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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$7.01億 | +US$2874萬 | +4% | 2.12% | 68% | 118 | 11.86% | 3.5 |
|
| 2552 |
2552
JGP Wealth Management
Bend,
Oregon
| US$7.01億 | +US$1232萬 | +2% | 1.9% | 87.8% | 178 | 13.48% | 3.5 |
|
| 2553 |
2553
Perennial Investment Advisors
Los Angeles,
California
| US$7.01億 | +US$4185萬 | +6% | 3.92% | 84.3% | 401 | 17.96% | 2 |
|
| 2554 |
2554
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$7億 | +US$419萬 | +0.6% | 0.98% | 75.6% | 229 | 1.31% | 1.3 |
|
| 2555 |
2555
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$7億 | +US$1733萬 | +3% | 2.6% | 84.5% | 557 | 17.77% | 2.7 |
|
| 2556 |
2556
HCR Wealth Advisors
Los Angeles,
California
| US$7億 | +US$4033萬 | +6% | 7.15% | 107% | 234 | 10.68% | 3.5 |
|
| 2557 |
2557
Focused Wealth Management
Newburgh,
New York
| US$6.99億 | +US$4835萬 | +7% | 3.46% | 80.9% | 275 | 41.82% | 4.9 |
|
| 2558 |
2558
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$6.99億 | +US$1770萬 | +3% | 3.2% | 76.8% | 202 | 7.43% | 6 |
|
| 2559 |
2559
NTV Asset Management
Charleston,
West Virginia
| US$6.99億 | +US$4250萬 | +6% | 3.34% | 110% | 264 | 7.2% | 6.1 |
|
| 2560 |
2560
McGuire Investment Group
Wakefield,
Rhode Island
| US$6.97億 | +US$1286萬 | +2% | 5.41% | 202% | 117 | 4.27% | 3.8 |
|
| 2561 |
2561
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$6.97億 | +US$930萬 | +1% | 2.95% | 80.3% | 209 | 8.13% | 5.8 |
|
| 2562 |
2562
Heritage Financial Services
Westwood,
Massachusetts
| US$6.97億 | +US$2498萬 | +4% | 1.29% | 38.3% | 108 | 6.48% | 1.6 |
|
| 2563 |
2563
Hendershot Investments
Centreville,
Virginia
| US$6.96億 | -US$350萬 | -0.5% | 0.29% | 61.9% | 137 | 8.76% | 5.1 |
|
| 2564 |
2564
Stanley-Laman Group
Berwyn,
Pennsylvania
| US$6.96億 | -US$1735萬 | -2% | 1.83% | 114% | 288 | 19.79% | 1.9 |
|
| 2565 |
2565
Continuum Advisory
Eagle,
Idaho
| US$6.94億 | +US$2585萬 | +4% | 2.61% | 77% | 1,761 | 6.81% | 0.9 |
|
| 2566 |
2566
ShawSpring Partners
Boston,
Massachusetts
| US$6.93億 | -US$8534萬 | -11% | 3.76% | 3.53% | 10 | 20% | 2 |
|
| 2567 |
2567
Qtron Investments
Boston,
Massachusetts
| US$6.92億 | -US$1394萬 | -2% | 5.79% | 140% | 507 | 18.15% | 2.1 |
|
| 2568 |
2568
Moloney Securities Asset Management
Manchester,
Missouri
| US$6.92億 | +US$2808萬 | +4% | 2.54% | 86% | 519 | 18.3% | 3.3 |
|
| 2569 |
2569
Center for Financial Planning
Southfied,
Michigan
| US$6.92億 | +US$2267萬 | +3% | 1.4% | 64.4% | 634 | 11.83% | 3.1 |
|
| 2570 |
TCOT
2570
Trust Company of Toledo
Holland,
Ohio
| US$6.91億 | +US$5176萬 | +8% | 4.13% | 109% | 237 | 6.75% | 6.2 |
|
| 2571 |
2571
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$6.91億 | -US$9479萬 | -12% | 5.16% | 49% | 99 | 15.15% | 4.2 |
|
| 2572 |
WCM
2572
Wallace Capital Management
Dallas,
Texas
| US$6.9億 | -US$4304萬 | -6% | 3.6% | 62.3% | 81 | 7.41% | 5 |
|
| 2573 |
2573
Security National Bank
Omaha,
Nebraska
| US$6.89億 | +US$2809萬 | +4% | 5.59% | 125% | 295 | 8.47% | 1.8 |
|
| 2574 |
2574
Dillon & Associates
Jackson,
Michigan
| US$6.88億 | +US$5132萬 | +8% | 9.36% | 117% | 83 | 4.82% | 7 |
|
| 2575 |
2575
Resources Management Corp
West Hartford,
Connecticut
| US$6.87億 | +US$278萬 | +0.4% | 2.19% | 78.5% | 451 | 7.54% | 4.4 |
|