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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Diker Management
New York
| US$1.06億 | +US$2289萬 | +27% | 18.7% | 210% | 40 | 40% | 2.5 |
|
| 7527 |
7527
Sincerus Advisory
New York
| US$1.06億 | +US$1160萬 | +12% | 7.51% | – | 67 | 7.46% | 0.5 |
|
| 7528 |
7528
Semitam Bonam
Goshen,
New York
| US$1.06億 | – | – | 6.02% | – | 45 | – | 0 |
|
| 7529 |
7529
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$1.06億 | +US$322萬 | +3% | 4.49% | – | 35 | 5.71% | 0.5 |
|
| 7530 |
7530
Fiduciary Wealth Partners
Boston,
Massachusetts
| US$1.06億 | -US$956萬 | -8% | 9.62% | – | 81 | 33.33% | 1 |
|
| 7531 |
7531
BLVD Private Wealth
Prospect,
Kentucky
| US$1.06億 | – | – | 16.1% | – | 73 | – | 0 |
|
| 7532 |
7532
Vision Financial Markets
Stamford,
Connecticut
| US$1.06億 | +US$1422萬 | +15% | 11.6% | – | 458 | 10.04% | 0.4 |
|
| 7533 |
NI
7533
NCP Inc
La Quinta,
California
| US$1.06億 | +US$3196萬 | +43% | 26.2% | – | 133 | 62.41% | 1.2 |
|
| 7534 |
7534
swisspartners Advisors
Zurich,
Switzerland
| US$1.06億 | +US$1113萬 | +12% | 1.38% | 75.9% | 26 | 15.38% | 2.9 |
|
| 7535 |
7535
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.06億 | – | – | 3.82% | – | 33 | – | 0 |
|
| 7536 |
7536
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$1.06億 | +US$772萬 | +8% | 11% | 89.8% | 94 | 5.32% | 2.4 |
|
| 7537 |
7537
Svenska Handelsbanken
Stockholm,
Sweden
| US$1.06億 | +US$552萬 | +5% | 12.7% | – | 11 | 63.64% | 0.2 |
|
| 7538 |
CPC
7538
CFC Planning Company
Cicero,
Indiana
| US$1.06億 | +US$1252萬 | +13% | 8.03% | – | 108 | 43.52% | 0.3 |
|
| 7539 |
7539
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| US$1.06億 | -US$861萬 | -8% | 7.52% | – | 1 | 0% | 0.5 |
|
| 7540 |
7540
APEIRON Capital Ltd
Hong Kong
| US$1.06億 | -US$1.12億 | -51% | 17.1% | 362% | 13 | 76.92% | 0.8 |
|
| 7541 |
7541
Equitec Proprietary Markets
Chicago,
Illinois
| US$1.06億 | -US$3474萬 | -25% | 23.9% | 352% | 85 | 45.88% | 1.1 |
|
| 7542 |
7542
OneAscent Family Office
Birmingham,
Alabama
| US$1.06億 | -US$172萬 | -2% | 9.37% | – | 145 | 21.38% | 0.3 |
|
| 7543 |
7543
Mendota Financial Group
Madison,
Wisconsin
| US$1.06億 | +US$1357萬 | +15% | 6% | 50.1% | 119 | 21.01% | 1.8 |
|
| 7544 |
7544
Oregon Pacific Wealth Management
Medford,
Oregon
| US$1.06億 | +US$558萬 | +6% | 8.71% | – | 133 | 9.02% | 0.4 |
|
| 7545 |
7545
Minot DeBlois Advisors
Boston,
Massachusetts
| US$1.06億 | +US$523萬 | +5% | 7.48% | – | 259 | 4.63% | 0.5 |
|
| 7546 |
7546
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.05億 | +US$435萬 | +4% | 4.53% | – | 4 | 0% | 0.8 |
|
| 7547 |
7547
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$1.05億 | +US$1263萬 | +14% | 8.02% | – | 74 | 27.03% | 0.4 |
|
| 7548 |
7548
Platt Investment Counsel
Lake Mary,
Florida
| US$1.05億 | +US$388萬 | +4% | 9.45% | 62.9% | 10 | 10% | 2.9 |
|
| 7549 |
WA
7549
Wilmar Advisors
Juno Beach,
Florida
| US$1.05億 | +US$852萬 | +9% | 13.1% | – | 22 | 31.82% | 0.4 |
|
| 7550 |
7550
10Elms LLP
Tulsa,
Oklahoma
| US$1.05億 | +US$557萬 | +6% | 5.74% | – | 528 | 5.87% | 0.5 |
|