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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
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$2.33億 | +US$546萬 | +2% | 4.48% | – | 60 | 8.33% | 1 |
|
| 5777 |
5777
Aurelius Family Office
Bedford,
New Hampshire
| US$2.33億 | +US$776萬 | +3% | 1.18% | – | 49 | 2.04% | 0.9 |
|
| 5778 |
5778
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$2.33億 | +US$951萬 | +4% | 3.2% | 83.9% | 108 | 5.56% | 3.1 |
|
| 5779 |
5779
626 Financial
Portage,
Michigan
| US$2.32億 | +US$461萬 | +2% | 2.55% | 81.1% | 125 | 9.6% | 3.1 |
|
| 5780 |
TBBL
5780
True Blue (BVI) Ltd
Road Town, Tortola,
| US$2.32億 | +US$2427萬 | +12% | 14.2% | – | 4 | 0% | 1 |
|
| 5781 |
5781
WJ Interests
Sugar Land,
Texas
| US$2.32億 | -US$1517萬 | -6% | 1.36% | 55.2% | 25 | 24% | 2.2 |
|
| 5782 |
5782
Alternative Investment Advisors
Maitland,
Florida
| US$2.32億 | +US$1244萬 | +6% | 2.7% | 78.6% | 67 | 20.9% | 1.3 |
|
| 5783 |
SIA
5783
Schear Investment Advisers
Cincinnati,
Ohio
| US$2.32億 | +US$783萬 | +3% | 7.32% | 241% | 86 | 12.79% | 2.5 |
|
| 5784 |
5784
Harper Investing
Santa Clara,
California
| US$2.32億 | +US$2231萬 | +11% | 2.71% | 58.7% | 67 | 8.96% | 1.6 |
|
| 5785 |
5785
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.32億 | +US$989萬 | +4% | 1.92% | 58.7% | 55 | 9.09% | 4.9 |
|
| 5786 |
BOCM
5786
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$2.32億 | +US$128萬 | +0.6% | 1.77% | 58.8% | 31 | 0% | 4.6 |
|
| 5787 |
GBI
5787
GP Brinson Investments
Chicago,
Illinois
| US$2.32億 | -US$1312萬 | -5% | 1.92% | 51.2% | 16 | 6.25% | 3.9 |
|
| 5788 |
5788
Vista Investment Partners II
Richmond,
Indiana
| US$2.32億 | +US$1780萬 | +8% | 2.63% | – | 162 | 19.14% | 0.8 |
|
| 5789 |
5789
Compass Financial Services
West Des Moines,
Iowa
| US$2.32億 | +US$597萬 | +3% | 1.18% | – | 328 | 11.89% | 0.8 |
|
| 5790 |
5790
Kinloch Capital
Glen Allen,
Virginia
| US$2.32億 | +US$343萬 | +2% | 2.68% | 63.4% | 79 | 10.13% | 3.4 |
|
| 5791 |
5791
RCS Financial Planning
Annapolis,
Maryland
| US$2.32億 | +US$619萬 | +3% | 1.57% | 48.2% | 95 | 8.42% | 1.9 |
|
| 5792 |
5792
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.32億 | +US$611萬 | +3% | 1.83% | 73% | 30 | 6.67% | 3.8 |
|
| 5793 |
5793
Moerus Capital Management
New York
| US$2.32億 | -US$1413萬 | -6% | 2.04% | 205% | 16 | 18.75% | 3.8 |
|
| 5794 |
AFC
5794
AFT Forsyth & Company
West Palm Beach,
Florida
| US$2.32億 | +US$2300萬 | +11% | 3.43% | 159% | 132 | 15.15% | 7.1 |
|
| 5795 |
5795
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| US$2.32億 | +US$5023萬 | +28% | 2.44% | 63.8% | 113 | 9.73% | 2.1 |
|
| 5796 |
5796
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$2.31億 | – | – | 4.69% | – | 36 | – | 1.8 |
|
| 5797 |
CIA
5797
Citadel Investment Advisory
Chesterland,
Ohio
| US$2.31億 | +US$1342萬 | +6% | 5.38% | 66.1% | 83 | 6.02% | 4.4 |
|
| 5798 |
BCFD
5798
Boit C.F. David
| US$2.31億 | +US$1038萬 | +5% | 4.49% | 84.2% | 119 | 1.68% | 3.5 |
|
| 5799 |
5799
Keener Financial Planning
Keller,
Texas
| US$2.31億 | +US$1580萬 | +7% | 2.93% | 70.5% | 228 | 75.44% | 1.8 |
|
| 5800 |
5800
Carroll Advisory Group
Texarkana,
Texas
| US$2.31億 | – | – | 1.4% | – | 72 | – | 0 |
|