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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
BCK Partners
Corning,
New York
| US$1.85億 | +US$17.8萬 | +0.1% | 0.48% | 46% | 27 | 3.7% | 4.2 |
|
| 6427 |
6427
Panoramic Investment Advisors
Denver,
Colorado
| US$1.85億 | +US$90.2萬 | +0.5% | 2.08% | – | 137 | 13.14% | 2.2 |
|
| 6428 |
6428
Walker Asset Management
Verona,
Missouri
| US$1.85億 | -US$117萬 | -0.6% | 0.56% | 87.6% | 150 | 10% | 2.7 |
|
| 6429 |
6429
Arcadia Wealth Management (New York)
Smithtown,
New York
| US$1.85億 | +US$1043萬 | +6% | 0.09% | – | 62 | 20.97% | 1.1 |
|
| 6430 |
6430
Catalyst Private Wealth
San Mateo,
California
| US$1.85億 | -US$4434萬 | -19% | 7.49% | 120% | 77 | 1.3% | 3.7 |
|
| 6431 |
6431
Clark Financial Services Group
Chesterfield,
Missouri
| US$1.85億 | -US$348萬 | -2% | 2.77% | 116% | 128 | 33.59% | 1.9 |
|
| 6432 |
6432
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$1.84億 | +US$942萬 | +5% | 0.89% | 76.3% | 86 | 16.28% | 2.3 |
|
| 6433 |
CCA
6433
Cypress Capital Advisors
Franklin,
Tennessee
| US$1.84億 | -US$189萬 | -1% | 0.28% | – | 79 | 10.13% | 1.1 |
|
| 6434 |
6434
Forum Finance Group
Geneva,
| US$1.84億 | – | – | 0.61% | – | 321 | – | 0 |
|
| 6435 |
6435
Stephenson & Company
San Clemente,
California
| US$1.84億 | +US$238萬 | +1% | 1.05% | 47% | 47 | 12.77% | 1.8 |
|
| 6436 |
AI
6436
Arrien Investments
Boise,
Idaho
| US$1.84億 | +US$710萬 | +4% | 0.27% | 46% | 47 | 4.26% | 2 |
|
| 6437 |
6437
Sachetta
Lynnfield,
Massachusetts
| US$1.84億 | +US$181萬 | +1% | 0.62% | – | 1,130 | 13.81% | 1.8 |
|
| 6438 |
6438
Integrity Investment Advisors
Fort Collins,
Colorado
| US$1.84億 | +US$285萬 | +2% | 2.6% | – | 88 | 25% | 0.7 |
|
| 6439 |
6439
CastleKeep Investment Advisors
Westport,
Connecticut
| US$1.84億 | -US$3654萬 | -17% | 0.29% | – | 91 | 28.57% | 1.9 |
|
| 6440 |
6440
Index Venture Growth Associates V
St. Helier,
Jersey
| US$1.84億 | -US$1.24億 | -40% | 40.1% | – | 3 | 0% | 0.3 |
|
| 6441 |
6441
Define Financial
San Diego,
California
| US$1.84億 | +US$783萬 | +4% | 1.82% | – | 45 | 13.33% | 1 |
|
| 6442 |
6442
GSI Capital Advisors
Newport Beach,
California
| US$1.84億 | +US$560萬 | +3% | 4.86% | 41.1% | 34 | 26.47% | 2.1 |
|
| 6443 |
6443
Harbour Investment Management
Edmonds,
Washington
| US$1.84億 | -US$444萬 | -2% | 0.18% | 58.8% | 107 | 13.08% | 6.5 |
|
| 6444 |
6444
P. Schoenfeld Asset Management (PSAM)
New York
| US$1.84億 | -US$9881萬 | -35% | 6.1% | 367% | 54 | 53.7% | 0.8 |
|
| 6445 |
6445
Tassel Capital Management
Matthews,
North Carolina
| US$1.84億 | +US$1885萬 | +11% | 0.05% | – | 38 | 13.16% | 1 |
|
| 6446 |
MKW
6446
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$1.84億 | -US$535萬 | -3% | 1.38% | – | 75 | 13.33% | 1.4 |
|
| 6447 |
6447
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$1.84億 | -US$9646萬 | -34% | 11% | – | 47 | 53.19% | 0.5 |
|
| 6448 |
6448
KMT Wealth Management
El Segundo,
California
| US$1.84億 | -US$278萬 | -1% | 3.87% | – | 19 | 26.32% | 1 |
|
| 6449 |
LAMC
6449
Longview Asset Management (California)
San Rafael,
California
| US$1.84億 | +US$266萬 | +1% | 0.53% | – | 175 | 10.29% | 1 |
|
| 6450 |
RFG
6450
RFP Financial Group
Atlanta,
Georgia
| US$1.84億 | -US$2483萬 | -12% | 0.22% | 63.4% | 91 | 42.86% | 2.2 |
|