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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
MKT Advisors
Escondido,
California
| US$1.15億 | -US$1317萬 | -10% | 6.19% | 55.5% | 139 | 10.79% | 0.7 |
|
| 5527 |
5527
Resource Planning Group
Atlanta,
Georgia
| US$1.15億 | -US$509萬 | -4% | 6.12% | 1.9% | 67 | 11.94% | 2.7 |
|
| 5528 |
5528
Tree Line Advisors
Central,
Hong Kong
| US$1.15億 | +US$771萬 | +7% | 8.16% | 670% | 6 | 0% | 1.6 |
|
| 5529 |
5529
Jess S. Morgan & Co
Los Angeles,
California
| US$1.15億 | +US$1849萬 | +19% | 0.44% | 69.3% | 39 | 12.82% | 1.9 |
|
| 5530 |
GCM
5530
Garland Capital Management
Bellevue,
Washington
| US$1.15億 | -US$1900萬 | -14% | 9.71% | 55.7% | 34 | 17.65% | 5.4 |
|
| 5531 |
5531
West Michigan Advisors
Holland,
Michigan
| US$1.15億 | -US$164萬 | -1% | 4.31% | 86.6% | 121 | 13.22% | 0.7 |
|
| 5532 |
5532
Evolution Advisers
Richmond,
Virginia
| US$1.15億 | -US$772萬 | -6% | 6.29% | 44.8% | 152 | 4.61% | 0.7 |
|
| 5533 |
5533
Concentrum Wealth Management
San Jose,
California
| US$1.15億 | -US$711萬 | -6% | 6.08% | 174% | 63 | 23.81% | 1.9 |
|
| 5534 |
5534
Rutabaga Capital Management
Boston,
Massachusetts
| US$1.15億 | -US$1037萬 | -8% | 6.3% | 57% | 48 | 2.08% | 3.7 |
|
| 5535 |
5535
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.15億 | -US$1352萬 | -11% | 3.75% | 98.3% | 19 | 5.26% | 2.6 |
|
| 5536 |
ORC
5536
O'Rourke & Company
Boston,
Massachusetts
| US$1.15億 | -US$330萬 | -3% | 5.78% | 71.9% | 121 | 9.09% | 0.7 |
|
| 5537 |
5537
ETF Store
Overland Park,
Kansas
| US$1.15億 | -US$790萬 | -6% | 5.1% | 61% | 87 | 9.2% | 0.7 |
|
| 5538 |
5538
Melone Private Wealth
Auburn Hills,
Michigan
| US$1.14億 | -US$351萬 | -3% | 6.65% | 30.4% | 57 | 3.51% | 0.7 |
|
| 5539 |
5539
Pinion Investment Advisors
Wichita,
Kansas
| US$1.14億 | -US$557萬 | -5% | 4.73% | 81.7% | 165 | 16.97% | 2.5 |
|
| 5540 |
5540
Prysm Capital
Princeton,
New Jersey
| US$1.14億 | +US$1300萬 | +13% | 27.9% | 46.6% | 1 | 0% | 0.8 |
|
| 5541 |
VFG
5541
V2 Financial group
Naperville,
Illinois
| US$1.14億 | -US$987萬 | -8% | 7.19% | 63.3% | 60 | 6.67% | 1.4 |
|
| 5542 |
5542
Ravenstone Capital Management
Toronto,
| US$1.14億 | -US$946萬 | -8% | 5.9% | 63% | 39 | 7.69% | 1.1 |
|
| 5543 |
5543
Builders Union
London,
United Kingdom
| US$1.14億 | +US$6066萬 | +114% | 8.38% | – | 17 | 82.35% | 0.4 |
|
| 5544 |
5544
Wealth Management Partners
Tucson,
Arizona
| US$1.14億 | -US$64.5萬 | -0.6% | 3.92% | 194% | 102 | 14.71% | 1.5 |
|
| 5545 |
5545
DCM International VI
Menlo Park,
California
| US$1.14億 | -US$1980萬 | -15% | 1.6% | – | 3 | 0% | 0.8 |
|
| 5546 |
5546
Next Level Private
Harrison,
New York
| US$1.14億 | -US$1.48億 | -57% | 4.18% | 95.9% | 184 | 83.15% | 0.3 |
|
| 5547 |
AWM
5547
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$1.14億 | -US$1233萬 | -10% | 5.17% | 73.1% | 165 | 2.42% | 2 |
|
| 5548 |
5548
Solstein Capital
Menlo Park,
California
| US$1.14億 | -US$1709萬 | -13% | 1.96% | 102% | 350 | 14.57% | 1.4 |
|
| 5549 |
5549
Covestor
London,
United Kingdom
| US$1.14億 | -US$1275萬 | -10% | 3.48% | 134% | 2,892 | 20.89% | 0.6 |
|
| 5550 |
SFMG
5550
Sage Financial Management Group
Mclean,
Virginia
| US$1.13億 | -US$2941萬 | -21% | 5.62% | 51.6% | 33 | 12.12% | 0.8 |
|