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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Guardian Financial Partners
Orange,
California
| US$9427萬 | +US$795萬 | +9% | 7.47% | 53.9% | 42 | 26.19% | 0.7 |
|
| 6352 |
6352
Saber Capital Management
Fuquay Varina,
North Carolina
| US$9418萬 | -US$321萬 | -3% | 4.34% | – | 19 | 26.32% | 0.7 |
|
| 6353 |
6353
Peregrine Asset Advisers
Portland,
Oregon
| US$9417萬 | +US$971萬 | +11% | 10.6% | 189% | 72 | 43.06% | 3.6 |
|
| 6354 |
RCWM
6354
Royal Capital Wealth Management
Carmel,
Indiana
| US$9406萬 | +US$824萬 | +10% | 10.8% | 83.8% | 102 | 18.63% | 0.8 |
|
| 6355 |
6355
Forest Avenue Capital Management
Miami,
Florida
| US$9405萬 | – | – | 9.01% | 282% | 12 | – | 0 |
|
| 6356 |
6356
Tevis Investment Management
Plano,
Texas
| US$9387萬 | -US$891萬 | -9% | 13.3% | 69.1% | 215 | 63.26% | 0.9 |
|
| 6357 |
6357
Echo Wealth Management
Plymouth,
Minnesota
| US$9386萬 | +US$1786萬 | +23% | 5.49% | 42.9% | 49 | 28.57% | 1.3 |
|
| 6358 |
6358
Alight Capital Management
New York
| US$9386萬 | +US$1563萬 | +20% | 14.3% | 506% | 59 | 71.19% | 0.6 |
|
| 6359 |
6359
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$9385萬 | – | – | 10% | 74.3% | 20 | – | 0 |
|
| 6360 |
6360
New Millennium Group
Sandy,
Utah
| US$9369萬 | +US$297萬 | +3% | 7.16% | 176% | 482 | 15.77% | 0.5 |
|
| 6361 |
6361
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$9357萬 | +US$1191萬 | +15% | 11.8% | 281% | 143 | 40.56% | 1.7 |
|
| 6362 |
6362
Sensible Money
Scottsdale,
Arizona
| US$9353萬 | – | – | 10.7% | 69.1% | 73 | – | 0 |
|
| 6363 |
BC
6363
Belmont Capital
Los Angeles,
California
| US$9350萬 | +US$872萬 | +10% | 1.7% | 182% | 136 | 12.5% | 1.2 |
|
| 6364 |
6364
River Street Advisors
Aurora,
Illinois
| US$9338萬 | – | – | 9.72% | 93.5% | 104 | – | 0 |
|
| 6365 |
6365
Crescent Sterling
Metairie,
Louisiana
| US$9320萬 | – | – | 12.9% | 68.6% | 66 | – | 0 |
|
| 6366 |
6366
Basso Capital Management
Stamford,
Connecticut
| US$9313萬 | -US$3.21億 | -77% | 7.85% | 89% | 491 | 99.59% | 0.1 |
|
| 6367 |
6367
Aldebaran Financial
| US$9307萬 | +US$202萬 | +2% | 5.01% | 115% | 78 | 5.13% | 5.2 |
|
| 6368 |
CMS
6368
Capital Market Strategies
Palm Beach Gardens,
Florida
| US$9304萬 | +US$410萬 | +5% | 6.49% | 120% | 144 | 11.81% | 0.9 |
|
| 6369 |
6369
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$9298萬 | +US$382萬 | +4% | 7.7% | 60.5% | 42 | 7.14% | 0.9 |
|
| 6370 |
CWMGP
6370
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$9293萬 | +US$1476萬 | +19% | 8.24% | 85.4% | 61 | 11.48% | 0.9 |
|
| 6371 |
6371
Long Walk Management
Greenwich,
Connecticut
| US$9280萬 | -US$1113萬 | -11% | 9.67% | 327% | 7 | 0% | 0.8 |
|
| 6372 |
6372
LTG Capital
Newton,
Massachusetts
| US$9276萬 | +US$6730萬 | +264% | 11.6% | 59% | 26 | 11.54% | 0.9 |
|
| 6373 |
6373
Dover Advisors
Richmond,
Virginia
| US$9275萬 | – | – | 8.97% | 65% | 93 | – | 0 |
|
| 6374 |
6374
Sightline Wealth Advisors
Groton,
Connecticut
| US$9273萬 | +US$763萬 | +9% | 8.75% | 48.5% | 66 | 33.33% | 1.2 |
|
| 6375 |
6375
Prosperity Financial Group
San Ramon,
California
| US$9270萬 | – | – | 5.53% | 121% | 88 | – | 0 |
|