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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
CAP Partners LLC
Franklin,
Tennessee
| US$1.23億 | +US$976萬 | +9% | 2.72% | 97% | 131 | 12.21% | 0.4 |
|
| 6602 |
6602
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.23億 | -US$106萬 | -0.9% | 0.1% | 42.3% | 31 | 16.13% | 0.4 |
|
| 6603 |
SA
6603
Sage Advisors
Boulder,
Colorado
| US$1.23億 | +US$1059萬 | +9% | 5.18% | – | 26 | 7.69% | 0.5 |
|
| 6604 |
6604
Widmann Financial Services
Bowie,
Maryland
| US$1.23億 | +US$388萬 | +3% | 0.29% | 75.2% | 135 | 29.63% | 1.5 |
|
| 6605 |
PPP
6605
Private Portfolio Partners
Paramus,
New Jersey
| US$1.23億 | -US$3.57億 | -74% | 1.83% | 16.9% | 284 | 70.77% | 2.9 |
|
| 6606 |
6606
Trademark Financial Management
Bloomington,
Minnesota
| US$1.23億 | +US$217萬 | +2% | 1.54% | 67.5% | 90 | 20% | 0.4 |
|
| 6607 |
6607
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$1.23億 | +US$255萬 | +2% | 2.08% | 55.7% | 115 | 6.09% | 1.3 |
|
| 6608 |
6608
Delphi Management
Brookline,
Massachusetts
| US$1.23億 | -US$626萬 | -5% | 1.88% | 107% | 92 | 21.74% | 2.8 |
|
| 6609 |
6609
Keene & Associates
Fort Worth,
Texas
| US$1.23億 | -US$1130萬 | -8% | 0.38% | 20.3% | 85 | 15.29% | 2 |
|
| 6610 |
6610
Seamount Financial Group
Colorado Springs,
Colorado
| US$1.23億 | +US$850萬 | +7% | 4.06% | 79.7% | 88 | 4.55% | 0.5 |
|
| 6611 |
6611
Unionview LLC
Seattle,
Washington
| US$1.22億 | +US$160萬 | +1% | 2.27% | 21.2% | 92 | 2.17% | 1.9 |
|
| 6612 |
6612
Yorktown Energy Partners XI
New York
| US$1.22億 | -US$3537萬 | -22% | 19.9% | 105% | 4 | 25% | 3.8 |
|
| 6613 |
6613
Nabity-Jensen Investment Management
Omaha,
Nebraska
| US$1.22億 | +US$81.1萬 | +0.7% | 3.67% | 85.3% | 84 | 25% | 0.5 |
|
| 6614 |
6614
TCG Capital Management
Playa Vista,
California
| US$1.22億 | +US$4407萬 | +56% | 56.4% | 29.3% | 1 | 0% | 1.5 |
|
| 6615 |
HFS
6615
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$1.22億 | -US$42.1萬 | -0.3% | 1.73% | 60.8% | 55 | 12.73% | 0.5 |
|
| 6616 |
6616
Safir Wealth Advisors
Greenland,
New Hampshire
| US$1.22億 | +US$20.4萬 | +0.2% | 2.16% | 52.1% | 17 | 11.76% | 2.7 |
|
| 6617 |
TCM
6617
Tao Capital Management
San Francisco,
California
| US$1.22億 | +US$1644萬 | +16% | 19.2% | 314% | 10 | 0% | 3.3 |
|
| 6618 |
6618
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$1.22億 | -US$50萬 | -0.4% | 0.38% | 49.4% | 56 | 14.29% | 2.1 |
|
| 6619 |
6619
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$1.22億 | +US$1018萬 | +9% | 2.77% | – | 12 | 16.67% | 0.4 |
|
| 6620 |
6620
Coalescence Partners Investment Management
New York
| US$1.22億 | -US$469萬 | -4% | 0.04% | – | 19 | 63.16% | 0.3 |
|
| 6621 |
6621
Del-Sette Capital Management
Schenectady,
New York
| US$1.22億 | +US$8.3萬 | +0.1% | 2.79% | 112% | 49 | 42.86% | 1.1 |
|
| 6622 |
6622
Kure Advisory
Plymouth,
Minnesota
| US$1.22億 | +US$477萬 | +4% | 1.12% | – | 39 | 10.26% | 0.7 |
|
| 6623 |
6623
Clear Point Advisors
Melville,
New York
| US$1.22億 | +US$15.9萬 | +0.1% | 2.4% | 56.7% | 606 | 10.89% | 0.5 |
|
| 6624 |
6624
Pelion Inc
Salt Lake City,
Utah
| US$1.22億 | -US$3452萬 | -22% | 21.8% | 16.9% | 4 | 0% | 2.5 |
|
| 6625 |
6625
Able Wealth Management
Toms River,
New Jersey
| US$1.21億 | +US$686萬 | +6% | 2.29% | 58.1% | 92 | 18.48% | 0.4 |
|