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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Opinicus Capital
Tampa,
Florida
| US$1.32億 | +US$1853萬 | +16% | 13.1% | 129% | 108 | 11.11% | 1.2 |
|
| 7052 |
7052
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$1.32億 | +US$1349萬 | +11% | 8.01% | – | 51 | 7.84% | 0.4 |
|
| 7053 |
7053
FWG Investments
Lexington,
Kentucky
| US$1.32億 | +US$4632萬 | +54% | 8.97% | 67.5% | 111 | 59.46% | 0.5 |
|
| 7054 |
7054
Blantyre Capital
London,
United Kingdom
| US$1.32億 | -US$2701萬 | -17% | 17% | – | 1 | 0% | 1.5 |
|
| 7055 |
7055
Moon Capital Management
New York
| US$1.32億 | +US$528萬 | +4% | 8.39% | 76.3% | 17 | 52.94% | 3.4 |
|
| 7056 |
7056
AtlasMark Financial
Austin,
Texas
| US$1.31億 | +US$2366萬 | +22% | 9.44% | – | 39 | 0% | 4.4 |
|
| 7057 |
ICMP
7057
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.31億 | +US$573萬 | +5% | 4.43% | 39.7% | 76 | 14.47% | 2.8 |
|
| 7058 |
7058
Diamant Asset Management
Ridgefield,
Connecticut
| US$1.31億 | -US$45.3萬 | -0.3% | 3.26% | 66.9% | 74 | 6.76% | 5.7 |
|
| 7059 |
7059
Ipsen Advisor Group
Little Rock,
Arkansas
| US$1.31億 | +US$1507萬 | +13% | 5.28% | – | 101 | 8.91% | 1.9 |
|
| 7060 |
7060
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.31億 | +US$1109萬 | +9% | 7.37% | 83.3% | 94 | 14.89% | 4.7 |
|
| 7061 |
SR
7061
Summer Road
West Palm Beach,
Florida
| US$1.31億 | +US$2764萬 | +27% | 26.2% | 214% | 27 | 14.81% | 1 |
|
| 7062 |
7062
Bay Capital Advisors
Virginia Beach,
Virginia
| US$1.31億 | +US$1112萬 | +9% | 10.3% | – | 115 | 7.83% | 0.5 |
|
| 7063 |
SLFPAM
7063
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$1.31億 | -US$264萬 | -2% | 11.4% | 139% | 42 | 54.76% | 0.5 |
|
| 7064 |
7064
Enhancing Capital
Harrisburg,
Pennsylvania
| US$1.31億 | +US$615萬 | +5% | 7.93% | – | 94 | 5.32% | 2.5 |
|
| 7065 |
7065
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.31億 | +US$727萬 | +6% | 8.75% | 72.3% | 72 | 1.39% | 1.4 |
|
| 7066 |
7066
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$1.31億 | +US$1138萬 | +10% | 17.1% | 161% | 236 | 14.41% | 2.5 |
|
| 7067 |
7067
Paladin Advisory Group
Clive,
Iowa
| US$1.31億 | +US$598萬 | +5% | 8.85% | 78.7% | 262 | 17.18% | 1.8 |
|
| 7068 |
7068
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$1.31億 | -US$1252萬 | -9% | 16.1% | 157% | 64 | 29.69% | 1 |
|
| 7069 |
7069
Washington Growth Strategies
Washington,
District of Columbia
| US$1.31億 | +US$1.31億 | +117,184% | 9.15% | – | 52 | 19.23% | 0.5 |
|
| 7070 |
7070
Index Venture Life Associates VI
St. Helier,
Jersey
| US$1.31億 | -US$1235萬 | -9% | 8.62% | – | 1 | 0% | 3.5 |
|
| 7071 |
7071
Gentry Private Wealth
Wichita,
Kansas
| US$1.31億 | +US$926萬 | +8% | 8.77% | – | 91 | 12.09% | 0.4 |
|
| 7072 |
7072
Mosaic Financial Group
Chicago,
Illinois
| US$1.31億 | +US$769萬 | +6% | 8.25% | – | 120 | 9.17% | 1.1 |
|
| 7073 |
LF
7073
Lighthouse Financial
Largo,
Florida
| US$1.31億 | +US$1475萬 | +13% | 14.8% | – | 72 | 8.33% | 0.5 |
|
| 7074 |
7074
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.31億 | +US$1669萬 | +15% | 11.1% | – | 76 | 15.79% | 0.4 |
|
| 7075 |
7075
JDH Wealth Management
Santa Rosa,
California
| US$1.31億 | +US$1403萬 | +12% | 8.4% | – | 53 | 18.87% | 0.4 |
|