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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Objectivity Squared
Charleston,
South Carolina
| US$1.78億 | +US$1890萬 | +12% | 16.4% | 75.6% | 59 | 11.86% | 1.8 |
|
| 6952 |
6952
J.E. Simmons & Co
Dallas,
Texas
| US$1.77億 | +US$2797萬 | +19% | 23% | – | 74 | 13.51% | 0.4 |
|
| 6953 |
CMP
6953
Christine Messmer PC
Collegeville,
Pennsylvania
| US$1.77億 | +US$2109萬 | +13% | 8.29% | – | 87 | 9.2% | 0.4 |
|
| 6954 |
6954
Medicxi Ventures Management
St. Helier,
Jersey
| US$1.77億 | -US$8.04億 | -82% | 2.15% | 369% | 4 | 25% | 4.8 |
|
| 6955 |
6955
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.77億 | +US$1788萬 | +11% | 14.2% | 79.8% | 121 | 24.79% | 1.9 |
|
| 6956 |
6956
Stonepine Capital Management
Bend,
Oregon
| US$1.77億 | -US$7246萬 | -29% | 16.9% | 321% | 107 | 41.12% | 0.6 |
|
| 6957 |
6957
Regeneron Pharmaceuticals
Tarrytown,
New York
| US$1.77億 | +US$1.29億 | +270% | 2.77% | – | 3 | 33.33% | 1 |
|
| 6958 |
6958
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| US$1.77億 | +US$3809萬 | +27% | 49% | 110% | 54 | 11.11% | 1.7 |
|
| 6959 |
6959
Holcombe Financial
Atlanta,
Georgia
| US$1.77億 | +US$699萬 | +4% | 3.97% | – | 54 | 14.81% | 1.1 |
|
| 6960 |
6960
Clark Wealth Partners
O'fallon,
Illinois
| US$1.77億 | +US$2824萬 | +19% | 13.8% | – | 651 | 20.28% | 1 |
|
| 6961 |
WFG
6961
Wormser Freres Gestion
Paris,
France
| US$1.77億 | +US$3849萬 | +28% | 17.8% | 67.4% | 70 | 45.71% | 1.3 |
|
| 6962 |
6962
AdviceOne Advisory Services
Glastonbury,
Connecticut
| US$1.77億 | +US$1178萬 | +7% | 4.81% | – | 47 | 17.02% | 1.1 |
|
| 6963 |
6963
Accredited Investor Services
St. Cloud,
Minnesota
| US$1.77億 | +US$2123萬 | +14% | 13.7% | – | 82 | 7.32% | 1.1 |
|
| 6964 |
ALAM
6964
Asahi Life Asset Management
Tokyo,
Japan
| US$1.77億 | +US$2224萬 | +14% | 21.8% | 133% | 214 | 56.07% | 2.1 |
|
| 6965 |
6965
Vannoy Advisory Group
Austin,
Texas
| US$1.77億 | +US$1896萬 | +12% | 10.4% | 52.5% | 30 | 6.67% | 2.2 |
|
| 6966 |
IAMH
6966
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$1.77億 | -US$102萬 | -0.6% | 10.9% | 64.5% | 28 | 21.43% | 1.1 |
|
| 6967 |
6967
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$1.77億 | +US$1686萬 | +11% | 9.26% | 58.2% | 154 | 24.68% | 1.9 |
|
| 6968 |
6968
Jacksonville Wealth Management
Jacksonville,
Florida
| US$1.77億 | +US$2872萬 | +19% | 19.3% | – | 76 | 10.53% | 1.2 |
|
| 6969 |
6969
Five Pine Wealth Management
Coeur D Alene,
Idaho
| US$1.77億 | +US$1589萬 | +10% | 8.98% | – | 53 | 15.09% | 1.2 |
|
| 6970 |
6970
Forthright Family Wealth Advisory
Houston,
Texas
| US$1.77億 | +US$2761萬 | +19% | 12.7% | 60.2% | 88 | 63.64% | 1.3 |
|
| 6971 |
6971
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.77億 | +US$598萬 | +4% | 8.33% | 98.3% | 20 | 20% | 4.7 |
|
| 6972 |
6972
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| US$1.77億 | +US$753萬 | +4% | 7.22% | – | 220 | 18.18% | 1.2 |
|
| 6973 |
6973
SJBenen ADVISORY
Chapel Hill,
North Carolina
| US$1.76億 | +US$5665萬 | +47% | 9.02% | – | 34 | 20.59% | 0.4 |
|
| 6974 |
CCM
6974
Clutterbuck Capital Management
Cleveland,
Ohio
| US$1.76億 | +US$1225萬 | +7% | 10.1% | – | 6 | 16.67% | 0.4 |
|
| 6975 |
6975
Impala Asset Management
Palm Beach,
Florida
| US$1.76億 | -US$3825萬 | -18% | 16% | 68.3% | 33 | 60.61% | 0.9 |
|