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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
BRC
5426
Bell Rock Capital
Rehoboth Beach,
Delaware
| US$1.29億 | +US$2143萬 | +20% | 11.8% | – | 133 | 93.98% | 1.1 |
|
| 5427 |
5427
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$1.29億 | -US$1671萬 | -12% | 15.7% | 73% | 40 | 15% | 1.7 |
|
| 5428 |
5428
Lansing Street Advisors
Ambler,
Pennsylvania
| US$1.29億 | -US$2855萬 | -18% | 11.1% | – | 318 | 21.38% | 0.2 |
|
| 5429 |
5429
Caliber Wealth Management (Utah)
Orem,
Utah
| US$1.29億 | -US$2818萬 | -18% | 17.9% | 36.5% | 74 | 31.08% | 1 |
|
| 5430 |
5430
RiverTree Advisors
Winter Park,
Florida
| US$1.28億 | -US$2009萬 | -14% | 10.1% | 25.4% | 41 | 43.9% | 0.6 |
|
| 5431 |
5431
Lloyd Advisory Services
Suwanee,
Georgia
| US$1.28億 | -US$8624萬 | -40% | 12.7% | 51.1% | 611 | 90.02% | 1.8 |
|
| 5432 |
MI
5432
Moneywise Inc
Forest,
Virginia
| US$1.28億 | -US$2352萬 | -15% | 14% | 60.8% | 57 | 24.56% | 3.2 |
|
| 5433 |
5433
Wealth Quarterback
Toms River,
New Jersey
| US$1.28億 | – | – | 9.88% | 109% | 118 | – | 1.9 |
|
| 5434 |
YRHAM
5434
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$1.28億 | +US$5747萬 | +81% | 25.6% | 1,944% | 18 | 61.11% | 0.3 |
|
| 5435 |
5435
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$1.28億 | -US$1403萬 | -10% | 12.3% | 56.7% | 42 | 16.67% | 1.6 |
|
| 5436 |
5436
MKT Advisors
Escondido,
California
| US$1.28億 | -US$426萬 | -3% | 12.8% | 55.5% | 148 | 11.49% | 0.5 |
|
| 5437 |
5437
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$1.28億 | -US$9015萬 | -41% | 14.5% | 65% | 31 | 22.58% | 2.5 |
|
| 5438 |
5438
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.28億 | -US$4246萬 | -25% | 20.3% | 98.3% | 21 | 28.57% | 2.4 |
|
| 5439 |
5439
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$1.28億 | -US$1911萬 | -13% | 12.5% | 87.2% | 100 | 47% | 1.6 |
|
| 5440 |
5440
Joule Financial
Lexington,
Kentucky
| US$1.28億 | – | – | 11.8% | 55.5% | 78 | – | 0 |
|
| 5441 |
5441
Fairfield University
Fairfield,
Connecticut
| US$1.28億 | +US$638萬 | +5% | 15.1% | 70.6% | 4 | 0% | 5.1 |
|
| 5442 |
5442
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.28億 | -US$2290萬 | -15% | 16.9% | 44% | 4 | 25% | 1.7 |
|
| 5443 |
5443
IDG China Venture Capital Fund V Associates
Hong Kong
| US$1.28億 | +US$2042萬 | +19% | 19% | 7.34% | 1 | 0% | 0.5 |
|
| 5444 |
5444
Mad River Investors
Boston,
Massachusetts
| US$1.28億 | -US$162萬 | -1% | 1.84% | 169% | 29 | 6.9% | 3.5 |
|
| 5445 |
GCM
5445
Granby Capital Management
Miami Beach,
Florida
| US$1.28億 | +US$1096萬 | +9% | 13.1% | 50% | 61 | 37.7% | 0.7 |
|
| 5446 |
GBI
5446
GP Brinson Investments
Chicago,
Illinois
| US$1.28億 | -US$2393萬 | -16% | 15.6% | 51.2% | 16 | 0% | 1.2 |
|
| 5447 |
5447
Metavasi Capital
Larchmont,
New York
| US$1.28億 | -US$5740萬 | -31% | 17.5% | 840% | 35 | 60% | 0.3 |
|
| 5448 |
5448
Bancreek Capital Management
Santa Monica,
California
| US$1.28億 | -US$2530萬 | -17% | 13% | 33.6% | 29 | 10.34% | 0.5 |
|
| 5449 |
LCH
5449
Lee Capital Holdings
New York
| US$1.28億 | -US$5079萬 | -28% | 21.5% | 34.4% | 74 | 55.41% | 1.6 |
|
| 5450 |
5450
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.28億 | -US$5350萬 | -30% | 5.71% | 27.1% | 73 | 50.68% | 0.9 |
|