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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Oppenheimer & Close
New York
| US$9237萬 | +US$474萬 | +5% | 6.05% | 148% | 63 | 9.52% | 3.8 |
|
| 5977 |
5977
Cladis Investment Advisory
Billings,
Montana
| US$9235萬 | -US$776萬 | -8% | 4.99% | 145% | 141 | 18.44% | 0.7 |
|
| 5978 |
5978
Spearhead Capital Advisors
Wellington,
Florida
| US$9231萬 | -US$5.78億 | -86% | 4.8% | 25.2% | 182 | 46.15% | 2.3 |
|
| 5979 |
ASFA
5979
All Season Financial Advisors
Denver,
Colorado
| US$9213萬 | -US$2482萬 | -21% | 4.68% | 33.8% | 139 | 47.48% | 0.6 |
|
| 5980 |
5980
TrueWealth Financial Partners
Bellevue,
Washington
| US$9207萬 | -US$330萬 | -3% | 5.94% | 36.4% | 14 | 7.14% | 0.8 |
|
| 5981 |
5981
Jacob Asset Management of New York
Hermosa Beach,
California
| US$9207萬 | -US$688萬 | -7% | 2.62% | 22.7% | 71 | 7.04% | 1.8 |
|
| 5982 |
5982
Cook Wealth
Raleigh,
North Carolina
| US$9196萬 | -US$534萬 | -5% | 8.88% | 7.36% | 50 | 20% | 0.6 |
|
| 5983 |
5983
Unconventional Investor
Portsmouth,
New Hampshire
| US$9195萬 | -US$555萬 | -6% | 5.63% | 62.7% | 35 | 17.14% | 0.7 |
|
| 5984 |
5984
Defined Wealth Management
Beaverton,
Oregon
| US$9180萬 | -US$577萬 | -6% | 5.84% | 78.1% | 95 | 10.53% | 1.6 |
|
| 5985 |
5985
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$9179萬 | -US$7558萬 | -45% | 4.95% | 62.5% | 22 | 50% | 2.9 |
|
| 5986 |
5986
Bullseye Investment Management
Cincinnati,
Ohio
| US$9175萬 | -US$1996萬 | -18% | 1.44% | 38.2% | 60 | 71.67% | 0.3 |
|
| 5987 |
5987
Avondale Wealth Management
West Lake Hills,
Texas
| US$9170萬 | +US$549萬 | +6% | 5.27% | 83.8% | 121 | 11.57% | 2.3 |
|
| 5988 |
5988
Empirical Asset Management
Wellesley,
Massachusetts
| US$9169萬 | -US$317萬 | -3% | 3.82% | 102% | 183 | 36.07% | 0.5 |
|
| 5989 |
5989
Joseph Group Capital Management
Columbus,
Ohio
| US$9162萬 | -US$817萬 | -8% | 6.39% | 64.3% | 88 | 14.77% | 0.6 |
|
| 5990 |
5990
Lynwood Capital Management
Toronto,
Ontario, Canada
| US$9158萬 | +US$206萬 | +2% | 3.12% | – | 165 | 24.24% | 0.4 |
|
| 5991 |
5991
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$9157萬 | -US$542萬 | -6% | 5.01% | 122% | 106 | 5.66% | 1.7 |
|
| 5992 |
5992
Terra Nova Asset Management
New York
| US$9154萬 | +US$167萬 | +2% | 3.14% | 172% | 83 | 8.43% | 2.6 |
|
| 5993 |
5993
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$9154萬 | -US$611萬 | -6% | 0.27% | 161% | 257 | 13.62% | 0.7 |
|
| 5994 |
5994
River Oaks Capital
Wayzata,
Minnesota
| US$9152萬 | -US$165萬 | -2% | 0.51% | – | 51 | 0% | 3.2 |
|
| 5995 |
5995
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$9151萬 | -US$1014萬 | -10% | 3.78% | 72% | 103 | 10.68% | 1.8 |
|
| 5996 |
5996
Azarias Capital Management
Berwyn,
Pennsylvania
| US$9142萬 | -US$44.2萬 | -0.5% | 0.64% | 58.2% | 18 | 0% | 0.8 |
|
| 5997 |
5997
Lakehouse Capital
Sydney NSW,
Australia
| US$9130萬 | -US$1123萬 | -11% | 1.63% | 87.4% | 16 | 25% | 1.7 |
|
| 5998 |
YC
5998
Yunqi Capital
Hong Kong
| US$9127萬 | -US$2414萬 | -21% | 21.2% | 65.3% | 5 | 40% | 0.8 |
|
| 5999 |
5999
Morgens Waterfall Vintiadis & Co
New York
| US$9125萬 | -US$1519萬 | -14% | 7.57% | 594% | 40 | 52.5% | 1.4 |
|
| 6000 |
6000
Kopion Asset Management
Mckinney,
Texas
| US$9122萬 | -US$263萬 | -3% | 3.13% | 80.5% | 18 | 5.56% | 2.4 |
|