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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Medina Value Partners
Los Angeles,
California
| US$1.17億 | +US$7,483 | +0% | 10.6% | 83% | 19 | 57.89% | 0.4 |
|
| 6102 |
6102
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.17億 | +US$255萬 | +2% | 4.67% | 57.4% | 42 | 7.14% | 4.5 |
|
| 6103 |
6103
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$1.17億 | +US$837萬 | +8% | 4.68% | 57.8% | 11 | 9.09% | 0.5 |
|
| 6104 |
MFFIA
6104
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.17億 | -US$76.8萬 | -0.7% | 2.89% | 148% | 64 | 7.81% | 0.5 |
|
| 6105 |
6105
Olistico Wealth
Tulsa,
Oklahoma
| US$1.17億 | +US$1266萬 | +12% | 10.2% | 108% | 117 | 22.22% | 0.4 |
|
| 6106 |
PIP
6106
PB Investment Partners
Burlingame,
California
| US$1.17億 | +US$307萬 | +3% | 10.7% | 81.1% | 12 | 16.67% | 1.3 |
|
| 6107 |
6107
Kaizen Financial Strategies
Campbell,
California
| US$1.17億 | +US$1548萬 | +15% | 10.4% | 126% | 122 | 22.95% | 1.5 |
|
| 6108 |
6108
KilterHowling LLC
Boulder,
Colorado
| US$1.17億 | +US$1436萬 | +14% | 4.5% | 55.1% | 54 | 5.56% | 1.1 |
|
| 6109 |
6109
Costello Asset Management
Feasterville,
Pennsylvania
| US$1.17億 | +US$1962萬 | +20% | 5.02% | 81.5% | 221 | 14.48% | 2.7 |
|
| 6110 |
SCA
6110
Sassicaia Capital Advisers
Jericho,
New York
| US$1.17億 | +US$163萬 | +1% | 29.6% | 4,519% | 56 | 76.79% | 0.2 |
|
| 6111 |
HIA
6111
Harvest Investment Advisors
Tallahassee,
Florida
| US$1.17億 | +US$437萬 | +4% | 5.66% | 83% | 54 | 3.7% | 0.5 |
|
| 6112 |
6112
Doheny Asset Management
Los Angeles,
California
| US$1.17億 | +US$530萬 | +5% | 8.98% | 135% | 75 | 6.67% | 6.1 |
|
| 6113 |
NED
6113
Nancy E. Dempze
| US$1.17億 | +US$672萬 | +6% | 7.39% | 94.5% | 65 | 3.08% | 4.9 |
|
| 6114 |
6114
Jupiter Wealth Management
Glendale,
Colorado
| US$1.16億 | +US$782萬 | +7% | 7.42% | 99.2% | 72 | 13.89% | 2.5 |
|
| 6115 |
6115
New Leaf Venture Partners
New York
| US$1.16億 | -US$458萬 | -4% | 8.17% | 3.91% | 17 | 17.65% | 3.8 |
|
| 6116 |
6116
Broadcrest Asset Management
Winter Park,
Florida
| US$1.16億 | +US$132萬 | +1% | 4.96% | 54.1% | 7 | 14.29% | 1.3 |
|
| 6117 |
6117
Lakehouse Capital
Sydney NSW,
Australia
| US$1.16億 | +US$320萬 | +3% | 13.7% | 87.4% | 13 | 0% | 2.6 |
|
| 6118 |
6118
McAlister Sweet & Associates
Houston,
Texas
| US$1.16億 | +US$2530萬 | +28% | 7.88% | 83.6% | 40 | 35% | 0.7 |
|
| 6119 |
6119
Successful Portfolios
Clearwater,
Florida
| US$1.16億 | -US$4312萬 | -27% | 7.05% | 110% | 195 | 24.62% | 4.2 |
|
| 6120 |
6120
Western Standard LLC
Los Angeles,
California
| US$1.16億 | +US$1754萬 | +18% | 7.69% | 79.1% | 45 | 66.67% | 0.6 |
|
| 6121 |
6121
Signify Wealth
Saint Louis,
Missouri
| US$1.16億 | +US$278萬 | +2% | 4.37% | 36.7% | 32 | 28.13% | 1.1 |
|
| 6122 |
HM
6122
Harvest Management
New York
| US$1.16億 | -US$1649萬 | -12% | 14.4% | 610% | 75 | 70.67% | 0.5 |
|
| 6123 |
6123
SkyKnight Capital
San Francisco,
California
| US$1.16億 | -US$343萬 | -3% | 2.79% | 35.5% | 3 | 0% | 1.5 |
|
| 6124 |
6124
Clayton Partners
Berkeley,
California
| US$1.16億 | +US$1300萬 | +13% | 5.65% | 109% | 38 | 21.05% | 1.4 |
|
| 6125 |
6125
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$1.16億 | +US$1096萬 | +10% | 11.8% | 86.9% | 105 | 6.67% | 1.1 |
|