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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Dynamic Financial Group
Cedar Falls,
Iowa
| US$1.04億 | +US$390萬 | +4% | 3.68% | – | 63 | 12.7% | 0.4 |
|
| 7577 |
7577
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$1.04億 | -US$458萬 | -4% | 1.24% | 47.6% | 23 | 0% | 4.3 |
|
| 7578 |
7578
Medici Capital
Newport Beach,
California
| US$1.04億 | +US$2156萬 | +26% | 9.18% | 155% | 30 | 56.67% | 0.6 |
|
| 7579 |
7579
Eagle Harbor Asset Management
Seattle,
Washington
| US$1.04億 | +US$501萬 | +5% | 7.76% | 76.2% | 128 | 7.03% | 2.4 |
|
| 7580 |
7580
Cooper Capital Advisors
Encinitas,
California
| US$1.04億 | +US$1030萬 | +11% | 11.3% | – | 40 | 40% | 0.3 |
|
| 7581 |
7581
Measured Risk Portfolios
San Diego,
California
| US$1.04億 | +US$1035萬 | +11% | 0.5% | – | 60 | 3.33% | 0.5 |
|
| 7582 |
7582
Delphi Management
Brookline,
Massachusetts
| US$1.03億 | +US$536萬 | +5% | 9.94% | 107% | 88 | 20.45% | 3.3 |
|
| 7583 |
7583
Karani Asset Management
New York
| US$1.03億 | +US$878萬 | +9% | 13.4% | – | 48 | 33.33% | 2.2 |
|
| 7584 |
7584
Samsung C&T Corporation
Seoul,
South Korea
| US$1.03億 | +US$6622萬 | +179% | 179% | – | 1 | 0% | 0.5 |
|
| 7585 |
7585
Flavin Financial Services
Melbourne,
Florida
| US$1.03億 | -US$573萬 | -5% | 6.76% | – | 70 | 11.43% | 0.5 |
|
| 7586 |
7586
Conquis Financial
Milbrae,
California
| US$1.03億 | +US$669萬 | +7% | 7.83% | – | 60 | 16.67% | 0.5 |
|
| 7587 |
7587
IronOak Wealth
Cedar Park,
Texas
| US$1.03億 | – | – | 21.7% | – | 64 | – | 0.2 |
|
| 7588 |
7588
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$1.03億 | +US$931萬 | +10% | 8.33% | – | 814 | 8.6% | 0.4 |
|
| 7589 |
7589
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.03億 | +US$43萬 | +0.4% | 8.65% | – | 380 | 12.89% | 0.4 |
|
| 7590 |
TC
7590
Teilinger Capital
Houston,
Texas
| US$1.03億 | -US$19.2億 | -95% | 4.65% | 8.46% | 19 | 78.95% | 0.9 |
|
| 7591 |
GC
7591
Gratia Capital
Los Angeles,
California
| US$1.03億 | -US$1976萬 | -16% | 2.89% | 42.4% | 32 | 37.5% | 0.8 |
|
| 7592 |
7592
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| US$1.02億 | +US$779萬 | +8% | 5.68% | – | 81 | 13.58% | 0.4 |
|
| 7593 |
SF
7593
Schaeffer Financial
Rockville,
Maryland
| US$1.02億 | +US$1178萬 | +13% | 5.81% | 52.2% | 18 | 16.67% | 2.4 |
|
| 7594 |
7594
First Financial Group
Raleigh,
North Carolina
| US$1.02億 | +US$1406萬 | +16% | 9.3% | – | 75 | 14.67% | 0.4 |
|
| 7595 |
7595
Figure 8 Investment Strategies
Boise,
Idaho
| US$1.02億 | +US$687萬 | +7% | 12.5% | – | 58 | 10.34% | 0.4 |
|
| 7596 |
7596
Breakout Capital Partners
New York
| US$1.02億 | -US$703萬 | -6% | 7.1% | – | 8 | 37.5% | 0.9 |
|
| 7597 |
7597
Trustco Bank (New York)
Albany,
New York
| US$1.02億 | +US$985萬 | +11% | 11.6% | 131% | 69 | 7.25% | 7.8 |
|
| 7598 |
7598
Kennebec Savings Bank
Augusta,
Maine
| US$1.02億 | +US$753萬 | +8% | 9.14% | – | 278 | 11.15% | 0.7 |
|
| 7599 |
7599
Marquette Associates
Chicago,
Illinois
| US$1.02億 | +US$204萬 | +2% | 8.22% | – | 41 | 17.07% | 1 |
|
| 7600 |
7600
Stonepine Capital Management
Bend,
Oregon
| US$1.02億 | -US$83.5萬 | -0.8% | 8.59% | 231% | 87 | 56.32% | 0.6 |
|