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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
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$1.49億 | -US$2.61億 | -64% | 2.15% | 66.5% | 365 | 81.64% | 0.2 |
|
| 6552 |
6552
Successful Portfolios
Clearwater,
Florida
| US$1.49億 | +US$165萬 | +1% | 0.73% | 110% | 170 | 9.41% | 4.7 |
|
| 6553 |
6553
Certus Wealth Management
Redwood City,
California
| US$1.49億 | +US$572萬 | +4% | 0.62% | – | 57 | 10.53% | 1.1 |
|
| 6554 |
6554
Robocap Asset Management
London,
United Kingdom
| US$1.49億 | -US$939萬 | -6% | 8.31% | 274% | 28 | 25% | 1.4 |
|
| 6555 |
6555
Pring Turner Capital Group
Alamo,
California
| US$1.49億 | -US$910萬 | -6% | 0.78% | 81.6% | 72 | 12.5% | 4.2 |
|
| 6556 |
6556
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$1.49億 | +US$994萬 | +7% | 1.4% | 57.9% | 80 | 2.5% | 1 |
|
| 6557 |
6557
TI-Trust
Quincy,
Illinois
| US$1.49億 | +US$964萬 | +7% | 0.07% | 88.8% | 129 | 6.2% | 3.7 |
|
| 6558 |
6558
Ring Mountain Capital
Tiburon,
California
| US$1.49億 | – | – | 7.09% | – | 89 | – | 0 |
|
| 6559 |
6559
Ampersand Capital Group
Burlingame,
California
| US$1.49億 | – | – | 21.1% | – | 7 | – | 0 |
|
| 6560 |
6560
Sebold Capital Management
Lisle,
Illinois
| US$1.49億 | -US$254萬 | -2% | 1.38% | – | 74 | 10.81% | 1.6 |
|
| 6561 |
6561
Myriad Asset Management US
West Palm Beach,
Florida
| US$1.49億 | – | – | 7.08% | – | 53 | – | 0 |
|
| 6562 |
6562
Barnes Wealth Management Group
Bakersfield,
California
| US$1.49億 | – | – | 0.41% | – | 139 | – | 0 |
|
| 6563 |
6563
Penney Financial
Houston,
Texas
| US$1.49億 | +US$250萬 | +2% | 0.23% | 54.8% | 39 | 7.69% | 0.8 |
|
| 6564 |
SCMS
6564
Serenity Capital Management (Singapore)
Singapore
| US$1.49億 | -US$4741萬 | -24% | 6.27% | 21% | 5 | 20% | 1.1 |
|
| 6565 |
6565
Hofer & Associates
Thousand Oaks,
California
| US$1.49億 | +US$402萬 | +3% | 1.06% | 61.7% | 61 | 3.28% | 2.3 |
|
| 6566 |
6566
Sard Wealth Management Group
Atlanta,
Georgia
| US$1.49億 | -US$240萬 | -2% | 0.88% | 51.3% | 47 | 4.26% | 0.9 |
|
| 6567 |
6567
Endowment Wealth Management
Appleton,
Wisconsin
| US$1.49億 | -US$319萬 | -2% | 0.61% | 70.7% | 152 | 19.08% | 2 |
|
| 6568 |
LAMC
6568
Longview Asset Management (California)
San Rafael,
California
| US$1.49億 | – | – | 1.77% | – | 134 | – | 0 |
|
| 6569 |
6569
Councilmark Asset Management
Knoxville,
Tennessee
| US$1.49億 | -US$6.32萬 | -0% | 1.7% | – | 84 | 5.95% | 0.7 |
|
| 6570 |
CNFG
6570
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$1.49億 | -US$999萬 | -6% | 0.5% | 52.6% | 77 | 3.9% | 6.9 |
|
| 6571 |
6571
Anchorage Capital Advisors
New York
| US$1.49億 | -US$6411萬 | -30% | 1.62% | – | 6 | 16.67% | 0.5 |
|
| 6572 |
6572
Quarry Hill Advisors
St Paul,
Minnesota
| US$1.49億 | -US$73.3萬 | -0.5% | 2.81% | 65% | 45 | 2.22% | 1.8 |
|
| 6573 |
6573
Stephenson & Company
San Clemente,
California
| US$1.49億 | +US$80.6萬 | +0.5% | 2.19% | 47% | 41 | 17.07% | 0.9 |
|
| 6574 |
6574
Darden Wealth Group
Ann Arbor,
Michigan
| US$1.49億 | +US$909萬 | +7% | 7.73% | 243% | 112 | 12.5% | 0.8 |
|
| 6575 |
6575
Ames National Corp
Ames,
Iowa
| US$1.49億 | – | – | 0.61% | – | 68 | – | 0 |
|