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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
PACK Private Wealth
Wayzata,
Minnesota
| US$2.19億 | +US$706萬 | +3% | 2.36% | 52.8% | 58 | 5.17% | 2.5 |
|
| 5952 |
5952
Retirement Guys Formula
Maumee,
Ohio
| US$2.19億 | -US$6489萬 | -23% | 1.09% | 75.7% | 180 | 22.78% | 1.8 |
|
| 5953 |
5953
Taylor Securities Services
Harrisburg,
Pennsylvania
| US$2.19億 | – | – | 1.86% | – | 54 | – | 0 |
|
| 5954 |
5954
Ravenstone Capital Management
Toronto,
| US$2.19億 | +US$1490萬 | +7% | 5.05% | 63% | 42 | 7.14% | 3 |
|
| 5955 |
5955
Nipun Capital
Foster City,
California
| US$2.19億 | +US$6080萬 | +38% | 1.18% | 30.2% | 13 | 61.54% | 0.9 |
|
| 5956 |
5956
Genoa Capital Gestora de Recursos
Sao Paulo,
| US$2.19億 | – | – | 3.16% | – | 17 | – | 0.4 |
|
| 5957 |
5957
MOR Wealth Management
Philadelphia,
Pennsylvania
| US$2.19億 | – | – | 2.36% | – | 105 | – | 0 |
|
| 5958 |
5958
PFS Partners
Mine Hill,
New Jersey
| US$2.19億 | +US$832萬 | +4% | 2.79% | 65.2% | 603 | 8.79% | 2.2 |
|
| 5959 |
5959
Mosley Wealth Management
Anaheim,
California
| US$2.19億 | – | – | 1.46% | – | 154 | – | 1.1 |
|
| 5960 |
5960
Step Capital Management
Singapore,
| US$2.18億 | – | – | 19.8% | – | 26 | – | 0 |
|
| 5961 |
5961
Finley Financial
Las Vegas,
Nevada
| US$2.18億 | +US$215萬 | +1% | 2.01% | – | 124 | 13.71% | 1 |
|
| 5962 |
5962
Woodward Diversified Capital
Bakersfield,
California
| US$2.18億 | +US$362萬 | +2% | 3.41% | 118% | 196 | 13.27% | 2.5 |
|
| 5963 |
5963
Optimist Retirement Group
Bellevue,
Washington
| US$2.18億 | -US$301萬 | -1% | 5.38% | 92.2% | 126 | 16.67% | 1.4 |
|
| 5964 |
5964
Lynx Capital Group
Beachwood,
Ohio
| US$2.18億 | +US$252萬 | +1% | 2.13% | 65.6% | 90 | 11.11% | 1.6 |
|
| 5965 |
KCM
5965
Knoll Capital Management
Miami,
Florida
| US$2.18億 | +US$3141萬 | +17% | 16.3% | 258% | 39 | 17.95% | 2.7 |
|
| 5966 |
5966
Byrne Financial Freedom
Franklin,
Massachusetts
| US$2.18億 | +US$1700萬 | +8% | 5.54% | – | 108 | 17.59% | 0.8 |
|
| 5967 |
5967
Fearnley Asset Management
Oslo,
| US$2.18億 | – | – | 0.97% | – | 21 | – | 0 |
|
| 5968 |
5968
Ayrshire Capital Management
Westport,
Connecticut
| US$2.18億 | +US$238萬 | +1% | 1.89% | 84.8% | 54 | 22.22% | 3.3 |
|
| 5969 |
5969
Financial Planning Navigators
Maple Grove,
Minnesota
| US$2.18億 | – | – | 2.62% | – | 47 | – | 0 |
|
| 5970 |
5970
Ridgepath Capital Management
Knoxville,
Tennessee
| US$2.18億 | -US$1654萬 | -7% | 0.2% | 73.5% | 48 | 4.17% | 1.5 |
|
| 5971 |
5971
Endowment Wealth Management
Appleton,
Wisconsin
| US$2.18億 | -US$270萬 | -1% | 0.07% | 70.7% | 172 | 21.51% | 2.4 |
|
| 5972 |
5972
IRON Financial
Northbrook,
Illinois
| US$2.18億 | +US$875萬 | +4% | 1.61% | 60.6% | 147 | 15.65% | 3.1 |
|
| 5973 |
5973
Cohen Investment Advisors
Bedford,
New Hampshire
| US$2.17億 | +US$1147萬 | +6% | 5.94% | 90.6% | 78 | 0% | 4.6 |
|
| 5974 |
DCM
5974
Dilation Capital Management
New York
| US$2.17億 | +US$1568萬 | +8% | 2.22% | – | 23 | 26.09% | 0.6 |
|
| 5975 |
RFMS
5975
RWQ Financial Management Services
Naples,
Florida
| US$2.17億 | -US$1304萬 | -6% | 3.8% | 446% | 26 | 34.62% | 1.7 |
|