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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
Flagship Private Wealth
Woburn,
Massachusetts
| US$1.07億 | +US$1007萬 | +10% | 6.48% | 70.2% | 75 | 12% | 1.7 |
|
| 6077 |
6077
Technology Crossover Management VII
Menlo Park,
California
| US$1.07億 | +US$2156萬 | +25% | 25.3% | 3.64% | 1 | 0% | 8.3 |
|
| 6078 |
6078
Greenstone Partners & Co
Larkspur,
California
| US$1.07億 | +US$742萬 | +7% | 3.68% | 402% | 10 | 0% | 1.5 |
|
| 6079 |
EC
6079
Euclidean Capital
New York
| US$1.07億 | -US$83.3萬 | -0.8% | 12.2% | 79.7% | 11 | 9.09% | 1.6 |
|
| 6080 |
6080
Finer Wealth Management
Salem,
Massachusetts
| US$1.07億 | +US$525萬 | +5% | 10.1% | 175% | 80 | 7.5% | 0.9 |
|
| 6081 |
AIP
6081
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1.06億 | +US$683萬 | +7% | 6.03% | 58.3% | 18 | 0% | 1 |
|
| 6082 |
6082
Bank of Marin
Novato,
California
| US$1.06億 | +US$485萬 | +5% | 7.41% | 94.6% | 119 | 6.72% | 2.4 |
|
| 6083 |
6083
MAS Advisors
Miami,
Florida
| US$1.06億 | -US$4268萬 | -29% | 5.92% | 47.9% | 108 | 23.15% | 0.7 |
|
| 6084 |
HIA
6084
Harvest Investment Advisors
Tallahassee,
Florida
| US$1.06億 | – | – | 9.95% | 83% | 52 | – | 0 |
|
| 6085 |
PCC
6085
Park Circle Company
Baltimore,
Maryland
| US$1.06億 | +US$926萬 | +10% | 15.6% | 75.7% | 135 | 22.96% | 2.9 |
|
| 6086 |
6086
Defined Wealth Management
Beaverton,
Oregon
| US$1.06億 | +US$1465萬 | +16% | 9.86% | 78.1% | 106 | 16.98% | 1.6 |
|
| 6087 |
6087
Crown Wealth Group
Charlotte,
North Carolina
| US$1.06億 | +US$890萬 | +9% | 6.47% | 98.2% | 76 | 36.84% | 0.5 |
|
| 6088 |
GL
6088
GHE LLC
Memphis,
Tennessee
| US$1.06億 | +US$1221萬 | +13% | 12.5% | 188% | 55 | 1.82% | 0.8 |
|
| 6089 |
6089
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.06億 | +US$9.6萬 | +0.1% | 5.71% | 72.4% | 93 | 27.96% | 0.7 |
|
| 6090 |
6090
Gouws Capital LLC
Charlotte,
North Carolina
| US$1.06億 | +US$587萬 | +6% | 8.5% | 114% | 49 | 8.16% | 0.9 |
|
| 6091 |
6091
Pioneer Wealth Management Group
Austin,
Texas
| US$1.06億 | – | – | 6.31% | – | 33 | – | 0 |
|
| 6092 |
PWM
6092
Prosperity Wealth Management
San Ramon,
California
| US$1.06億 | – | – | 6.58% | 175% | 136 | – | 0 |
|
| 6093 |
6093
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$1.06億 | +US$564萬 | +6% | 6.85% | 85.9% | 66 | 3.03% | 0.9 |
|
| 6094 |
6094
Pavadi Capital
New York
| US$1.06億 | +US$166萬 | +2% | 10.1% | – | 28 | 53.57% | 0.7 |
|
| 6095 |
6095
GeoSphere Capital Management
Miami Beach,
Florida
| US$1.06億 | – | – | 27.6% | 446% | 31 | – | 0.6 |
|
| 6096 |
6096
Pinion Investment Advisors
Wichita,
Kansas
| US$1.06億 | -US$838萬 | -7% | 8.71% | 81.7% | 162 | 30.25% | 2.7 |
|
| 6097 |
6097
Trust Investment Advisors
Indianapolis,
Indiana
| US$1.06億 | +US$1018萬 | +11% | 12.7% | 178% | 106 | 23.58% | 3.3 |
|
| 6098 |
6098
Catalyst Wealth Management
Atlanta,
Georgia
| US$1.06億 | – | – | 10.7% | – | 126 | – | 0 |
|
| 6099 |
6099
High Ground Investment Management
London,
United Kingdom
| US$1.06億 | – | – | 8.12% | 11.1% | 5 | – | 0 |
|
| 6100 |
6100
Geneva Partners
Lake Geneva,
Wisconsin
| US$1.06億 | +US$1840萬 | +21% | 13.2% | 417% | 62 | 24.19% | 2.4 |
|