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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
BHCM
5776
Boulder Hill Capital Management
New York
| US$1.2億 | -US$1135萬 | -9% | 13.5% | – | 245 | 94.69% | 0 |
|
| 5777 |
5777
Family Asset Management
Charleston,
South Carolina
| US$1.2億 | – | – | 7.38% | – | 164 | – | 0 |
|
| 5778 |
5778
Green Alpha Advisors
Niwot,
Colorado
| US$1.2億 | +US$233萬 | +2% | 3.96% | 316% | 149 | 8.72% | 1.5 |
|
| 5779 |
5779
Fairfield University
Fairfield,
Connecticut
| US$1.2億 | +US$405萬 | +3% | 7.72% | 70.6% | 4 | 0% | 5.6 |
|
| 5780 |
5780
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.2億 | +US$1960萬 | +19% | 25.8% | 91.4% | 302 | 25.17% | 0.6 |
|
| 5781 |
5781
Fortress Wealth Management
Culver City,
California
| US$1.2億 | +US$2177萬 | +22% | 9.48% | 52.1% | 59 | 15.25% | 0.7 |
|
| 5782 |
5782
Caligan Partners
New York
| US$1.2億 | – | – | 21.7% | 2,628% | 11 | – | 0 |
|
| 5783 |
5783
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.2億 | +US$377萬 | +3% | 11.3% | 79.1% | 112 | 8.04% | 3.9 |
|
| 5784 |
5784
Asset Planning Corporation
Knoxville,
Tennessee
| US$1.2億 | +US$1325萬 | +12% | 8.04% | 44.5% | 39 | 15.38% | 1.5 |
|
| 5785 |
5785
Syntax Advisors
New York
| US$1.2億 | +US$307萬 | +3% | 11.2% | – | 234 | 17.52% | 0.9 |
|
| 5786 |
5786
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$1.2億 | +US$1258萬 | +12% | 10.1% | 74.4% | 116 | 9.48% | 1.6 |
|
| 5787 |
5787
W Advisors LLC
Germantown,
Tennessee
| US$1.2億 | +US$1256萬 | +12% | 10.4% | 88.7% | 110 | 16.36% | 0.8 |
|
| 5788 |
5788
Cohen Investment Advisors
Bedford,
New Hampshire
| US$1.2億 | +US$1112萬 | +10% | 10.3% | 90.6% | 76 | 1.32% | 1.9 |
|
| 5789 |
5789
Colorado Capital Management
Boulder,
Colorado
| US$1.2億 | +US$431萬 | +4% | 5.26% | 60.4% | 76 | 6.58% | 5.2 |
|
| 5790 |
5790
General Motors Holdings
Detroit,
Michigan
| US$1.2億 | -US$7748萬 | -39% | 38.2% | 21.4% | 3 | 0% | 0.9 |
|
| 5791 |
5791
Wealth Management Partners
Tucson,
Arizona
| US$1.2億 | +US$610萬 | +5% | 6.95% | 194% | 102 | 14.71% | 1.6 |
|
| 5792 |
5792
Oracle Investment Management
Greenwich,
Connecticut
| US$1.2億 | -US$5616萬 | -32% | 25.3% | 865% | 32 | 50% | 2.9 |
|
| 5793 |
5793
Beacon Investment Advisors
Gaithersburg,
Maryland
| US$1.2億 | – | – | 10.6% | 96.4% | 126 | – | 0 |
|
| 5794 |
5794
Flynn Zito Capital Management
Garden City,
New York
| US$1.2億 | +US$1883萬 | +19% | 7.05% | 109% | 81 | 29.63% | 0.4 |
|
| 5795 |
CC
5795
Codex Capital
New York
| US$1.2億 | +US$303萬 | +3% | 6.35% | 84.4% | 37 | 0% | 1.8 |
|
| 5796 |
KC
5796
Kades & Cheifetz
Berwyn,
Pennsylvania
| US$1.2億 | – | – | 5.71% | – | 74 | – | 0 |
|
| 5797 |
CP
5797
CPV Partners
Stamford,
Connecticut
| US$1.2億 | -US$4388萬 | -27% | 18.2% | 105% | 6 | 0% | 2 |
|
| 5798 |
5798
Solstein Capital
Menlo Park,
California
| US$1.2億 | +US$602萬 | +5% | 5.74% | 102% | 320 | 16.25% | 1.6 |
|
| 5799 |
5799
TFB Advisors
Overland Park,
Kansas
| US$1.19億 | – | – | 6.72% | 85% | 126 | – | 0 |
|
| 5800 |
LLTP
5800
Lion Long Term Partners
Grand Cayman,
Cayman Islands
| US$1.19億 | – | – | 31.9% | – | 2 | – | 0 |
|