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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
RHDIC
7901
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$1.3億 | +US$659萬 | +5% | 4.52% | 55.9% | 41 | 4.88% | 10.5 |
|
| 7902 |
7902
Lynch Investment Planning
Newtown Square,
Pennsylvania
| US$1.3億 | +US$1887萬 | +17% | 10.8% | – | 58 | 10.34% | 0.5 |
|
| 7903 |
7903
APS Management Group
Torrance,
California
| US$1.3億 | +US$1326萬 | +11% | 10.3% | – | 82 | 18.29% | 0.6 |
|
| 7904 |
NCNMGF
7904
Nano-Cap New Millennium Growth Fund
Staten Island,
New York
| US$1.3億 | +US$2308萬 | +22% | 35.3% | – | 158 | 22.78% | 0.4 |
|
| 7905 |
7905
Troutman Wealth Management
Malvern,
Pennsylvania
| US$1.3億 | +US$1005萬 | +8% | 7.32% | – | 38 | 5.26% | 0.5 |
|
| 7906 |
7906
Diker Management
New York
| US$1.3億 | +US$1781萬 | +16% | 46.9% | 210% | 52 | 30.77% | 2.2 |
|
| 7907 |
7907
Forest Hill Capital
Little Rock,
Arkansas
| US$1.3億 | -US$2236萬 | -15% | 14.4% | 132% | 21 | 9.52% | 4.1 |
|
| 7908 |
7908
CPR Investments
Rochester,
Michigan
| US$1.3億 | -US$2001萬 | -13% | 19.9% | 84% | 72 | 52.78% | 0.8 |
|
| 7909 |
7909
Argus Investors Counsel
New York
| US$1.3億 | +US$1739萬 | +15% | 26.5% | 132% | 110 | 10.91% | 5.5 |
|
| 7910 |
7910
Avail Investment Partners
Lemont,
Pennsylvania
| US$1.3億 | +US$3621萬 | +39% | 18.9% | – | 210 | 40% | 0.2 |
|
| 7911 |
7911
Maimon Wealth Management
Ra'anana,
Israel
| US$1.3億 | +US$1586萬 | +14% | 7.58% | – | 84 | 13.1% | 0.4 |
|
| 7912 |
7912
Advocate Investing Services
Woodbine,
Maryland
| US$1.3億 | +US$1180萬 | +10% | 11.7% | – | 484 | 12.6% | 0.4 |
|
| 7913 |
7913
Tandem Investment Partners
Bordentown,
New Jersey
| US$1.3億 | +US$1179萬 | +10% | 9.87% | – | 79 | 11.39% | 1.2 |
|
| 7914 |
7914
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| US$1.3億 | +US$1456萬 | +13% | 19.1% | – | 54 | 7.41% | 0.5 |
|
| 7915 |
7915
Epacria Capital Partners
Boulder,
Colorado
| US$1.3億 | +US$45.8萬 | +0.4% | 6.69% | 86.1% | 30 | 23.33% | 2.9 |
|
| 7916 |
7916
Global Strategic Management
San Juan,
Puerto Rico
| US$1.3億 | +US$911萬 | +8% | 11.6% | – | 27 | 11.11% | 4.3 |
|
| 7917 |
7917
Wolfstich Capital
Medfield,
Massachusetts
| US$1.3億 | +US$1523萬 | +13% | 7.2% | – | 50 | 72% | 0.7 |
|
| 7918 |
7918
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$1.29億 | -US$4351萬 | -25% | 25.1% | 0.74% | 3 | 0% | 3.1 |
|
| 7919 |
7919
Whitebark Investors
Incline Village,
Nevada
| US$1.29億 | +US$441萬 | +4% | 14.7% | – | 10 | 10% | 1.2 |
|
| 7920 |
7920
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| US$1.29億 | +US$1674萬 | +15% | 5.18% | 50.6% | 66 | 22.73% | 1.5 |
|
| 7921 |
SF
7921
Schaeffer Financial
Rockville,
Maryland
| US$1.29億 | +US$1050萬 | +9% | 9.15% | 52.2% | 28 | 14.29% | 2.3 |
|
| 7922 |
7922
Davis Wealth Advisors
Salem,
New Hampshire
| US$1.29億 | +US$893萬 | +7% | 11.6% | – | 82 | 23.17% | 1.1 |
|
| 7923 |
7923
Up Capital Management
Roseville,
California
| US$1.29億 | +US$4008萬 | +45% | 38% | – | 21 | 19.05% | 0.4 |
|
| 7924 |
7924
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.29億 | +US$888萬 | +7% | 7.25% | – | 4 | 0% | 1.8 |
|
| 7925 |
CAG
7925
Cypress Advisory Group
Scottsdale,
Arizona
| US$1.29億 | -US$206萬 | -2% | 2.88% | – | 83 | 12.05% | 1.1 |
|