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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Lightspeed Ultimate General Partner Select III
Menlo Park,
California
| US$1.49億 | – | – | 6.82% | – | 2 | – | 0 |
|
| 5677 |
5677
VELA Investment Management
New Albany,
Ohio
| US$1.49億 | – | – | 10.5% | 58.8% | 114 | – | 0 |
|
| 5678 |
5678
Clarus Group
Houston,
Texas
| US$1.49億 | +US$386萬 | +3% | 6.62% | 67.5% | 111 | 4.5% | 0.9 |
|
| 5679 |
5679
Clark Financial Services Group
Chesterfield,
Missouri
| US$1.49億 | +US$1882萬 | +14% | 9.43% | 116% | 71 | 15.49% | 1 |
|
| 5680 |
MWA
5680
Miller Wealth Advisors
Ridgeway,
Colorado
| US$1.49億 | – | – | 10.2% | 147% | 96 | – | 0 |
|
| 5681 |
5681
Security National Bank of So Dak
Sioux City,
Iowa
| US$1.49億 | +US$1784萬 | +14% | 12.1% | 67.7% | 107 | 13.08% | 4 |
|
| 5682 |
AIFAIM
5682
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.48億 | +US$738萬 | +5% | 7.96% | 79.1% | 133 | 12.78% | 1.4 |
|
| 5683 |
5683
August Capital Management VI
Palo Alto,
California
| US$1.48億 | – | – | 3.65% | – | 2 | – | 0 |
|
| 5684 |
5684
BCK Capital Management
Stamford,
Connecticut
| US$1.48億 | -US$1888萬 | -11% | 11.3% | 161% | 165 | 43.03% | 0.5 |
|
| 5685 |
5685
Plaisance Capital
Denver,
Colorado
| US$1.48億 | +US$830萬 | +6% | 3.37% | – | 49 | 71.43% | 0.3 |
|
| 5686 |
5686
West Rim Capital Associates II
Lehi,
Utah
| US$1.48億 | – | – | 12.4% | – | 2 | – | 0 |
|
| 5687 |
5687
Pinion Investment Advisors
Wichita,
Kansas
| US$1.48億 | +US$2418萬 | +19% | 7.98% | 81.7% | 158 | 10.76% | 1.9 |
|
| 5688 |
5688
Somerset Group
Wayzata,
Minnesota
| US$1.48億 | +US$998萬 | +7% | 7.88% | 95.6% | 78 | 6.41% | 4.3 |
|
| 5689 |
5689
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| US$1.48億 | +US$1842萬 | +14% | 11.7% | 82.2% | 57 | 28.07% | 1.3 |
|
| 5690 |
5690
Ramiah Investment Group
Brookfield,
Wisconsin
| US$1.48億 | +US$872萬 | +6% | 6.11% | 62.2% | 95 | 35.79% | 1.2 |
|
| 5691 |
NED
5691
Nancy E. Dempze
| US$1.48億 | +US$2069萬 | +16% | 9.46% | 94.5% | 81 | 8.64% | 3.7 |
|
| 5692 |
5692
Perkins Capital Management
Wayzata,
Minnesota
| US$1.48億 | -US$1340萬 | -8% | 6.01% | 389% | 120 | 20% | 3.3 |
|
| 5693 |
5693
Juniper Investment Company
New York
| US$1.48億 | +US$3433萬 | +30% | 7.7% | 358% | 11 | 18.18% | 1.7 |
|
| 5694 |
5694
Green Alpha Advisors
Niwot,
Colorado
| US$1.48億 | +US$325萬 | +2% | 7.63% | 316% | 126 | 1.59% | 0.9 |
|
| 5695 |
5695
Yorktown Management & Research Company
Forest,
Virginia
| US$1.48億 | +US$1508萬 | +11% | 9.59% | 211% | 272 | 18.01% | 1.6 |
|
| 5696 |
5696
Blue Barn Wealth
Orem,
Utah
| US$1.48億 | +US$3396萬 | +30% | 3.88% | 46.4% | 131 | 22.9% | 0.3 |
|
| 5697 |
5697
Next Capital Management
New York
| US$1.48億 | +US$1024萬 | +7% | 6.02% | 61.3% | 119 | 21.85% | 1.8 |
|
| 5698 |
5698
Meridian Financial Partners
Warrenton,
Virginia
| US$1.48億 | -US$122萬 | -0.8% | 5.99% | 80.8% | 88 | 14.77% | 1.8 |
|
| 5699 |
AMAL
5699
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.48億 | +US$1524萬 | +12% | 10.6% | 125% | 16 | 6.25% | 3.8 |
|
| 5700 |
5700
Verdad Advisers
Boston,
Massachusetts
| US$1.48億 | +US$924萬 | +7% | 10.1% | – | 54 | 38.89% | 0.4 |
|