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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Vawter Financial
Columbus,
Ohio
| US$1.16億 | +US$1701萬 | +17% | 3.62% | 48% | 69 | 18.84% | 0.4 |
|
| 6127 |
6127
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.15億 | +US$1528萬 | +15% | 5.71% | 77.9% | 30 | 40% | 0.6 |
|
| 6128 |
6128
Sterling Group Wealth Management
Pasadena,
California
| US$1.15億 | +US$951萬 | +9% | 5.93% | 75.9% | 52 | 3.85% | 0.5 |
|
| 6129 |
6129
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$1.15億 | +US$650萬 | +6% | 6.15% | 63.6% | 37 | 8.11% | 1.4 |
|
| 6130 |
6130
Comprehensive Wealth Management
Lynnwood,
Washington
| US$1.15億 | -US$596萬 | -5% | 0.76% | 40.6% | 39 | 30.77% | 1 |
|
| 6131 |
6131
Howard Wealth Management
Madison,
Connecticut
| US$1.15億 | -US$463萬 | -4% | 6.58% | 69.9% | 109 | 7.34% | 1.8 |
|
| 6132 |
AMAL
6132
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.15億 | +US$1057萬 | +10% | 10.1% | 125% | 16 | 0% | 4.3 |
|
| 6133 |
MG
6133
Meditor Group
Hamilton,
Bermuda
| US$1.15億 | -US$1035萬 | -8% | 0.97% | 41.1% | 4 | 0% | 7.5 |
|
| 6134 |
6134
Arlington Capital Management
Arlington Heights,
Illinois
| US$1.15億 | +US$876萬 | +8% | 0.09% | 146% | 111 | 37.84% | 0.3 |
|
| 6135 |
6135
JDM Financial Group
Austin,
Texas
| US$1.15億 | +US$657萬 | +6% | 6.55% | 56.7% | 222 | 8.11% | 0.5 |
|
| 6136 |
6136
Cladis Investment Advisory
Billings,
Montana
| US$1.15億 | +US$378萬 | +3% | 5.96% | 131% | 146 | 11.64% | 1.2 |
|
| 6137 |
6137
Regency Capital Management
Honolulu,
Hawaii
| US$1.15億 | +US$3241萬 | +39% | 6.97% | 95.9% | 48 | 45.83% | 0.9 |
|
| 6138 |
MSCM
6138
Marlin Sams Capital Management
New York
| US$1.15億 | -US$228萬 | -2% | 1.94% | 53.1% | 1 | 0% | 1.3 |
|
| 6139 |
6139
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$1.15億 | +US$1779萬 | +18% | 13.9% | 133% | 134 | 5.22% | 0.8 |
|
| 6140 |
6140
Wolff Financial Management
Kalamazoo,
Michigan
| US$1.15億 | -US$1.72億 | -60% | 1.46% | 56.7% | 100 | 65% | 3.5 |
|
| 6141 |
KC
6141
Kenfarb & Co
Ashland,
Kentucky
| US$1.15億 | +US$282萬 | +3% | 5.87% | – | 216 | 2.31% | 1.3 |
|
| 6142 |
6142
Perkins Capital Management
Wayzata,
Minnesota
| US$1.15億 | +US$870萬 | +8% | 21.8% | 389% | 101 | 7.92% | 4.3 |
|
| 6143 |
6143
NVP Associates
Menlo Park,
California
| US$1.15億 | +US$2772萬 | +32% | 43.4% | 953% | 10 | 20% | 0.4 |
|
| 6144 |
ECM
6144
Endurant Capital Management
San Mateo,
California
| US$1.15億 | -US$8013萬 | -41% | 7.56% | 18.4% | 65 | 70.77% | 0.8 |
|
| 6145 |
6145
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$1.14億 | -US$97萬 | -0.8% | 3.18% | 64.3% | 106 | 16.04% | 1.6 |
|
| 6146 |
6146
Objective Capital Management
Pepper Pike,
Ohio
| US$1.14億 | +US$490萬 | +4% | 8.03% | – | 103 | 11.65% | 1.3 |
|
| 6147 |
6147
SCF Partners
Houston,
Texas
| US$1.14億 | -US$6031萬 | -35% | 1.93% | 2.1% | 3 | 33.33% | 5.4 |
|
| 6148 |
6148
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.14億 | +US$539萬 | +5% | 4.43% | 59.7% | 59 | 5.08% | 0.5 |
|
| 6149 |
6149
Shearwater Capital
Denver,
Colorado
| US$1.14億 | +US$673萬 | +6% | 4.31% | 74.4% | 38 | 0% | 1.3 |
|
| 6150 |
AIFAIM
6150
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.14億 | +US$2055萬 | +22% | 6.96% | 79.1% | 118 | 16.1% | 2.3 |
|