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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
Cox Capital Management
Andover,
Massachusetts
| US$1.42億 | +US$654萬 | +5% | 3.06% | 106% | 92 | 25% | 3.1 |
|
| 5527 |
5527
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.42億 | +US$389萬 | +3% | 2.47% | 60.9% | 63 | 12.7% | 2 |
|
| 5528 |
5528
Prairie Sky Financial Group
Lake Bluff,
Illinois
| US$1.42億 | -US$507萬 | -3% | 2.75% | – | 83 | 10.84% | 0.2 |
|
| 5529 |
5529
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.42億 | -US$1337萬 | -9% | 3.79% | 151% | 104 | 13.46% | 1.8 |
|
| 5530 |
WCM
5530
Westerly Capital Management
San Francisco,
California
| US$1.42億 | -US$4803萬 | -25% | 6.04% | 116% | 58 | 32.76% | 1 |
|
| 5531 |
5531
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$1.42億 | +US$67.3萬 | +0.5% | 2.34% | 69% | 51 | 11.76% | 0.6 |
|
| 5532 |
FCFC
5532
First Citizens Financial Corp
Mason City,
Iowa
| US$1.42億 | -US$525萬 | -4% | 3.17% | 72.9% | 117 | 9.4% | 2.5 |
|
| 5533 |
BM
5533
Bislett Management
Palo Alto,
California
| US$1.42億 | -US$1274萬 | -8% | 3.46% | 19.8% | 16 | 25% | 5.5 |
|
| 5534 |
GCM
5534
Garland Capital Management
Bellevue,
Washington
| US$1.42億 | -US$687萬 | -5% | 2.86% | 55.7% | 36 | 8.33% | 5.2 |
|
| 5535 |
5535
Sensible Money
Scottsdale,
Arizona
| US$1.42億 | +US$432萬 | +3% | 2.92% | 69.1% | 75 | 4% | 0.7 |
|
| 5536 |
5536
Resolute Capital Asset Partners
Denver,
Colorado
| US$1.42億 | +US$104萬 | +0.7% | 6.81% | 657% | 52 | 63.46% | 0.4 |
|
| 5537 |
5537
Matisse Capital
Portland,
Oregon
| US$1.42億 | -US$1953萬 | -12% | 5.08% | 73.3% | 181 | 13.26% | 1.3 |
|
| 5538 |
5538
Choice Wealth Advisors
Waterville,
Maine
| US$1.42億 | -US$539萬 | -4% | 3.7% | 60.3% | 23 | 0% | 1.2 |
|
| 5539 |
5539
Profit Investment Management
North Bethesda,
Maryland
| US$1.41億 | -US$1245萬 | -8% | 4.61% | 101% | 76 | 6.58% | 6.8 |
|
| 5540 |
5540
Beacon Investment Advisors
Gaithersburg,
Maryland
| US$1.41億 | -US$505萬 | -3% | 2.82% | 96.4% | 132 | 12.88% | 0.7 |
|
| 5541 |
5541
Mad River Investors
Boston,
Massachusetts
| US$1.41億 | +US$605萬 | +4% | 17.6% | 169% | 28 | 14.29% | 3.9 |
|
| 5542 |
5542
West Bancorporation
West Des Moines,
Iowa
| US$1.41億 | -US$757萬 | -5% | 2.96% | 72.5% | 101 | 13.86% | 2.7 |
|
| 5543 |
5543
Gator Capital Management
Tampa,
Florida
| US$1.41億 | -US$73.5萬 | -0.5% | 5.85% | 245% | 67 | 8.96% | 2.5 |
|
| 5544 |
PWP
5544
Pursue Wealth Partners
Clayton,
California
| US$1.41億 | -US$1812萬 | -11% | 4.46% | 108% | 105 | 20% | 1.3 |
|
| 5545 |
5545
Cipher Capital
New York
| US$1.41億 | -US$4.44億 | -76% | 2.55% | – | 664 | 82.53% | 0.2 |
|
| 5546 |
SA
5546
Sunesis Advisors
Overland Park,
Kansas
| US$1.41億 | – | – | 4.05% | – | 70 | – | 2 |
|
| 5547 |
5547
Financial Freedom LLC
Cincinnati,
Ohio
| US$1.41億 | -US$160萬 | -1% | 3% | 76.9% | 414 | 11.59% | 0.7 |
|
| 5548 |
5548
Blue Door Asset Management
Stamford,
Connecticut
| US$1.41億 | -US$1.48億 | -51% | 2.04% | 127% | 23 | 17.39% | 1 |
|
| 5549 |
EWG
5549
Executive Wealth Group
Kirkland,
Washington
| US$1.41億 | -US$717萬 | -5% | 4.9% | 14.9% | 48 | 2.08% | 4.5 |
|
| 5550 |
5550
CoreFirst Bank & Trust
Topeka,
Kansas
| US$1.41億 | -US$130萬 | -0.9% | 3.25% | 61.4% | 409 | 16.38% | 2 |
|