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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
Destiny Capital
Golden,
Colorado
| US$1.22億 | – | – | 4.14% | 60.5% | 44 | – | 0 |
|
| 5752 |
CC
5752
Corton Capital
Carrying Place,
Ontario, Canada
| US$1.22億 | +US$3973萬 | +49% | 14.2% | 225% | 396 | 58.33% | 0.3 |
|
| 5753 |
5753
ViaWealth
Leawood,
Kansas
| US$1.22億 | – | – | 10% | 88.7% | 157 | – | 0 |
|
| 5754 |
5754
Allie Family Office
Miami,
Florida
| US$1.22億 | +US$519萬 | +4% | 9.45% | 68.5% | 78 | 7.69% | 0.8 |
|
| 5755 |
KIA
5755
KLR Investment Advisors
Providence,
Rhode Island
| US$1.21億 | – | – | 8.54% | – | 171 | – | 0 |
|
| 5756 |
5756
IronBridge Private Wealth
Austin,
Texas
| US$1.21億 | +US$575萬 | +5% | 4.72% | 143% | 32 | 50% | 0.9 |
|
| 5757 |
5757
Summit Place Financial Advisors
Summit,
New Jersey
| US$1.21億 | +US$1382萬 | +13% | 7.17% | 111% | 92 | 15.22% | 2 |
|
| 5758 |
5758
Game Plan Financial Advisors
Westlake,
Ohio
| US$1.21億 | +US$286萬 | +2% | 4.34% | 107% | 103 | 25.24% | 1.7 |
|
| 5759 |
5759
TAGStone Capital
Charlotte,
North Carolina
| US$1.21億 | +US$1349萬 | +13% | 5.98% | 62% | 77 | 16.88% | 0.9 |
|
| 5760 |
5760
Sagil Capital
London,
United Kingdom
| US$1.21億 | +US$444萬 | +4% | 6.62% | 100% | 18 | 22.22% | 0.8 |
|
| 5761 |
5761
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$1.21億 | +US$2154萬 | +22% | 17.5% | 337% | 10 | 30% | 0.8 |
|
| 5762 |
5762
GraniteShares Advisors
New York
| US$1.21億 | -US$218萬 | -2% | 6.37% | 88.4% | 172 | 41.28% | 0.6 |
|
| 5763 |
5763
Meritas Wealth Management
Larkspur,
California
| US$1.21億 | – | – | 7.07% | 69.4% | 43 | – | 0 |
|
| 5764 |
5764
FinDec Wealth Services
Stockton,
California
| US$1.21億 | – | – | 6.62% | 52.7% | 41 | – | 0 |
|
| 5765 |
5765
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$1.21億 | -US$301萬 | -2% | 9.9% | 34.5% | 43 | 6.98% | 2 |
|
| 5766 |
5766
DRH Investments
Thousand Oaks,
California
| US$1.21億 | +US$901萬 | +8% | 6.03% | 76.2% | 14 | 50% | 1.3 |
|
| 5767 |
5767
Wells Financial Advisors
Framingham,
Massachusetts
| US$1.21億 | +US$1757萬 | +17% | 6.66% | 58.9% | 69 | 14.49% | 1.6 |
|
| 5768 |
MFFIA
5768
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.21億 | – | – | 10.3% | 148% | 66 | – | 0 |
|
| 5769 |
5769
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$1.21億 | +US$1244萬 | +11% | 7.93% | 80.8% | 40 | 25% | 0.7 |
|
| 5770 |
5770
Bullseye Investment Management
Cincinnati,
Ohio
| US$1.21億 | +US$2902萬 | +32% | 5.6% | 38.2% | 59 | 57.63% | 0.3 |
|
| 5771 |
5771
Wealth Quarterback
Toms River,
New Jersey
| US$1.21億 | +US$2661萬 | +28% | 7.79% | 109% | 120 | 15% | 2.1 |
|
| 5772 |
5772
Piershale Financial Group
Barrington,
Illinois
| US$1.21億 | -US$1258萬 | -9% | 0.5% | 82% | 301 | 96.35% | 0.1 |
|
| 5773 |
5773
Unison Asset Management
North Miami Beach,
Florida
| US$1.21億 | +US$949萬 | +9% | 9.25% | 81.4% | 36 | 11.11% | 1.4 |
|
| 5774 |
DS
5774
Dalal Street
West Lake Hills,
Texas
| US$1.21億 | +US$2178萬 | +22% | 1.52% | 32.1% | 4 | 25% | 1.7 |
|
| 5775 |
SVCM
5775
Saturn V Capital Management
Austin,
Texas
| US$1.21億 | – | – | 2.13% | 1,083% | 19 | – | 0 |
|