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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 |
6426
Segra Capital Management
Palm Beach,
Florida
| US$1.31億 | +US$618萬 | +5% | 8.65% | 19% | 5 | 40% | 1.4 |
|
| 6427 |
6427
Ellerson Group
Annapolis,
Maryland
| US$1.31億 | +US$1553萬 | +13% | 17.8% | 178% | 50 | 8% | 1 |
|
| 6428 |
6428
Alta Fox Capital Management
Fort Worth,
Texas
| US$1.31億 | -US$2559萬 | -16% | 14.7% | 261% | 16 | 31.25% | 0.6 |
|
| 6429 |
6429
26North Partners
New York
| US$1.31億 | +US$628萬 | +5% | 10.1% | 77.8% | 3 | 66.67% | 1.3 |
|
| 6430 |
6430
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$1.31億 | -US$1272萬 | -9% | 0.16% | 38.4% | 12 | 8.33% | 2.1 |
|
| 6431 |
SR
6431
Summer Road
West Palm Beach,
Florida
| US$1.31億 | +US$9652萬 | +282% | 104% | 214% | 1 | 0% | 6 |
|
| 6432 |
6432
Lowery Thomas LLC
Pebble Beach,
California
| US$1.31億 | +US$1418萬 | +12% | 9.12% | 79.7% | 48 | 8.33% | 1.7 |
|
| 6433 |
6433
Jacobs Asset Management
New York
| US$1.31億 | +US$256萬 | +2% | 8.79% | 114% | 32 | 25% | 2 |
|
| 6434 |
6434
Bain Capital Venture Investors
Boston,
Massachusetts
| US$1.31億 | -US$2585萬 | -17% | 4.65% | 34.2% | 3 | 0% | 1.7 |
|
| 6435 |
6435
Strategic Investment Management
Arlington,
Virginia
| US$1.3億 | -US$1006萬 | -7% | 6.97% | 53.4% | 11 | 0% | 5.6 |
|
| 6436 |
AIM
6436
AHL Investment Management
Winter Park,
Florida
| US$1.3億 | +US$823萬 | +7% | 7.5% | 57.7% | 66 | 6.06% | 1.8 |
|
| 6437 |
6437
Triad Wealth Partners
Lawrence,
Kansas
| US$1.3億 | – | – | 5.66% | – | 59 | – | 0 |
|
| 6438 |
6438
VERITY Wealth Advisors
Sausalito,
United States
| US$1.3億 | +US$1400萬 | +12% | 7.29% | 68.4% | 75 | 6.67% | 3.4 |
|
| 6439 |
6439
Broadwater Capital
Boston,
Massachusetts
| US$1.3億 | +US$267萬 | +2% | 6.48% | 82% | 238 | 7.56% | 0.2 |
|
| 6440 |
6440
Leibman Financial Services
Louisville,
Nebraska
| US$1.3億 | +US$1005萬 | +8% | 8.72% | 59.2% | 54 | 5.56% | 0.2 |
|
| 6441 |
6441
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$1.3億 | +US$1572萬 | +14% | 8.19% | 67.9% | 40 | 12.5% | 0.2 |
|
| 6442 |
6442
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.3億 | +US$2927萬 | +29% | 7.52% | 65.2% | 508 | 77.76% | 0.5 |
|
| 6443 |
6443
Scalar Gauge Management
Dallas,
Texas
| US$1.3億 | +US$2447萬 | +23% | 9.45% | – | 35 | 48.57% | 0.2 |
|
| 6444 |
6444
RF&L Wealth Management
Acton,
Massachusetts
| US$1.3億 | +US$954萬 | +8% | 8.67% | 73.8% | 57 | 5.26% | 1.1 |
|
| 6445 |
GWMI
6445
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$1.3億 | +US$1152萬 | +10% | 12% | 98.1% | 261 | 8.05% | 1.7 |
|
| 6446 |
6446
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$1.3億 | +US$1235萬 | +11% | 8.55% | 111% | 107 | 17.76% | 1 |
|
| 6447 |
6447
Riverview Trust Company
Vancouver,
Washington
| US$1.3億 | +US$3145萬 | +32% | 9.26% | 87.6% | 650 | 85.69% | 0.7 |
|
| 6448 |
6448
Horizon Family Wealth
Chicago,
Illinois
| US$1.3億 | +US$1086萬 | +9% | 9.04% | 68.6% | 81 | 22.22% | 1.3 |
|
| 6449 |
6449
Brooktree Capital Management
Gand Rapids,
Michigan
| US$1.3億 | +US$593萬 | +5% | 10.9% | 92.6% | 29 | 17.24% | 3.3 |
|
| 6450 |
6450
Exane Asset Management
Paris,
France
| US$1.3億 | +US$1175萬 | +10% | 13.1% | 74.5% | 14 | 50% | 0.6 |
|