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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 |
KHCM
5751
Kirtland Hills Capital Management
Bratenahl,
Ohio
| US$1.81億 | +US$6124萬 | +51% | 6.96% | – | 140 | 20.71% | 0.4 |
|
| 5752 |
5752
Pacific Sun Financial
Los Angeles,
California
| US$1.81億 | +US$1224萬 | +7% | 8.15% | 79.1% | 186 | 6.45% | 4.6 |
|
| 5753 |
UFAC
5753
Urban Financial Advisory Corp
Chicago,
Illinois
| US$1.81億 | +US$1733萬 | +11% | 6.09% | 52.5% | 50 | 54% | 0.3 |
|
| 5754 |
5754
MBE Wealth Management
Tomah,
Wisconsin
| US$1.81億 | +US$1606萬 | +10% | 7.57% | 66.5% | 102 | 11.76% | 2.4 |
|
| 5755 |
5755
Lifestyle Asset Management
Friendswood,
Texas
| US$1.81億 | +US$706萬 | +4% | 5.57% | 88.3% | 114 | 23.68% | 0.9 |
|
| 5756 |
5756
Alamar Capital Management
Santa Barbara,
California
| US$1.81億 | +US$1609萬 | +10% | 7.24% | – | 84 | 10.71% | 1.9 |
|
| 5757 |
5757
Patron Partners
Houston,
Texas
| US$1.81億 | +US$1086萬 | +6% | 7.8% | 99.5% | 187 | 15.51% | 2.5 |
|
| 5758 |
5758
Cairn Investment Group
Vancouver,
Washington
| US$1.81億 | +US$957萬 | +6% | 7.03% | 67.4% | 69 | 8.7% | 3.3 |
|
| 5759 |
5759
Client First Capital
San Diego,
California
| US$1.81億 | +US$1488萬 | +9% | 3.99% | 54.6% | 19 | 5.26% | 1.2 |
|
| 5760 |
5760
Glass Wealth Management
San Antonio,
Texas
| US$1.81億 | +US$986萬 | +6% | 3.96% | – | 57 | 3.51% | 0.5 |
|
| 5761 |
5761
Yarger Wealth Strategies
Westerville,
Ohio
| US$1.81億 | +US$1449萬 | +9% | 4.55% | 58.1% | 95 | 11.58% | 1.5 |
|
| 5762 |
5762
626 Financial
Portage,
Michigan
| US$1.81億 | +US$765萬 | +4% | 5.36% | 81.1% | 117 | 11.11% | 2.5 |
|
| 5763 |
5763
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| US$1.81億 | -US$2024萬 | -10% | 12.3% | 172% | 13 | 23.08% | 0.9 |
|
| 5764 |
5764
EPIQ Partners
Minneapolis,
Minnesota
| US$1.81億 | +US$3281萬 | +22% | 6.43% | 49.6% | 84 | 19.05% | 2.9 |
|
| 5765 |
5765
GoalFusion Wealth Management
Austin,
Texas
| US$1.81億 | +US$1957萬 | +12% | 5.68% | 47.6% | 32 | 12.5% | 1.7 |
|
| 5766 |
5766
Institutional Venture Management XV
Menlo Park,
California
| US$1.8億 | +US$3418萬 | +23% | 0.11% | 116% | 5 | 0% | 2.6 |
|
| 5767 |
5767
Birchbrook
Bangor,
Maine
| US$1.8億 | +US$1365萬 | +8% | 6.09% | 49.1% | 285 | 14.04% | 0.7 |
|
| 5768 |
5768
Mad River Investors
Boston,
Massachusetts
| US$1.8億 | +US$3102萬 | +21% | 18.5% | 169% | 29 | 17.24% | 3.7 |
|
| 5769 |
5769
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$1.8億 | -US$86.9萬 | -0.5% | 5.77% | 83% | 172 | 22.67% | 1.4 |
|
| 5770 |
5770
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$1.8億 | +US$2320萬 | +15% | 5.6% | 74.8% | 107 | 17.76% | 2.2 |
|
| 5771 |
5771
RCS Financial Planning
Annapolis,
Maryland
| US$1.8億 | +US$1048萬 | +6% | 5.32% | 48.2% | 71 | 7.04% | 1.3 |
|
| 5772 |
5772
Proactive Wealth Strategies
Marietta,
Georgia
| US$1.8億 | – | – | 5.08% | – | 124 | – | 0 |
|
| 5773 |
5773
Security National Bank of So Dak
Sioux City,
Iowa
| US$1.8億 | +US$1279萬 | +8% | 8.74% | 67.7% | 104 | 11.54% | 5.8 |
|
| 5774 |
5774
Crown Oak Advisors
Piedmont,
California
| US$1.8億 | +US$305萬 | +2% | 6.19% | 53.3% | 22 | 0% | 0.7 |
|
| 5775 |
5775
Summit Place Financial Advisors
Summit,
New Jersey
| US$1.79億 | +US$1012萬 | +6% | 10.7% | 111% | 91 | 3.3% | 2.9 |
|