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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| US$1.39億 | +US$1435萬 | +12% | 10.1% | – | 48 | 8.33% | 0.5 |
|
| 6902 |
6902
Parkworth Wealth Management
Los Gatos,
California
| US$1.39億 | +US$1323萬 | +11% | 7.76% | – | 1,404 | 16.31% | 0.4 |
|
| 6903 |
6903
Turn8 Private Wealth
Pointe Claire,
| US$1.38億 | +US$1055萬 | +8% | 11.5% | – | 54 | 24.07% | 0.4 |
|
| 6904 |
6904
Mount Vernon Associates
Baltimore,
Maryland
| US$1.38億 | +US$1582萬 | +13% | 14.1% | 136% | 56 | 8.93% | 7.3 |
|
| 6905 |
6905
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$1.38億 | -US$61萬 | -0.4% | 5.68% | 74.3% | 52 | 19.23% | 1.3 |
|
| 6906 |
6906
Cultivar Capital
Denton,
Texas
| US$1.38億 | +US$1406萬 | +11% | 1.47% | 38.3% | 43 | 39.53% | 1 |
|
| 6907 |
TA
6907
TPG Advisors
Northfield,
Illinois
| US$1.38億 | +US$1140萬 | +9% | 8% | – | 98 | 9.18% | 0.8 |
|
| 6908 |
6908
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.38億 | -US$892萬 | -6% | 6.53% | 83.4% | 151 | 9.93% | 6 |
|
| 6909 |
6909
Park Square Financial Group
Roswell,
Georgia
| US$1.38億 | +US$1209萬 | +10% | 15.3% | – | 1,055 | 13.36% | 0.4 |
|
| 6910 |
6910
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$1.38億 | +US$1158萬 | +9% | 8.01% | – | 81 | 30.86% | 0.4 |
|
| 6911 |
FP
6911
Factorial Partners
Mt. Kisco,
New York
| US$1.38億 | -US$2419萬 | -15% | 5.89% | 88.7% | 71 | 18.31% | 3.2 |
|
| 6912 |
6912
Wallace Advisory Group
Lafayette,
California
| US$1.38億 | -US$671萬 | -5% | 3.75% | 50.9% | 202 | 22.28% | 1.8 |
|
| 6913 |
6913
Archer Investment Management
Austin,
Texas
| US$1.38億 | -US$679萬 | -5% | 5.99% | – | 61 | 19.67% | 0.4 |
|
| 6914 |
6914
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$1.38億 | – | – | 11.9% | – | 87 | – | 2.9 |
|
| 6915 |
6915
Capstone Capital
Henderson,
Nevada
| US$1.38億 | +US$1309萬 | +11% | 8.74% | 62.8% | 24 | 12.5% | 1.3 |
|
| 6916 |
6916
Applied Capital LLC
Hollywood,
Florida
| US$1.38億 | +US$1049萬 | +8% | 8.5% | 78.3% | 89 | 8.99% | 2 |
|
| 6917 |
6917
Sippican Capital Advisors
Boston,
Massachusetts
| US$1.38億 | +US$500萬 | +4% | 5.48% | 81.1% | 114 | 6.14% | 5.7 |
|
| 6918 |
6918
Monetta Financial Services
Wheaton,
Illinois
| US$1.38億 | +US$2463萬 | +22% | 26.8% | 275% | 61 | 24.59% | 2.6 |
|
| 6919 |
6919
Greycroft
New York
| US$1.38億 | +US$4433萬 | +48% | 5.64% | 20% | 12 | 8.33% | 1.4 |
|
| 6920 |
MCM
6920
Monimus Capital Management
Woodbridge,
New Jersey
| US$1.38億 | +US$1979萬 | +17% | 16.9% | – | 65 | 43.08% | 0.3 |
|
| 6921 |
6921
Silvia McColl Wealth Management
San Diego,
California
| US$1.38億 | +US$570萬 | +4% | 7.29% | 82.7% | 117 | 7.69% | 2 |
|
| 6922 |
EP
6922
Elkhorn Partners
Omaha,
Nebraska
| US$1.38億 | -US$1504萬 | -10% | 9.39% | 32.2% | 40 | 20% | 5.9 |
|
| 6923 |
6923
Fairscale Capital
Nashua,
New Hampshire
| US$1.38億 | +US$2680萬 | +24% | 14.7% | – | 446 | 21.97% | 0.8 |
|
| 6924 |
6924
Mainstream Capital Management
Los Angeles,
California
| US$1.38億 | +US$1128萬 | +9% | 10.8% | – | 87 | 4.6% | 0.7 |
|
| 6925 |
6925
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| US$1.37億 | +US$1218萬 | +10% | 8.99% | – | 108 | 19.44% | 0.4 |
|