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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Monolith Management
Hong Kong
| US$1.71億 | -US$4578萬 | -21% | 11.4% | 1,364% | 21 | 80.95% | 0.2 |
|
| 5902 |
5902
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$1.71億 | +US$1694萬 | +11% | 6.15% | 84.1% | 77 | 11.69% | 1.8 |
|
| 5903 |
5903
Resurgent Financial Advisors
Atlanta,
Georgia
| US$1.71億 | +US$1019萬 | +6% | 6.74% | 86.4% | 195 | 16.41% | 1.9 |
|
| 5904 |
5904
Ciovacco Capital Management
Atlanta,
Georgia
| US$1.71億 | +US$1581萬 | +10% | 4.6% | 100% | 29 | 24.14% | 1.3 |
|
| 5905 |
5905
Friedenthal Financial
Marlton,
New Jersey
| US$1.71億 | +US$1040萬 | +6% | 11.5% | 105% | 317 | 57.73% | 1.3 |
|
| 5906 |
5906
Pacific Capital Partners
London,
| US$1.71億 | +US$1960萬 | +13% | 14.9% | 61.4% | 58 | 6.9% | 0.9 |
|
| 5907 |
IF
5907
Integrity Financial
Cheyenne,
Wyoming
| US$1.71億 | +US$1065萬 | +7% | 4.93% | 66.3% | 231 | 10.82% | 2 |
|
| 5908 |
5908
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$1.7億 | +US$1263萬 | +8% | 3.48% | 157% | 62 | 19.35% | 0.6 |
|
| 5909 |
5909
Gate City Capital Management
Chicago,
Illinois
| US$1.7億 | +US$3373萬 | +25% | 18.3% | – | 17 | 35.29% | 0.5 |
|
| 5910 |
5910
Anabranch Capital Management
Stamford,
Connecticut
| US$1.7億 | +US$246萬 | +1% | 15.4% | 139% | 7 | 0% | 3.3 |
|
| 5911 |
5911
Flower City Capital
Pittsford,
New York
| US$1.7億 | +US$1540萬 | +10% | 6.17% | 69.5% | 35 | 14.29% | 1.9 |
|
| 5912 |
AIP
5912
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1.7億 | +US$202萬 | +1% | 2.78% | 58.3% | 19 | 0% | 2.6 |
|
| 5913 |
5913
Midwest Financial Group
Overland Park,
Kansas
| US$1.7億 | +US$1311萬 | +8% | 5.26% | 103% | 111 | 7.21% | 1.2 |
|
| 5914 |
5914
Objective Capital Management
Pepper Pike,
Ohio
| US$1.7億 | – | – | 5.77% | – | 148 | – | 1.7 |
|
| 5915 |
5915
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$1.7億 | +US$1780萬 | +12% | 5.42% | 93.3% | 171 | 16.37% | 1.1 |
|
| 5916 |
BCM
5916
BML Capital Management
Zionsville,
Indiana
| US$1.7億 | +US$2982萬 | +21% | 77.5% | 376% | 32 | 21.88% | 0.9 |
|
| 5917 |
5917
Concorde Financial
Dallas,
Texas
| US$1.7億 | +US$1760萬 | +12% | 6.52% | 81.3% | 46 | 28.26% | 1.6 |
|
| 5918 |
SMP
5918
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$1.7億 | +US$2088萬 | +14% | 14.3% | 102% | 17 | 5.88% | 5.7 |
|
| 5919 |
5919
Vaughan & Co Securities
Ridgewood,
New Jersey
| US$1.7億 | +US$1121萬 | +7% | 7.66% | 70.7% | 54 | 0% | 3.2 |
|
| 5920 |
5920
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$1.7億 | +US$775萬 | +5% | 7.12% | 37% | 88 | 14.77% | 1.5 |
|
| 5921 |
5921
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.7億 | +US$253萬 | +2% | 6.68% | 164% | 30 | 20% | 5.1 |
|
| 5922 |
5922
New Age Alpha Advisors
Rye,
New York
| US$1.7億 | -US$1385萬 | -8% | 5.44% | 115% | 220 | 64.55% | 0.2 |
|
| 5923 |
5923
Dalton Investments
Las Vegas,
Nevada
| US$1.7億 | -US$621萬 | -4% | 5.91% | 125% | 28 | 10.71% | 3.5 |
|
| 5924 |
5924
Clarity Capital Partners
Newport Beach,
California
| US$1.7億 | +US$621萬 | +4% | 5.66% | – | 141 | 19.86% | 0.6 |
|
| 5925 |
5925
Stash Investments
New York
| US$1.69億 | +US$1777萬 | +12% | 5.03% | 40.7% | 5 | 0% | 0.8 |
|