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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Mascagni Wealth Management
Clinton,
Mississippi
| US$1.4億 | +US$618萬 | +5% | 1.14% | – | 141 | 20.57% | 1 |
|
| 7302 |
7302
Petros Family Wealth
Bloomington,
Minnesota
| US$1.4億 | -US$991萬 | -7% | 0.2% | – | 156 | 25.64% | 0.8 |
|
| 7303 |
7303
Rexford Capital
Bellaire,
Texas
| US$1.4億 | +US$818萬 | +6% | 5.59% | – | 326 | 18.71% | 0.6 |
|
| 7304 |
CPC
7304
CFC Planning Company
Cicero,
Indiana
| US$1.4億 | +US$845萬 | +6% | 1.43% | – | 85 | 30.59% | 0.8 |
|
| 7305 |
JD6
7305
J Digital 6
Chicago,
Illinois
| US$1.4億 | -US$4626萬 | -25% | 20.9% | – | 2 | 0% | 0.5 |
|
| 7306 |
7306
WealthTrak Capital Management
Virginia Beach,
Virginia
| US$1.4億 | +US$37萬 | +0.3% | 1.09% | – | 83 | 16.87% | 1 |
|
| 7307 |
NWA
7307
Northwest Wealth Advisors
Bellingham,
Washington
| US$1.4億 | +US$1153萬 | +9% | 2.33% | – | 65 | 7.69% | 0.2 |
|
| 7308 |
7308
Superstring Capital Management
New York
| US$1.4億 | -US$4681萬 | -25% | 16.4% | – | 59 | 64.41% | 0.5 |
|
| 7309 |
7309
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.4億 | -US$4157萬 | -23% | 1.32% | 167% | 28 | 35.71% | 1.2 |
|
| 7310 |
7310
Guild Investment Management
Los Angeles,
California
| US$1.4億 | +US$510萬 | +4% | 1.83% | 119% | 60 | 40% | 2.2 |
|
| 7311 |
7311
Stone Loft Wealth Management
West Chester,
Pennsylvania
| US$1.4億 | +US$3338萬 | +31% | 1.51% | – | 29 | 17.24% | 0.2 |
|
| 7312 |
CCP
7312
Crocodile Capital Partners
Ursensollen,
Germany
| US$1.4億 | -US$2752萬 | -16% | 5.88% | 126% | 15 | 20% | 0.9 |
|
| 7313 |
CFG
7313
Chapman Financial Group
Kailua,
Hawaii
| US$1.4億 | -US$702萬 | -5% | 2.55% | – | 274 | 9.85% | 1 |
|
| 7314 |
7314
Summit Financial Consulting
Sterling Heights,
Michigan
| US$1.4億 | +US$199萬 | +1% | 0.38% | – | 48 | 25% | 0.8 |
|
| 7315 |
7315
Ridgeline Wealth
Mesa,
Arizona
| US$1.4億 | -US$459萬 | -3% | 0.06% | – | 55 | 10.91% | 1.1 |
|
| 7316 |
7316
Shade Tree Advisors
Saratoga Springs,
New York
| US$1.4億 | +US$798萬 | +6% | 9.6% | – | 45 | 51.11% | 0.8 |
|
| 7317 |
KLCM
7317
KG&L Capital Management
Saint Francisville,
Louisiana
| US$1.39億 | -US$2.64億 | -65% | 2.26% | 91.9% | 225 | 47.11% | 4 |
|
| 7318 |
7318
Rolek Wealth Management
Berwyn,
Pennsylvania
| US$1.39億 | -US$645萬 | -4% | 5.62% | – | 23 | 13.04% | 0.8 |
|
| 7319 |
7319
Sky-Mountain Capital Management
Ketchum,
Idaho
| US$1.39億 | -US$1098萬 | -7% | 0.4% | – | 39 | 10.26% | 0.8 |
|
| 7320 |
7320
Landmark Investment Partners
West Palm Beach,
Florida
| US$1.39億 | -US$7460萬 | -35% | 13.6% | – | 54 | 62.96% | 0.6 |
|
| 7321 |
7321
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$1.39億 | -US$397萬 | -3% | 5.52% | – | 31 | 9.68% | 1.5 |
|
| 7322 |
7322
Chartist Inc
Seal Beach,
California
| US$1.39億 | -US$833萬 | -6% | 2.81% | – | 20 | 0% | 6.9 |
|
| 7323 |
7323
Buckley Capital Advisors
Miami Beach,
Florida
| US$1.39億 | -US$294萬 | -2% | 0.6% | – | 18 | 33.33% | 0.2 |
|
| 7324 |
7324
Welch Financial Planning
Boulder,
Colorado
| US$1.39億 | +US$177萬 | +1% | 2.79% | – | 70 | 18.57% | 0.2 |
|
| 7325 |
7325
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| US$1.39億 | +US$809萬 | +6% | 2.44% | 110% | 52 | 3.85% | 1.4 |
|