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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 |
5426
GKV Capital Management
Walnut Creek,
California
| US$2.26億 | +US$2480萬 | +12% | 19% | – | 172 | 54.07% | 0.5 |
|
| 5427 |
5427
Altus Wealth Group
Colorado Springs,
Colorado
| US$2.26億 | +US$1246萬 | +6% | 10.1% | 76.7% | 143 | 10.49% | 2.7 |
|
| 5428 |
5428
Victrix Investment Advisors
Stuart,
Florida
| US$2.26億 | +US$3557萬 | +19% | 11.2% | – | 106 | 13.21% | 0.4 |
|
| 5429 |
5429
Mendel Money Management
Northbrook,
Illinois
| US$2.26億 | +US$1474萬 | +7% | 9.72% | 88.8% | 145 | 8.28% | 4.1 |
|
| 5430 |
5430
GS Investments
Minneapolis,
Minnesota
| US$2.26億 | +US$1353萬 | +6% | 11.4% | 108% | 122 | 7.38% | 4.3 |
|
| 5431 |
5431
Towerpoint Wealth
Sacramento,
California
| US$2.26億 | +US$2389萬 | +12% | 8.35% | 67.7% | 93 | 13.98% | 3.8 |
|
| 5432 |
5432
Cruiser Capital Advisors
Stamford,
Connecticut
| US$2.26億 | +US$1.51億 | +203% | 13.8% | 192% | 60 | 35% | 1.8 |
|
| 5433 |
5433
Peirce Capital Management
The Woodlands,
Texas
| US$2.26億 | +US$2343萬 | +12% | 7.45% | 56.6% | 46 | 26.09% | 1.1 |
|
| 5434 |
5434
Waterfall Asset Management
New York
| US$2.26億 | +US$3609萬 | +19% | 4.24% | 29.7% | 12 | 41.67% | 0.5 |
|
| 5435 |
5435
Haven Private
Orlando,
Florida
| US$2.26億 | +US$4874萬 | +28% | 11.5% | – | 193 | 35.23% | 0.3 |
|
| 5436 |
SC
5436
Schulhoff & Co
Cincinnati,
Ohio
| US$2.25億 | -US$49.6萬 | -0.2% | 1.71% | 58.8% | 135 | 2.96% | 7.8 |
|
| 5437 |
5437
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$2.25億 | +US$746萬 | +3% | 13.2% | 116% | 63 | 19.05% | 5.1 |
|
| 5438 |
LP
5438
LGL Partners
Philadelphia,
Pennsylvania
| US$2.25億 | +US$1798萬 | +9% | 8.69% | 68.9% | 59 | 13.56% | 4.3 |
|
| 5439 |
5439
Pavion Blue Capital
Newport Beach,
California
| US$2.25億 | +US$1536萬 | +7% | 9.65% | 87.8% | 106 | 7.55% | 4 |
|
| 5440 |
5440
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$2.25億 | +US$1833萬 | +9% | 6.73% | 42.7% | 73 | 12.33% | 3.2 |
|
| 5441 |
5441
Avaii Wealth Management
Appleton,
Wisconsin
| US$2.25億 | +US$3777萬 | +20% | 13.3% | 100% | 142 | 19.72% | 1.7 |
|
| 5442 |
5442
FIDELIS iM
Medford,
Oregon
| US$2.25億 | +US$892萬 | +4% | 6.05% | 44.8% | 24 | 16.67% | 2.9 |
|
| 5443 |
5443
AJ Advisors
Nashville,
Tennessee
| US$2.25億 | +US$2941萬 | +15% | 8.97% | 64.6% | 38 | 13.16% | 1.8 |
|
| 5444 |
5444
Catalyst Private Wealth
San Mateo,
California
| US$2.25億 | +US$1945萬 | +9% | 11.3% | 120% | 85 | 15.29% | 3.2 |
|
| 5445 |
5445
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.25億 | +US$871萬 | +4% | 8.51% | 128% | 137 | 16.06% | 3.3 |
|
| 5446 |
5446
Exeter Financial
Scottsdale,
Arizona
| US$2.25億 | +US$175萬 | +0.8% | 4.18% | 59.1% | 93 | 5.38% | 5.7 |
|
| 5447 |
BWA
5447
BlueChip Wealth Advisors
Milton,
Georgia
| US$2.25億 | +US$2096萬 | +10% | 7.08% | 62.2% | 171 | 12.87% | 1 |
|
| 5448 |
5448
Cora Capital Advisors
Marlton,
New Jersey
| US$2.25億 | +US$1603萬 | +8% | 8.57% | 80.3% | 116 | 12.07% | 1.8 |
|
| 5449 |
5449
Socha Financial Group
Corning,
New York
| US$2.25億 | +US$1998萬 | +10% | 13.8% | 88.4% | 26 | 26.92% | 2 |
|
| 5450 |
5450
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$2.25億 | +US$2371萬 | +12% | 12.5% | 125% | 242 | 9.5% | 2.7 |
|