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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 |
6526
University of Maryland Foundation
Adelphi,
Maryland
| US$8357萬 | -US$1397萬 | -14% | 3.57% | 54.9% | 6 | 0% | 3.3 |
|
| 6527 |
6527
Moon Capital Management
New York
| US$8290萬 | -US$492萬 | -6% | 3.55% | 76.3% | 14 | 42.86% | 3.3 |
|
| 6528 |
6528
Elm Ridge Management
Briarcliff Manor,
New York
| US$8283萬 | +US$78.6萬 | +1% | 3.6% | 93.6% | 26 | 15.38% | 3.7 |
|
| 6529 |
6529
Primoris Wealth Advisors
North Palm Beach,
Florida
| US$8276萬 | -US$845萬 | -9% | 4.58% | 206% | 78 | 23.08% | 1.2 |
|
| 6530 |
6530
Delos Wealth Advisors
Dallas,
Texas
| US$8259萬 | +US$420萬 | +5% | 2.4% | 58% | 386 | 3.63% | 1.5 |
|
| 6531 |
PWM
6531
Pinnacle Wealth Management
Roseville,
California
| US$8241萬 | -US$1670萬 | -17% | 1.65% | 194% | 53 | 41.51% | 0.8 |
|
| 6532 |
6532
Bluegrass Capital Partners
Palm Beach,
Florida
| US$8240萬 | -US$1027萬 | -11% | 3.23% | 60.1% | 12 | 8.33% | 1.9 |
|
| 6533 |
6533
Michael & Susan Dell Foundation
New York
| US$8237萬 | -US$464萬 | -5% | 5.33% | 238% | 2 | 0% | 3.1 |
|
| 6534 |
6534
Barrier Capital Management
San Francisco,
California
| US$8235萬 | -US$1320萬 | -14% | 5.09% | 216% | 19 | 42.11% | 0.5 |
|
| 6535 |
6535
One01 Capital
Burlingame,
California
| US$8228萬 | -US$1018萬 | -11% | 0.62% | 123% | 25 | 52% | 0.3 |
|
| 6536 |
6536
TFB Advisors
Overland Park,
Kansas
| US$8228萬 | -US$1.47億 | -64% | 1.45% | 85% | 241 | 60.58% | 0.5 |
|
| 6537 |
6537
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$8226萬 | -US$181萬 | -2% | 0.91% | – | 34 | 11.76% | 1.3 |
|
| 6538 |
TWS
6538
Thomas W. Smith
| US$8198萬 | -US$451萬 | -5% | 4.21% | – | 6 | 0% | 7.8 |
|
| 6539 |
6539
General Equity Holdings
Brooklyn,
New York
| US$8191萬 | +US$1439萬 | +21% | 44.7% | 775% | 6 | 0% | 2.3 |
|
| 6540 |
6540
Flight Deck Capital
San Francisco,
California
| US$8190萬 | -US$3085萬 | -27% | 1.09% | 379% | 18 | 50% | 0.8 |
|
| 6541 |
6541
Fingerlakes Wealth Management
Ithaca,
New York
| US$8184萬 | -US$552萬 | -6% | 4.6% | 92.1% | 86 | 5.81% | 1.6 |
|
| 6542 |
6542
NewView Capital Partners I
Burlingame,
California
| US$8180萬 | -US$3214萬 | -28% | 25.6% | 20.8% | 3 | 0% | 1.6 |
|
| 6543 |
6543
Strategic Investment Management
Arlington,
Virginia
| US$8166萬 | -US$986萬 | -11% | 0.27% | 53.4% | 11 | 0% | 5.5 |
|
| 6544 |
6544
Sozo Ventures GP II
Redwood City,
California
| US$8146萬 | +US$383萬 | +5% | 4.93% | 8.44% | 1 | 0% | 1.8 |
|
| 6545 |
6545
Bridgewealth Advisory Group
Fresno,
California
| US$8141萬 | +US$1987萬 | +32% | 1.06% | 40.3% | 68 | 22.06% | 0.6 |
|
| 6546 |
6546
Alethea Capital Management
Mercer Island,
Washington
| US$8141萬 | -US$1210萬 | -13% | 7.12% | 275% | 70 | 54.29% | 3.5 |
|
| 6547 |
6547
JLP Asset Management
New York
| US$8136萬 | -US$900萬 | -10% | 7.85% | 16.1% | 22 | 9.09% | 2.3 |
|
| 6548 |
6548
Crestview Partners IV
New York
| US$8128萬 | +US$568萬 | +8% | 7.52% | 106% | 2 | 0% | 1.1 |
|
| 6549 |
6549
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$8118萬 | -US$977萬 | -11% | 4.34% | 89.8% | 87 | 12.64% | 1.5 |
|
| 6550 |
6550
Financial Connections Group
Corte Madera,
California
| US$8107萬 | -US$7144萬 | -47% | 3.51% | 44.4% | 254 | 47.64% | 1.4 |
|