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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
Warther Private Wealth
Akron,
Ohio
| US$1.34億 | +US$720萬 | +6% | 10.4% | 94.1% | 89 | 21.35% | 1.1 |
|
| 5527 |
JPLA
5527
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$1.34億 | +US$617萬 | +5% | 6.12% | 84% | 117 | 11.11% | 2.9 |
|
| 5528 |
5528
Hassell Wealth Management
Houma,
Louisiana
| US$1.33億 | – | – | 8.62% | 49.7% | 21 | – | 0 |
|
| 5529 |
5529
Seelaus Asset Management
Chatham,
New Jersey
| US$1.33億 | +US$748萬 | +6% | 10.4% | 134% | 222 | 16.67% | 2.3 |
|
| 5530 |
5530
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$1.33億 | -US$1.08億 | -45% | 0.62% | 66.5% | 195 | 88.72% | 0.1 |
|
| 5531 |
5531
Tacita Capital
Toronto,
Ontario, Canada
| US$1.33億 | +US$436萬 | +3% | 7.71% | 77.5% | 204 | 7.84% | 1.7 |
|
| 5532 |
5532
Bennett Selby Investments
Falmouth,
Maine
| US$1.33億 | +US$824萬 | +7% | 6.72% | 82.1% | 58 | 15.52% | 1.5 |
|
| 5533 |
LA
5533
Latitude Advisors
Vero Beach,
Florida
| US$1.33億 | +US$1233萬 | +10% | 4.82% | 79.6% | 171 | 20.47% | 1.4 |
|
| 5534 |
5534
Pacific Financial Group
Bellevue,
Washington
| US$1.33億 | +US$2178萬 | +20% | 5.03% | 61.1% | 54 | 7.41% | 5.4 |
|
| 5535 |
5535
Rain Capital Management
Lake Oswego,
Oregon
| US$1.33億 | +US$502萬 | +4% | 5.74% | 18.2% | 101 | 33.66% | 2 |
|
| 5536 |
SGL
5536
Sonic GP LLC
Honolulu,
Hawaii
| US$1.33億 | – | – | 12.3% | – | 25 | – | 0 |
|
| 5537 |
5537
Patron Partners
Houston,
Texas
| US$1.33億 | +US$1290萬 | +11% | 10% | 99.5% | 175 | 13.71% | 1.5 |
|
| 5538 |
5538
Choice Wealth Advisors
Waterville,
Maine
| US$1.33億 | +US$1369萬 | +11% | 5.76% | 60.3% | 26 | 19.23% | 0.4 |
|
| 5539 |
MA
5539
Menlo Advisors
Menlo Park,
California
| US$1.33億 | -US$949萬 | -7% | 6.88% | 108% | 30 | 10% | 5.8 |
|
| 5540 |
5540
Founders Capital Management (Texas)
Houston,
Texas
| US$1.33億 | +US$1053萬 | +9% | 15.4% | 131% | 404 | 4.95% | 3.3 |
|
| 5541 |
SV
5541
Stilwell Value
New York
| US$1.33億 | -US$635萬 | -5% | 7.88% | 87.9% | 43 | 16.28% | 3.5 |
|
| 5542 |
5542
Kelleher Financial Advisors
New York
| US$1.33億 | -US$639萬 | -5% | 7.72% | 80.3% | 127 | 25.98% | 3.9 |
|
| 5543 |
5543
ELCO Management
New York
| US$1.33億 | +US$745萬 | +6% | 8.14% | 98.3% | 154 | 18.83% | 3.1 |
|
| 5544 |
TCM
5544
Tao Capital Management
San Francisco,
California
| US$1.33億 | -US$1956萬 | -13% | 42.3% | 314% | 19 | 26.32% | 1.6 |
|
| 5545 |
5545
SMART Wealth
Omaha,
Nebraska
| US$1.33億 | – | – | 3.71% | 83.6% | 84 | – | 0 |
|
| 5546 |
5546
Hiddenite Capital Partners
New York
| US$1.33億 | +US$3146萬 | +31% | 11% | 466% | 52 | 46.15% | 0.4 |
|
| 5547 |
5547
S.A. Mason
Holland,
Michigan
| US$1.33億 | +US$637萬 | +5% | 10.8% | 116% | 329 | 6.99% | 2.6 |
|
| 5548 |
5548
Nierenberg Investment Management Company
Camas,
Washington
| US$1.33億 | +US$1241萬 | +10% | 14.1% | 135% | 43 | 16.28% | 1.3 |
|
| 5549 |
5549
Financial Designs
Claremont,
California
| US$1.33億 | – | – | 4.62% | 49% | 15 | – | 0 |
|
| 5550 |
5550
True Signal
New York
| US$1.33億 | – | – | 13.4% | – | 74 | – | 0 |
|