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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Noble Family Wealth
Clearwater,
Florida
| US$4.53億 | +US$4423萬 | +11% | 6.05% | 60% | 86 | 22.09% | 1.7 |
|
| 3752 |
3752
Madrona Financial Services
Everett,
Washington
| US$4.53億 | +US$3625萬 | +9% | 8.49% | 85.1% | 125 | 12% | 2.9 |
|
| 3753 |
3753
Financial & Tax Architects
St Louis,
Missouri
| US$4.53億 | +US$4146萬 | +10% | 5.46% | 50.2% | 122 | 38.52% | 2 |
|
| 3754 |
3754
Apis Capital Advisors
New York
| US$4.53億 | +US$1.71億 | +61% | 86% | 1,532% | 66 | 62.12% | 0.4 |
|
| 3755 |
3755
Castle Rock Wealth Management
Walnut Creek,
California
| US$4.52億 | +US$2446萬 | +6% | 6.95% | 115% | 261 | 8.43% | 3 |
|
| 3756 |
RGC
3756
Rubicon Global Capital
London,
United Kingdom
| US$4.52億 | -US$1.79億 | -28% | 21.4% | – | 10 | 0% | 0.7 |
|
| 3757 |
3757
Technology Crossover Management VIII
Menlo Park,
California
| US$4.52億 | -US$742萬 | -2% | 0.39% | 70% | 5 | 0% | 5.6 |
|
| 3758 |
AA
3758
Ashford Advisors
Pittsford,
New York
| US$4.52億 | +US$2055萬 | +5% | 7.7% | 75.4% | 21 | 14.29% | 3.3 |
|
| 3759 |
FNBOMD
3759
First National Bank of Mount Dora
Mount Dora,
Florida
| US$4.52億 | +US$854萬 | +2% | 5.65% | 96.2% | 133 | 7.52% | 6.2 |
|
| 3760 |
3760
Lantz Financial
Naperville,
Illinois
| US$4.52億 | +US$5068萬 | +13% | 6.24% | 74.3% | 251 | 10.36% | 3.4 |
|
| 3761 |
3761
Verde Capital Management
Clarkston,
Michigan
| US$4.51億 | +US$4610萬 | +11% | 8.23% | 80.3% | 73 | 17.81% | 2.6 |
|
| 3762 |
3762
Hunter Perkins Capital Management
Lombard,
Illinois
| US$4.51億 | +US$2836萬 | +7% | 6.19% | 58% | 117 | 7.69% | 2.4 |
|
| 3763 |
3763
Once Capital Management
New York
| US$4.51億 | +US$8663萬 | +24% | 11.4% | 627% | 28 | 39.29% | 1.7 |
|
| 3764 |
3764
Miramar Capital
Northbrook,
Illinois
| US$4.51億 | +US$2800萬 | +7% | 8.06% | 47.3% | 62 | 9.68% | 3.8 |
|
| 3765 |
3765
JSF Financial
Los Angeles,
California
| US$4.51億 | +US$3004萬 | +7% | 8.41% | 91% | 139 | 15.83% | 2.8 |
|
| 3766 |
3766
Isthmus Partners
Madison,
Wisconsin
| US$4.51億 | -US$4.05億 | -47% | 5.12% | 73.7% | 228 | 27.63% | 3.6 |
|
| 3767 |
3767
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$4.5億 | +US$2.71億 | +150% | 10% | 116% | 739 | 47.77% | 1.1 |
|
| 3768 |
3768
Helen Stephens Group
Fort Worth,
Texas
| US$4.5億 | +US$4731萬 | +12% | 6.12% | 53.4% | 108 | 19.44% | 2.1 |
|
| 3769 |
3769
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$4.5億 | +US$3561萬 | +9% | 6.47% | 61.1% | 51 | 9.8% | 3.7 |
|
| 3770 |
3770
RS Crum Inc
Newport Beach,
California
| US$4.5億 | +US$3280萬 | +8% | 5.61% | 54.2% | 99 | 8.08% | 2.6 |
|
| 3771 |
3771
Alliance Wealth Management Group
Flemington,
New Jersey
| US$4.5億 | +US$5692萬 | +14% | 5.44% | 43.4% | 95 | 10.53% | 5.1 |
|
| 3772 |
3772
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$4.49億 | +US$5296萬 | +13% | 9.74% | 94% | 355 | 25.35% | 1.5 |
|
| 3773 |
3773
Centric Wealth Management
Chicago,
Illinois
| US$4.49億 | +US$3055萬 | +7% | 5.42% | 44.4% | 205 | 13.66% | 2.5 |
|
| 3774 |
3774
AssuredPartners Investment Advisors
Tampa,
Florida
| US$4.49億 | +US$4033萬 | +10% | 9.14% | – | 289 | 24.57% | 0.6 |
|
| 3775 |
3775
Alta Fox Capital Management
Fort Worth,
Texas
| US$4.49億 | +US$8061萬 | +22% | 17.4% | 261% | 26 | 53.85% | 0.6 |
|