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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 |
5776
Woodward Diversified Capital
Bakersfield,
California
| US$1.27億 | +US$303萬 | +2% | 4.01% | 118% | 149 | 13.42% | 1.6 |
|
| 5777 |
5777
Parker Financial
Silverdale,
Washington
| US$1.27億 | +US$969萬 | +8% | 5.54% | 49.7% | 45 | 26.67% | 0.2 |
|
| 5778 |
5778
Register Financial Advisors
Atlanta,
Georgia
| US$1.27億 | -US$2945萬 | -19% | 6.08% | 130% | 867 | 45.1% | 0.2 |
|
| 5779 |
5779
Beryl Capital Management
Redondo Beach,
California
| US$1.27億 | -US$1.21億 | -49% | 9.57% | 3,932% | 34 | 82.35% | 0.1 |
|
| 5780 |
5780
Meritas Wealth Management
Larkspur,
California
| US$1.27億 | +US$607萬 | +5% | 5.61% | 69.4% | 45 | 13.33% | 0.2 |
|
| 5781 |
5781
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$1.27億 | +US$1471萬 | +13% | 4.57% | 41.2% | 43 | 13.95% | 1.6 |
|
| 5782 |
5782
Next Level Private
Harrison,
New York
| US$1.27億 | -US$885萬 | -7% | 5.97% | 95.9% | 102 | 42.16% | 0.6 |
|
| 5783 |
5783
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$1.27億 | +US$1018萬 | +9% | 4.2% | 49.9% | 339 | 27.73% | 0.2 |
|
| 5784 |
GL
5784
GHE LLC
Memphis,
Tennessee
| US$1.27億 | +US$2051萬 | +19% | 27.3% | 188% | 55 | 0% | 1.1 |
|
| 5785 |
5785
Privium Fund Management (UK)
London,
United Kingdom
| US$1.27億 | -US$482萬 | -4% | 9.88% | 34.4% | 76 | 43.42% | 0.3 |
|
| 5786 |
5786
Piershale Financial Group
Barrington,
Illinois
| US$1.27億 | +US$625萬 | +5% | 1.06% | 82% | 314 | 10.19% | 0.4 |
|
| 5787 |
KC
5787
Kades & Cheifetz
Berwyn,
Pennsylvania
| US$1.27億 | +US$721萬 | +6% | 4.41% | – | 78 | 7.69% | 0.2 |
|
| 5788 |
5788
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$1.27億 | +US$4391萬 | +53% | 1.01% | 63.5% | 31 | 64.52% | 0.4 |
|
| 5789 |
5789
Sebold Capital Management
Lisle,
Illinois
| US$1.27億 | +US$499萬 | +4% | 4.25% | – | 72 | 8.33% | 0.2 |
|
| 5790 |
5790
Purus Wealth Management
Newport Beach,
California
| US$1.27億 | +US$1650萬 | +15% | 16.3% | 174% | 114 | 7.89% | 1.7 |
|
| 5791 |
GCM
5791
Granby Capital Management
Miami Beach,
Florida
| US$1.27億 | -US$835萬 | -6% | 3.28% | 50% | 29 | 41.38% | 1.1 |
|
| 5792 |
5792
Eschler Asset Management
London,
United Kingdom
| US$1.27億 | +US$7376萬 | +140% | 15% | 274% | 82 | 54.88% | 0.5 |
|
| 5793 |
5793
Cohen Investment Advisors
Bedford,
New Hampshire
| US$1.26億 | +US$646萬 | +5% | 7.52% | 90.6% | 78 | 2.56% | 2.1 |
|
| 5794 |
5794
Birchcreek Wealth Management
Miami Township,
Ohio
| US$1.26億 | +US$1395萬 | +12% | 6.35% | 86.1% | 144 | 25.69% | 1.5 |
|
| 5795 |
PWM
5795
Prosperity Wealth Management
San Ramon,
California
| US$1.26億 | +US$2018萬 | +19% | 19.3% | 175% | 172 | 44.19% | 0.2 |
|
| 5796 |
5796
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$1.26億 | +US$78.8萬 | +0.6% | 11.6% | 130% | 99 | 17.17% | 0.9 |
|
| 5797 |
5797
Heritage Wealth Partners
Dublin,
Ohio
| US$1.26億 | +US$1730萬 | +16% | 0.27% | – | 59 | 50.85% | 0.1 |
|
| 5798 |
5798
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.26億 | +US$613萬 | +5% | 6.73% | 79.1% | 240 | 56.67% | 1.9 |
|
| 5799 |
AFT
5799
Alpha Family Trust
Los Angeles,
California
| US$1.26億 | +US$1550萬 | +14% | 16.4% | 215% | 135 | 22.96% | 0.4 |
|
| 5800 |
5800
ViaWealth
Leawood,
Kansas
| US$1.26億 | +US$468萬 | +4% | 6.98% | 88.7% | 163 | 13.5% | 0.2 |
|