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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
LWM Advisory Services
Plantation,
Florida
| US$8345萬 | +US$294萬 | +4% | 13.6% | 64.9% | 128 | 31.25% | 0.4 |
|
| 6252 |
JCG
6252
John C. Goff
| US$8332萬 | -US$2445萬 | -23% | 22.6% | – | 26 | 26.92% | 0.4 |
|
| 6253 |
6253
Reverence Capital Partners
New York
| US$8327萬 | -US$3794萬 | -31% | 31.3% | 17.1% | 1 | 0% | 0.5 |
|
| 6254 |
6254
Masterton Capital Management
New York
| US$8326萬 | -US$2292萬 | -22% | 18.7% | 1.94% | 23 | 52.17% | 0.5 |
|
| 6255 |
6255
Yorktown Energy Partners IX
New York
| US$8300萬 | -US$6797萬 | -45% | 16.4% | 67.3% | 2 | 0% | 3 |
|
| 6256 |
6256
Endowment Wealth Management
Appleton,
Wisconsin
| US$8300萬 | -US$1212萬 | -13% | 15.1% | 70.7% | 129 | 17.05% | 0.5 |
|
| 6257 |
CWMGP
6257
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$8292萬 | -US$1715萬 | -17% | 13.9% | 85.4% | 67 | 8.96% | 0.5 |
|
| 6258 |
6258
Collaborative Holdings Management
New York
| US$8264萬 | +US$1885萬 | +30% | 1.78% | 591% | 22 | 77.27% | 0.2 |
|
| 6259 |
BC
6259
Belmont Capital
Los Angeles,
California
| US$8257萬 | -US$1759萬 | -18% | 22.3% | 182% | 76 | 10.53% | 1.6 |
|
| 6260 |
6260
Redmont Wealth Advisors
Chicago,
Illinois
| US$8255萬 | -US$1139萬 | -12% | 10.8% | 46.1% | 130 | 30% | 0.4 |
|
| 6261 |
6261
Caerus Investment Advisors
West Lake Hills,
Texas
| US$8252萬 | -US$5.5萬 | -0.1% | 18.4% | 85% | 63 | 22.22% | 0.4 |
|
| 6262 |
6262
IDG Technology Venture Investment IV
Hong Kong
| US$8244萬 | -US$2.45億 | -75% | 73.6% | 420% | 4 | 25% | 0.5 |
|
| 6263 |
6263
Community Capital Management
Plantation,
Florida
| US$8234萬 | -US$195萬 | -2% | 13% | 55.6% | 79 | 77.22% | 0.3 |
|
| 6264 |
6264
Leo H. Evart Inc
Redwood City,
California
| US$8227萬 | -US$1447萬 | -15% | 11.6% | – | 43 | 16.28% | 0.5 |
|
| 6265 |
BSWA
6265
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$8223萬 | -US$1302萬 | -14% | 17% | – | 119 | 32.77% | 0.3 |
|
| 6266 |
TMC
6266
Trellus Management Company
Delray Beach,
Florida
| US$8216萬 | -US$8960萬 | -52% | 15.4% | 268% | 68 | 39.71% | 1.5 |
|
| 6267 |
6267
Coastwise Capital Group
La Jolla,
California
| US$8212萬 | +US$163萬 | +2% | 15.6% | 88.8% | 111 | 17.12% | 0.2 |
|
| 6268 |
AM
6268
Account Management
Boxford,
Massachusetts
| US$8209萬 | -US$2011萬 | -20% | 20.2% | 88.3% | 25 | 4% | 4.3 |
|
| 6269 |
6269
Mount Vernon Associates
Baltimore,
Maryland
| US$8202萬 | -US$2107萬 | -20% | 19.1% | 136% | 53 | 1.89% | 6.2 |
|
| 6270 |
6270
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| US$8202萬 | -US$5029萬 | -38% | 14.6% | – | 7 | 42.86% | 0.4 |
|
| 6271 |
6271
Banta Asset Management
Newport Beach,
California
| US$8197萬 | -US$4198萬 | -34% | 26.5% | – | 21 | 33.33% | 2.2 |
|
| 6272 |
SC
6272
Samjo Capital
New York
| US$8195萬 | -US$3499萬 | -30% | 24.8% | 89.1% | 21 | 28.57% | 1 |
|
| 6273 |
6273
Samson Rock Capital
London,
United Kingdom
| US$8178萬 | -US$2510萬 | -23% | 13% | 166% | 41 | 92.68% | 0.1 |
|
| 6274 |
6274
Pin Oak Investment Advisors
Houston,
Texas
| US$8177萬 | -US$1182萬 | -13% | 9.6% | 62.7% | 444 | 11.94% | 2.8 |
|
| 6275 |
6275
Sterling Manor Financial
Saratoga Springs,
New York
| US$8168萬 | -US$4339萬 | -35% | 9.52% | – | 88 | 46.59% | 0.8 |
|