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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Caxton Corporation
Princeton,
New Jersey
| US$1.23億 | -US$2256萬 | -15% | 11.5% | 512% | 66 | 21.21% | 1 |
|
| 5527 |
5527
Choice Wealth Advisors
Waterville,
Maine
| US$1.23億 | -US$1589萬 | -11% | 0.25% | 60.3% | 30 | 23.33% | 0.5 |
|
| 5528 |
SC
5528
Schiavi & Co
Wilmington,
Delaware
| US$1.23億 | +US$170萬 | +1% | 1.5% | 43.6% | 11 | 0% | 0.6 |
|
| 5529 |
BC
5529
Belmont Capital
Los Angeles,
California
| US$1.23億 | +US$2616萬 | +27% | 1.89% | 182% | 79 | 26.58% | 1 |
|
| 5530 |
5530
Antonetti Capital Management
Naples,
Florida
| US$1.23億 | – | – | 1.22% | – | 421 | – | 1.1 |
|
| 5531 |
5531
Verger Capital Management
Winston-Salem,
North Carolina
| US$1.23億 | +US$49.1萬 | +0.4% | 0.95% | 58.3% | 12 | 0% | 5.1 |
|
| 5532 |
5532
AllGen Financial Advisors
Orlando,
Florida
| US$1.23億 | -US$777萬 | -6% | 0.46% | 39.7% | 36 | 16.67% | 0.6 |
|
| 5533 |
5533
Salvus Wealth Management
Red Bank,
New Jersey
| US$1.23億 | +US$392萬 | +3% | 0.43% | 108% | 103 | 8.74% | 0.6 |
|
| 5534 |
5534
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.22億 | -US$438萬 | -3% | 0.9% | 90% | 51 | 3.92% | 2.7 |
|
| 5535 |
5535
Johnson Midwest Financial
Glidden,
Iowa
| US$1.22億 | +US$2072萬 | +20% | 0.58% | 58.6% | 340 | 17.06% | 0.6 |
|
| 5536 |
WIM
5536
Wilen Investment Management
Bonita Springs,
Florida
| US$1.22億 | +US$592萬 | +5% | 4.22% | 79.9% | 94 | 41.49% | 3.3 |
|
| 5537 |
ICMP
5537
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.22億 | -US$540萬 | -4% | 0.74% | 39.7% | 84 | 25% | 1.3 |
|
| 5538 |
5538
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.22億 | -US$687萬 | -5% | 7.41% | 46.8% | 5 | 0% | 4.2 |
|
| 5539 |
5539
Index Venture Associates III
St. Helier, Channel Islands,
Jersey
| US$1.22億 | -US$7782萬 | -39% | 13.9% | – | 1 | 0% | 0.8 |
|
| 5540 |
5540
Cruiser Capital Advisors
Stamford,
Connecticut
| US$1.22億 | +US$384萬 | +3% | 0.83% | 192% | 83 | 54.22% | 0.6 |
|
| 5541 |
5541
Relaxing Retirement Coach
Wellesley,
Massachusetts
| US$1.22億 | +US$439萬 | +4% | 1.43% | 28.6% | 49 | 10.2% | 3 |
|
| 5542 |
5542
Prairiewood Capital
Fargo,
North Dakota
| US$1.22億 | +US$479萬 | +4% | 1.08% | 42.6% | 78 | 28.21% | 0.6 |
|
| 5543 |
5543
CAMG Solamere Management
Charlotte,
North Carolina
| US$1.22億 | +US$596萬 | +5% | 0.15% | 51.7% | 86 | 9.3% | 2.8 |
|
| 5544 |
BC
5544
Breakline Capital
New York
| US$1.22億 | +US$7242萬 | +147% | 1.01% | – | 33 | 63.64% | 0.4 |
|
| 5545 |
5545
Aufman Associates
Sewickley,
Pennsylvania
| US$1.22億 | -US$809萬 | -6% | 2.91% | 141% | 51 | 13.73% | 1.3 |
|
| 5546 |
STC
5546
Sarah T. Connolly
| US$1.22億 | -US$89.6萬 | -0.7% | 1.46% | 35% | 96 | 5.21% | 0.7 |
|
| 5547 |
5547
Brown Financial Advisory
Fairhope,
Alabama
| US$1.21億 | +US$141萬 | +1% | 1.24% | 73.2% | 26 | 0% | 0.8 |
|
| 5548 |
5548
Better Money Decisions
Santa Fe,
New Mexico
| US$1.21億 | +US$951萬 | +9% | 0.6% | 32.7% | 668 | 11.68% | 0.4 |
|
| 5549 |
5549
Diamant Asset Management
Ridgefield,
Connecticut
| US$1.21億 | – | – | 0.27% | 83.6% | 67 | – | 3.1 |
|
| 5550 |
5550
FTV Management Company
San Francisco,
California
| US$1.21億 | – | – | 46.8% | 15.1% | 1 | – | 0 |
|