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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Virtus ETF Advisers
New York
| US$2.51億 | -US$1899萬 | -7% | 2.98% | 191% | 477 | 17.61% | 1.8 |
|
| 3777 |
3777
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$2.51億 | +US$774萬 | +3% | 3.84% | 130% | 85 | 18.82% | 1.5 |
|
| 3778 |
MM
3778
Meridian Management
Little Rock,
Arkansas
| US$2.51億 | -US$786萬 | -3% | 4.79% | 65.3% | 76 | 13.16% | 5.1 |
|
| 3779 |
3779
Intel Corp
Santa Clara,
California
| US$2.5億 | +US$90.2萬 | +0.4% | 15.2% | 9.79% | 6 | 16.67% | 0.6 |
|
| 3780 |
3780
Quattro Financial Advisors
The Woodlands,
Texas
| US$2.5億 | -US$4771萬 | -16% | 5.47% | 77.6% | 92 | 13.04% | 1.2 |
|
| 3781 |
3781
High Note Wealth
Deephaven,
Minnesota
| US$2.5億 | -US$602萬 | -2% | 4.43% | 82.8% | 102 | 11.76% | 1.2 |
|
| 3782 |
3782
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$2.5億 | -US$766萬 | -3% | 4.31% | 61.5% | 126 | 11.9% | 3.5 |
|
| 3783 |
3783
Opes Wealth Management
Menlo Park,
California
| US$2.5億 | +US$26.2萬 | +0.1% | 4.99% | 54.1% | 99 | 13.13% | 2.2 |
|
| 3784 |
3784
MONECO Advisors
Fairfield,
Connecticut
| US$2.5億 | -US$773萬 | -3% | 4.41% | 77.7% | 260 | 9.62% | 2.1 |
|
| 3785 |
3785
Accenture
Dublin,
Ireland
| US$2.5億 | -US$6321萬 | -20% | 20.2% | – | 1 | 0% | 1.8 |
|
| 3786 |
3786
Farmers National Bank
Danville,
Kentucky
| US$2.49億 | -US$1369萬 | -5% | 6.04% | – | 150 | 4% | 5.3 |
|
| 3787 |
AP
3787
Arlington Partners
Birmingham,
Alabama
| US$2.49億 | -US$5195萬 | -17% | 6.6% | 46.4% | 473 | 23.04% | 1.8 |
|
| 3788 |
3788
Burt Wealth Advisors
North Bethesda,
Maryland
| US$2.49億 | -US$3856萬 | -13% | 5.51% | 57.3% | 98 | 19.39% | 5.3 |
|
| 3789 |
3789
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| US$2.49億 | +US$5048萬 | +25% | 18.3% | 105% | 17 | 23.53% | 1.2 |
|
| 3790 |
3790
Aprio Wealth Management
Atlanta,
Georgia
| US$2.49億 | -US$219萬 | -0.9% | 5.87% | 66.1% | 126 | 34.92% | 1.2 |
|
| 3791 |
3791
Sage Rhino Capital
Menlo Park,
California
| US$2.49億 | -US$1268萬 | -5% | 4.49% | 93.9% | 205 | 8.78% | 2.6 |
|
| 3792 |
BCH
3792
Berkshire Capital Holdings
San Jose,
California
| US$2.49億 | -US$1122萬 | -4% | 12.4% | 2,748% | 91 | 5.49% | 1.9 |
|
| 3793 |
3793
Mattern Wealth Management
Lawrence,
Kansas
| US$2.49億 | -US$665萬 | -3% | 4.61% | 62.2% | 163 | 11.04% | 1.9 |
|
| 3794 |
3794
Southern Wealth Management
Dallas,
Texas
| US$2.49億 | -US$1247萬 | -5% | 7.11% | 50% | 61 | 14.75% | 2.2 |
|
| 3795 |
3795
Shikiar Asset Management
New York
| US$2.49億 | -US$1163萬 | -4% | 2.14% | 117% | 93 | 12.9% | 3.3 |
|
| 3796 |
3796
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$2.49億 | +US$1438萬 | +6% | 5.48% | 39.8% | 5 | 0% | 5.1 |
|
| 3797 |
3797
Court Place Advisors
Ellicott City,
Maryland
| US$2.49億 | -US$1573萬 | -6% | 3.65% | 92% | 166 | 6.63% | 6.4 |
|
| 3798 |
3798
Black Diamond Financial
Towson,
Maryland
| US$2.48億 | -US$569萬 | -2% | 5.02% | 68.3% | 117 | 14.53% | 2.2 |
|
| 3799 |
3799
Hi-Line Capital Management
Watertown,
South Dakota
| US$2.48億 | -US$1483萬 | -6% | 6.08% | 57.5% | 25 | 12% | 2.4 |
|
| 3800 |
3800
Prism Advisors
Studio City,
California
| US$2.48億 | -US$1575萬 | -6% | 6.98% | 54.6% | 57 | 19.3% | 2.7 |
|