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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Delphia (USA)
Toronto,
Ontario, Canada
| US$1.34億 | +US$3942萬 | +42% | 3.03% | – | 425 | 61.41% | 0.1 |
|
| 5802 |
5802
Newport Capital Group
Red Bank,
New Jersey
| US$1.33億 | -US$153萬 | -1% | 3.86% | – | 60 | 3.33% | 1.2 |
|
| 5803 |
5803
Foresite Capital Management II
Larkspur,
California
| US$1.33億 | -US$1.3億 | -49% | 48.9% | 66.2% | 2 | 50% | 2.5 |
|
| 5804 |
CNFG
5804
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$1.33億 | +US$126萬 | +1% | 0% | 52.6% | 77 | 1.3% | 4.8 |
|
| 5805 |
5805
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$1.33億 | -US$2343萬 | -15% | 6.64% | 161% | 278 | 24.46% | 0.2 |
|
| 5806 |
FCFC
5806
First Citizens Financial Corp
Mason City,
Iowa
| US$1.33億 | -US$360萬 | -3% | 3.4% | 72.9% | 108 | 7.41% | 1.8 |
|
| 5807 |
5807
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$1.33億 | +US$586萬 | +5% | 0.79% | 94% | 50 | 28% | 0.9 |
|
| 5808 |
5808
Indie Asset Partners
Carmel,
Indiana
| US$1.33億 | -US$468萬 | -3% | 2.18% | 115% | 133 | 12.03% | 1.5 |
|
| 5809 |
5809
Benchmark Investment Advisors
Chicago,
Illinois
| US$1.33億 | +US$1170萬 | +10% | 6.05% | – | 161 | 44.72% | 0.1 |
|
| 5810 |
LAI
5810
Legal Advantage Investments
Los Altos Hills,
California
| US$1.33億 | -US$1443萬 | -10% | 8.55% | 116% | 85 | 15.29% | 1 |
|
| 5811 |
5811
Robbins Farley
Bedford,
New Hampshire
| US$1.33億 | -US$244萬 | -2% | 6.42% | 106% | 193 | 40.93% | 0.6 |
|
| 5812 |
5812
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$1.33億 | -US$202萬 | -1% | 0.96% | 64.3% | 136 | 25% | 0.6 |
|
| 5813 |
5813
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$1.33億 | -US$7861萬 | -37% | 5.47% | 114% | 19 | 31.58% | 1.7 |
|
| 5814 |
5814
Agincourt Capital Management
Richmond,
Virginia
| US$1.33億 | -US$261萬 | -2% | 5.27% | 0.36% | 4 | 0% | 0.3 |
|
| 5815 |
5815
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$1.33億 | +US$26.2萬 | +0.2% | 4.57% | 53.4% | 43 | 11.63% | 0.2 |
|
| 5816 |
5816
William Allan Corp
Fort Collins,
Colorado
| US$1.33億 | -US$798萬 | -6% | 5.88% | 94.2% | 94 | 52.13% | 0.2 |
|
| 5817 |
WIM
5817
Wilen Investment Management
Bonita Springs,
Florida
| US$1.33億 | +US$162萬 | +1% | 13.7% | 79.9% | 96 | 10.42% | 3.6 |
|
| 5818 |
5818
RiverGlades Family Offices
Naples,
Florida
| US$1.33億 | -US$549萬 | -4% | 2.66% | – | 85 | 8.24% | 2.3 |
|
| 5819 |
5819
Lakeside Advisors
Seattle,
Washington
| US$1.32億 | -US$312萬 | -2% | 1.01% | 83.7% | 59 | 8.47% | 0.2 |
|
| 5820 |
5820
MKT Advisors
Escondido,
California
| US$1.32億 | +US$480萬 | +4% | 2.9% | 55.5% | 155 | 16.13% | 0.2 |
|
| 5821 |
5821
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$1.32億 | +US$184萬 | +1% | 4.39% | 54.5% | 232 | 38.36% | 0.2 |
|
| 5822 |
5822
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| US$1.32億 | -US$1.13億 | -46% | 10.6% | – | 6 | 16.67% | 0.2 |
|
| 5823 |
5823
W Advisors LLC
Germantown,
Tennessee
| US$1.32億 | -US$187萬 | -1% | 1.68% | 88.7% | 120 | 21.67% | 0.2 |
|
| 5824 |
WF
5824
Williams Financial
North Bennington,
Vermont
| US$1.32億 | -US$28.1萬 | -0.2% | 4.04% | 33.1% | 36 | 16.67% | 1 |
|
| 5825 |
5825
Red Tortoise LLC
Atlanta,
Georgia
| US$1.32億 | -US$1239萬 | -9% | 4.58% | 43.7% | 67 | 7.46% | 0.5 |
|