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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
4Thought Financial Group
Syosset,
New York
| US$1.07億 | -US$617萬 | -5% | 11% | 40.8% | 105 | 10.48% | 1.1 |
|
| 5827 |
5827
Fortress Wealth Management
Culver City,
California
| US$1.06億 | -US$2418萬 | -19% | 13.1% | 52.1% | 68 | 39.71% | 0.4 |
|
| 5828 |
5828
Morgens Waterfall Vintiadis & Co
New York
| US$1.06億 | -US$5247萬 | -33% | 19.4% | 594% | 39 | 61.54% | 1.6 |
|
| 5829 |
5829
Crestwood Capital Management
New York
| US$1.06億 | -US$5970萬 | -36% | 17.3% | 203% | 19 | 31.58% | 2.6 |
|
| 5830 |
5830
Peterson Financial Group
Des Moines,
Iowa
| US$1.06億 | -US$1450萬 | -12% | 14.4% | 32.4% | 78 | 5.13% | 0.5 |
|
| 5831 |
5831
IMPACTfolio
Denver,
Colorado
| US$1.06億 | -US$2824萬 | -21% | 13.1% | 58.8% | 51 | 11.76% | 0.4 |
|
| 5832 |
5832
Verdad Advisers
Boston,
Massachusetts
| US$1.06億 | -US$1600萬 | -13% | 7.75% | – | 40 | 45% | 0.7 |
|
| 5833 |
5833
Act Two Investors
Santa Cruz,
California
| US$1.06億 | -US$2010萬 | -16% | 15.5% | 74.4% | 29 | 27.59% | 2.5 |
|
| 5834 |
5834
Holistic Financial Partners
Indianapolis,
Indiana
| US$1.06億 | -US$5134萬 | -33% | 7.93% | 95.7% | 124 | 32.26% | 2.4 |
|
| 5835 |
BWIA
5835
Bryant Woods Investment Advisors
Getzville,
New York
| US$1.06億 | -US$1796萬 | -14% | 15.4% | 74.4% | 38 | 7.89% | 0.5 |
|
| 5836 |
5836
Trilantic Capital Management
New York
| US$1.06億 | -US$1.14億 | -52% | 39.1% | – | 12 | 33.33% | 0.4 |
|
| 5837 |
CC
5837
Corton Capital
Carrying Place,
Ontario, Canada
| US$1.06億 | -US$1.25億 | -54% | 15.9% | 225% | 573 | 69.81% | 0.2 |
|
| 5838 |
5838
WealthTrust Asset Management
Destin,
Florida
| US$1.06億 | -US$3453萬 | -25% | 11.9% | 102% | 94 | 39.36% | 0.7 |
|
| 5839 |
HAM
5839
Hedges Asset Management
Reno,
Nevada
| US$1.06億 | -US$2320萬 | -18% | 13.3% | – | 112 | 9.82% | 0.5 |
|
| 5840 |
5840
Echo45 Advisors
Walnut Creek,
California
| US$1.06億 | -US$2168萬 | -17% | 10.2% | 53.6% | 75 | 30.67% | 0.5 |
|
| 5841 |
5841
Brown Advisory Securities
Baltimore,
Maryland
| US$1.06億 | -US$6508萬 | -38% | 13.2% | 51% | 174 | 21.26% | 6.2 |
|
| 5842 |
5842
Andrews Lucia Wealth Management
Danville,
California
| US$1.06億 | -US$589萬 | -5% | 14.6% | 64% | 20 | 15% | 0.5 |
|
| 5843 |
WPEP
5843
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.06億 | -US$1886萬 | -15% | 14.5% | 48% | 15 | 0% | 5.9 |
|
| 5844 |
5844
First Bancorp
Damariscotta,
Maine
| US$1.06億 | -US$355萬 | -3% | 10.8% | 80.3% | 117 | 20.51% | 1.1 |
|
| 5845 |
5845
CV Advisors
Aventura,
Florida
| US$1.06億 | -US$3568萬 | -25% | 18.8% | 112% | 30 | 26.67% | 0.5 |
|
| 5846 |
5846
Ivy Lane Capital Management
Winter Park,
Florida
| US$1.06億 | -US$2330萬 | -18% | 20.8% | 101% | 12 | 41.67% | 0.9 |
|
| 5847 |
5847
Palmer Knight Company
Jacksonville,
Florida
| US$1.05億 | -US$2114萬 | -17% | 15.4% | 90.5% | 27 | 0% | 2.8 |
|
| 5848 |
5848
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.05億 | -US$4544萬 | -30% | 17.9% | 164% | 33 | 24.24% | 3.9 |
|
| 5849 |
5849
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$1.05億 | -US$1679萬 | -14% | 16.5% | 85.9% | 69 | 13.04% | 0.4 |
|
| 5850 |
ABP
5850
Arthur B. Page
| US$1.05億 | -US$2289萬 | -18% | 12.7% | 40.4% | 57 | 10.53% | 5.9 |
|