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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Constitution Capital
Shelton,
Connecticut
| US$1.9億 | +US$1247萬 | +7% | 4.38% | 91.1% | 64 | 6.25% | 2.5 |
|
| 5452 |
APSI
5452
Asset Planning Services Inc
Covington,
Louisiana
| US$1.9億 | +US$1060萬 | +6% | 8.63% | 138% | 35 | 0% | 4.9 |
|
| 5453 |
5453
Foresight Group
London,
United Kingdom
| US$1.89億 | +US$479萬 | +3% | 2.31% | – | 34 | 8.82% | 0.4 |
|
| 5454 |
5454
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$1.89億 | -US$96.3萬 | -0.5% | 0.46% | 82.3% | 143 | 1.4% | 3.2 |
|
| 5455 |
5455
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| US$1.89億 | -US$5531萬 | -23% | 4.61% | 61.4% | 6 | 16.67% | 1.5 |
|
| 5456 |
5456
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$1.89億 | +US$988萬 | +6% | 1.97% | 73.7% | 85 | 10.59% | 4.3 |
|
| 5457 |
5457
DCM Advisors
New York
| US$1.89億 | -US$5315萬 | -22% | 1.09% | 99.3% | 78 | 37.18% | 2.4 |
|
| 5458 |
5458
Hansen & Associates Financial Group
Roseville,
California
| US$1.89億 | +US$1445萬 | +8% | 3.28% | 56.5% | 22 | 68.18% | 0.2 |
|
| 5459 |
5459
Catalyst Private Wealth
San Mateo,
California
| US$1.89億 | -US$189萬 | -1% | 1.38% | 120% | 83 | 13.25% | 2.4 |
|
| 5460 |
WFA
5460
WMG Financial Advisors
Knoxville,
Tennessee
| US$1.89億 | +US$1421萬 | +8% | 1.1% | 73.8% | 173 | 25.43% | 1.3 |
|
| 5461 |
5461
Peirce Capital Management
The Woodlands,
Texas
| US$1.89億 | +US$673萬 | +4% | 0.7% | 56.6% | 41 | 12.2% | 0.5 |
|
| 5462 |
MI
5462
Moneywise Inc
Forest,
Virginia
| US$1.89億 | +US$488萬 | +3% | 0.43% | 60.8% | 62 | 12.9% | 3.3 |
|
| 5463 |
5463
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.89億 | -US$316萬 | -2% | 0.55% | 47.9% | 111 | 25.23% | 2.8 |
|
| 5464 |
5464
Rise Advisors
Rochester,
New York
| US$1.89億 | +US$105萬 | +0.6% | 1.22% | 62.8% | 1,290 | 5.89% | 1.1 |
|
| 5465 |
5465
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| US$1.89億 | -US$2462萬 | -12% | 3.76% | 78.7% | 25 | 16% | 1.6 |
|
| 5466 |
5466
Jupiter Wealth Management
Glendale,
Colorado
| US$1.89億 | -US$26.9萬 | -0.1% | 4.9% | 99.2% | 101 | 12.87% | 2.3 |
|
| 5467 |
5467
McNaughton Wealth Management
San Diego,
California
| US$1.89億 | +US$823萬 | +5% | 1.48% | 55.6% | 55 | 7.27% | 3.5 |
|
| 5468 |
KCM
5468
Kempner Capital Management
Galveston,
Texas
| US$1.89億 | +US$414萬 | +2% | 1.06% | 60.9% | 56 | 19.64% | 4.1 |
|
| 5469 |
5469
Choice Wealth Advisors
Waterville,
Maine
| US$1.89億 | +US$2339萬 | +14% | 2.08% | 60.3% | 29 | 10.34% | 1.5 |
|
| 5470 |
5470
Financial Avengers
Oakland,
California
| US$1.88億 | -US$65.8萬 | -0.3% | 9.71% | 108% | 172 | 20.93% | 2.6 |
|
| 5471 |
5471
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$1.88億 | -US$268萬 | -1% | 4.88% | 83.4% | 23 | 21.74% | 1.6 |
|
| 5472 |
AC
5472
Athos Capital
Hong Kong
| US$1.88億 | +US$9483萬 | +101% | 2.51% | 101% | 56 | 51.79% | 0.6 |
|
| 5473 |
5473
Pioneer Wealth Management Group
Austin,
Texas
| US$1.88億 | +US$1334萬 | +8% | 0.07% | – | 42 | 11.9% | 1.2 |
|
| 5474 |
5474
Ascension Capital Advisors
Houston,
Texas
| US$1.88億 | +US$842萬 | +5% | 0.05% | 64.1% | 33 | 15.15% | 2.7 |
|
| 5475 |
5475
Mirabaud Asset Management (France)
Paris,
France
| US$1.88億 | -US$3408萬 | -15% | 0% | – | 20 | 0% | 0.2 |
|