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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Strategic Vision Investment
Hong Kong
| US$1.03億 | +US$6875萬 | +202% | 8.61% | 95.6% | 18 | 66.67% | 0.4 |
|
| 5752 |
5752
Peterson Financial Group
Des Moines,
Iowa
| US$1.03億 | -US$340萬 | -3% | 4.89% | 32.4% | 81 | 17.28% | 0.7 |
|
| 5753 |
5753
Paragon Private Wealth Management
Lexington,
Kentucky
| US$1.03億 | +US$895萬 | +10% | 3.92% | 104% | 129 | 20.93% | 0.6 |
|
| 5754 |
5754
Tevis Investment Management
Plano,
Texas
| US$1.03億 | -US$172萬 | -2% | 5.44% | 58.7% | 497 | 23.34% | 0.7 |
|
| 5755 |
5755
Fort Henry Capital
Wheeling,
West Virginia
| US$1.03億 | -US$440萬 | -4% | 5.78% | 39.3% | 15 | 0% | 1.4 |
|
| 5756 |
5756
Soundwatch Capital
Rowayton,
Connecticut
| US$1.03億 | -US$215萬 | -2% | 4.94% | 79.6% | 14 | 35.71% | 1 |
|
| 5757 |
5757
Better Money Decisions
Santa Fe,
New Mexico
| US$1.03億 | -US$1544萬 | -13% | 4.8% | 32.7% | 489 | 87.93% | 1.3 |
|
| 5758 |
5758
Union Square Park Capital Management
New York
| US$1.03億 | +US$476萬 | +5% | 11.4% | 75.8% | 128 | 33.59% | 0.8 |
|
| 5759 |
5759
ION Acquisition Corp
Herzliya,
Israel
| US$1.03億 | +US$543萬 | +6% | 12.7% | – | 5 | 0% | 0.8 |
|
| 5760 |
5760
Bull Oak Capital
San Diego,
California
| US$1.03億 | -US$558萬 | -5% | 3.74% | 62.1% | 27 | 55.56% | 0.3 |
|
| 5761 |
5761
Custos Family Office
Austin,
Texas
| US$1.03億 | -US$914萬 | -8% | 6.92% | 57.4% | 24 | 16.67% | 0.6 |
|
| 5762 |
5762
Ivy Lane Capital Management
Winter Park,
Florida
| US$1.03億 | -US$306萬 | -3% | 4.12% | 101% | 13 | 46.15% | 1 |
|
| 5763 |
5763
Shore Point Advisors
Brielle,
New Jersey
| US$1.02億 | -US$449萬 | -4% | 6.61% | 54.6% | 38 | 10.53% | 0.6 |
|
| 5764 |
5764
IMPACTfolio
Denver,
Colorado
| US$1.02億 | -US$359萬 | -3% | 6.14% | 58.8% | 55 | 32.73% | 0.6 |
|
| 5765 |
5765
Starfox Financial Services
The Woodlands,
Texas
| US$1.02億 | -US$2393萬 | -19% | 6.42% | – | 27 | 22.22% | 0.6 |
|
| 5766 |
5766
Calixto Global Investors
Coral Gables,
Florida
| US$1.02億 | +US$250萬 | +3% | 4.89% | 180% | 12 | 58.33% | 0.8 |
|
| 5767 |
5767
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$1.02億 | -US$724萬 | -7% | 9.32% | 35.4% | 27 | 11.11% | 0.7 |
|
| 5768 |
5768
Asset Management Resources
Hyannis,
Massachusetts
| US$1.02億 | -US$1552萬 | -13% | 4.58% | – | 58 | 18.97% | 0.6 |
|
| 5769 |
OF
5769
Outfitter Financial
Brunswick,
Maine
| US$1.02億 | -US$789萬 | -7% | 4.21% | 97.6% | 86 | 4.65% | 1.7 |
|
| 5770 |
5770
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.02億 | +US$348萬 | +4% | 2.39% | 72.3% | 90 | 32.22% | 0.5 |
|
| 5771 |
5771
Washington Harbour Partners
Arlington,
Virginia
| US$1.02億 | -US$4566萬 | -31% | 1.25% | 162% | 26 | 42.31% | 0.5 |
|
| 5772 |
5772
Alcosta Capital Management
San Ramon,
California
| US$1.02億 | -US$307萬 | -3% | 2.58% | 175% | 32 | 25% | 1.1 |
|
| 5773 |
5773
Mork Capital Management
Healdsburg,
California
| US$1.02億 | -US$739萬 | -7% | 7.57% | 61.9% | 108 | 4.63% | 2.6 |
|
| 5774 |
5774
AtonRa Partners
Geneva,
Switzerland
| US$1.02億 | -US$700萬 | -6% | 6.23% | 49% | 121 | 7.44% | 1.2 |
|
| 5775 |
5775
TRB Advisors
New York
| US$1.02億 | -US$5780萬 | -36% | 4.88% | 76.1% | 5 | 20% | 5.1 |
|