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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
NetEase Inc
Hangzhou,
China
| US$1.04億 | +US$2440萬 | +31% | 49.1% | 289% | 2 | 0% | 1 |
|
| 6327 |
BCM
6327
BlueMar Capital Management
Miami,
Florida
| US$1.04億 | -US$299萬 | -3% | 4.01% | 27.4% | 24 | 12.5% | 1.8 |
|
| 6328 |
6328
Steinberg Asset Management
New York
| US$1.04億 | +US$561萬 | +6% | 0.15% | 108% | 38 | 10.53% | 3.5 |
|
| 6329 |
6329
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| US$1.04億 | +US$2071萬 | +25% | 7.44% | 82.2% | 51 | 25.49% | 1.9 |
|
| 6330 |
6330
Hofer & Associates
Thousand Oaks,
California
| US$1.04億 | +US$419萬 | +4% | 6.18% | 61.7% | 56 | 16.07% | 1.3 |
|
| 6331 |
6331
CPR Investments
Rochester,
Michigan
| US$1.04億 | +US$14.5萬 | +0.1% | 3.01% | 84% | 53 | 60.38% | 0.5 |
|
| 6332 |
6332
Morling Financial Advisors
Fremont,
California
| US$1.04億 | +US$1132萬 | +12% | 8.36% | 97.6% | 87 | 14.94% | 1.2 |
|
| 6333 |
NBT
6333
Northwest Bank & Trust
Davenport,
Iowa
| US$1.04億 | – | – | 11.6% | – | 201 | – | 0 |
|
| 6334 |
WCM
6334
W Capital Management
New York
| US$1.04億 | -US$1363萬 | -12% | 0.37% | – | 4 | 0% | 1.4 |
|
| 6335 |
6335
Prossimo Advisors
San Luis Obispo,
California
| US$1.04億 | +US$6280萬 | +153% | 7.38% | 92% | 127 | 59.06% | 0.2 |
|
| 6336 |
6336
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$1.04億 | +US$195萬 | +2% | 3.83% | 52.3% | 30 | 6.67% | 1.1 |
|
| 6337 |
6337
Brewster Financial Planning
Brooklyn,
New York
| US$1.04億 | +US$384萬 | +4% | 3.2% | 44.3% | 15 | 13.33% | 1.2 |
|
| 6338 |
6338
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.03億 | -US$618萬 | -6% | 5.19% | 83.3% | 74 | 17.57% | 4.9 |
|
| 6339 |
6339
Ridgemont Partners Management
Charlotte,
North Carolina
| US$1.03億 | +US$1738萬 | +20% | 20.2% | 45.6% | 1 | 0% | 1.5 |
|
| 6340 |
6340
Exchange Bank
Santa Rosa,
California
| US$1.03億 | – | – | 4.68% | 75.2% | 104 | – | 0 |
|
| 6341 |
6341
Cadence Wealth Management
Westborough,
Massachusetts
| US$1.03億 | +US$509萬 | +5% | 2.18% | 77.7% | 39 | 25.64% | 1.2 |
|
| 6342 |
6342
Yost Capital Management
Houston,
Texas
| US$1.03億 | +US$1189萬 | +13% | 18.7% | 125% | 20 | 70% | 0.4 |
|
| 6343 |
6343
4J Wealth Management
Alexandria,
Virginia
| US$1.03億 | +US$993萬 | +11% | 5.82% | 74.7% | 88 | 15.91% | 1.5 |
|
| 6344 |
PWAM
6344
Pinnacle West Asset Management
Casper,
Wyoming
| US$1.03億 | +US$725萬 | +8% | 7.4% | 109% | 102 | 4.9% | 0.2 |
|
| 6345 |
JAIC
6345
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$1.03億 | +US$1850萬 | +22% | 20.3% | 272% | 35 | 65.71% | 0.4 |
|
| 6346 |
6346
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$1.03億 | -US$6759萬 | -40% | 16.5% | 200% | 120 | 56.67% | 2.3 |
|
| 6347 |
CM
6347
CM Management
Gulf Breeze,
Florida
| US$1.03億 | +US$1831萬 | +22% | 40.9% | 107% | 78 | 26.92% | 1.5 |
|
| 6348 |
6348
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$1.02億 | +US$535萬 | +6% | 5.73% | 74.9% | 39 | 5.13% | 0.5 |
|
| 6349 |
6349
Ramiah Investment Group
Brookfield,
Wisconsin
| US$1.02億 | -US$784萬 | -7% | 5.14% | 62.2% | 85 | 44.71% | 1.6 |
|
| 6350 |
6350
Tevis Investment Management
Plano,
Texas
| US$1.02億 | +US$406萬 | +4% | 4.71% | 69.1% | 93 | 16.13% | 1.2 |
|