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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Signature Wealth Management Partners
Montvale,
New Jersey
| US$1.08億 | +US$13.4萬 | +0.1% | 9.4% | 97.9% | 112 | 15.18% | 2 |
|
| 6277 |
6277
Sustainable Insight Capital Management
New York
| US$1.08億 | +US$830萬 | +8% | 10.7% | 168% | 95 | 52.63% | 2.3 |
|
| 6278 |
6278
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$1.08億 | +US$311萬 | +3% | 6.79% | 93.3% | 127 | 13.39% | 0.4 |
|
| 6279 |
LPARFS
6279
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| US$1.08億 | +US$3251萬 | +43% | – | – | 64 | 68.75% | 0.1 |
|
| 6280 |
6280
Silvia McColl Wealth Management
San Diego,
California
| US$1.08億 | +US$687萬 | +7% | 5.32% | 82.7% | 108 | 8.33% | 0.5 |
|
| 6281 |
6281
Velan Capital Investment Management
Alpharetta,
Georgia
| US$1.08億 | -US$962萬 | -8% | 26.1% | 2,395% | 39 | 41.03% | 0.5 |
|
| 6282 |
6282
Kennon-Green & Company
New Albany,
Ohio
| US$1.08億 | +US$191萬 | +2% | 4.02% | 58.4% | 45 | 4.44% | 0.5 |
|
| 6283 |
6283
Seldon Capital
San Francisco,
California
| US$1.08億 | +US$763萬 | +8% | 9.53% | 604% | 57 | 28.07% | 1 |
|
| 6284 |
6284
LAM Group
Lake Oswego,
Oregon
| US$1.07億 | +US$545萬 | +5% | 7.05% | 61.8% | 117 | 5.98% | 0.5 |
|
| 6285 |
6285
Susquehanna International Securities
Dublin,
Ireland
| US$1.07億 | -US$5555萬 | -34% | 4.22% | 2.8% | 54 | 64.81% | 0.5 |
|
| 6286 |
6286
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$1.07億 | -US$3568萬 | -25% | 6.19% | – | 80 | 52.5% | 0.9 |
|
| 6287 |
6287
Bank of Marin
Novato,
California
| US$1.07億 | +US$268萬 | +3% | 8.77% | 80.3% | 127 | 14.17% | 2.5 |
|
| 6288 |
6288
Magnolia Wealth Management
Dothan,
Alabama
| US$1.07億 | +US$809萬 | +8% | 3.9% | 48.7% | 11 | 0% | 1.2 |
|
| 6289 |
6289
STAR Financial Bank
Fort Wayne,
Indiana
| US$1.07億 | +US$435萬 | +4% | 6.27% | 53.4% | 97 | 10.31% | 0.5 |
|
| 6290 |
6290
Once Capital Management
New York
| US$1.07億 | +US$1312萬 | +14% | 23.1% | 627% | 24 | 12.5% | 1.4 |
|
| 6291 |
6291
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$1.07億 | -US$419萬 | -4% | 5.74% | 60.5% | 8 | 0% | 2.7 |
|
| 6292 |
6292
Schubert & Co
Mckinney,
Texas
| US$1.07億 | -US$538萬 | -5% | 10.6% | 47.3% | 1,673 | 97.85% | 1.2 |
|
| 6293 |
PCC
6293
Park Circle Company
Baltimore,
Maryland
| US$1.07億 | +US$320萬 | +3% | 2.51% | 70.5% | 114 | 7.89% | 3.2 |
|
| 6294 |
6294
Mainsail Financial Group
Bellevue,
Washington
| US$1.07億 | +US$368萬 | +4% | 4.98% | 61.9% | 47 | 4.26% | 0.5 |
|
| 6295 |
6295
Copperleaf Capital
Raleigh,
North Carolina
| US$1.07億 | +US$608萬 | +6% | 7.16% | 102% | 85 | 23.53% | 1.5 |
|
| 6296 |
6296
Values Added Financial
Washington,
District of Columbia
| US$1.07億 | – | – | 5.27% | 65.9% | 79 | – | 0 |
|
| 6297 |
6297
Redwood Financial Network
Solon,
Ohio
| US$1.07億 | +US$833萬 | +8% | 6.25% | 82.2% | 156 | 8.97% | 1 |
|
| 6298 |
6298
Whitefort Capital Management
New York
| US$1.07億 | -US$109萬 | -1% | 2.39% | 243% | 17 | 17.65% | 1 |
|
| 6299 |
6299
Rings Capital Management
Chicago,
Illinois
| US$1.06億 | +US$1186萬 | +13% | 13.5% | 40.9% | 5 | 0% | 1.7 |
|
| 6300 |
HC
6300
Hoese & Co
Glencoe,
Minnesota
| US$1.06億 | +US$1824萬 | +21% | 4.83% | 51% | 179 | 11.17% | 1.8 |
|