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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Chiron Capital Management
Tallahassee,
Florida
| US$1.15億 | -US$131萬 | -1% | 8.13% | – | 125 | 16.8% | 1.7 |
|
| 6552 |
6552
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$1.15億 | +US$1365萬 | +13% | 11.3% | 122% | 116 | 14.66% | 2.4 |
|
| 6553 |
6553
Clearfield Capital Management
New York
| US$1.15億 | +US$1469萬 | +15% | 9.79% | 421% | 12 | 83.33% | 0.2 |
|
| 6554 |
6554
Thor Investment Management
Cincinnati,
Ohio
| US$1.15億 | – | – | 9.07% | 122% | 47 | – | 0 |
|
| 6555 |
6555
Kingdom Financial Group
Peoria,
Arizona
| US$1.15億 | +US$857萬 | +8% | 7.8% | 49.9% | 84 | 25% | 0.4 |
|
| 6556 |
CMS
6556
Capital Market Strategies
Palm Beach Gardens,
Florida
| US$1.15億 | +US$1436萬 | +14% | 12% | 120% | 152 | 9.21% | 0.8 |
|
| 6557 |
TIM
6557
Timelo Investment Management
Aurora,
Ontario, Canada
| US$1.15億 | +US$3852萬 | +51% | 62.6% | 104% | 31 | 58.06% | 0.3 |
|
| 6558 |
6558
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$1.15億 | – | – | 10.7% | 67.9% | 37 | – | 0 |
|
| 6559 |
GA
6559
Gagnon Advisors
New York
| US$1.14億 | -US$506萬 | -4% | 8.65% | 214% | 30 | 20% | 5.1 |
|
| 6560 |
6560
In-Depth Partners
Miami,
Florida
| US$1.14億 | +US$846萬 | +8% | 13% | 157% | 13 | 7.69% | 2 |
|
| 6561 |
6561
swisspartners Advisors
Zurich,
Switzerland
| US$1.14億 | +US$76.1萬 | +0.7% | 16.6% | 75.9% | 30 | 10% | 2.6 |
|
| 6562 |
6562
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$1.14億 | -US$3342萬 | -23% | 8.35% | 49.4% | 71 | 26.76% | 1.8 |
|
| 6563 |
OF
6563
Outfitter Financial
Brunswick,
Maine
| US$1.14億 | +US$820萬 | +8% | 10.2% | 97.6% | 77 | 5.19% | 2.6 |
|
| 6564 |
6564
Signature Wealth Management Partners
Montvale,
New Jersey
| US$1.14億 | +US$1197萬 | +12% | 11.7% | 97.9% | 101 | 13.86% | 2.3 |
|
| 6565 |
6565
Envision Financial Planning
Memphis,
Tennessee
| US$1.14億 | +US$1317萬 | +13% | 8.54% | 32.1% | 31 | 25.81% | 0.2 |
|
| 6566 |
6566
Blue Water Life Science Advisors
Larkspur,
California
| US$1.14億 | +US$824萬 | +8% | 15.5% | 503% | 10 | 40% | 1.3 |
|
| 6567 |
6567
Richardson Financial Services
Medway,
Massachusetts
| US$1.14億 | – | – | 9.9% | 77.4% | 377 | – | 0 |
|
| 6568 |
6568
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$1.14億 | +US$72.8萬 | +0.6% | 10.5% | 48.1% | 6 | 0% | 1 |
|
| 6569 |
6569
Terra Nova Asset Management
New York
| US$1.14億 | +US$421萬 | +4% | 12.7% | 172% | 94 | 21.28% | 2.8 |
|
| 6570 |
6570
Slocum, Gordon & Co
Newport,
Rhode Island
| US$1.14億 | -US$87.9萬 | -0.8% | 4.94% | 65.3% | 157 | 22.29% | 0.8 |
|
| 6571 |
6571
Plan Group Financial
Oklahoma City,
Oklahoma
| US$1.14億 | -US$2490萬 | -18% | 8.24% | 63.4% | 82 | 26.83% | 0.6 |
|
| 6572 |
6572
Accel Growth Fund IV Associates
Palo Alto,
California
| US$1.14億 | +US$932萬 | +9% | 45.2% | 61.4% | 1 | 0% | 2.5 |
|
| 6573 |
AI
6573
Arrien Investments
Boise,
Idaho
| US$1.14億 | +US$783萬 | +7% | 9.76% | 46% | 38 | 18.42% | 0.6 |
|
| 6574 |
6574
KPP Advisory Services
Louisville,
Kentucky
| US$1.14億 | -US$1.89億 | -62% | 11.6% | 87.9% | 230 | 51.3% | 0.2 |
|
| 6575 |
6575
LWM Advisory Services
Plantation,
Florida
| US$1.14億 | +US$2048萬 | +22% | 10.6% | 64.9% | 154 | 53.25% | 1.4 |
|