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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Capstone Capital
Henderson,
Nevada
| US$1.21億 | +US$863萬 | +8% | 5.68% | 62.8% | 25 | 16% | 0.6 |
|
| 6752 |
6752
Mustard Seed Financial
Magnolia,
Arkansas
| US$1.2億 | +US$1596萬 | +15% | 5.72% | 59.2% | 84 | 7.14% | 0.7 |
|
| 6753 |
6753
Kennon-Green & Company
New Albany,
Ohio
| US$1.2億 | +US$1154萬 | +11% | 10.1% | 58.4% | 44 | 6.82% | 1.6 |
|
| 6754 |
6754
Fingerlakes Wealth Management
Ithaca,
New York
| US$1.2億 | +US$887萬 | +8% | 6.04% | 92.1% | 93 | 8.6% | 2.3 |
|
| 6755 |
6755
Soapstone Management
Bethesda,
Maryland
| US$1.2億 | -US$2960萬 | -20% | 2.44% | 30.3% | 20 | 35% | 2.8 |
|
| 6756 |
6756
LTG Capital
Newton,
Massachusetts
| US$1.2億 | +US$982萬 | +9% | 9.24% | 59% | 26 | 0% | 2.6 |
|
| 6757 |
6757
Oxford Asset Management
Oxford,
United Kingdom
| US$1.2億 | +US$1734萬 | +17% | 7.39% | – | 502 | 87.25% | 0.1 |
|
| 6758 |
6758
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$1.2億 | +US$1287萬 | +12% | 6.88% | 64.9% | 82 | 18.29% | 2.2 |
|
| 6759 |
6759
Shum Financial Group
Alameda,
California
| US$1.2億 | – | – | 7.47% | – | 90 | – | 0 |
|
| 6760 |
6760
Moulton Wealth Management
Spokane,
Washington
| US$1.2億 | +US$959萬 | +9% | 4.53% | 47.8% | 42 | 35.71% | 1 |
|
| 6761 |
6761
Phoenix Asset Management Partners
London,
| US$1.2億 | -US$5815萬 | -33% | 11.2% | 165% | 12 | 8.33% | 1.6 |
|
| 6762 |
HC
6762
Hoese & Co
Glencoe,
Minnesota
| US$1.19億 | +US$480萬 | +4% | 5.72% | 51% | 181 | 21.55% | 2.2 |
|
| 6763 |
6763
22NW LP
Seattle,
Washington
| US$1.19億 | +US$207萬 | +2% | 2.82% | 138% | 13 | 0% | 3.1 |
|
| 6764 |
6764
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.19億 | +US$2158萬 | +22% | 12.2% | 415% | 44 | 63.64% | 0.4 |
|
| 6765 |
DW
6765
Durante & Waters
Brewster,
New York
| US$1.19億 | +US$685萬 | +6% | 5.85% | 59.1% | 30 | 0% | 0.7 |
|
| 6766 |
6766
Insight Inv LLC
El Segundo,
California
| US$1.19億 | +US$344萬 | +3% | 6.63% | 139% | 89 | 1.12% | 2.6 |
|
| 6767 |
6767
Courant Investment Management
Franklin,
Tennessee
| US$1.19億 | +US$1249萬 | +12% | 9.68% | 35.2% | 9 | 0% | 4.8 |
|
| 6768 |
6768
Blodgett Wealth Advisors
Concord,
California
| US$1.19億 | +US$90.3萬 | +0.8% | 2.77% | 150% | 61 | 4.92% | 2.2 |
|
| 6769 |
6769
Beckerman Institutional
Ocean Grove,
New Jersey
| US$1.19億 | – | – | 6.69% | – | 96 | – | 0 |
|
| 6770 |
6770
Tru Independence Asset Management 2
Portland,
Oregon
| US$1.19億 | – | – | 4.46% | – | 82 | – | 1.2 |
|
| 6771 |
KA
6771
Kailix Advisors
Fort Lauderdale,
Florida
| US$1.19億 | -US$4038萬 | -25% | 14.4% | 6.04% | 7 | 28.57% | 1 |
|
| 6772 |
6772
WFA of San Diego
San Diego,
California
| US$1.19億 | +US$679萬 | +6% | 5.83% | – | 416 | 5.05% | 1.5 |
|
| 6773 |
6773
Channing Global Advisors
Miami,
Florida
| US$1.19億 | -US$100萬 | -0.8% | 3.53% | 128% | 57 | 19.3% | 1.5 |
|
| 6774 |
6774
Naples Money Management
Naples,
Florida
| US$1.18億 | +US$119萬 | +1% | 9.23% | – | 452 | 28.76% | 0.6 |
|
| 6775 |
6775
Fulcrum Equity Management
Plano,
Texas
| US$1.18億 | +US$696萬 | +6% | 7.42% | 116% | 159 | 32.08% | 1.2 |
|