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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
Orser Capital Management
Southlake,
Texas
| US$1.01億 | +US$89.4萬 | +0.9% | 1.75% | 128% | 55 | 10.91% | 3.3 |
|
| 6302 |
SVG
6302
Sun Valley Gold
Sun Valley,
Idaho
| US$1.01億 | -US$5539萬 | -35% | 10.5% | 160% | 11 | 9.09% | 3.3 |
|
| 6303 |
6303
Envision Financial Planning
Memphis,
Tennessee
| US$1.01億 | – | – | 3.5% | 32.1% | 24 | – | 0 |
|
| 6304 |
6304
Morling Financial Advisors
Fremont,
California
| US$1.01億 | -US$315萬 | -3% | 3.59% | 97.6% | 75 | 2.67% | 1.4 |
|
| 6305 |
6305
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$1.01億 | -US$1150萬 | -10% | 4.4% | 146% | 86 | 0% | 1.9 |
|
| 6306 |
6306
Perkins Capital Management
Wayzata,
Minnesota
| US$1.01億 | -US$1388萬 | -12% | 6.56% | 389% | 102 | 8.82% | 4.4 |
|
| 6307 |
6307
Kennon-Green & Company
New Albany,
Ohio
| US$1.01億 | -US$674萬 | -6% | 5.16% | 58.4% | 45 | 4.44% | 0.7 |
|
| 6308 |
6308
Clay Northam Wealth Management
Huntington Beach,
California
| US$1.01億 | -US$438萬 | -4% | 2.71% | 125% | 81 | 7.41% | 1.4 |
|
| 6309 |
6309
Kolinsky Wealth Management
Ramsey,
New Jersey
| US$1.01億 | -US$468萬 | -4% | 2.56% | 44.6% | 144 | 13.19% | 1.3 |
|
| 6310 |
6310
Applied Capital LLC
Hollywood,
Florida
| US$1.01億 | -US$518萬 | -5% | 2.71% | 78.3% | 78 | 1.28% | 0.7 |
|
| 6311 |
6311
MY Wealth Management
Germantown,
Maryland
| US$1.01億 | -US$898萬 | -8% | 4.58% | 41.2% | 29 | 0% | 1.3 |
|
| 6312 |
6312
4J Wealth Management
Alexandria,
Virginia
| US$1億 | -US$260萬 | -3% | 1.88% | 74.7% | 88 | 6.82% | 1.8 |
|
| 6313 |
6313
Widmann Financial Services
Bowie,
Maryland
| US$1億 | -US$417萬 | -4% | 4.55% | 75.2% | 88 | 5.68% | 1.6 |
|
| 6314 |
CMS
6314
Capital Market Strategies
Palm Beach Gardens,
Florida
| US$1億 | -US$777萬 | -7% | 2.24% | 120% | 150 | 9.33% | 0.7 |
|
| 6315 |
6315
Oppenheimer & Close
New York
| US$1億 | +US$394萬 | +4% | 1.52% | 148% | 56 | 8.93% | 4.3 |
|
| 6316 |
6316
Center For Asset Management
Palm Beach Gardens,
Florida
| US$1億 | -US$571萬 | -5% | 3.13% | 66.6% | 106 | 16.98% | 1.5 |
|
| 6317 |
6317
Clearfield Capital Management
New York
| US$1億 | -US$2309萬 | -19% | 6.91% | 421% | 10 | 80% | 0.8 |
|
| 6318 |
6318
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$1億 | -US$244萬 | -2% | 3.4% | 74.9% | 40 | 5% | 0.7 |
|
| 6319 |
6319
Silvia McColl Wealth Management
San Diego,
California
| US$10000萬 | -US$775萬 | -7% | 1.94% | 82.7% | 108 | 10.19% | 0.7 |
|
| 6320 |
6320
Rip Road Capital Partners
Boston,
Massachusetts
| US$9994萬 | +US$1625萬 | +19% | 2.79% | 121% | 15 | 40% | 1.5 |
|
| 6321 |
6321
Brewster Financial Planning
Brooklyn,
New York
| US$9989萬 | -US$364萬 | -4% | 4.21% | 44.3% | 15 | 0% | 1.5 |
|
| 6322 |
6322
Fortune 45 LLC
Gonzales,
Louisiana
| US$9989萬 | +US$176萬 | +2% | 2.62% | 85.2% | 32 | 21.88% | 1.3 |
|
| 6323 |
6323
Oaktree Fund Advisors
Los Angles,
California
| US$9973萬 | -US$1827萬 | -15% | 6.28% | 132% | 47 | 4.26% | 0.9 |
|
| 6324 |
6324
Indie Asset Partners
Carmel,
Indiana
| US$9921萬 | +US$728萬 | +8% | 4.61% | 115% | 85 | 10.59% | 2.5 |
|
| 6325 |
6325
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$9907萬 | -US$7.05萬 | -0.1% | 2.71% | 70.9% | 109 | 9.17% | 1.3 |
|