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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
7726
Peapod Lane Capital
Bedford Hills,
New York
| US$1.22億 | +US$436萬 | +4% | 9.94% | – | 68 | 22.06% | 0.9 |
|
| 7727 |
HRC
7727
Hoertkorn Richard Charles
| US$1.22億 | -US$1.36億 | -53% | 1.54% | 182% | 79 | 6.33% | 8.7 |
|
| 7728 |
7728
Peak Wealth Management
Nashua,
New Hampshire
| US$1.22億 | +US$224萬 | +2% | 0.73% | – | 56 | 12.5% | 0.2 |
|
| 7729 |
7729
Western Reserve Capital Management
Hudson,
Ohio
| US$1.22億 | +US$1460萬 | +14% | 3.83% | – | 51 | 7.84% | 0.2 |
|
| 7730 |
7730
Sierra Ocean
Ripon,
California
| US$1.22億 | +US$101萬 | +0.8% | 0.35% | – | 62 | 4.84% | 1.1 |
|
| 7731 |
7731
Innovative Advisory Group
Lexington,
Massachusetts
| US$1.22億 | -US$3535萬 | -23% | 0.6% | – | 255 | 90.98% | 0.9 |
|
| 7732 |
7732
Atlas Venture Advisors
Boston,
Massachusetts
| US$1.22億 | -US$6996萬 | -37% | 36.2% | 34.6% | 3 | 0% | 6.4 |
|
| 7733 |
7733
Red Crane Wealth Management
San Francisco,
California
| US$1.22億 | -US$74.9萬 | -0.6% | 1.48% | – | 73 | 10.96% | 1 |
|
| 7734 |
7734
Farnam Financial
Phoenix,
Arizona
| US$1.22億 | -US$1135萬 | -9% | 1.31% | – | 56 | 17.86% | 1.2 |
|
| 7735 |
7735
SeedSafe Financial
Austin,
Texas
| US$1.21億 | +US$854萬 | +8% | 1.44% | – | 35 | 8.57% | 0.2 |
|
| 7736 |
7736
CFO Capital Management
Fairfield,
Connecticut
| US$1.21億 | -US$1202萬 | -9% | 0.94% | – | 119 | 20.17% | 0.2 |
|
| 7737 |
7737
Mirabaud Asset Management
London,
United Kingdom
| US$1.21億 | -US$9453萬 | -44% | 2.83% | 136% | 47 | 40.43% | 1.8 |
|
| 7738 |
7738
Blue Jean Financial
Albany,
New York
| US$1.21億 | -US$179萬 | -1% | 10.3% | – | 96 | 52.08% | 0.2 |
|
| 7739 |
7739
TT Capital Management
Coto De Caza,
California
| US$1.21億 | -US$420萬 | -3% | 1.04% | – | 84 | 26.19% | 0.8 |
|
| 7740 |
7740
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| US$1.21億 | +US$954萬 | +9% | 13% | 303% | 29 | 24.14% | 2.1 |
|
| 7741 |
7741
Frisco Financial Planning
Frisco,
Texas
| US$1.21億 | +US$158萬 | +1% | 0.2% | – | 30 | 16.67% | 0.9 |
|
| 7742 |
7742
Chapman Investment Management
San Anselmo,
California
| US$1.21億 | -US$1550萬 | -11% | 8.96% | 57.3% | 28 | 10.71% | 4.4 |
|
| 7743 |
7743
Connective Capital Management
Palo Alto,
California
| US$1.21億 | -US$4912萬 | -29% | 3.49% | 188% | 92 | 66.3% | 0.8 |
|
| 7744 |
7744
Candelo Capital Management
New York
| US$1.21億 | +US$903萬 | +8% | 23.8% | – | 40 | 55% | 0.4 |
|
| 7745 |
7745
Paller Financial Services
Centennial,
Colorado
| US$1.21億 | -US$384萬 | -3% | 3.18% | – | 46 | 8.7% | 0.2 |
|
| 7746 |
7746
Avise Financial Cooperative
Los Angeles,
California
| US$1.21億 | +US$987萬 | +9% | 1.04% | – | 108 | 18.52% | 0.2 |
|
| 7747 |
7747
Fulcrum Wealth Advisors
Bellevue,
Washington
| US$1.21億 | -US$77.4萬 | -0.6% | 0.7% | – | 78 | 20.51% | 0.2 |
|
| 7748 |
7748
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| US$1.21億 | +US$363萬 | +3% | 1.42% | – | 61 | 24.59% | 0.2 |
|
| 7749 |
7749
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$1.21億 | -US$402萬 | -3% | 2.22% | 189% | 84 | 20.24% | 2.9 |
|
| 7750 |
RIP
7750
Reliant Investment Partners
Pinehurst,
North Carolina
| US$1.21億 | -US$668萬 | -5% | 0.17% | – | 122 | 18.03% | 1 |
|