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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Forefront Wealth Management
Malvern,
Pennsylvania
| US$7180萬 | -US$244萬 | -3% | 1.22% | – | 53 | 30.19% | 0.6 |
|
| 6302 |
6302
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$7178萬 | -US$585萬 | -8% | 4.37% | 85.3% | 46 | 15.22% | 4.2 |
|
| 6303 |
6303
Grand Central Investment Group
Tampa,
Florida
| US$7174萬 | +US$230萬 | +3% | 4.78% | – | 36 | 11.11% | 1.5 |
|
| 6304 |
6304
KPCB DGF Associates
Menlo Park,
California
| US$7167萬 | -US$2052萬 | -22% | 22.3% | – | 2 | 0% | 0.8 |
|
| 6305 |
6305
EMJ Capital
Toronto,
Ontario, Canada
| US$7142萬 | -US$1836萬 | -20% | 39.2% | – | 24 | 54.17% | 0.3 |
|
| 6306 |
LCH
6306
Lee Capital Holdings
New York
| US$7126萬 | -US$5640萬 | -44% | 2.77% | 34.4% | 60 | 51.67% | 2.3 |
|
| 6307 |
6307
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$7096萬 | -US$4636萬 | -40% | 9.32% | 961% | 48 | 72.92% | 0.6 |
|
| 6308 |
6308
Mayfair Advisory Group
Birmingham,
Alabama
| US$7077萬 | -US$516萬 | -7% | 4.21% | 71.5% | 127 | 19.69% | 1.4 |
|
| 6309 |
6309
Davide Leone & Partners Investment Company
London,
United Kingdom
| US$7077萬 | +US$4823萬 | +214% | 5.53% | 64.1% | 5 | 80% | 1.6 |
|
| 6310 |
6310
Nvest Financial
Portsmouth,
New Hampshire
| US$7073萬 | -US$2459萬 | -26% | 4.6% | 92.8% | 52 | 11.54% | 0.5 |
|
| 6311 |
6311
SBB Research Group
Northbrook,
Illinois
| US$7063萬 | -US$1.79億 | -72% | 5.75% | – | 74 | 55.41% | 0.5 |
|
| 6312 |
6312
Lane Generational
Dover,
Massachusetts
| US$7063萬 | -US$419萬 | -6% | 2.77% | 172% | 36 | 22.22% | 0.6 |
|
| 6313 |
6313
Montchanin Asset Management
Montchanin,
Delaware
| US$7063萬 | -US$164萬 | -2% | 2.77% | 120% | 53 | 16.98% | 0.2 |
|
| 6314 |
6314
Meridian Financial Partners
Warrenton,
Virginia
| US$7056萬 | -US$7686萬 | -52% | 5.17% | 80.8% | 89 | 51.69% | 2.1 |
|
| 6315 |
6315
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$7048萬 | -US$1102萬 | -14% | 4.37% | 70.9% | 105 | 17.14% | 0.6 |
|
| 6316 |
6316
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$7033萬 | -US$710萬 | -9% | 3.93% | 206% | 188 | 16.49% | 3.3 |
|
| 6317 |
6317
Covalent Partners
Concord,
Massachusetts
| US$7024萬 | -US$1007萬 | -13% | 0.08% | 36.6% | 53 | 16.98% | 1 |
|
| 6318 |
CCM
6318
Composite Capital Management
Hong Kong
| US$7014萬 | +US$341萬 | +5% | 5.12% | – | 1 | 0% | 1.3 |
|
| 6319 |
6319
Sozo Ventures GP II
Redwood City,
California
| US$6997萬 | +US$1896萬 | +37% | 37.2% | 8.44% | 1 | 0% | 0.8 |
|
| 6320 |
6320
Tinicum
New York
| US$6985萬 | -US$900萬 | -11% | 11.4% | 21.1% | 1 | 0% | 7.5 |
|
| 6321 |
6321
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$6985萬 | -US$253萬 | -3% | 3.79% | 111% | 67 | 13.43% | 0.7 |
|
| 6322 |
6322
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$6984萬 | -US$1666萬 | -19% | 0.48% | 65.5% | 42 | 30.95% | 1.6 |
|
| 6323 |
6323
Caprin Asset Management
Henrico,
Virginia
| US$6958萬 | -US$2785萬 | -29% | 3.69% | 7.87% | 17 | 0% | 5.2 |
|
| 6324 |
6324
QP Wealth Management
Eatontown,
New Jersey
| US$6949萬 | -US$350萬 | -5% | 2.41% | – | 76 | 23.68% | 1.9 |
|
| 6325 |
6325
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$6936萬 | -US$157萬 | -2% | 5.32% | 51.1% | 5 | 80% | 2.8 |
|