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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Sterling Investment Management
Tucson,
Arizona
| US$1.32億 | +US$21.2萬 | +0.2% | 8.06% | 45.3% | 61 | 11.48% | 4.7 |
|
| 6577 |
6577
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$1.32億 | +US$419萬 | +3% | 6.1% | 74.9% | 49 | 20.41% | 1.3 |
|
| 6578 |
6578
Plustick Management
Charlottesville,
Virginia
| US$1.32億 | +US$2090萬 | +19% | 39.4% | 1,864% | 25 | 40% | 1 |
|
| 6579 |
6579
Northern Financial Advisors
Bloomfield Hills,
Michigan
| US$1.32億 | +US$708萬 | +6% | 9.67% | 120% | 107 | 6.54% | 1.6 |
|
| 6580 |
WWS
6580
Wellington Wealth Strategies
Indianapolis,
Indiana
| US$1.32億 | +US$1.08億 | +453% | 6.2% | – | 105 | 86.67% | 0.2 |
|
| 6581 |
6581
Forest Hill Capital
Little Rock,
Arkansas
| US$1.32億 | +US$1050萬 | +9% | 10.1% | 132% | 44 | 18.18% | 3.5 |
|
| 6582 |
AC
6582
AIFG Consultants
Halfmoon,
New York
| US$1.32億 | -US$286萬 | -2% | 5.48% | 49.8% | 52 | 15.38% | 1.1 |
|
| 6583 |
6583
Andina Capital Management
Lehi,
Utah
| US$1.31億 | -US$159萬 | -1% | 4.46% | 38.9% | 118 | 9.32% | 0.5 |
|
| 6584 |
NBT
6584
Northwest Bank & Trust
Davenport,
Iowa
| US$1.31億 | +US$1177萬 | +10% | 6.3% | – | 203 | 0.99% | 1.2 |
|
| 6585 |
6585
Magma Venture Partners General Partner
Tel Aviv,
Israel
| US$1.31億 | +US$3528萬 | +37% | 36.7% | 4.7% | 3 | 0% | 2.8 |
|
| 6586 |
6586
Crossingbridge Advisors
Pleasantville,
New York
| US$1.31億 | -US$3778萬 | -22% | 0.46% | – | 79 | 60.76% | 0.3 |
|
| 6587 |
6587
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$1.31億 | +US$1879萬 | +17% | 17.2% | 26.4% | 3 | 0% | 4.8 |
|
| 6588 |
6588
Keynote Financial Services
Vernon,
Connecticut
| US$1.31億 | +US$1136萬 | +10% | 7.87% | – | 161 | 9.94% | 0.5 |
|
| 6589 |
6589
Steinberg Asset Management
New York
| US$1.31億 | +US$315萬 | +2% | 10.8% | 108% | 43 | 4.65% | 4.3 |
|
| 6590 |
6590
General Motors Holdings
Detroit,
Michigan
| US$1.31億 | -US$2316萬 | -15% | 10.3% | 21.4% | 5 | 0% | 1.6 |
|
| 6591 |
6591
Client First Investment Management
West Bend,
Wisconsin
| US$1.31億 | +US$196萬 | +2% | 4.59% | 243% | 32 | 46.88% | 0.4 |
|
| 6592 |
6592
Travelers Companies
Saint Paul,
Minnesota
| US$1.31億 | +US$1320萬 | +11% | 10.6% | 55.3% | 2 | 50% | 0.4 |
|
| 6593 |
6593
Nabity-Jensen Investment Management
Omaha,
Nebraska
| US$1.31億 | +US$836萬 | +7% | 5.82% | 85.3% | 70 | 8.57% | 0.7 |
|
| 6594 |
6594
Mosaic Advisors
Houston,
Texas
| US$1.31億 | +US$671萬 | +5% | 6.5% | 50.9% | 16 | 18.75% | 2.6 |
|
| 6595 |
6595
Copperleaf Capital
Raleigh,
North Carolina
| US$1.31億 | +US$548萬 | +4% | 4.88% | 102% | 91 | 4.4% | 2 |
|
| 6596 |
6596
Addis & Hill
Wayne,
Pennsylvania
| US$1.31億 | +US$1057萬 | +9% | 7.68% | 65.1% | 28 | 17.86% | 0.6 |
|
| 6597 |
6597
MontVue Capital Management
Lynchburg,
Virginia
| US$1.3億 | +US$458萬 | +4% | 6.13% | 76% | 60 | 10% | 0.7 |
|
| 6598 |
6598
Horizons Wealth Management
Asheville,
North Carolina
| US$1.3億 | +US$378萬 | +3% | 6.04% | – | 175 | 0.57% | 2 |
|
| 6599 |
HB
6599
Hauser Brothers
Freiburg Im Breisgau,
Germany
| US$1.3億 | +US$885萬 | +7% | 9.03% | 169% | 11 | 18.18% | 0.6 |
|
| 6600 |
6600
Safir Wealth Advisors
Greenland,
New Hampshire
| US$1.3億 | +US$804萬 | +7% | 5.12% | 52.1% | 17 | 11.76% | 2.6 |
|