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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
In-Depth Partners
Miami,
Florida
| US$1.09億 | -US$1874萬 | -15% | 5.06% | 157% | 13 | 7.69% | 2.3 |
|
| 6827 |
6827
LifePlan Financial
Mankato,
Minnesota
| US$1.09億 | -US$55.9萬 | -0.5% | 0.34% | 69.9% | 98 | 12.24% | 0.5 |
|
| 6828 |
6828
Rede Wealth
Charlottesville,
Virginia
| US$1.09億 | -US$1.3億 | -54% | 3.84% | 84.4% | 101 | 10.89% | 2.4 |
|
| 6829 |
6829
Ampfield Management
New York
| US$1.09億 | -US$3599萬 | -25% | 11.9% | 56.9% | 5 | 0% | 2.2 |
|
| 6830 |
FF
6830
Fox Financial
Wyomissing,
Pennsylvania
| US$1.08億 | -US$195萬 | -2% | 2.6% | 78.9% | 14 | 7.14% | 0.5 |
|
| 6831 |
6831
LPF Advisors
Sarasota,
Florida
| US$1.08億 | +US$861萬 | +9% | 0.74% | – | 37 | 21.62% | 0.4 |
|
| 6832 |
6832
RPS Advisory Solutions
Louisville,
Kentucky
| US$1.08億 | – | – | 7.35% | – | 82 | – | 0 |
|
| 6833 |
6833
HC Advisors
Sandy Springs,
Georgia
| US$1.08億 | -US$1.01億 | -48% | 2.75% | 63.5% | 92 | 46.74% | 2.8 |
|
| 6834 |
6834
William Howard & Co Financial Advisors
Memphis,
Tennessee
| US$1.08億 | +US$159萬 | +1% | 1.22% | – | 50 | 14% | 0.2 |
|
| 6835 |
6835
Birchview Capital
Burlington,
Vermont
| US$1.08億 | -US$1450萬 | -12% | 0.72% | 327% | 63 | 11.11% | 3.3 |
|
| 6836 |
6836
Bey-Douglas LLC
Marietta,
Georgia
| US$1.08億 | +US$352萬 | +3% | 5.67% | – | 40 | 12.5% | 0.4 |
|
| 6837 |
6837
DB Fitzpatrick & Co
Boise,
Idaho
| US$1.08億 | -US$95.6萬 | -0.9% | 0.76% | 42.7% | 93 | 10.75% | 1.8 |
|
| 6838 |
CTA
6838
Camelot Technology Advisors
San Francisco,
California
| US$1.08億 | -US$56.3萬 | -0.5% | 0.81% | 71% | 63 | 6.35% | 0.5 |
|
| 6839 |
KSCM
6839
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.08億 | +US$524萬 | +5% | 2.92% | 7.47% | 22 | 40.91% | 0.9 |
|
| 6840 |
6840
Twenty Acre Capital
Newtown,
Pennsylvania
| US$1.08億 | +US$417萬 | +4% | 0.16% | 196% | 17 | 5.88% | 1.7 |
|
| 6841 |
6841
Mayar Capital
London,
United Kingdom
| US$1.08億 | -US$933萬 | -8% | 1.71% | 14.7% | 13 | 7.69% | 2.5 |
|
| 6842 |
FWM
6842
FMFE Wealth Management
Syracuse,
New York
| US$1.08億 | -US$139萬 | -1% | 1.76% | – | 25 | 8% | 0.4 |
|
| 6843 |
6843
Agincourt Capital Management
Richmond,
Virginia
| US$1.07億 | +US$127萬 | +1% | 0.86% | 0.36% | 4 | 0% | 2.5 |
|
| 6844 |
6844
Williams & Novak
Westlake Village,
California
| US$1.07億 | +US$1941萬 | +22% | 3.66% | 61.6% | 134 | 38.06% | 0.3 |
|
| 6845 |
6845
Aldebaran Capital
Carmel,
Indiana
| US$1.07億 | +US$237萬 | +2% | 1.38% | 80.4% | 36 | 8.33% | 1.2 |
|
| 6846 |
6846
BTS Asset Management
Lincoln,
Massachusetts
| US$1.07億 | -US$1354萬 | -11% | 0.88% | 8.8% | 41 | 58.54% | 1.3 |
|
| 6847 |
6847
Oracle Investment Management
Greenwich,
Connecticut
| US$1.07億 | -US$4330萬 | -29% | 44.1% | 865% | 30 | 36.67% | 2.8 |
|
| 6848 |
DFA
6848
Davies Financial Advisors
Murrieta,
California
| US$1.07億 | +US$916萬 | +9% | 6.23% | – | 76 | 25% | 0.2 |
|
| 6849 |
6849
HFG Advisors
Cincinatti,
Ohio
| US$1.07億 | -US$565萬 | -5% | 1.25% | 69.7% | 111 | 18.02% | 1.7 |
|
| 6850 |
6850
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$1.07億 | +US$548萬 | +5% | 0.97% | 64.9% | 75 | 10.67% | 2.2 |
|