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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
High Falls Advisors
Rochester,
New York
| US$4.12億 | +US$1422萬 | +4% | 3.26% | 56.9% | 134 | 16.42% | 3 |
|
| 3477 |
3477
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$4.11億 | +US$2.79億 | +210% | 1.07% | 81.5% | 234 | 52.14% | 4.1 |
|
| 3478 |
TWP
3478
Tyche Wealth Partners
Plano,
Texas
| US$4.11億 | +US$232萬 | +0.6% | 3.35% | 84.2% | 298 | 13.09% | 0.5 |
|
| 3479 |
3479
Round Rock Advisors
Wilton,
Connecticut
| US$4.11億 | -US$673萬 | -2% | 3% | 87.4% | 193 | 8.29% | 1.9 |
|
| 3480 |
3480
ESL Trust Services
Rochester,
New York
| US$4.11億 | +US$2863萬 | +7% | 0.46% | 53.9% | 270 | 55.19% | 0.4 |
|
| 3481 |
3481
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| US$4.1億 | +US$1165萬 | +3% | 0.41% | 12.8% | 142 | 11.97% | 4.6 |
|
| 3482 |
3482
Riversedge Advisors
Wilmington,
Delaware
| US$4.1億 | +US$441萬 | +1% | 1.83% | 71.3% | 95 | 10.53% | 2.1 |
|
| 3483 |
3483
Ignite Planners
San Clemente,
California
| US$4.1億 | +US$5295萬 | +15% | 4.38% | 83.8% | 308 | 14.29% | 1.3 |
|
| 3484 |
3484
LexAurum Advisors
Overland Park,
Kansas
| US$4.1億 | +US$1197萬 | +3% | 1.62% | – | 319 | 11.6% | 3 |
|
| 3485 |
VS
3485
VK Services
Menlo Park,
California
| US$4.1億 | -US$1.39億 | -25% | 1.96% | 1,605% | 7 | 0% | 1.9 |
|
| 3486 |
3486
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$4.1億 | +US$1785萬 | +5% | 3.93% | 130% | 114 | 18.42% | 2 |
|
| 3487 |
3487
Alight Capital Management
New York
| US$4.09億 | +US$9427萬 | +30% | 8.12% | 466% | 77 | 50.65% | 0.5 |
|
| 3488 |
3488
Marino Stram & Associates
Braintree,
Massachusetts
| US$4.09億 | -US$1307萬 | -3% | 1.09% | 72.2% | 171 | 4.68% | 3.3 |
|
| 3489 |
3489
Park Presidio Capital
San Francisco,
California
| US$4.09億 | -US$3052萬 | -7% | 2.48% | 94.1% | 11 | 18.18% | 5 |
|
| 3490 |
3490
Wildcat Capital Management
New York
| US$4.09億 | +US$1.33億 | +48% | 14.9% | 77.7% | 20 | 40% | 2.3 |
|
| 3491 |
KC
3491
Keenan Capital
Burlingame,
California
| US$4.08億 | +US$1801萬 | +5% | 5.23% | 110% | 10 | 20% | 3.5 |
|
| 3492 |
3492
O'Dell Group
Cincinnati,
Ohio
| US$4.08億 | US$0 | 0% | 1.42% | 72.2% | 90 | 0% | 3 |
|
| 3493 |
3493
SC&H Financial Advisors
Sparks,
Maryland
| US$4.08億 | +US$2395萬 | +6% | 1.32% | 66.2% | 147 | 4.76% | 2 |
|
| 3494 |
AA
3494
Ashford Advisors
Pittsford,
New York
| US$4.07億 | +US$1119萬 | +3% | 3.18% | 75.4% | 15 | 0% | 3 |
|
| 3495 |
3495
Charles-Lim Capital
Central,
Hong Kong
| US$4.07億 | +US$1.07億 | +36% | 3.19% | 4.44% | 8 | 50% | 3.1 |
|
| 3496 |
3496
PBMares Wealth Management
Williamsburg,
Virginia
| US$4.07億 | +US$2341萬 | +6% | 1.08% | 67.7% | 188 | 7.98% | 2.9 |
|
| 3497 |
3497
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$4.06億 | +US$1110萬 | +3% | 0.57% | 54.3% | 317 | 9.15% | 5.8 |
|
| 3498 |
FCA
3498
FLC Capital Advisors
Palm Desert,
California
| US$4.06億 | +US$1059萬 | +3% | 2.31% | 59.3% | 173 | 8.09% | 3.1 |
|
| 3499 |
3499
Jackson Square Capital
San Francisco,
California
| US$4.06億 | +US$1798萬 | +5% | 10.9% | 423% | 149 | 23.49% | 2.2 |
|
| 3500 |
3500
Manchester Financial
Westlake Village,
California
| US$4.06億 | +US$2288萬 | +6% | 2.34% | 73% | 115 | 21.74% | 2.7 |
|