BCM
5423
Birmingham Capital Management
Birmingham,
Alabama
| US$2.26億 | -US$3962萬 | -15% | 4.53% | 103% | 110 | 10.91% | 9 |
|
| 5424 |
5424
Corundum Group
Colorado Springs,
Colorado
| US$2.26億 | +US$1765萬 | +8% | 9.58% | 89.5% | 105 | 8.57% | 5 |
|
| 5425 |
5425
GKV Capital Management
Walnut Creek,
California
| US$2.26億 | +US$2480萬 | +12% | 19% | – | 172 | 54.07% | 0.5 |
|