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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
BTC
7151
Bank & Trust Company
Litchfield,
Illinois
| US$1.35億 | +US$900萬 | +7% | 8.26% | – | 302 | 9.6% | 1.2 |
|
| 7152 |
CAG
7152
Cypress Advisory Group
Scottsdale,
Arizona
| US$1.35億 | +US$628萬 | +5% | 6.54% | – | 69 | 5.8% | 0.7 |
|
| 7153 |
7153
Barrier Capital Management
San Francisco,
California
| US$1.35億 | -US$1141萬 | -8% | 2.42% | 216% | 16 | 37.5% | 0.9 |
|
| 7154 |
7154
Pacific Financial Group
Bellevue,
Washington
| US$1.35億 | +US$692萬 | +5% | 6.82% | 61.1% | 63 | 6.35% | 6.8 |
|
| 7155 |
FFG
7155
Floyd Financial Group
Springfield,
Missouri
| US$1.35億 | +US$2678萬 | +25% | 8.39% | – | 61 | 18.03% | 0.6 |
|
| 7156 |
7156
Eschler Asset Management
London,
United Kingdom
| US$1.35億 | +US$231萬 | +2% | 31.2% | 274% | 84 | 52.38% | 0.5 |
|
| 7157 |
7157
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$1.35億 | +US$923萬 | +7% | 6.27% | 71.4% | 76 | 11.84% | 1.4 |
|
| 7158 |
7158
Koa Wealth Management
Encinitas,
California
| US$1.35億 | +US$893萬 | +7% | 11.4% | 74.8% | 59 | 13.56% | 1.3 |
|
| 7159 |
7159
Murphy & Mullick Capital Management
Smithtown,
New York
| US$1.35億 | +US$1175萬 | +10% | 8.89% | – | 718 | 9.61% | 0.7 |
|
| 7160 |
7160
Persium Advisors
Atlanta,
Georgia
| US$1.35億 | +US$1396萬 | +12% | 6.54% | – | 65 | 6.15% | 0.6 |
|
| 7161 |
7161
Clio Asset Management
Charlottesville,
Virginia
| US$1.35億 | +US$719萬 | +6% | 11.6% | 60.6% | 15 | 6.67% | 1.7 |
|
| 7162 |
7162
Point72 Italy
Milan,
Italy
| US$1.35億 | -US$6823萬 | -34% | 18.3% | – | 39 | 76.92% | 0.4 |
|
| 7163 |
BFS
7163
Burr Financial Services
Pleasant Hill,
California
| US$1.35億 | +US$1575萬 | +13% | 13.8% | 478% | 32 | 18.75% | 1.3 |
|
| 7164 |
7164
Blue Capital Inc
Omaha,
Nebraska
| US$1.35億 | -US$642萬 | -5% | 7.91% | – | 121 | 59.5% | 0.4 |
|
| 7165 |
7165
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.35億 | +US$1793萬 | +15% | 19.1% | 415% | 44 | 65.91% | 0.4 |
|
| 7166 |
7166
Copia Wealth Management
Bend,
Oregon
| US$1.35億 | +US$1602萬 | +14% | 7.26% | – | 492 | 9.15% | 0.7 |
|
| 7167 |
NI
7167
NCP Inc
La Quinta,
California
| US$1.35億 | +US$2843萬 | +27% | 11.7% | – | 54 | 12.96% | 1.3 |
|
| 7168 |
7168
Bey-Douglas LLC
Marietta,
Georgia
| US$1.34億 | -US$3278萬 | -20% | 5.09% | – | 66 | 31.82% | 0.9 |
|
| 7169 |
KSCM
7169
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.34億 | +US$1220萬 | +10% | 2.96% | 7.47% | 23 | 65.22% | 1.1 |
|
| 7170 |
7170
Mountain Lake Investment Management
Boca Raton,
Florida
| US$1.34億 | +US$1411萬 | +12% | 9.96% | 64% | 32 | 34.38% | 1.6 |
|
| 7171 |
7171
Accredited Wealth Management
Louisville,
Kentucky
| US$1.34億 | +US$1080萬 | +9% | 6.08% | – | 395 | 9.37% | 0.6 |
|
| 7172 |
7172
Macroview Investment Management
Bethesda,
Maryland
| US$1.34億 | +US$1123萬 | +9% | 8.23% | 76.6% | 101 | 14.85% | 4.7 |
|
| 7173 |
7173
Shum Financial Group
Alameda,
California
| US$1.34億 | – | – | 7.56% | – | 94 | – | 0.9 |
|
| 7174 |
7174
Gallo Partners
Bloomfield,
New Jersey
| US$1.34億 | -US$1887萬 | -12% | 15.4% | – | 83 | 79.52% | 0.1 |
|
| 7175 |
7175
Cooksen Wealth
The Woodlands,
Texas
| US$1.34億 | +US$950萬 | +8% | 6.93% | 70.7% | 90 | 50% | 1.6 |
|