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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Dover Advisors
Richmond,
Virginia
| US$2.44億 | +US$251萬 | +1% | 10.1% | 65% | 167 | 13.17% | 2.2 |
|
| 5927 |
5927
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$2.44億 | -US$4736萬 | -16% | 4.96% | 34.1% | 7 | 42.86% | 3 |
|
| 5928 |
5928
8VC AI Fund I MM
Austin,
Texas
| US$2.44億 | – | – | 6.16% | – | 1 | – | 0 |
|
| 5929 |
5929
Trademark Financial Management
Bloomington,
Minnesota
| US$2.44億 | +US$4004萬 | +20% | 13.1% | 67.5% | 116 | 19.83% | 1.5 |
|
| 5930 |
5930
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$2.44億 | +US$2359萬 | +11% | 10.5% | 50.2% | 17 | 17.65% | 3.5 |
|
| 5931 |
5931
Georgetown University
Washington,
District of Columbia
| US$2.44億 | +US$2308萬 | +10% | 13.3% | 79.9% | 11 | 0% | 4.2 |
|
| 5932 |
SHFP
5932
Second Half Financial Partners
Sebring,
Florida
| US$2.44億 | +US$2181萬 | +10% | 10.1% | 36.8% | 122 | 31.97% | 1.3 |
|
| 5933 |
5933
Sterling Group Wealth Management
Pasadena,
California
| US$2.44億 | +US$3232萬 | +15% | 14.9% | 75.9% | 68 | 23.53% | 1.5 |
|
| 5934 |
5934
Grey Rock Energy Management
Dallas,
Texas
| US$2.44億 | -US$8069萬 | -25% | 24.9% | – | 1 | 0% | 1.5 |
|
| 5935 |
5935
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$2.44億 | +US$7453萬 | +44% | 10.7% | 61% | 323 | 68.42% | 2 |
|
| 5936 |
5936
Powers Capital
San Francisco,
California
| US$2.44億 | +US$3214萬 | +15% | 15.3% | – | 2 | 0% | 1.5 |
|
| 5937 |
CCA
5937
Cypress Capital Advisors
Franklin,
Tennessee
| US$2.43億 | +US$5886萬 | +32% | 8.57% | – | 82 | 12.2% | 1.2 |
|
| 5938 |
5938
Tejara Capital
London,
United Kingdom
| US$2.43億 | -US$6007萬 | -20% | 6.51% | 7.93% | 98 | 58.16% | 0.7 |
|
| 5939 |
5939
JNE Partners
London,
United Kingdom
| US$2.43億 | -US$119萬 | -0.5% | 2.94% | 100% | 7 | 14.29% | 1.8 |
|
| 5940 |
5940
Motive Wealth Advisors
Birmingham,
Michigan
| US$2.43億 | +US$3020萬 | +14% | 14.9% | 73.4% | 102 | 15.69% | 2.6 |
|
| 5941 |
5941
Udine Wealth Management
Boca Raton,
Florida
| US$2.43億 | +US$3826萬 | +19% | 18.4% | 141% | 45 | 33.33% | 1.7 |
|
| 5942 |
5942
NewGen Asset Management
Toronto,
Ontario, Canada
| US$2.43億 | -US$1590萬 | -6% | 4.72% | 352% | 47 | 63.83% | 0.4 |
|
| 5943 |
5943
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$2.43億 | +US$4154萬 | +21% | 17.8% | – | 1,072 | 84.51% | 1.2 |
|
| 5944 |
5944
Threadgill Financial
Spring,
Texas
| US$2.43億 | -US$1.02億 | -30% | 10.8% | 49.3% | 48 | 33.33% | 2.2 |
|
| 5945 |
5945
One William Street Capital Management
New York
| US$2.42億 | -US$9.37億 | -79% | 3.16% | 44% | 18 | 27.78% | 0.4 |
|
| 5946 |
5946
Pacific Sun Financial
Los Angeles,
California
| US$2.42億 | +US$3597萬 | +17% | 18.6% | 70.3% | 222 | 10.81% | 5 |
|
| 5947 |
5947
Sound Stewardship
Overland Park,
Kansas
| US$2.42億 | +US$2415萬 | +11% | 8.38% | 45.9% | 73 | 13.7% | 2.3 |
|
| 5948 |
EAM
5948
Eukles Asset Management
Cincinnati,
Ohio
| US$2.42億 | +US$1806萬 | +8% | 12.5% | 87.9% | 243 | 8.23% | 4.9 |
|
| 5949 |
5949
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$2.42億 | +US$2341萬 | +11% | 12.5% | 65.6% | 68 | 11.76% | 1.6 |
|
| 5950 |
5950
IRON Financial
Northbrook,
Illinois
| US$2.42億 | +US$1346萬 | +6% | 8.66% | 60.6% | 156 | 10.26% | 3.1 |
|