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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Upper Left Wealth Management
Tampa,
Florida
| US$1.11億 | +US$278萬 | +3% | 0.01% | 52.7% | 61 | 4.92% | 1.9 |
|
| 6802 |
6802
Impala Asset Management
Palm Beach,
Florida
| US$1.11億 | -US$32.6萬 | -0.3% | 0.02% | 68.3% | 25 | 68% | 0.7 |
|
| 6803 |
6803
Wasserstein Debt Opportunities Management
New York
| US$1.11億 | +US$1107萬 | +11% | 8.01% | – | 1 | 0% | 0.5 |
|
| 6804 |
6804
IDG China Venture Capital Fund V Associates
Hong Kong
| US$1.11億 | -US$481萬 | -4% | 4.17% | 12.6% | 1 | 0% | 2.5 |
|
| 6805 |
6805
Prossimo Advisors
San Luis Obispo,
California
| US$1.1億 | +US$5881萬 | +114% | 3.17% | 92% | 128 | 54.69% | 0.6 |
|
| 6806 |
6806
OmniStar Financial Group
Wilmington,
North Carolina
| US$1.1億 | +US$127萬 | +1% | 1.75% | 75.6% | 124 | 12.9% | 0.9 |
|
| 6807 |
6807
LTG Capital
Newton,
Massachusetts
| US$1.1億 | -US$623萬 | -5% | 2.74% | 59% | 26 | 0% | 2.4 |
|
| 6808 |
6808
Oder Investment Management
Woodland Hills,
California
| US$1.1億 | +US$308萬 | +3% | 4.11% | 115% | 92 | 6.52% | 2.5 |
|
| 6809 |
6809
EDMP Inc
Lutz,
Florida
| US$1.1億 | -US$940萬 | -8% | 0.99% | 78% | 80 | 6.25% | 3.7 |
|
| 6810 |
VM
6810
Valinor Management
New York
| US$1.1億 | +US$2997萬 | +37% | 39.8% | 12.8% | 1 | 0% | 6.8 |
|
| 6811 |
6811
Moulton Wealth Management
Spokane,
Washington
| US$1.1億 | +US$1497萬 | +16% | 1.1% | 47.8% | 34 | 41.18% | 1.1 |
|
| 6812 |
ASFA
6812
All Season Financial Advisors
Denver,
Colorado
| US$1.1億 | -US$1041萬 | -9% | 0.5% | 33.8% | 121 | 43.8% | 1.2 |
|
| 6813 |
6813
Life Planning Partners
Jacksonville,
Florida
| US$1.1億 | +US$976萬 | +10% | 0.62% | 50.3% | 64 | 7.81% | 2.1 |
|
| 6814 |
6814
LDR Capital Management
New York
| US$1.1億 | -US$3878萬 | -26% | 1.22% | 28.4% | 42 | 11.9% | 1.8 |
|
| 6815 |
6815
Arrow Investment Advisors
Laurel,
Maryland
| US$1.1億 | -US$741萬 | -6% | 0.72% | 38.1% | 66 | 50% | 1.1 |
|
| 6816 |
6816
Stonepine Capital Management
Bend,
Oregon
| US$1.1億 | -US$1645萬 | -13% | 7.28% | 231% | 31 | 54.84% | 0.7 |
|
| 6817 |
RCM
6817
RMR Capital Management
Tustin,
California
| US$1.1億 | +US$26.4萬 | +0.2% | 0.88% | 57% | 73 | 12.33% | 0.4 |
|
| 6818 |
6818
Legacy Advisory Services
Exton,
Pennsylvania
| US$1.09億 | +US$379萬 | +4% | 3.85% | 59.4% | 48 | 2.08% | 0.5 |
|
| 6819 |
GIM
6819
Greenwich Investment Management
Norwalk,
Connecticut
| US$1.09億 | -US$1790萬 | -14% | 1.77% | – | 39 | 12.82% | 4.3 |
|
| 6820 |
6820
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$1.09億 | +US$382萬 | +4% | 1.63% | 62.7% | 112 | 11.61% | 1.6 |
|
| 6821 |
6821
Chico Wealth RIA
Chico,
California
| US$1.09億 | +US$340萬 | +3% | 1.51% | 74.7% | 30 | 10% | 1.6 |
|
| 6822 |
CM
6822
CM Management
Gulf Breeze,
Florida
| US$1.09億 | -US$1008萬 | -8% | 6.85% | 110% | 73 | 19.18% | 1.8 |
|
| 6823 |
6823
Kennon-Green & Company
New Albany,
Ohio
| US$1.09億 | +US$164萬 | +2% | 0.97% | 58.4% | 45 | 6.67% | 1.4 |
|
| 6824 |
6824
Merkkuri Wealth Advisors
Hicksville,
New York
| US$1.09億 | – | – | 1.67% | – | 79 | – | 0 |
|
| 6825 |
6825
GGM Financials
Columbus,
Ohio
| US$1.09億 | – | – | 0.27% | – | 52 | – | 0 |
|