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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
Bay Rivers Group
Williamsburg,
Virginia
| US$1.91億 | -US$1558萬 | -8% | 5.87% | 166% | 88 | 13.64% | 3.2 |
|
| 5677 |
5677
Whitebark Investors
Incline Village,
Nevada
| US$1.91億 | -US$2513萬 | -12% | 1.88% | – | 11 | 36.36% | 0.2 |
|
| 5678 |
5678
Sender Company & Partners
New York
| US$1.91億 | +US$8042萬 | +73% | 12.2% | 51.8% | 103 | 75.73% | 0.2 |
|
| 5679 |
5679
Master's Wealth Management
Lancaster,
Pennsylvania
| US$1.91億 | +US$322萬 | +2% | 0.47% | – | 42 | 9.52% | 0.2 |
|
| 5680 |
5680
Compass Financial Services
West Des Moines,
Iowa
| US$1.91億 | +US$1388萬 | +8% | 2.18% | – | 306 | 37.91% | 0.2 |
|
| 5681 |
5681
Pelham Capital
London,
United Kingdom
| US$1.9億 | +US$1935萬 | +11% | 1.78% | 138% | 17 | 35.29% | 0.8 |
|
| 5682 |
5682
Victrix Investment Advisors
Stuart,
Florida
| US$1.9億 | +US$5170萬 | +37% | 1.91% | – | 97 | 36.08% | 0.2 |
|
| 5683 |
5683
IMPACTfolio
Denver,
Colorado
| US$1.9億 | -US$241萬 | -1% | 1.14% | 58.8% | 52 | 46.15% | 2.1 |
|
| 5684 |
5684
TenCore Partners
New York
| US$1.9億 | -US$1243萬 | -6% | 5.78% | 78.4% | 14 | 28.57% | 3.3 |
|
| 5685 |
5685
Dogwood Wealth Management
Lenexa,
Kansas
| US$1.9億 | +US$114萬 | +0.6% | 1.13% | 57.9% | 544 | 49.26% | 0.5 |
|
| 5686 |
5686
Cove Private Wealth
Oyster Bay Cove,
New York
| US$1.9億 | +US$2370萬 | +14% | 4.67% | 126% | 124 | 17.74% | 0.8 |
|
| 5687 |
5687
Independent Family Office
Albany,
New York
| US$1.9億 | -US$236萬 | -1% | 0.88% | 80.5% | 72 | 4.17% | 3.4 |
|
| 5688 |
SCA
5688
Sander Capital Advisors
Seattle,
Washington
| US$1.9億 | -US$2718萬 | -13% | 10.7% | 113% | 16 | 12.5% | 4.2 |
|
| 5689 |
5689
Crossingbridge Advisors
Pleasantville,
New York
| US$1.9億 | -US$1.16億 | -38% | 0.66% | – | 111 | 51.35% | 0.3 |
|
| 5690 |
5690
Evolution Advisers
Richmond,
Virginia
| US$1.9億 | +US$699萬 | +4% | 0.23% | 44.8% | 188 | 17.55% | 2.6 |
|
| 5691 |
5691
Strategic Financial Partners
Bend,
Oregon
| US$1.9億 | -US$598萬 | -3% | 2.01% | 59.6% | 75 | 12% | 3.7 |
|
| 5692 |
5692
Oakcliff Capital Partners
New York
| US$1.9億 | -US$579萬 | -3% | 2.04% | 133% | 10 | 10% | 4.7 |
|
| 5693 |
5693
Ballast Asset Management
Dallas,
Texas
| US$1.9億 | -US$1191萬 | -6% | 5.36% | 123% | 55 | 5.45% | 1.2 |
|
| 5694 |
5694
Sightline Wealth Advisors
Groton,
Connecticut
| US$1.9億 | +US$439萬 | +2% | 1.19% | 48.5% | 89 | 10.11% | 2.4 |
|
| 5695 |
5695
Matisse Capital
Portland,
Oregon
| US$1.9億 | -US$709萬 | -4% | 0.1% | 73.3% | 175 | 9.14% | 2.1 |
|
| 5696 |
WA1
5696
Wimmer Associates 1
Pasadena,
California
| US$1.9億 | -US$1270萬 | -6% | 1.63% | 92.7% | 112 | 7.14% | 7 |
|
| 5697 |
5697
EPIQ Partners
Minneapolis,
Minnesota
| US$1.9億 | +US$470萬 | +3% | 2.73% | 49.6% | 78 | 7.69% | 3.2 |
|
| 5698 |
5698
RCS Financial Planning
Annapolis,
Maryland
| US$1.89億 | +US$155萬 | +0.8% | 0.54% | 48.2% | 81 | 11.11% | 1.6 |
|
| 5699 |
5699
Waterfall Asset Management
New York
| US$1.89億 | -US$4.73億 | -71% | 9% | 29.7% | 6 | 0% | 0.7 |
|
| 5700 |
5700
Interactive Financial Advisors
New Lenox,
Illinois
| US$1.89億 | -US$150萬 | -0.8% | 1.29% | 51.3% | 88 | 6.82% | 6.9 |
|