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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Charles Schwab Trust Bank
Henderson,
Nevada
| US$9488萬 | +US$1417萬 | +18% | 5.22% | – | 1 | 0% | 1.3 |
|
| 7677 |
7677
MKD Wealth Coaches
Troy,
Michigan
| US$9484萬 | +US$647萬 | +7% | 8.41% | – | 26 | 7.69% | 3.5 |
|
| 7678 |
7678
Optimas Capital
Central,
Hong Kong
| US$9482萬 | +US$3594萬 | +61% | 17.7% | 358% | 30 | 86.67% | 0.2 |
|
| 7679 |
7679
Flight Deck Capital
San Francisco,
California
| US$9452萬 | -US$237萬 | -2% | 41.2% | 379% | 17 | 35.29% | 0.9 |
|
| 7680 |
7680
Whitford Management
New York
| US$9427萬 | +US$1573萬 | +20% | 18.3% | 76.2% | 25 | 64% | 0.6 |
|
| 7681 |
7681
York Capital Management Global Advisors
New York
| US$9423萬 | +US$238萬 | +3% | 13.1% | 74.1% | 6 | 16.67% | 1.7 |
|
| 7682 |
7682
Davis Wealth Advisors
Salem,
New Hampshire
| US$9421萬 | +US$568萬 | +6% | 8.02% | – | 68 | 17.65% | 0.4 |
|
| 7683 |
7683
OFC Financial Planning
Short Hills,
New Jersey
| US$9419萬 | +US$581萬 | +7% | 6.77% | – | 57 | 8.77% | 0.5 |
|
| 7684 |
7684
Evolutionary Tree Capital Management
Alexandria,
Virginia
| US$9417萬 | +US$811萬 | +9% | 25.4% | 139% | 29 | 10.34% | 2 |
|
| 7685 |
7685
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$9412萬 | -US$4866萬 | -34% | 10.2% | – | 4 | 75% | 0.3 |
|
| 7686 |
7686
North Forty Two & Co
Lake Oswego,
Oregon
| US$9408萬 | +US$378萬 | +4% | 4.07% | – | 100 | 8% | 0.5 |
|
| 7687 |
7687
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$9394萬 | -US$69.7萬 | -0.7% | 0.73% | 6.16% | 2 | 0% | 2.4 |
|
| 7688 |
7688
Ball & Co Wealth Management
Franklin,
Tennessee
| US$9386萬 | +US$55.2萬 | +0.6% | 5.46% | – | 77 | 14.29% | 0.4 |
|
| 7689 |
7689
OneAscent Investment Solutions
Birmingham,
Alabama
| US$9368萬 | +US$945萬 | +11% | 7.07% | – | 143 | 25.17% | 0.2 |
|
| 7690 |
7690
Expect Equity LLC
Pikesville,
Maryland
| US$9366萬 | +US$481萬 | +5% | 12% | – | 49 | 8.16% | 0.5 |
|
| 7691 |
7691
KDK Private Wealth Management
Houston,
Texas
| US$9365萬 | +US$587萬 | +7% | 5.42% | – | 57 | 8.77% | 0.5 |
|
| 7692 |
7692
General Motors Holdings
Detroit,
Michigan
| US$9342萬 | US$0 | 0% | 2.64% | 21.4% | 5 | 0% | 2.4 |
|
| 7693 |
7693
Inkwell Capital
Miami,
Florida
| US$9337萬 | +US$183萬 | +2% | 5.19% | – | 30 | 3.33% | 0.5 |
|
| 7694 |
7694
City Center Advisors LLC
Troy,
Michigan
| US$9330萬 | +US$767萬 | +9% | 10.3% | – | 202 | 44.06% | 0.7 |
|
| 7695 |
7695
Unified Investment Management
Atlanta,
Georgia
| US$9328萬 | +US$866萬 | +10% | 7.43% | – | 126 | 7.94% | 0.4 |
|
| 7696 |
MGM
7696
Miura Global Management
New York
| US$9308萬 | +US$2562萬 | +38% | 35.9% | 375% | 29 | 55.17% | 1.1 |
|
| 7697 |
7697
Ramiah Investment Group
Brookfield,
Wisconsin
| US$9292萬 | -US$1146萬 | -11% | 6.16% | 62.2% | 67 | 38.81% | 2.4 |
|
| 7698 |
CCA
7698
Covey Capital Advisors
Atlanta,
Georgia
| US$9291萬 | +US$611萬 | +7% | 5.93% | 118% | 42 | 9.52% | 3.9 |
|
| 7699 |
7699
Montchanin Asset Management
Montchanin,
Delaware
| US$9266萬 | +US$386萬 | +4% | 8.2% | 120% | 51 | 7.84% | 2.2 |
|
| 7700 |
7700
Board of the Pension Protection Fund
Croydon,
United Kingdom
| US$9249萬 | +US$486萬 | +6% | 8.24% | – | 203 | 81.77% | 0.2 |
|