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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Cladis Investment Advisory
Billings,
Montana
| US$1.6億 | +US$2136萬 | +15% | 13.7% | 131% | 152 | 13.16% | 2.3 |
|
| 6477 |
6477
Meriwether Wealth & Planning
Minden,
Louisiana
| US$1.6億 | +US$630萬 | +4% | 7.13% | – | 135 | 14.81% | 0.4 |
|
| 6478 |
HCA
6478
Hyperion Capital Advisors
New York
| US$1.6億 | -US$2420萬 | -13% | 9.15% | 86.1% | 69 | 15.94% | 3.1 |
|
| 6479 |
6479
Whalen Wealth Management
Las Vegas,
Nevada
| US$1.59億 | +US$942萬 | +6% | 9.71% | 90.2% | 236 | 66.53% | 0.3 |
|
| 6480 |
6480
Beacon Financial Strategies
Raleigh,
North Carolina
| US$1.59億 | +US$1083萬 | +7% | 6.92% | 54.2% | 39 | 5.13% | 3.2 |
|
| 6481 |
6481
Robinson Value Management
San Antonio,
Texas
| US$1.59億 | +US$426萬 | +3% | 7.38% | 79.3% | 74 | 10.81% | 3.7 |
|
| 6482 |
6482
Vienna Insurance Group
Warsaw,
Poland
| US$1.59億 | -US$2446萬 | -13% | 9.07% | 230% | 93 | 5.38% | 2.2 |
|
| 6483 |
6483
Shearwater Capital
Denver,
Colorado
| US$1.59億 | +US$1666萬 | +12% | 8.73% | 74.4% | 51 | 13.73% | 2.7 |
|
| 6484 |
6484
CAP Partners LLC
Franklin,
Tennessee
| US$1.59億 | +US$2108萬 | +15% | 13.3% | 97% | 144 | 14.58% | 1.1 |
|
| 6485 |
6485
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$1.59億 | +US$1455萬 | +10% | 9.21% | 68.6% | 52 | 1.92% | 1.3 |
|
| 6486 |
6486
22NW LP
Seattle,
Washington
| US$1.59億 | +US$972萬 | +7% | 19.7% | 138% | 24 | 29.17% | 1.7 |
|
| 6487 |
6487
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$1.59億 | +US$371萬 | +2% | 3.69% | 42.8% | 71 | 2.82% | 1.3 |
|
| 6488 |
6488
Landing Point Financial Group
Avon,
Ohio
| US$1.59億 | +US$2675萬 | +20% | 7.03% | – | 72 | 8.33% | 0.5 |
|
| 6489 |
PVAMC
6489
PPS&V Asset Management Consultants
Portage,
Michigan
| US$1.59億 | +US$2080萬 | +15% | 10.1% | 80.7% | 41 | 9.76% | 2.1 |
|
| 6490 |
ASM
6490
AI-Squared Management
Hong Kong
| US$1.59億 | +US$5132萬 | +48% | 3.78% | – | 23 | 82.61% | 0.3 |
|
| 6491 |
6491
Echo45 Advisors
Walnut Creek,
California
| US$1.59億 | +US$906萬 | +6% | 7.3% | 53.6% | 56 | 14.29% | 2.4 |
|
| 6492 |
6492
Robocap Asset Management
London,
United Kingdom
| US$1.59億 | +US$2477萬 | +19% | 30.7% | 274% | 25 | 4% | 1.7 |
|
| 6493 |
6493
FSC Wealth Advisors
Fishkill,
New York
| US$1.59億 | +US$614萬 | +4% | 7.96% | 66.4% | 268 | 76.12% | 2.4 |
|
| 6494 |
6494
Rareview Capital
Las Vegas,
Nevada
| US$1.58億 | +US$53.9萬 | +0.3% | 5.59% | 28.6% | 54 | 22.22% | 1 |
|
| 6495 |
6495
Grafton Street Partners
North Palm Beach,
Florida
| US$1.58億 | +US$2825萬 | +22% | 11.1% | – | 12 | 0% | 1.1 |
|
| 6496 |
6496
West Bancorporation
West Des Moines,
Iowa
| US$1.58億 | +US$1109萬 | +8% | 8.89% | 72.5% | 100 | 10% | 3.3 |
|
| 6497 |
AI
6497
Arrien Investments
Boise,
Idaho
| US$1.58億 | +US$1880萬 | +13% | 6.56% | 46% | 42 | 26.19% | 1.6 |
|
| 6498 |
6498
Melfa Wealth Management
Westborough,
Massachusetts
| US$1.58億 | +US$1010萬 | +7% | 6.58% | 49.9% | 206 | 5.34% | 1.9 |
|
| 6499 |
ACM
6499
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$1.58億 | +US$6699萬 | +73% | 24.1% | 2,106% | 24 | 75% | 0.2 |
|
| 6500 |
6500
Helium Advisors
Everett,
Washington
| US$1.58億 | +US$2075萬 | +15% | 8.17% | – | 113 | 15.04% | 0.4 |
|