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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
IFS
6976
Integrated Financial Solutions
Reston,
Virginia
| US$1.45億 | +US$2758萬 | +23% | 21% | – | 27 | 14.81% | 0.2 |
|
| 6977 |
6977
Mork Capital Management
Healdsburg,
California
| US$1.45億 | +US$805萬 | +6% | 8.24% | 61.9% | 111 | 3.6% | 3.5 |
|
| 6978 |
6978
Wildcat Capital Management
New York
| US$1.45億 | -US$2323萬 | -14% | 21% | 77.7% | 8 | 62.5% | 2.4 |
|
| 6979 |
6979
Principia Wealth Advisory
Dallas,
Texas
| US$1.45億 | +US$2686萬 | +23% | 17.2% | – | 1,022 | 13.01% | 0.6 |
|
| 6980 |
6980
Grantvest Financial Group
Matawan,
New Jersey
| US$1.45億 | +US$1014萬 | +8% | 4.61% | – | 157 | 14.65% | 0.6 |
|
| 6981 |
MWS
6981
MFA Wealth Services
Thousand Oaks,
California
| US$1.45億 | +US$1179萬 | +9% | 6.28% | – | 126 | 12.7% | 0.6 |
|
| 6982 |
6982
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| US$1.45億 | +US$1254萬 | +9% | 6.72% | – | 60 | 20% | 0.6 |
|
| 6983 |
6983
Seed Wealth Management
Evanston,
Illinois
| US$1.45億 | +US$1059萬 | +8% | 5.73% | 62% | 150 | 24.67% | 2.2 |
|
| 6984 |
6984
Petiole USA
New York
| US$1.45億 | +US$341萬 | +2% | 6.43% | 94.1% | 37 | 2.7% | 2.8 |
|
| 6985 |
6985
WinCap Financial
Boston,
Massachusetts
| US$1.45億 | +US$2029萬 | +16% | 8.74% | – | 92 | 16.3% | 0.6 |
|
| 6986 |
6986
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$1.45億 | +US$1716萬 | +13% | 5.3% | – | 100 | 29% | 0.4 |
|
| 6987 |
CFG
6987
Chapman Financial Group
Kailua,
Hawaii
| US$1.45億 | +US$2684萬 | +23% | 7.04% | – | 276 | 24.28% | 0.6 |
|
| 6988 |
ALS
6988
Andrew L. Share
| US$1.45億 | +US$40.8萬 | +0.3% | 2.91% | 3.31% | 16 | 18.75% | 1.8 |
|
| 6989 |
6989
Columbia Advisory Partners
Spokane,
Washington
| US$1.45億 | +US$1249萬 | +9% | 7.08% | 69.7% | 96 | 22.92% | 1.5 |
|
| 6990 |
6990
Community Bank of Raymore
Raymore,
Missouri
| US$1.44億 | +US$941萬 | +7% | 8.33% | 91.9% | 76 | 6.58% | 5.6 |
|
| 6991 |
6991
DMC Group
Birmingham,
Alabama
| US$1.44億 | +US$1586萬 | +12% | 7.91% | 116% | 146 | 16.44% | 2.2 |
|
| 6992 |
6992
Channing Global Advisors
Miami,
Florida
| US$1.44億 | -US$1051萬 | -7% | 10.7% | 128% | 47 | 12.77% | 2.4 |
|
| 6993 |
6993
Graney & King
Latham,
New York
| US$1.44億 | -US$455萬 | -3% | 5.86% | – | 359 | 5.57% | 0.7 |
|
| 6994 |
6994
Caitong International Asset Management
Hong Kong
| US$1.44億 | +US$442萬 | +3% | 451% | – | 2,636 | 54.82% | 0.3 |
|
| 6995 |
6995
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$1.44億 | +US$3208萬 | +29% | 5.57% | – | 113 | 14.16% | 0.6 |
|
| 6996 |
6996
Charter Research & Investment Group
Southport,
Connecticut
| US$1.44億 | +US$1046萬 | +8% | 10.7% | 97.2% | 85 | 4.71% | 7.4 |
|
| 6997 |
6997
Opinicus Capital
Tampa,
Florida
| US$1.44億 | +US$1275萬 | +10% | 9.98% | 129% | 113 | 9.73% | 1.3 |
|
| 6998 |
6998
Peterson Wealth Management
Sparks,
Nevada
| US$1.44億 | -US$2432萬 | -14% | 7.35% | 88.9% | 43 | 16.28% | 2.4 |
|
| 6999 |
6999
Villanova Investment Management
Wayne,
Pennsylvania
| US$1.44億 | +US$4778萬 | +49% | 8.91% | – | 59 | 11.86% | 1 |
|
| 7000 |
7000
WealthTrust Asset Management
Destin,
Florida
| US$1.44億 | +US$1059萬 | +8% | 8.83% | 102% | 89 | 20.22% | 1.8 |
|