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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
Varde Management
Minneapolis,
Minnesota
| US$7521萬 | -US$24.4萬 | -0.3% | 61.9% | 149% | 6 | 66.67% | 1.1 |
|
| 7802 |
FCI
7802
Financial Counselors Inc
Overland Park,
Kansas
| US$7515萬 | +US$446萬 | +6% | 7.37% | 84.8% | 15 | 0% | 10.2 |
|
| 7803 |
7803
Indie Asset Partners
Carmel,
Indiana
| US$7512萬 | +US$2015萬 | +37% | 8.51% | 119% | 80 | 18.75% | 2.4 |
|
| 7804 |
7804
Marathon Asset Management (New York)
New York
| US$7512萬 | +US$3098萬 | +70% | 24.5% | 490% | 20 | 30% | 0.6 |
|
| 7805 |
7805
GuideStone Capital Management
Dallas,
Texas
| US$7475萬 | +US$1452萬 | +24% | 24.1% | 49.2% | 1 | 0% | 5.8 |
|
| 7806 |
7806
Wells Financial Advisors
Framingham,
Massachusetts
| US$7472萬 | +US$195萬 | +3% | 6.81% | 58.9% | 77 | 9.09% | 3.1 |
|
| 7807 |
LL
7807
LMDAGG LLC
San Francisco,
California
| US$7471萬 | -US$407萬 | -5% | 14.1% | – | 3 | 33.33% | 1.1 |
|
| 7808 |
7808
Clear Investment Research
Alpharetta,
Georgia
| US$7465萬 | -US$464萬 | -6% | 6.22% | 53.7% | 254 | 10.24% | 4.1 |
|
| 7809 |
7809
Stapp Wealth Management
Olympia,
Washington
| US$7445萬 | +US$495萬 | +7% | 8.82% | 54.4% | 33 | 12.12% | 1.4 |
|
| 7810 |
TM
7810
Thiel Macro
Los Angeles,
California
| US$7445萬 | -US$1.38億 | -65% | 23.5% | – | 5 | 80% | 0.3 |
|
| 7811 |
WEO
7811
William E. Oberndorf
| US$7418萬 | -US$1631萬 | -18% | 4.4% | 36.2% | 9 | 33.33% | 2 |
|
| 7812 |
7812
Advisor Resource Council
Dallas,
Texas
| US$7406萬 | -US$1.82億 | -71% | 7.09% | 84.8% | 197 | 83.25% | 1.4 |
|
| 7813 |
7813
Gordian Capital (Singapore)
Singapore
| US$7394萬 | +US$578萬 | +8% | 25.6% | 321% | 165 | 43.03% | 1.4 |
|
| 7814 |
KCM
7814
Key Colony Management
Little Rock,
Arkansas
| US$7371萬 | -US$1471萬 | -17% | 8.05% | 113% | 7 | 28.57% | 3.2 |
|
| 7815 |
KA
7815
Kailix Advisors
Fort Lauderdale,
Florida
| US$7348萬 | +US$889萬 | +14% | 15.7% | 6.04% | 10 | 50% | 1.1 |
|
| 7816 |
7816
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$7323萬 | +US$390萬 | +6% | 7.51% | – | 143 | 5.59% | 4.1 |
|
| 7817 |
7817
Holland Advisory Services
Ormond Beach,
Florida
| US$7281萬 | +US$434萬 | +6% | 6.57% | 63% | 45 | 6.67% | 2.6 |
|
| 7818 |
OR
7818
Olympiad Research
Stamford,
Connecticut
| US$7187萬 | +US$1063萬 | +17% | 18.6% | 187% | 300 | 75.33% | 0.2 |
|
| 7819 |
7819
Redmont Wealth Advisors
Chicago,
Illinois
| US$7179萬 | +US$363萬 | +5% | 5.69% | 46.1% | 311 | 3.54% | 0.8 |
|
| 7820 |
7820
Texas County & District Retirement System
Austin,
Texas
| US$7132萬 | +US$80萬 | +1% | 1.13% | 27.9% | 1 | 0% | 2.8 |
|
| 7821 |
7821
Truxt Investmentos
Rio De Janeiro,
Brazil
| US$7129萬 | – | – | 18.9% | – | 22 | – | 0.4 |
|
| 7822 |
KFP
7822
Kerr Financial Planning
Fresno,
California
| US$7098萬 | – | – | 15.3% | – | 561 | – | 0 |
|
| 7823 |
7823
Element Capital Management
New York
| US$7060萬 | +US$2969萬 | +73% | 1.74% | 49.4% | 47 | 93.62% | 0.2 |
|
| 7824 |
7824
ABS Direct Equity Fund
Stamford,
Connecticut
| US$6993萬 | +US$704萬 | +11% | 2.19% | – | 37 | 32.43% | 1 |
|
| 7825 |
7825
Silver Rock Financial
Los Angeles,
California
| US$6932萬 | -US$3.29億 | -83% | 0.6% | 2.58% | 30 | 3.33% | 2.2 |
|