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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
KCM
6426
Knoll Capital Management
Miami,
Florida
| US$1.21億 | +US$2442萬 | +25% | 14.8% | 258% | 41 | 31.71% | 1.7 |
|
| 6427 |
6427
M28 Capital Management
Stamford,
Connecticut
| US$1.21億 | +US$3350萬 | +38% | 59.9% | 200% | 11 | 9.09% | 1.7 |
|
| 6428 |
KCS
6428
Koonce Calvin Scott
| US$1.21億 | +US$2644萬 | +28% | 28.1% | 67.9% | 2 | 0% | 4.8 |
|
| 6429 |
6429
Johnson & White Wealth Management
York,
Pennsylvania
| US$1.21億 | +US$1013萬 | +9% | 9.61% | 85.1% | 81 | 13.58% | 0.5 |
|
| 6430 |
6430
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.21億 | – | – | 6.69% | 42.3% | 35 | – | 0 |
|
| 6431 |
LI
6431
LHM Inc
Sandy,
Utah
| US$1.21億 | – | – | 11.9% | – | 8 | – | 0 |
|
| 6432 |
6432
Propel Bio Management
Los Angeles,
California
| US$1.21億 | – | – | 28.1% | – | 34 | – | 0 |
|
| 6433 |
6433
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.21億 | +US$1228萬 | +11% | 8.31% | 59.7% | 59 | 6.78% | 0.9 |
|
| 6434 |
CI
6434
Carroll Investors
Mt Pleasant,
South Carolina
| US$1.21億 | +US$776萬 | +7% | 22.1% | 241% | 31 | 41.94% | 1.4 |
|
| 6435 |
6435
Costello Asset Management
Feasterville,
Pennsylvania
| US$1.21億 | +US$1175萬 | +11% | 7.76% | 81.5% | 200 | 11.5% | 3.1 |
|
| 6436 |
6436
Michael S. Ryan Inc
Latham,
New York
| US$1.21億 | +US$1576萬 | +15% | 9.96% | 63.3% | 51 | 5.88% | 0.5 |
|
| 6437 |
6437
JDM Financial Group
Austin,
Texas
| US$1.21億 | +US$1206萬 | +11% | 11% | 56.7% | 211 | 1.42% | 0.9 |
|
| 6438 |
6438
Oxler Private Wealth
Rye Brook,
New York
| US$1.21億 | -US$7840萬 | -39% | 12.7% | 119% | 93 | 25.81% | 2.6 |
|
| 6439 |
6439
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$1.21億 | +US$1365萬 | +13% | 14.2% | 47.6% | 21 | 0% | 4.3 |
|
| 6440 |
6440
Charter Research & Investment Group
Southport,
Connecticut
| US$1.2億 | +US$940萬 | +8% | 8.22% | 82.3% | 86 | 13.95% | 5.8 |
|
| 6441 |
6441
Keene & Associates
Fort Worth,
Texas
| US$1.2億 | -US$413萬 | -3% | 5.19% | 20.3% | 82 | 3.66% | 1.7 |
|
| 6442 |
6442
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$1.2億 | -US$2698萬 | -18% | 11.5% | 35.7% | 126 | 42.86% | 0.7 |
|
| 6443 |
6443
Better Money Decisions
Santa Fe,
New Mexico
| US$1.2億 | +US$686萬 | +6% | 8.11% | 32.7% | 63 | 11.11% | 2 |
|
| 6444 |
6444
Cassia Capital Partners
Winston Salem,
North Carolina
| US$1.2億 | -US$173萬 | -1% | 7.39% | 59.9% | 62 | 6.45% | 1.4 |
|
| 6445 |
6445
Erickson Financial Group
Allentown,
Pennsylvania
| US$1.2億 | +US$1342萬 | +13% | 11.6% | 69.3% | 24 | 4.17% | 1.7 |
|
| 6446 |
MIM
6446
Meixler Investment Management
Show Low,
Arizona
| US$1.2億 | +US$846萬 | +8% | 7.8% | 60.8% | 99 | 6.06% | 1.3 |
|
| 6447 |
6447
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$1.2億 | US$0 | 0% | 17.4% | 133% | 119 | 0% | 1.3 |
|
| 6448 |
6448
RF&L Wealth Management
Acton,
Massachusetts
| US$1.2億 | +US$1262萬 | +12% | 11.1% | 73.8% | 56 | 7.14% | 0.9 |
|
| 6449 |
6449
Leibman Financial Services
Louisville,
Nebraska
| US$1.2億 | – | – | 9.8% | 59.2% | 52 | – | 0 |
|
| 6450 |
6450
Endowment Wealth Management
Appleton,
Wisconsin
| US$1.2億 | +US$882萬 | +8% | 8.77% | 70.7% | 144 | 18.75% | 1.4 |
|