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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
EJF Capital
Arlington,
Virginia
| US$1.72億 | +US$4650萬 | +37% | 6.58% | 127% | 82 | 24.39% | 2.1 |
|
| 6452 |
1GI
6452
180 GPS Investments
St Peter Port,
| US$1.72億 | – | – | 14.4% | – | 16 | – | 0 |
|
| 6453 |
6453
Oak Wealth Advisors
Northbrook,
Illinois
| US$1.72億 | +US$1618萬 | +10% | 7.25% | – | 59 | 3.39% | 0.7 |
|
| 6454 |
6454
SFM LLC
Manchester,
New Hampshire
| US$1.72億 | +US$1615萬 | +10% | 6.87% | 67.5% | 62 | 8.06% | 1.4 |
|
| 6455 |
6455
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.72億 | -US$3238萬 | -16% | 28.1% | 261% | 47 | 31.91% | 2.1 |
|
| 6456 |
6456
Mountaineer Partners Management
New York
| US$1.72億 | +US$2065萬 | +14% | 16.8% | 129% | 18 | 11.11% | 1.8 |
|
| 6457 |
WPA
6457
Wealth Preservation Advisors
Chattanooga,
Tennessee
| US$1.72億 | +US$967萬 | +6% | 11.7% | – | 625 | 11.84% | 0.4 |
|
| 6458 |
6458
Hillman Capital Management
Bethesda,
Maryland
| US$1.72億 | -US$1141萬 | -6% | 3.59% | 20.2% | 55 | 12.73% | 3.1 |
|
| 6459 |
6459
Trademark Financial Management
Bloomington,
Minnesota
| US$1.72億 | +US$826萬 | +5% | 6.24% | 67.5% | 96 | 10.42% | 1.2 |
|
| 6460 |
6460
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.72億 | +US$1890萬 | +12% | 13.5% | 150% | 296 | 69.26% | 1 |
|
| 6461 |
6461
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$1.72億 | +US$1409萬 | +9% | 9.4% | 136% | 148 | 10.14% | 1.7 |
|
| 6462 |
JCM
6462
JS Capital Management
New York
| US$1.72億 | +US$6259萬 | +57% | 57.4% | 52.4% | 1 | 0% | 6.3 |
|
| 6463 |
6463
LWM Advisory Services
Plantation,
Florida
| US$1.72億 | +US$2656萬 | +18% | 7.25% | 64.9% | 98 | 13.27% | 2.3 |
|
| 6464 |
6464
Pacific Point Advisors
Rancho Santa Fe,
California
| US$1.71億 | -US$1303萬 | -7% | 13.4% | – | 131 | 18.32% | 0.6 |
|
| 6465 |
6465
Fee-Only Financial Planning
Okatie,
South Carolina
| US$1.71億 | +US$987萬 | +6% | 7.21% | 72.6% | 43 | 6.98% | 2.4 |
|
| 6466 |
6466
MQS Management
New York
| US$1.71億 | -US$999萬 | -6% | 0.95% | 4.55% | 697 | 78.62% | 0.1 |
|
| 6467 |
6467
Successful Portfolios
Clearwater,
Florida
| US$1.71億 | +US$869萬 | +5% | 7.78% | 110% | 181 | 9.94% | 4.9 |
|
| 6468 |
6468
Echo Wealth Management
Plymouth,
Minnesota
| US$1.71億 | +US$818萬 | +5% | 5.09% | 42.9% | 46 | 2.17% | 2.9 |
|
| 6469 |
6469
Whalen Wealth Management
Las Vegas,
Nevada
| US$1.71億 | +US$1182萬 | +7% | 5.71% | 90.2% | 277 | 64.98% | 0.4 |
|
| 6470 |
6470
WESPAC Advisors
Orinda,
California
| US$1.71億 | +US$2814萬 | +20% | 7.77% | 126% | 208 | 32.69% | 1.2 |
|
| 6471 |
AGC
6471
Alden Global Capital
Brandon,
Florida
| US$1.71億 | +US$856萬 | +5% | 15% | 99.8% | 21 | 42.86% | 1.1 |
|
| 6472 |
6472
Counterweight Ventures
Wilmington,
North Carolina
| US$1.71億 | +US$1788萬 | +12% | 10.6% | 113% | 81 | 14.81% | 1.4 |
|
| 6473 |
6473
Northland Capital Management
Virginia,
Minnesota
| US$1.71億 | +US$856萬 | +5% | 4.99% | 37.5% | 31 | 3.23% | 2.6 |
|
| 6474 |
AI
6474
Arrien Investments
Boise,
Idaho
| US$1.71億 | +US$1271萬 | +8% | 4.9% | 46% | 41 | 4.88% | 1.8 |
|
| 6475 |
YC
6475
Yunqi Capital
Hong Kong
| US$1.71億 | +US$3082萬 | +22% | 33.6% | 65.3% | 7 | 42.86% | 1.5 |
|