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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
CMH Wealth Management
Portsmouth,
New Hampshire
| US$4.06億 | +US$1270萬 | +3% | 3.76% | 88% | 51 | 17.65% | 3.8 |
|
| 3502 |
3502
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$4.06億 | -US$215萬 | -0.5% | 0.47% | 45.6% | 66 | 9.09% | 4.9 |
|
| 3503 |
3503
GenWealth Group
Maplewood,
New Jersey
| US$4.06億 | +US$927萬 | +2% | 2.32% | 73.9% | 68 | 8.82% | 4.5 |
|
| 3504 |
3504
America First Investment Advisors
Omaha,
Nebraska
| US$4.06億 | -US$509萬 | -1% | 0.91% | 78.2% | 86 | 8.14% | 6.4 |
|
| 3505 |
3505
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$4.06億 | -US$945萬 | -2% | 0.54% | 75.1% | 60 | 11.67% | 5.4 |
|
| 3506 |
AIS
3506
AM Investment Strategies
Chattanooga,
Tennessee
| US$4.06億 | +US$1157萬 | +3% | 6.54% | 135% | 114 | 12.28% | 2.3 |
|
| 3507 |
3507
RB Capital Management
Reno,
Nevada
| US$4.06億 | +US$2493萬 | +7% | 6.35% | 79.4% | 183 | 4.92% | 4.5 |
|
| 3508 |
3508
Bulltick Wealth Management
Miami,
Florida
| US$4.06億 | -US$1.79億 | -31% | 1.19% | 58.2% | 122 | 37.7% | 1.7 |
|
| 3509 |
CWM
3509
Compass Wealth Management
Guilford,
Connecticut
| US$4.05億 | +US$572萬 | +1% | 2.12% | 103% | 413 | 9.93% | 1.3 |
|
| 3510 |
3510
Kozak & Associates
Highlands Ranch,
Colorado
| US$4.05億 | +US$3315萬 | +9% | 7.84% | 111% | 406 | 9.11% | 2.1 |
|
| 3511 |
3511
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$4.05億 | +US$731萬 | +2% | 0.98% | 57.7% | 359 | 7.8% | 3 |
|
| 3512 |
3512
True Wealth Design
Akron,
Ohio
| US$4.05億 | +US$341萬 | +0.8% | 0.11% | 57% | 834 | 12.11% | 1.3 |
|
| 3513 |
3513
SMI Advisory Services
Columbus,
Indiana
| US$4.04億 | +US$4817萬 | +14% | 1.75% | 80.7% | 74 | 47.3% | 0.7 |
|
| 3514 |
DI
3514
Diligent Investors
Redlands,
California
| US$4.04億 | +US$512萬 | +1% | 1.69% | 82.2% | 353 | 10.76% | 4 |
|
| 3515 |
3515
Pacific Sage Partners
Edmonds,
Washington
| US$4.03億 | +US$1719萬 | +4% | 2.66% | 58.9% | 104 | 7.69% | 1.2 |
|
| 3516 |
3516
Nicolet Bankshares
Green Bay,
Wisconsin
| US$4.03億 | -US$143萬 | -0.4% | 3.38% | 75.5% | 219 | 6.39% | 5.4 |
|
| 3517 |
3517
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$4.03億 | +US$2324萬 | +6% | 2.53% | 69% | 137 | 8.03% | 1.2 |
|
| 3518 |
WHGC
3518
Wealth High Governance Capital
Sao Paulo,
Brazil
| US$4.03億 | -US$4412萬 | -10% | 12.2% | 622% | 85 | 80% | 0.1 |
|
| 3519 |
3519
Sierra Summit Advisors
Incline Village,
Nevada
| US$4.03億 | +US$3563萬 | +10% | 5.7% | 302% | 166 | 27.11% | 0.4 |
|
| 3520 |
3520
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$4.03億 | +US$4624萬 | +13% | 2.08% | 70.1% | 53 | 18.87% | 1.5 |
|
| 3521 |
3521
Knightsbridge Asset Management
Newport Beach,
California
| US$4.03億 | +US$4935萬 | +14% | 2.32% | 150% | 140 | 35% | 2.5 |
|
| 3522 |
3522
Westwind Capital
Las Cruces,
New Mexico
| US$4.03億 | +US$797萬 | +2% | 2.65% | 87.6% | 41 | 9.76% | 3 |
|
| 3523 |
3523
Coastal Bridge Advisors
Westport,
Connecticut
| US$4.03億 | -US$3193萬 | -7% | 1.96% | 88.1% | 188 | 15.43% | 4.2 |
|
| 3524 |
3524
Abacus FCF Advisors
Orlando,
Florida
| US$4.02億 | +US$264萬 | +0.7% | 2.19% | 197% | 187 | 41.71% | 1.1 |
|
| 3525 |
3525
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$4.02億 | +US$1886萬 | +5% | 1.35% | 13.1% | 113 | 15.04% | 3 |
|