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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
EWA
3676
ERTS Wealth Advisors
Marquette,
Michigan
| US$1.81億 | +US$1308萬 | +8% | 2.43% | 39.3% | 86 | 3.49% | 0.5 |
|
| 3677 |
3677
Parkside Advisors
Berkeley,
California
| US$1.81億 | +US$499萬 | +3% | 1.84% | 36.7% | 64 | 14.06% | 2.7 |
|
| 3678 |
3678
Capco Asset Management
Tampa,
Florida
| US$1.81億 | +US$767萬 | +4% | 5.75% | 47.9% | 21 | 4.76% | 2.2 |
|
| 3679 |
3679
SimplyRich
Carlsbad,
California
| US$1.81億 | +US$5806萬 | +47% | 3.15% | 105% | 157 | 53.5% | 0.6 |
|
| 3680 |
3680
Meridian Investment Counsel
Lafayette,
California
| US$1.81億 | +US$981萬 | +6% | 3.2% | 116% | 185 | 6.49% | 4.1 |
|
| 3681 |
3681
AltraVue Capital
Bellevue,
Washington
| US$1.81億 | +US$388萬 | +2% | 2.33% | 175% | 35 | 8.57% | 0.5 |
|
| 3682 |
3682
ELCO Management
New York
| US$1.81億 | +US$1143萬 | +7% | 2.91% | 98.3% | 175 | 26.86% | 1.6 |
|
| 3683 |
3683
Worth Venture Partners
Fort Lee,
New Jersey
| US$1.81億 | +US$110萬 | +0.6% | 3.3% | 98.6% | 125 | 45.6% | 0.5 |
|
| 3684 |
NAH
3684
Neumann Advisory (HK)
Central,
Hong Kong
| US$1.81億 | -US$752萬 | -4% | 2.99% | 77.3% | 11 | 9.09% | 1.4 |
|
| 3685 |
3685
Nepsis Inc
Minneapolis,
Minnesota
| US$1.8億 | -US$1088萬 | -6% | 4.39% | 131% | 37 | 10.81% | 3 |
|
| 3686 |
3686
CoreCommodity Management
Stamford,
Connecticut
| US$1.8億 | +US$438萬 | +2% | 3.11% | 65.8% | 196 | 11.22% | 2.7 |
|
| 3687 |
3687
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| US$1.8億 | +US$321萬 | +2% | 2.79% | – | 72 | 9.72% | 1.3 |
|
| 3688 |
3688
McIlrath & Eck
Arlington,
Washington
| US$1.8億 | US$0 | 0% | 3.47% | 44% | 643 | 0% | 1.2 |
|
| 3689 |
3689
JT Stratford LLC
Gainesville,
Georgia
| US$1.8億 | +US$612萬 | +4% | 3.7% | 113% | 154 | 27.27% | 1.3 |
|
| 3690 |
3690
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$1.8億 | +US$753萬 | +4% | 3.46% | 137% | 128 | 18.75% | 1.3 |
|
| 3691 |
3691
Salem Capital Management
Woburn,
Massachusetts
| US$1.8億 | -US$465萬 | -3% | 0.02% | 32.3% | 74 | 6.76% | 4.3 |
|
| 3692 |
3692
Arlington Capital Management
Arlington Heights,
Illinois
| US$1.8億 | -US$514萬 | -3% | 4.44% | 146% | 53 | 30.19% | 0.3 |
|
| 3693 |
3693
Shah Capital Management
Raleigh,
North Carolina
| US$1.8億 | -US$1232萬 | -6% | 11.9% | 287% | 18 | 27.78% | 2.5 |
|
| 3694 |
3694
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$1.8億 | +US$60.4萬 | +0.3% | 3.19% | 84.6% | 101 | 6.93% | 3.8 |
|
| 3695 |
OFCM
3695
One Fin Capital Management
San Francisco,
California
| US$1.8億 | +US$3165萬 | +21% | 3.78% | 92% | 29 | 58.62% | 0.2 |
|
| 3696 |
3696
Waller Financial Planning Group
Columbus,
Ohio
| US$1.8億 | +US$685萬 | +4% | 2.29% | 47.5% | 43 | 2.33% | 0.5 |
|
| 3697 |
MKC
3697
M. Kraus & Co
Shelburne,
Vermont
| US$1.8億 | +US$861萬 | +5% | 4.49% | 65.9% | 48 | 12.5% | 4.1 |
|
| 3698 |
3698
Truvvo Partners
New York
| US$1.8億 | +US$4386萬 | +32% | 12.3% | 21.1% | 47 | 59.57% | 0.9 |
|
| 3699 |
3699
One Day In July LLC
Burlington,
Vermont
| US$1.79億 | +US$3909萬 | +28% | 2.1% | 48.2% | 36 | 13.89% | 0.4 |
|
| 3700 |
3700
Disciplina Capital Management
Nashville,
Tennessee
| US$1.79億 | +US$2429萬 | +16% | 2.01% | 33% | 19 | 10.53% | 0.4 |
|