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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Fulcrum Equity Management
Plano,
Texas
| US$9737萬 | +US$582萬 | +6% | 8.73% | 116% | 128 | 45.31% | 1.4 |
|
| 7652 |
7652
SharpePoint
Phoenix,
Arizona
| US$9715萬 | -US$1696萬 | -15% | 17.4% | – | 79 | 48.1% | 0.4 |
|
| 7653 |
7653
Aozora Bank
Tokyo,
Japan
| US$9696萬 | +US$132萬 | +1% | 1.38% | 5.45% | 2 | 0% | 4 |
|
| 7654 |
7654
DRH Investments
Thousand Oaks,
California
| US$9675萬 | +US$1129萬 | +13% | 6.94% | 81.2% | 12 | 16.67% | 3 |
|
| 7655 |
7655
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$9657萬 | +US$648萬 | +7% | 7.53% | 82.6% | 41 | 4.88% | 7.5 |
|
| 7656 |
7656
Villanova Investment Management
Wayne,
Pennsylvania
| US$9656萬 | -US$434萬 | -4% | 4.66% | – | 56 | 7.14% | 0.9 |
|
| 7657 |
7657
Variant Private Wealth
Tysons,
Virginia
| US$9639萬 | +US$322萬 | +3% | 17% | – | 41 | 12.2% | 0.5 |
|
| 7658 |
7658
Circumference Group
Little Rock,
Arkansas
| US$9639萬 | +US$1477萬 | +18% | 11.9% | – | 24 | 12.5% | 1.1 |
|
| 7659 |
7659
PrairieView Wealth Partners
Orland Park,
Illinois
| US$9634萬 | +US$1453萬 | +18% | 6.61% | – | 31 | 41.94% | 0.8 |
|
| 7660 |
7660
JBGlobal.com
New York
| US$9622萬 | +US$3.98萬 | +0% | 2.52% | – | 34 | 23.53% | 0.5 |
|
| 7661 |
7661
Northstar Financial Companies
Conshohocken,
Pennsylvania
| US$9618萬 | +US$400萬 | +4% | 7.02% | – | 114 | 21.05% | 0.4 |
|
| 7662 |
7662
Terra Alpha Investments
Washington,
District of Columbia
| US$9616萬 | +US$411萬 | +4% | 13.1% | – | 33 | 12.12% | 0.5 |
|
| 7663 |
7663
Waycross Investment Management
Bellingham,
Washington
| US$9614萬 | +US$746萬 | +8% | 7.12% | 49.6% | 40 | 7.5% | 1.9 |
|
| 7664 |
7664
Raffles Associates
New York
| US$9600萬 | +US$1388萬 | +17% | 14.1% | 50% | 49 | 14.29% | 3 |
|
| 7665 |
7665
QSV Equity Investors
Naperville,
Illinois
| US$9596萬 | -US$64.5萬 | -0.7% | 0.08% | – | 95 | 13.68% | 1.2 |
|
| 7666 |
7666
Chung Wu Investment Group
Sugar Land,
Texas
| US$9595萬 | +US$1228萬 | +15% | 17.7% | – | 251 | 74.1% | 0.1 |
|
| 7667 |
7667
Rye Brook Capital
Greenwich,
Connecticut
| US$9589萬 | +US$1610萬 | +20% | 17.1% | 77.2% | 26 | 30.77% | 1 |
|
| 7668 |
7668
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$9566萬 | +US$744萬 | +8% | 8.21% | – | 180 | 72.22% | 0.4 |
|
| 7669 |
7669
FinDec Wealth Services
Stockton,
California
| US$9563萬 | -US$552萬 | -5% | 6.99% | 52.7% | 38 | 7.89% | 2.2 |
|
| 7670 |
7670
Prospect Financial Group
Arlington,
Virginia
| US$9562萬 | +US$1722萬 | +22% | 8.74% | – | 69 | 15.94% | 0.4 |
|
| 7671 |
7671
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$9562萬 | -US$2.38億 | -71% | 7.91% | 26.4% | 2 | 100% | 0 |
|
| 7672 |
7672
Grange Capital
Beaverton,
Oregon
| US$9562萬 | +US$982萬 | +11% | 13.9% | – | 48 | 4.17% | 0.4 |
|
| 7673 |
7673
In-Depth Partners
Miami,
Florida
| US$9524萬 | +US$811萬 | +9% | 30.5% | 157% | 14 | 35.71% | 2.6 |
|
| 7674 |
7674
Divco West Real Estate Services
San Francisco,
California
| US$9511萬 | +US$108萬 | +1% | 1.25% | 2.32% | 4 | 0% | 2.5 |
|
| 7675 |
7675
Totem Point Management
New York
| US$9496萬 | +US$1378萬 | +17% | 35.8% | 577% | 15 | 33.33% | 1.4 |
|