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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
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.51億 | -US$575萬 | -4% | 6.03% | 44% | 4 | 50% | 1.1 |
|
| 5527 |
5527
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.51億 | -US$3485萬 | -19% | 13.8% | 164% | 33 | 6.06% | 3.7 |
|
| 5528 |
5528
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$1.51億 | +US$9644萬 | +178% | 9.75% | 40.5% | 4 | 75% | 0.1 |
|
| 5529 |
5529
Briggs Advisory Group
Lincoln,
Rhode Island
| US$1.51億 | +US$405萬 | +3% | 4.46% | – | 52 | 5.77% | 0.2 |
|
| 5530 |
5530
Omnia Family Wealth
Aventura,
Florida
| US$1.51億 | -US$1385萬 | -8% | 2.52% | 87.5% | 79 | 17.72% | 3.6 |
|
| 5531 |
5531
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.51億 | -US$1704萬 | -10% | 1.47% | – | 198 | 38.38% | 1.7 |
|
| 5532 |
5532
WJ Wealth Management
Glendale,
Arizona
| US$1.5億 | -US$1689萬 | -10% | 0.56% | 95.6% | 63 | 34.92% | 1.2 |
|
| 5533 |
5533
Covestor
London,
United Kingdom
| US$1.5億 | +US$7888萬 | +111% | 1.81% | 134% | 2,587 | 13.07% | 0.2 |
|
| 5534 |
5534
Delta Capital Management
Red Bank,
New Jersey
| US$1.5億 | -US$2871萬 | -16% | 2.89% | 129% | 89 | 12.36% | 5.1 |
|
| 5535 |
5535
Mach-1 Financial Group
Rogers,
Arkansas
| US$1.5億 | -US$924萬 | -6% | 6% | 85.3% | 349 | 42.69% | 0.3 |
|
| 5536 |
5536
EDBI Pte Ltd
Singapore
| US$1.5億 | -US$3392萬 | -18% | 29.4% | 6.21% | 23 | 21.74% | 0.2 |
|
| 5537 |
5537
Ardent Capital Management
Cincinnati,
Ohio
| US$1.5億 | -US$57.3萬 | -0.4% | 2.94% | 87.2% | 28 | 10.71% | 0.3 |
|
| 5538 |
5538
Calixto Global Investors
Coral Gables,
Florida
| US$1.5億 | -US$3318萬 | -18% | 9.64% | 180% | 13 | 69.23% | 0.9 |
|
| 5539 |
5539
Satovsky Asset Management
New York
| US$1.5億 | +US$60.9萬 | +0.4% | 1.51% | 53.6% | 41 | 26.83% | 0.8 |
|
| 5540 |
5540
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$1.5億 | -US$41.7萬 | -0.3% | 5.19% | 69% | 56 | 25% | 0.2 |
|
| 5541 |
5541
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$1.5億 | -US$177萬 | -1% | 0.09% | 71.6% | 39 | 23.08% | 1.1 |
|
| 5542 |
5542
KEB Asset Management
Springfield,
Illinois
| US$1.5億 | -US$675萬 | -4% | 2.45% | 70.3% | 54 | 24.07% | 0.2 |
|
| 5543 |
5543
Mudita Advisors
London,
United Kingdom
| US$1.5億 | +US$3867萬 | +35% | 17.7% | 143% | 21 | 14.29% | 0.3 |
|
| 5544 |
5544
HighMark Wealth Management
St. Paul,
Minnesota
| US$1.5億 | -US$824萬 | -5% | 4.71% | 110% | 555 | 15.5% | 1.5 |
|
| 5545 |
5545
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.5億 | -US$2371萬 | -14% | 2.89% | 51.3% | 127 | 21.26% | 1.9 |
|
| 5546 |
AA
5546
AF Advisors
Sacramento,
California
| US$1.49億 | -US$2458萬 | -14% | 7.37% | 14.8% | 25 | 48% | 1.6 |
|
| 5547 |
5547
Beta Wealth Group
San Diego,
California
| US$1.49億 | +US$1079萬 | +8% | 5.79% | 51.2% | 100 | 49% | 0.7 |
|
| 5548 |
5548
Benedetti & Gucer
Atlanta,
Georgia
| US$1.49億 | +US$186萬 | +1% | 3.8% | 42.7% | 112 | 30.36% | 0.6 |
|
| 5549 |
5549
Starr International Company
Zug,
Switzerland
| US$1.49億 | +US$8944萬 | +149% | 63% | 26.1% | 3 | 0% | 4 |
|
| 5550 |
5550
Retirement Guys Formula
Maumee,
Ohio
| US$1.49億 | +US$2328萬 | +18% | 3.04% | 75.7% | 149 | 34.23% | 0.2 |
|