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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 |
NAMNJ
5901
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| US$2.09億 | +US$1917萬 | +10% | 7.86% | 105% | 100 | 7% | 1.3 |
|
| 5902 |
AFC
5902
AFT Forsyth & Company
West Palm Beach,
Florida
| US$2.09億 | +US$1354萬 | +7% | 8.98% | 135% | 117 | 4.27% | 7.7 |
|
| 5903 |
5903
Hahn Capital Management
Walnut Creek,
California
| US$2.09億 | -US$336萬 | -2% | 4.23% | 71.7% | 28 | 0% | 7.7 |
|
| 5904 |
5904
Trust Company of Kansas
Wichita,
Kansas
| US$2.09億 | -US$88.4萬 | -0.4% | 7.65% | 100% | 63 | 12.7% | 2.9 |
|
| 5905 |
5905
Copperleaf Capital
Raleigh,
North Carolina
| US$2.09億 | +US$1096萬 | +6% | 9.45% | 102% | 130 | 25.38% | 1.9 |
|
| 5906 |
5906
Cambridge Capital Management
O'fallon,
Illinois
| US$2.09億 | +US$2220萬 | +12% | 5.86% | 55.9% | 43 | 6.98% | 1.4 |
|
| 5907 |
5907
LCM Capital Management
Chicago,
Illinois
| US$2.08億 | +US$1601萬 | +8% | 11.1% | 128% | 114 | 12.28% | 3.2 |
|
| 5908 |
5908
Sitrin Capital Management
Century City,
California
| US$2.08億 | +US$1242萬 | +6% | 10.6% | 139% | 42 | 2.38% | 4.4 |
|
| 5909 |
5909
Sound Stewardship
Overland Park,
Kansas
| US$2.08億 | +US$1453萬 | +7% | 5.78% | 45.9% | 66 | 6.06% | 2 |
|
| 5910 |
5910
Udine Wealth Management
Boca Raton,
Florida
| US$2.08億 | +US$1897萬 | +10% | 23% | 141% | 40 | 20% | 1.5 |
|
| 5911 |
SM
5911
Salzhauer Michael
| US$2.08億 | +US$3747萬 | +22% | 8.13% | 98% | 96 | 19.79% | 4 |
|
| 5912 |
5912
Peak Financial Advisors
Denver,
Colorado
| US$2.08億 | +US$1311萬 | +7% | 4.3% | 39.1% | 109 | 42.2% | 1.2 |
|
| 5913 |
5913
JW Asset Management
Miami Beach,
Florida
| US$2.08億 | +US$549萬 | +3% | 7.87% | 251% | 21 | 28.57% | 1.6 |
|
| 5914 |
5914
Signet Investment Advisory Group
Providence,
Rhode Island
| US$2.08億 | +US$1343萬 | +7% | 6.17% | 68.2% | 70 | 4.29% | 4.9 |
|
| 5915 |
TBBL
5915
True Blue (BVI) Ltd
Road Town, Tortola,
| US$2.08億 | +US$3599萬 | +21% | 22.8% | – | 4 | 0% | 0.8 |
|
| 5916 |
5916
FOCUS Wealth Advisors
Houston,
Texas
| US$2.08億 | +US$1563萬 | +8% | 7.37% | 68.7% | 58 | 3.45% | 2.9 |
|
| 5917 |
5917
Galilei Investment Office
London,
United Kingdom
| US$2.08億 | +US$1139萬 | +6% | 6.33% | – | 27 | 0% | 0.7 |
|
| 5918 |
WA1
5918
Wimmer Associates 1
Pasadena,
California
| US$2.08億 | +US$1243萬 | +6% | 9.07% | 78.9% | 113 | 6.19% | 7.2 |
|
| 5919 |
5919
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$2.08億 | +US$1517萬 | +8% | 6.71% | 70.6% | 537 | 26.07% | 3.1 |
|
| 5920 |
5920
Hippocratic Financial Advisors
Westlake Village,
California
| US$2.08億 | +US$2064萬 | +11% | 4.65% | – | 28 | 17.86% | 0.6 |
|
| 5921 |
5921
Forte Asset Management
Bedford,
New York
| US$2.08億 | +US$1151萬 | +6% | 6.08% | 57.7% | 73 | 9.59% | 1.9 |
|
| 5922 |
5922
Chou Associates Management
Toronto,
Ontario, Canada
| US$2.08億 | +US$2490萬 | +14% | 11.5% | 70% | 31 | 0% | 3.3 |
|
| 5923 |
5923
Midwest Capital Advisors
Grand Rapids,
Michigan
| US$2.07億 | +US$1773萬 | +9% | 7.5% | – | 216 | 15.28% | 0.6 |
|
| 5924 |
5924
Solano Wealth Investment Advisors
Fairfield,
California
| US$2.07億 | +US$1248萬 | +6% | 5.94% | – | 37 | 10.81% | 0.7 |
|
| 5925 |
5925
Grand Wealth Management
Grand Rapids,
Michigan
| US$2.07億 | +US$1273萬 | +7% | 6.55% | 58.5% | 75 | 8% | 2.4 |
|