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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Towercrest Capital Management
Newtown,
Pennsylvania
| US$5.6億 | +US$3394萬 | +6% | 6.03% | 42.6% | 91 | 5.49% | 6 |
|
| 3177 |
PWW
3177
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$5.6億 | +US$3807萬 | +7% | 8.12% | 81.9% | 199 | 6.53% | 6.7 |
|
| 3178 |
3178
Advocate Group
Minnetonka,
Minnesota
| US$5.59億 | +US$1109萬 | +2% | 3.18% | 56.3% | 124 | 12.1% | 2.5 |
|
| 3179 |
3179
Fortis Capital Advisors
Prairie Village,
Kansas
| US$5.59億 | +US$6662萬 | +14% | 15.7% | 142% | 295 | 34.24% | 0.9 |
|
| 3180 |
3180
MA Private Wealth
San Carlos,
California
| US$5.59億 | +US$2732萬 | +5% | 9.01% | 63.4% | 83 | 13.25% | 2.7 |
|
| 3181 |
3181
Te Ahumairangi Investment Management
Wellington,
New Zealand
| US$5.59億 | +US$8610萬 | +18% | 7.33% | 55.5% | 87 | 3.45% | 3.8 |
|
| 3182 |
3182
Cypress Wealth Services
Palm Desert,
California
| US$5.59億 | +US$6561萬 | +13% | 8.88% | 82.7% | 333 | 19.22% | 2.5 |
|
| 3183 |
3183
Alpha Omega Wealth Management
Richmond,
Virginia
| US$5.58億 | +US$3518萬 | +7% | 5.2% | 65.9% | 211 | 6.64% | 6.3 |
|
| 3184 |
3184
Financial Management Network
Mission Viejo,
California
| US$5.58億 | +US$1.14億 | +26% | 7.52% | 62.5% | 178 | 15.17% | 2.5 |
|
| 3185 |
3185
III Capital Management
Boca Raton,
Florida
| US$5.58億 | +US$542萬 | +1% | 6.5% | 28.7% | 59 | 37.29% | 0.7 |
|
| 3186 |
3186
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$5.58億 | +US$5349萬 | +11% | 4.61% | 71.4% | 174 | 16.67% | 4.2 |
|
| 3187 |
3187
Stamos Capital Partners
Menlo Park,
California
| US$5.57億 | +US$1.75億 | +46% | 5.22% | 36.7% | 142 | 4.23% | 2.5 |
|
| 3188 |
3188
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$5.55億 | +US$1億 | +22% | 8.1% | 47.1% | 50 | 10% | 5.5 |
|
| 3189 |
3189
AdvisorShares Investments
Bethesda,
Maryland
| US$5.55億 | +US$4397萬 | +9% | 11% | 108% | 345 | 36.52% | 1.3 |
|
| 3190 |
3190
WPWealth
Fort Worth,
Texas
| US$5.54億 | +US$4808萬 | +9% | 5.71% | 38.2% | 95 | 13.68% | 1.5 |
|
| 3191 |
3191
HughesLittle Investment Management
Vancouver,
| US$5.54億 | +US$7461萬 | +16% | 19% | 113% | 18 | 16.67% | 5.3 |
|
| 3192 |
3192
Northwest Wealth Management
Spencer,
Iowa
| US$5.53億 | +US$5115萬 | +10% | 8.37% | 68.2% | 219 | 19.18% | 3.3 |
|
| 3193 |
3193
Fiduciary Financial Group
San Rafael,
California
| US$5.53億 | +US$9372萬 | +20% | 7.47% | – | 321 | 19% | 0.7 |
|
| 3194 |
3194
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$5.53億 | +US$6366萬 | +13% | 9.58% | 81% | 894 | 8.72% | 4.1 |
|
| 3195 |
3195
Armbruster Capital Management
Pittsford,
New York
| US$5.52億 | +US$5072萬 | +10% | 7.94% | 66.7% | 133 | 7.52% | 5.2 |
|
| 3196 |
3196
Bricktown Capital
Detroit,
Michigan
| US$5.52億 | +US$1834萬 | +3% | 6.89% | 46.2% | 26 | 0% | 1.7 |
|
| 3197 |
3197
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$5.52億 | +US$6348萬 | +13% | 18.1% | 109% | 248 | 34.27% | 2.6 |
|
| 3198 |
3198
Crestview Partners II
New York
| US$5.52億 | +US$3904萬 | +8% | 8.11% | 157% | 3 | 0% | 6.7 |
|
| 3199 |
3199
Princeton Global Asset Management
Princeton,
New Jersey
| US$5.51億 | +US$4731萬 | +9% | 14.4% | 110% | 778 | 25.96% | 3 |
|
| 3200 |
3200
GCQ Funds Management
Sydney,
Australia
| US$5.51億 | +US$1.43億 | +35% | 15.3% | – | 13 | 23.08% | 0.4 |
|