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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
BWG
6001
Boomfish Wealth Group
Alpharetta,
Georgia
| US$1.55億 | +US$605萬 | +4% | 2.14% | 86% | 89 | 5.62% | 0.5 |
|
| 6002 |
6002
Covestor
London,
United Kingdom
| US$1.55億 | -US$287萬 | -2% | 0.29% | 134% | 2,917 | 6.89% | 2 |
|
| 6003 |
6003
Yoder Wealth Management
Walnut Creek,
California
| US$1.54億 | +US$120萬 | +0.8% | 2.26% | 69.3% | 111 | 9.91% | 1 |
|
| 6004 |
6004
Cobblestone Asset Management
Richmond,
Virginia
| US$1.54億 | +US$698萬 | +5% | 1.51% | 60.6% | 47 | 12.77% | 0.6 |
|
| 6005 |
6005
Founders Capital Management (Texas)
Houston,
Texas
| US$1.54億 | +US$638萬 | +4% | 3.08% | 131% | 388 | 12.89% | 4 |
|
| 6006 |
6006
Green Court Capital Management
Hong Kong
| US$1.54億 | -US$9634萬 | -38% | 3.29% | 30% | 2 | 0% | 1.5 |
|
| 6007 |
6007
Mittelman Wealth Management
Andover,
Massachusetts
| US$1.54億 | +US$670萬 | +5% | 0.96% | – | 72 | 11.11% | 0.2 |
|
| 6008 |
6008
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$1.54億 | +US$643萬 | +4% | 2.77% | 84.1% | 72 | 5.56% | 1.7 |
|
| 6009 |
6009
Propel Bio Management
Los Angeles,
California
| US$1.54億 | -US$1762萬 | -10% | 8.08% | – | 32 | 37.5% | 0.4 |
|
| 6010 |
6010
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$1.54億 | -US$1441萬 | -9% | 4.02% | 173% | 56 | 48.21% | 1 |
|
| 6011 |
6011
Lakeside Advisors
Seattle,
Washington
| US$1.54億 | -US$230萬 | -1% | 2.37% | 83.7% | 65 | 4.62% | 2.2 |
|
| 6012 |
6012
True Vision MN
Woodbury,
Minnesota
| US$1.54億 | +US$1200萬 | +8% | 2.09% | – | 115 | 31.3% | 0.3 |
|
| 6013 |
6013
Axiom Financial Strategies
New Albany,
Indiana
| US$1.54億 | -US$318萬 | -2% | 0.49% | 59.8% | 36 | 27.78% | 3.3 |
|
| 6014 |
6014
General Motors Holdings
Detroit,
Michigan
| US$1.54億 | -US$1.13億 | -42% | 25% | 21.4% | 5 | 0% | 1.4 |
|
| 6015 |
6015
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$1.54億 | +US$863萬 | +6% | 3.49% | 133% | 123 | 4.07% | 1.7 |
|
| 6016 |
6016
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| US$1.54億 | -US$2.46億 | -62% | 3.57% | 284% | 68 | 67.65% | 0.2 |
|
| 6017 |
6017
Capital Square
Chattanooga,
Tennessee
| US$1.54億 | +US$1212萬 | +9% | 1.09% | 62.5% | 169 | 13.61% | 2 |
|
| 6018 |
6018
Integrity Wealth Solutions
Denver,
Colorado
| US$1.54億 | +US$62.3萬 | +0.4% | 2.12% | – | 100 | 14% | 0.5 |
|
| 6019 |
6019
Sunpointe
St. Louis,
Missouri
| US$1.54億 | +US$6376萬 | +71% | 4.33% | 122% | 171 | 23.98% | 0.4 |
|
| 6020 |
6020
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$1.54億 | -US$19.5萬 | -0.1% | 0.68% | 62.6% | 82 | 4.88% | 2.5 |
|
| 6021 |
6021
BCR Wealth Strategies
Vestavia,
Alabama
| US$1.54億 | +US$596萬 | +4% | 0.19% | 45.1% | 31 | 35.48% | 1.5 |
|
| 6022 |
6022
Darrow Company
Needham,
Massachusetts
| US$1.54億 | +US$91.6萬 | +0.6% | 0.6% | 44.5% | 46 | 4.35% | 1.4 |
|
| 6023 |
HCM
6023
Helios Capital Management
Singapore
| US$1.54億 | +US$1123萬 | +8% | 6.98% | 124% | 50 | 2% | 1.7 |
|
| 6024 |
6024
Strategic Equity Management
Tucson,
Arizona
| US$1.53億 | +US$3380萬 | +28% | 1.99% | 74.9% | 47 | 29.79% | 1.1 |
|
| 6025 |
WFG
6025
Wormser Freres Gestion
Paris,
France
| US$1.53億 | +US$729萬 | +5% | 0.53% | 67.4% | 46 | 8.7% | 0.5 |
|