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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
State Insurance Fund
New York
| US$1.83億 | +US$601萬 | +3% | 3.4% | 77.9% | 1 | 0% | 0.5 |
|
| 5552 |
5552
Regents of the University of California
Oakland,
California
| US$1.83億 | -US$1.61億 | -47% | 5.07% | 76.6% | 26 | 73.08% | 4.6 |
|
| 5553 |
5553
New Potomac Partners
Bethesda,
Maryland
| US$1.83億 | +US$285萬 | +2% | 2.62% | 37.2% | 87 | 5.75% | 4 |
|
| 5554 |
5554
Solas Capital Management
Darien,
Connecticut
| US$1.83億 | +US$2742萬 | +18% | 3.24% | 62.5% | 22 | 22.73% | 2 |
|
| 5555 |
5555
Brookmont Capital Management
Dallas,
Texas
| US$1.83億 | -US$732萬 | -4% | 2.8% | 32.2% | 56 | 12.5% | 6.5 |
|
| 5556 |
ACMC
5556
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| US$1.83億 | +US$1.2億 | +190% | 7.81% | 32.2% | 2 | 50% | 0.5 |
|
| 5557 |
5557
Solano Wealth Management
Fairfield,
California
| US$1.83億 | +US$432萬 | +2% | 0.49% | – | 33 | 12.12% | 1 |
|
| 5558 |
5558
Iams Wealth Management
Omaha,
Nebraska
| US$1.83億 | +US$1898萬 | +12% | 1.86% | 57.7% | 155 | 36.77% | 0.5 |
|
| 5559 |
5559
Alhambra Investment Management
Palmetto Bay,
Florida
| US$1.83億 | -US$36萬 | -0.2% | 1.94% | 67.7% | 181 | 17.68% | 2.5 |
|
| 5560 |
5560
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$1.83億 | +US$627萬 | +4% | 3.71% | 128% | 117 | 11.11% | 2.7 |
|
| 5561 |
5561
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.83億 | -US$29.9萬 | -0.2% | 0.21% | 68.7% | 26 | 0% | 8.2 |
|
| 5562 |
QC
5562
Qalhat Capital
Tortola,
British Virgin Islands
| US$1.82億 | +US$6288萬 | +53% | 3.27% | 90.3% | 8 | 75% | 1.5 |
|
| 5563 |
5563
Hutner Capital Management
Manchester,
Vermont
| US$1.82億 | -US$202萬 | -1% | 0.62% | 52.2% | 44 | 2.27% | 6.2 |
|
| 5564 |
5564
Jackson Hill Advisors
Houston,
Texas
| US$1.82億 | -US$162萬 | -0.9% | 0.38% | 53.5% | 13 | 7.69% | 1.7 |
|
| 5565 |
5565
Daily Journal Corp
Los Angeles,
California
| US$1.82億 | +US$505萬 | +3% | 2.94% | 109% | 4 | 0% | 8.7 |
|
| 5566 |
PHM
5566
Prospect Hill Management
Short Hills,
New Jersey
| US$1.82億 | +US$2704萬 | +17% | 18% | 119% | 15 | 0% | 2.9 |
|
| 5567 |
5567
Trellis Wealth Advisors
San Luis Obispo,
California
| US$1.82億 | +US$521萬 | +3% | 0.77% | 62.2% | 30 | 16.67% | 1.1 |
|
| 5568 |
5568
Laidlaw Wealth Management
New York City,
New York
| US$1.82億 | +US$291萬 | +2% | 4.92% | 150% | 192 | 18.23% | 2.3 |
|
| 5569 |
5569
MPM Asset Management
Boston,
Massachusetts
| US$1.82億 | -US$6307萬 | -26% | 3.58% | 5.89% | 6 | 0% | 3 |
|
| 5570 |
5570
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$1.82億 | +US$1559萬 | +9% | 2.22% | 72.1% | 67 | 8.96% | 1.6 |
|
| 5571 |
5571
Peninsula Asset Management
Bradenton,
Florida
| US$1.82億 | -US$471萬 | -3% | 1.56% | 54.2% | 43 | 2.33% | 8.1 |
|
| 5572 |
LWMI
5572
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$1.82億 | +US$1.72億 | +1,770% | 0.35% | 42.4% | 41 | 85.37% | 0.1 |
|
| 5573 |
5573
Strategic Financial Partners
Bend,
Oregon
| US$1.82億 | +US$95.6萬 | +0.5% | 1.6% | 59.6% | 75 | 14.67% | 3.2 |
|
| 5574 |
5574
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| US$1.81億 | +US$581萬 | +3% | 0.31% | – | 322 | 17.39% | 0.4 |
|
| 5575 |
5575
Interactive Financial Advisors
New Lenox,
Illinois
| US$1.81億 | +US$57.7萬 | +0.3% | 1.07% | 47.6% | 86 | 1.16% | 6.3 |
|