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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Widmann Financial Services
Bowie,
Maryland
| US$9664萬 | -US$1622萬 | -14% | 10.4% | 75.2% | 91 | 15.38% | 0.5 |
|
| 6027 |
HPM
6027
Hudson Portfolio Management
Garrison,
New York
| US$9663萬 | -US$1686萬 | -15% | 9.83% | – | 111 | 12.61% | 1 |
|
| 6028 |
6028
Perkins Capital Management
Wayzata,
Minnesota
| US$9661萬 | -US$2538萬 | -21% | 15.1% | 389% | 115 | 12.17% | 3.7 |
|
| 6029 |
6029
CMG Global Holdings
Plano,
Texas
| US$9660萬 | -US$2591萬 | -21% | 14% | 80.8% | 84 | 11.9% | 1.2 |
|
| 6030 |
6030
Cadence Wealth Management
Westborough,
Massachusetts
| US$9648萬 | -US$3379萬 | -26% | 14.2% | 77.7% | 39 | 17.95% | 0.9 |
|
| 6031 |
6031
Jess S. Morgan & Co
Los Angeles,
California
| US$9644萬 | -US$4102萬 | -30% | 14.5% | 69.3% | 47 | 29.79% | 1.7 |
|
| 6032 |
6032
Marlowe Partners
New York
| US$9635萬 | -US$3764萬 | -28% | 21.9% | 16.3% | 8 | 12.5% | 1.9 |
|
| 6033 |
6033
Von Berge Wealth Management Group
San Diego,
California
| US$9624萬 | -US$1348萬 | -12% | 15.6% | 60.5% | 65 | 9.23% | 0.5 |
|
| 6034 |
6034
Saber Capital Management
Fuquay Varina,
North Carolina
| US$9618萬 | -US$1249萬 | -11% | 19.2% | – | 19 | 31.58% | 0.3 |
|
| 6035 |
6035
Anabranch Capital Management
Stamford,
Connecticut
| US$9617萬 | -US$4939萬 | -34% | 26.9% | 139% | 7 | 0% | 1.3 |
|
| 6036 |
6036
Capital CS Group
Irvine,
California
| US$9615萬 | -US$1867萬 | -16% | 20.4% | 27.8% | 83 | 74.7% | 0.5 |
|
| 6037 |
6037
Hofer & Associates
Thousand Oaks,
California
| US$9608萬 | -US$1753萬 | -15% | 14.3% | 61.7% | 52 | 5.77% | 0.5 |
|
| 6038 |
6038
Moulton Wealth Management
Spokane,
Washington
| US$9605萬 | US$0 | 0% | 8.44% | 47.8% | 17 | 0% | 1.4 |
|
| 6039 |
6039
Tenret Company
Tampa,
Florida
| US$9601萬 | -US$1488萬 | -13% | 12.4% | – | 32 | 18.75% | 0.9 |
|
| 6040 |
6040
Islay Capital Management
Lubbock,
Texas
| US$9598萬 | -US$2418萬 | -20% | 11.7% | 72% | 342 | 33.04% | 1.5 |
|
| 6041 |
6041
Robbins Farley
Bedford,
New Hampshire
| US$9596萬 | -US$3695萬 | -28% | 12.7% | 106% | 175 | 41.71% | 0.8 |
|
| 6042 |
6042
LifeSteps Financial
Claremont,
California
| US$9593萬 | -US$3929萬 | -29% | 15.9% | 98.4% | 83 | 10.84% | 2.1 |
|
| 6043 |
SPAS
6043
Spectrum Planning & Advisory Services
San Diego,
California
| US$9592萬 | -US$1348萬 | -12% | 8.51% | – | 49 | 26.53% | 1.1 |
|
| 6044 |
6044
Benchmark Investment Advisors
Chicago,
Illinois
| US$9591萬 | -US$3712萬 | -28% | 16.3% | – | 155 | 45.16% | 0.4 |
|
| 6045 |
6045
Basepoint Wealth
Cedar Rapids,
Iowa
| US$9578萬 | -US$1265萬 | -12% | 13% | 118% | 90 | 18.89% | 0.4 |
|
| 6046 |
6046
Denver Wealth Management
Denver,
Colorado
| US$9575萬 | – | – | 14.3% | 70.3% | 53 | – | 0.9 |
|
| 6047 |
LP
6047
Lloyd Park
Wilmette,
Illinois
| US$9562萬 | +US$494萬 | +5% | 16.4% | – | 92 | 53.26% | 0.3 |
|
| 6048 |
6048
AH Equity Partners LSV II
Menlo Park,
California
| US$9557萬 | -US$4333萬 | -31% | 26.1% | – | 4 | 0% | 0.5 |
|
| 6049 |
6049
Broadcrest Asset Management
Winter Park,
Florida
| US$9556萬 | -US$2474萬 | -21% | 22.3% | 54.1% | 9 | 33.33% | 0.4 |
|
| 6050 |
6050
Norwest Venture Partners XII
Palo Alto,
California
| US$9556萬 | -US$6094萬 | -39% | 18.2% | – | 2 | 0% | 0.5 |
|