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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Future Financial Wealth Management
Cincinnati,
Ohio
| US$8680萬 | -US$1565萬 | -15% | 7.03% | 65.2% | 143 | 24.48% | 1.4 |
|
| 6077 |
6077
Prostatis Group
Hanover,
Maryland
| US$8677萬 | +US$2261萬 | +35% | 4.6% | 72.9% | 75 | 52% | 1.1 |
|
| 6078 |
6078
Highland Management Partners 9
Cambridge,
Massachusetts
| US$8665萬 | -US$5805萬 | -40% | 39.5% | – | 5 | 80% | 0.4 |
|
| 6079 |
6079
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$8661萬 | -US$624萬 | -7% | 6.28% | 95.5% | 62 | 6.45% | 0.7 |
|
| 6080 |
6080
Financial Council
Towson,
Maryland
| US$8660萬 | +US$646萬 | +8% | 4.91% | 88.6% | 57 | 28.07% | 0.7 |
|
| 6081 |
TIM
6081
Timelo Investment Management
Aurora,
Ontario, Canada
| US$8655萬 | -US$2337萬 | -21% | 8.79% | 104% | 75 | 34.67% | 0.6 |
|
| 6082 |
6082
Old North State Wealth Management
Wilmington,
North Carolina
| US$8653萬 | -US$127萬 | -1% | 5.18% | 91.5% | 61 | 13.11% | 0.6 |
|
| 6083 |
6083
Guardian Financial Partners
Orange,
California
| US$8631萬 | -US$295萬 | -3% | 6.96% | 53.9% | 42 | 28.57% | 0.7 |
|
| 6084 |
6084
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$8625萬 | -US$392萬 | -4% | 5.34% | 82.6% | 49 | 4.08% | 5.2 |
|
| 6085 |
MAM
6085
Marketfield Asset Management
New York
| US$8618萬 | -US$584萬 | -6% | 2.86% | 61.5% | 36 | 16.67% | 3.8 |
|
| 6086 |
6086
Fortune 45 LLC
Gonzales,
Louisiana
| US$8617萬 | -US$92.8萬 | -1% | 4.95% | 85.2% | 60 | 61.67% | 0.5 |
|
| 6087 |
6087
RiverVest Venture Management
St. Louis,
Missouri
| US$8613萬 | +US$1809萬 | +27% | 38.4% | 16.5% | 6 | 0% | 1.5 |
|
| 6088 |
6088
Chico Wealth RIA
Chico,
California
| US$8613萬 | -US$3691萬 | -30% | 6.64% | 74.7% | 24 | 16.67% | 0.4 |
|
| 6089 |
6089
SFI Advisors
Montclair,
New Jersey
| US$8608萬 | -US$413萬 | -5% | 4.86% | 95.9% | 68 | 10.29% | 0.6 |
|
| 6090 |
MF
6090
Meridian Financial
Holliston,
Massachusetts
| US$8605萬 | -US$282萬 | -3% | 4.68% | 58.5% | 90 | 8.89% | 0.7 |
|
| 6091 |
OCM
6091
Ogborne Capital Management
San Francisco,
California
| US$8597萬 | +US$1623萬 | +23% | 18.8% | 251% | 12 | 66.67% | 0.7 |
|
| 6092 |
6092
Barden Capital Management
Austin,
Texas
| US$8589萬 | -US$636萬 | -7% | 5.13% | 80.1% | 67 | 16.42% | 0.7 |
|
| 6093 |
6093
Wilson & Boucher Capital Management
Moraga,
California
| US$8588萬 | -US$517萬 | -6% | 4.59% | 69.8% | 97 | 5.15% | 0.7 |
|
| 6094 |
6094
Spark Growth Management Partners II
Boston,
Massachusetts
| US$8584萬 | -US$4017萬 | -32% | 19.6% | – | 3 | 33.33% | 1.3 |
|
| 6095 |
RCWM
6095
Royal Capital Wealth Management
Carmel,
Indiana
| US$8582萬 | -US$637萬 | -7% | 5.38% | 83.8% | 97 | 12.37% | 0.7 |
|
| 6096 |
6096
Qualcomm Inc
San Diego,
California
| US$8571萬 | -US$3714萬 | -30% | 1.64% | – | 12 | 25% | 1.6 |
|
| 6097 |
6097
325 Capital
New York
| US$8568萬 | -US$2213萬 | -21% | 5.8% | 226% | 11 | 36.36% | 0.6 |
|
| 6098 |
6098
Touchstone Capital
Pittsburgh,
Pennsylvania
| US$8568萬 | -US$1555萬 | -15% | 4.79% | – | 21 | 14.29% | 1.4 |
|
| 6099 |
6099
Sustainable Insight Capital Management
New York
| US$8560萬 | -US$1485萬 | -15% | 1.11% | 168% | 134 | 38.81% | 1.6 |
|
| 6100 |
6100
Brewster Financial Planning
Brooklyn,
New York
| US$8558萬 | -US$446萬 | -5% | 6.04% | 44.3% | 12 | 0% | 0.8 |
|