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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Alan B. Lancz & Associates
Toledo,
Ohio
| US$9993萬 | +US$608萬 | +6% | 8.5% | – | 133 | 11.28% | 2.8 |
|
| 7627 |
7627
Peapod Lane Capital
Bedford Hills,
New York
| US$9990萬 | +US$1100萬 | +12% | 12.5% | – | 66 | 21.21% | 0.4 |
|
| 7628 |
7628
QVIDTVM Management
The Woodlands,
Texas
| US$9985萬 | -US$1327萬 | -12% | 1.47% | 19.5% | 8 | 0% | 1.7 |
|
| 7629 |
7629
American Assets Capital Advisers
San Diego,
California
| US$9955萬 | -US$1.39億 | -58% | 4.62% | 73.5% | 41 | 4.88% | 3.5 |
|
| 7630 |
7630
Parvin Asset Management
Sioux Falls,
South Dakota
| US$9950萬 | +US$824萬 | +9% | 7.76% | – | 370 | 28.11% | 0.5 |
|
| 7631 |
7631
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| US$9947萬 | +US$1997萬 | +25% | 5.95% | 79.6% | 46 | 52.17% | 0.7 |
|
| 7632 |
7632
Perkins Capital Management
Wayzata,
Minnesota
| US$9946萬 | +US$462萬 | +5% | 23.2% | 389% | 87 | 10.34% | 5.6 |
|
| 7633 |
7633
Verus Wealth Management
De Pere,
Wisconsin
| US$9944萬 | +US$817萬 | +9% | 6.86% | – | 57 | 10.53% | 0.5 |
|
| 7634 |
IC
7634
Immersion Capital
London,
United Kingdom
| US$9938萬 | -US$4643萬 | -32% | 15.6% | 63.4% | 11 | 18.18% | 1.3 |
|
| 7635 |
7635
Guardian Investment Management
Tiburon,
California
| US$9937萬 | -US$1944萬 | -16% | 4.9% | 103% | 57 | 10.53% | 7.3 |
|
| 7636 |
7636
Integras Partners
Alpharetta,
Georgia
| US$9930萬 | -US$1151萬 | -10% | 7.04% | – | 64 | 23.44% | 0.5 |
|
| 7637 |
7637
Smart Portfolios LLC
Seattle,
Washington
| US$9924萬 | +US$726萬 | +8% | 10.4% | 41.3% | 100 | 7% | 1.9 |
|
| 7638 |
7638
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$9922萬 | +US$6.13萬 | +0.1% | 7.07% | 80.2% | 40 | 10% | 4.1 |
|
| 7639 |
7639
21 West Wealth Management
Tustin,
California
| US$9913萬 | – | – | 5.95% | – | 59 | – | 0 |
|
| 7640 |
7640
Infinity Wealth Counsel
Loveland,
Ohio
| US$9911萬 | +US$648萬 | +7% | 5.86% | – | 60 | 5% | 0.5 |
|
| 7641 |
7641
RD Lewis Holdings
Maitland,
Florida
| US$9906萬 | +US$1074萬 | +12% | 11.2% | – | 89 | 13.48% | 0.5 |
|
| 7642 |
7642
Putney Financial Group
San Rafael,
California
| US$9905萬 | +US$400萬 | +4% | 10.9% | – | 307 | 13.36% | 0.4 |
|
| 7643 |
7643
Rip Road Capital Partners
Boston,
Massachusetts
| US$9867萬 | +US$776萬 | +9% | 16% | 121% | 24 | 41.67% | 1.5 |
|
| 7644 |
7644
Kitching Partners
Conshohocken,
Pennsylvania
| US$9855萬 | +US$1161萬 | +13% | 6.27% | 45.8% | 38 | 15.79% | 0.9 |
|
| 7645 |
7645
4Wealth Advisors
Burr Ridge,
Illinois
| US$9844萬 | +US$668萬 | +7% | 7.96% | – | 141 | 17.73% | 0.4 |
|
| 7646 |
7646
Kennondale Capital Management
Richmond,
Virginia
| US$9798萬 | +US$627萬 | +7% | 10.6% | – | 83 | 3.61% | 0.5 |
|
| 7647 |
7647
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$9785萬 | +US$965萬 | +11% | 13.4% | – | 48 | 4.17% | 2.2 |
|
| 7648 |
7648
Florin Court Capital
London,
United Kingdom
| US$9775萬 | +US$134萬 | +1% | 10.3% | 129% | 36 | 25% | 1.3 |
|
| 7649 |
7649
Ibex Investors
Denver,
Colorado
| US$9775萬 | +US$2246萬 | +30% | 28% | 1.71% | 9 | 11.11% | 3.4 |
|
| 7650 |
7650
Fulcrum Equity Management
Plano,
Texas
| US$9737萬 | +US$582萬 | +6% | 8.73% | 116% | 128 | 45.31% | 1.4 |
|