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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
SWP
6526
Semus Wealth Partners
Boca Raton,
Florida
| US$8235萬 | – | – | 3.08% | 107% | 108 | – | 0 |
|
| 6527 |
6527
Blodgett Wealth Advisors
Concord,
California
| US$8228萬 | -US$114萬 | -1% | 5.14% | 150% | 69 | 13.04% | 0.9 |
|
| 6528 |
6528
AH Equity Partners LSV II
Menlo Park,
California
| US$8217萬 | -US$2989萬 | -27% | 24.3% | – | 4 | 0% | 1 |
|
| 6529 |
6529
Jacob Asset Management of New York
Hermosa Beach,
California
| US$8215萬 | -US$992萬 | -11% | 4.12% | 22.7% | 72 | 13.89% | 1.8 |
|
| 6530 |
6530
Bradley & Co Private Wealth Management
Miami,
Florida
| US$8213萬 | -US$175萬 | -2% | 3.91% | – | 191 | 13.09% | 1.4 |
|
| 6531 |
6531
3G Capital Partners
New York
| US$8206萬 | +US$3467萬 | +73% | 4.44% | 351% | 12 | 58.33% | 0.5 |
|
| 6532 |
NPAM
6532
Noble Path Asset Management
New York
| US$8201萬 | -US$277萬 | -3% | 9.39% | – | 22 | 18.18% | 0.8 |
|
| 6533 |
6533
Yorktown Management & Research Company
Forest,
Virginia
| US$8179萬 | +US$464萬 | +6% | 9.69% | 211% | 229 | 37.55% | 1.5 |
|
| 6534 |
6534
Tinicum
New York
| US$8167萬 | +US$1181萬 | +17% | 16.9% | 21.1% | 1 | 0% | 7.8 |
|
| 6535 |
6535
Avant Capital
Lafayette,
Louisiana
| US$8148萬 | +US$740萬 | +10% | 10% | – | 56 | 10.71% | 0.9 |
|
| 6536 |
6536
Verum Partners
Charlotte,
North Carolina
| US$8142萬 | – | – | 9.39% | 57.7% | 69 | – | 0 |
|
| 6537 |
6537
Udine Wealth Management
Boca Raton,
Florida
| US$8128萬 | +US$1797萬 | +28% | 12.3% | 141% | 20 | 55% | 0.8 |
|
| 6538 |
6538
Pin Oak Investment Advisors
Houston,
Texas
| US$8110萬 | +US$144萬 | +2% | 9.5% | 62.7% | 441 | 13.38% | 3.1 |
|
| 6539 |
SIA
6539
Schear Investment Advisers
Cincinnati,
Ohio
| US$8108萬 | – | – | 10.7% | 241% | 90 | – | 0 |
|
| 6540 |
6540
Harper Investing
Santa Clara,
California
| US$8102萬 | -US$1657萬 | -17% | 2.53% | 58.7% | 49 | 14.29% | 0.7 |
|
| 6541 |
6541
SFG Wealth Management
Towson,
Maryland
| US$8099萬 | +US$704萬 | +10% | 9.12% | 86.3% | 90 | 27.78% | 0.8 |
|
| 6542 |
A
6542
Atomvest
Hong Kong
| US$8088萬 | -US$1506萬 | -16% | 11.5% | 90% | 5 | 40% | 1.1 |
|
| 6543 |
6543
Yarger Wealth Strategies
Westerville,
Ohio
| US$8075萬 | +US$533萬 | +7% | 4.38% | 58.1% | 51 | 17.65% | 0.8 |
|
| 6544 |
6544
Soditic Asset Management
Tonbridge,
United Kingdom
| US$8075萬 | +US$50.2萬 | +0.6% | 8.16% | 23.4% | 11 | 18.18% | 1.9 |
|
| 6545 |
6545
Pariax
Newport Beach,
California
| US$8065萬 | -US$645萬 | -7% | 4.98% | – | 31 | 22.58% | 0.8 |
|
| 6546 |
6546
EnCap Energy Capital Fund IX
Houston,
Texas
| US$8052萬 | -US$1190萬 | -13% | 4.41% | 69.2% | 2 | 50% | 2 |
|
| 6547 |
6547
Blue Investment Partners
Alamo,
California
| US$8049萬 | – | – | 3.53% | – | 27 | – | 0 |
|
| 6548 |
6548
Oder Investment Management
Woodland Hills,
California
| US$8046萬 | -US$474萬 | -6% | 2.84% | 115% | 101 | 26.73% | 1.2 |
|
| 6549 |
6549
Bluegrass Capital Partners
Palm Beach,
Florida
| US$8037萬 | -US$2089萬 | -21% | 10.3% | 60.1% | 12 | 0% | 1.5 |
|
| 6550 |
6550
AWH Capital
Dallas,
Texas
| US$8036萬 | +US$1166萬 | +17% | 8.52% | 183% | 25 | 16% | 2.3 |
|