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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Wells Trecaso Financial Group
Akron,
Ohio
| US$2.1億 | -US$1.14億 | -35% | 8.77% | 108% | 91 | 13.19% | 5.5 |
|
| 5877 |
5877
Sequent Asset Management
Houston,
Texas
| US$2.1億 | +US$8512萬 | +68% | 4.7% | 51.3% | 95 | 32.63% | 2.9 |
|
| 5878 |
BC
5878
Bayforest Capital
London,
United Kingdom
| US$2.1億 | -US$1853萬 | -8% | 13.5% | – | 951 | 49.74% | 0.4 |
|
| 5879 |
5879
Tandem Wealth Advisors
Phoenix,
Arizona
| US$2.1億 | +US$810萬 | +4% | 4.87% | 43.1% | 51 | 11.76% | 2.1 |
|
| 5880 |
MA
5880
McBroom & Associates
Las Vegas,
Nevada
| US$2.1億 | +US$3545萬 | +20% | 12.3% | 148% | 39 | 10.26% | 2.7 |
|
| 5881 |
5881
Regency Capital Management
Honolulu,
Hawaii
| US$2.1億 | +US$1963萬 | +10% | 6.98% | 95.9% | 67 | 26.87% | 1.7 |
|
| 5882 |
5882
PFS Partners
Mine Hill,
New Jersey
| US$2.1億 | +US$1171萬 | +6% | 4.21% | 65.2% | 578 | 15.22% | 2.1 |
|
| 5883 |
5883
Whitebark Investors
Incline Village,
Nevada
| US$2.1億 | +US$293萬 | +1% | 1.2% | – | 11 | 27.27% | 0.6 |
|
| 5884 |
5884
Harper Investing
Santa Clara,
California
| US$2.1億 | +US$3116萬 | +17% | 8.84% | 58.7% | 64 | 10.94% | 1.4 |
|
| 5885 |
5885
Midwest Financial Group
Overland Park,
Kansas
| US$2.1億 | +US$1955萬 | +10% | 7.9% | 103% | 123 | 8.94% | 1.8 |
|
| 5886 |
5886
Horizon Bancorp
Michigan City,
Indiana
| US$2.1億 | +US$1102萬 | +6% | 4.31% | 35.3% | 219 | 15.07% | 3.2 |
|
| 5887 |
5887
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| US$2.1億 | -US$1.43億 | -41% | 11.1% | – | 1 | 0% | 0.8 |
|
| 5888 |
5888
Horizon Financial Services
Winston Salem,
North Carolina
| US$2.1億 | +US$2102萬 | +11% | 5.07% | 42.6% | 395 | 29.11% | 1.1 |
|
| 5889 |
5889
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$2.1億 | +US$4159萬 | +25% | 2.23% | – | 31 | 38.71% | 0.4 |
|
| 5890 |
IF
5890
Integrity Financial
Cheyenne,
Wyoming
| US$2.1億 | +US$1302萬 | +7% | 6.89% | 75.8% | 314 | 13.06% | 2.2 |
|
| 5891 |
5891
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$2.1億 | +US$1621萬 | +8% | 7.25% | 68.7% | 387 | 42.38% | 1.7 |
|
| 5892 |
5892
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$2.09億 | +US$707萬 | +3% | 6.48% | 93.3% | 142 | 7.75% | 8.2 |
|
| 5893 |
5893
Family Capital Management
Grand Rapids,
Michigan
| US$2.09億 | +US$1859萬 | +10% | 7.07% | 78.7% | 102 | 12.75% | 1.6 |
|
| 5894 |
5894
GoalFusion Wealth Management
Austin,
Texas
| US$2.09億 | +US$1484萬 | +8% | 5.82% | 47.6% | 31 | 19.35% | 2.1 |
|
| 5895 |
5895
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$2.09億 | +US$2517萬 | +14% | 5.77% | 135% | 119 | 16.81% | 0.5 |
|
| 5896 |
5896
Westbourne Investments
Alexandria,
Virginia
| US$2.09億 | +US$2172萬 | +12% | 12.5% | – | 168 | 39.29% | 0.5 |
|
| 5897 |
FA
5897
FF Advisors
Manhattan Beach,
California
| US$2.09億 | +US$1656萬 | +9% | 7.45% | 59.7% | 102 | 7.84% | 1.5 |
|
| 5898 |
5898
Purkiss Capital Advisors
Ridgefield,
Connecticut
| US$2.09億 | +US$2915萬 | +16% | 9.4% | – | 173 | 15.03% | 0.5 |
|
| 5899 |
5899
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$2.09億 | +US$2130萬 | +11% | 14.3% | 92.4% | 553 | 20.43% | 5.1 |
|
| 5900 |
5900
IRON Financial
Northbrook,
Illinois
| US$2.09億 | +US$1591萬 | +8% | 5.39% | 60.6% | 166 | 40.36% | 2.8 |
|