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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 |
PCG
5776
PFC Capital Group
Los Angeles,
California
| US$2.27億 | -US$1584萬 | -7% | 4.16% | 118% | 92 | 5.43% | 1.7 |
|
| 5777 |
SIA
5777
Schear Investment Advisers
Cincinnati,
Ohio
| US$2.27億 | -US$558萬 | -2% | 2.14% | 241% | 81 | 12.35% | 2.5 |
|
| 5778 |
5778
Optimist Retirement Group
Bellevue,
Washington
| US$2.27億 | +US$847萬 | +4% | 2.71% | 92.2% | 130 | 26.15% | 1.5 |
|
| 5779 |
5779
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$2.27億 | +US$325萬 | +1% | 0.22% | 48.4% | 52 | 15.38% | 1.8 |
|
| 5780 |
DCM
5780
Dudley Capital Management
Middleburg,
Virginia
| US$2.27億 | -US$325萬 | -1% | 1.58% | 129% | 152 | 19.08% | 2.3 |
|
| 5781 |
5781
Oakcliff Capital Partners
New York
| US$2.27億 | -US$661萬 | -3% | 5.44% | 133% | 8 | 0% | 5.8 |
|
| 5782 |
5782
GEM Asset Management
Plymouth,
Michigan
| US$2.27億 | +US$220萬 | +1% | 1.25% | 62.9% | 113 | 10.62% | 2.3 |
|
| 5783 |
5783
Steadview Capital Management
London,
United Kingdom
| US$2.27億 | -US$3.04億 | -57% | 27.3% | 839% | 14 | 35.71% | 1.7 |
|
| 5784 |
WAM
5784
Westport Asset Management
Southport,
Connecticut
| US$2.26億 | -US$1325萬 | -6% | 1.92% | 73.2% | 80 | 8.75% | 7 |
|
| 5785 |
5785
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$2.26億 | -US$1625萬 | -7% | 11.3% | 44.1% | 42 | 9.52% | 2.5 |
|
| 5786 |
5786
Patron Partners
Houston,
Texas
| US$2.26億 | +US$184萬 | +0.8% | 1.45% | 99.5% | 193 | 11.92% | 3.4 |
|
| 5787 |
5787
Horizon Financial Services
Winston Salem,
North Carolina
| US$2.26億 | +US$648萬 | +3% | 0.84% | 42.6% | 396 | 11.11% | 1.4 |
|
| 5788 |
5788
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.26億 | +US$883萬 | +4% | 2.89% | 50% | 59 | 15.25% | 2 |
|
| 5789 |
5789
Endowment Wealth Management
Appleton,
Wisconsin
| US$2.26億 | +US$846萬 | +4% | 1.51% | 70.7% | 172 | 16.28% | 2.3 |
|
| 5790 |
5790
MOKAN Wealth Management
Overland Park,
Kansas
| US$2.26億 | +US$49.9萬 | +0.2% | 1.05% | – | 115 | 15.65% | 0.8 |
|
| 5791 |
5791
Robbins Farley
Bedford,
New Hampshire
| US$2.26億 | +US$539萬 | +2% | 1.27% | 106% | 150 | 7.33% | 3.1 |
|
| 5792 |
5792
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| US$2.26億 | -US$4409萬 | -16% | 14.8% | – | 3 | 0% | 1 |
|
| 5793 |
5793
Peak Financial Advisors
Denver,
Colorado
| US$2.26億 | +US$325萬 | +1% | 5.59% | 39.1% | 100 | 43% | 1.8 |
|
| 5794 |
5794
ShariaPortfolio
Lake Mary,
Florida
| US$2.26億 | -US$1161萬 | -5% | 3.6% | 254% | 43 | 51.16% | 1 |
|
| 5795 |
5795
Heritage Family Offices
Scottsdale,
Arizona
| US$2.25億 | +US$545萬 | +2% | 0.64% | – | 244 | 36.89% | 1.1 |
|
| 5796 |
BCFD
5796
Boit C.F. David
| US$2.25億 | -US$609萬 | -3% | 0.86% | 84.2% | 120 | 3.33% | 3.7 |
|
| 5797 |
5797
Keystone Global Partners
Denver,
Colorado
| US$2.25億 | -US$205萬 | -0.9% | 2.78% | – | 58 | 10.34% | 0.9 |
|
| 5798 |
SFC
5798
SEG Family Corp
Toronto,
| US$2.25億 | -US$1.57億 | -41% | 31.8% | – | 1 | 0% | 0.8 |
|
| 5799 |
5799
WD Rutherford
Portland,
Oregon
| US$2.25億 | -US$1423萬 | -6% | 1.58% | 189% | 81 | 22.22% | 3.1 |
|
| 5800 |
5800
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.25億 | -US$698萬 | -3% | 2.05% | 73% | 30 | 6.67% | 4.1 |
|