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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Objectivity Squared
Charleston,
South Carolina
| US$1.45億 | +US$2612萬 | +22% | 8.42% | 75.6% | 53 | 22.64% | 1.1 |
|
| 6777 |
6777
MRP Capital Investments
Alpharetta,
Georgia
| US$1.45億 | +US$3837萬 | +36% | 27.7% | 222% | 229 | 25.76% | 1.2 |
|
| 6778 |
6778
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.45億 | +US$1151萬 | +9% | 6.44% | 90.4% | 157 | 7.01% | 1.3 |
|
| 6779 |
MIM
6779
Meixler Investment Management
Show Low,
Arizona
| US$1.45億 | +US$79.4萬 | +0.5% | 1.21% | 60.8% | 120 | 19.17% | 1.7 |
|
| 6780 |
XC
6780
XY Capital
Central,
Hong Kong
| US$1.45億 | -US$2.07億 | -59% | 0.15% | 66.5% | 228 | 89.04% | 0.3 |
|
| 6781 |
6781
Vienna Asset Management
Saratoga,
California
| US$1.45億 | +US$1841萬 | +15% | 14.2% | 77.5% | 61 | 45.9% | 1.3 |
|
| 6782 |
6782
Retireful LLC
Haslett,
Michigan
| US$1.45億 | +US$3933萬 | +37% | 16.2% | 437% | 180 | 68.89% | 0.2 |
|
| 6783 |
6783
Daner Wealth Management
Alpharetta,
Georgia
| US$1.45億 | – | – | 7.91% | – | 81 | – | 0.3 |
|
| 6784 |
6784
LWM Advisory Services
Plantation,
Florida
| US$1.45億 | +US$101萬 | +0.7% | 8.43% | 64.9% | 98 | 10.2% | 2.2 |
|
| 6785 |
6785
Sheridan Capital Management
San Rafael,
California
| US$1.45億 | +US$776萬 | +6% | 8.13% | – | 31 | 22.58% | 1.1 |
|
| 6786 |
6786
Atala Financial
Calabasas,
California
| US$1.45億 | +US$765萬 | +6% | 14.6% | – | 476 | 73.95% | 0.5 |
|
| 6787 |
6787
Pillar Financial Advisors
Louisville,
Kentucky
| US$1.45億 | +US$1062萬 | +8% | 6.14% | – | 111 | 1.8% | 0.5 |
|
| 6788 |
6788
Vannoy Advisory Group
Austin,
Texas
| US$1.45億 | +US$983萬 | +7% | 6.95% | 52.5% | 27 | 3.7% | 1.4 |
|
| 6789 |
6789
Argosy-Lionbridge Management
New York
| US$1.45億 | -US$523萬 | -3% | 4.59% | – | 13 | 15.38% | 0.4 |
|
| 6790 |
PWAM
6790
Pinnacle West Asset Management
Casper,
Wyoming
| US$1.45億 | +US$620萬 | +4% | 7.94% | 109% | 113 | 0.88% | 2 |
|
| 6791 |
VFS
6791
Valpey Financial Services
Concord,
New Hampshire
| US$1.45億 | – | – | 7.07% | – | 67 | – | 0 |
|
| 6792 |
6792
EntreWealth
Austin,
Texas
| US$1.45億 | +US$1445萬 | +11% | 6.51% | – | 68 | 16.18% | 0.4 |
|
| 6793 |
6793
Christian Investment Advisors
New Braunfels,
Texas
| US$1.45億 | +US$74.4萬 | +0.5% | 5.59% | – | 14 | 28.57% | 0.4 |
|
| 6794 |
6794
Note Advisors
Buffalo,
New York
| US$1.45億 | +US$2349萬 | +19% | 5.72% | – | 78 | 10.26% | 0.5 |
|
| 6795 |
6795
Banco de Sabadell
Miami,
Florida
| US$1.45億 | +US$1302萬 | +10% | 9.07% | 89.9% | 65 | 13.85% | 5.2 |
|
| 6796 |
6796
M3 Advisory Group
Needham Heights,
Massachusetts
| US$1.45億 | +US$1798萬 | +14% | 11.6% | 104% | 151 | 11.26% | 1.2 |
|
| 6797 |
6797
SFI Advisors
Montclair,
New Jersey
| US$1.45億 | +US$921萬 | +7% | 12.2% | 95.9% | 79 | 36.71% | 2 |
|
| 6798 |
6798
Coordinated Financial Services
Denver,
Colorado
| US$1.44億 | +US$1387萬 | +11% | 8.15% | – | 152 | 11.84% | 1 |
|
| 6799 |
6799
Bluegrass Capital Partners
Palm Beach,
Florida
| US$1.44億 | +US$2761萬 | +24% | 15.9% | 60.1% | 12 | 16.67% | 2.5 |
|
| 6800 |
6800
Challenger Wealth Management
Aliso Viejo,
California
| US$1.44億 | +US$1799萬 | +14% | 11.4% | – | 120 | 18.33% | 0.4 |
|