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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Campion Asset Management
Falls Church,
Virginia
| US$1.33億 | +US$395萬 | +3% | 7.33% | 70.2% | 85 | 8.24% | 3.7 |
|
| 7002 |
7002
Northern Financial Advisors
Bloomfield Hills,
Michigan
| US$1.33億 | +US$1212萬 | +10% | 13.2% | 120% | 109 | 5.5% | 2.1 |
|
| 7003 |
7003
Forge Financial Services
Edmond,
Oklahoma
| US$1.33億 | +US$1996萬 | +18% | 10.5% | – | 22 | 13.64% | 0.5 |
|
| 7004 |
MSK
7004
Melissa S. Kampmann
| US$1.33億 | +US$666萬 | +5% | 10.7% | 82.1% | 43 | 11.63% | 1.6 |
|
| 7005 |
HFAS
7005
Hummer Financial Advisory Services
Chicago,
Illinois
| US$1.33億 | +US$998萬 | +8% | 7.42% | 71.8% | 117 | 11.11% | 3.7 |
|
| 7006 |
EMB
7006
Elefante Mark B
| US$1.33億 | +US$693萬 | +5% | 7.61% | – | 62 | 16.13% | 4.2 |
|
| 7007 |
MWS
7007
MFA Wealth Services
Thousand Oaks,
California
| US$1.33億 | +US$1146萬 | +9% | 7.63% | – | 116 | 10.34% | 0.5 |
|
| 7008 |
7008
Penbrook Management
New York
| US$1.33億 | +US$69.1萬 | +0.5% | 12.3% | 107% | 111 | 11.71% | 5.8 |
|
| 7009 |
AV
7009
Alamea Verwaltungs
Edison,
New Jersey
| US$1.33億 | +US$1723萬 | +15% | 11.7% | – | 98 | 17.35% | 0.2 |
|
| 7010 |
7010
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$1.33億 | +US$1449萬 | +12% | 8.25% | 44.2% | 153 | 43.14% | 1.4 |
|
| 7011 |
7011
Clark & Stuart Inc
Portland,
Maine
| US$1.33億 | -US$444萬 | -3% | 0.9% | – | 49 | 14.29% | 0.4 |
|
| 7012 |
7012
Holcombe Financial
Atlanta,
Georgia
| US$1.33億 | +US$1237萬 | +10% | 2.28% | – | 43 | 11.63% | 0.4 |
|
| 7013 |
7013
IDG China Venture Capital Fund V Associates
Hong Kong
| US$1.33億 | +US$1982萬 | +18% | 17.6% | 7.34% | 1 | 0% | 3.5 |
|
| 7014 |
7014
Claris Financial
Glen Allen,
Virginia
| US$1.33億 | -US$1944萬 | -13% | 8.71% | – | 174 | 34.48% | 0.4 |
|
| 7015 |
7015
Asset Planning Inc
Cypress,
California
| US$1.33億 | +US$522萬 | +4% | 6.34% | – | 308 | 7.47% | 0.5 |
|
| 7016 |
7016
Aspetuck Financial Management
Westport,
Connecticut
| US$1.33億 | +US$1644萬 | +14% | 15.8% | – | 73 | 8.22% | 0.5 |
|
| 7017 |
7017
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| US$1.33億 | +US$837萬 | +7% | 6.25% | – | 117 | 32.48% | 0.4 |
|
| 7018 |
BCM
7018
Bluefin Capital Management
New York
| US$1.33億 | -US$592萬 | -4% | 25.3% | – | 187 | 68.45% | 0.3 |
|
| 7019 |
7019
Eschler Asset Management
London,
United Kingdom
| US$1.33億 | +US$9219萬 | +228% | 19.2% | 274% | 78 | 74.36% | 0.4 |
|
| 7020 |
7020
Bank of Marin
Novato,
California
| US$1.33億 | +US$5407萬 | +69% | 11.4% | 80.3% | 136 | 41.18% | 2.4 |
|
| 7021 |
NWM
7021
Navigoe Wealth Management
Redondo Beach,
California
| US$1.32億 | +US$1699萬 | +15% | 6.66% | – | 190 | 10.53% | 0.5 |
|
| 7022 |
7022
Octahedron Capital Management
Burlingame,
California
| US$1.32億 | +US$1755萬 | +15% | 31.4% | 234% | 25 | 36% | 1 |
|
| 7023 |
7023
Axos Invest
Las Vegas,
Nevada
| US$1.32億 | +US$342萬 | +3% | 8.47% | – | 22 | 0% | 0.8 |
|
| 7024 |
7024
Oder Investment Management
Woodland Hills,
California
| US$1.32億 | +US$1465萬 | +12% | 17% | 97.5% | 99 | 7.07% | 2.9 |
|
| 7025 |
7025
Accredited Investor Services
St. Cloud,
Minnesota
| US$1.32億 | +US$1262萬 | +11% | 10.2% | – | 73 | 8.22% | 0.3 |
|