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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Pacific Center for Financial Services
San Ramon,
California
| US$3.57億 | +US$601萬 | +2% | 1.11% | 60.1% | 491 | 5.91% | 4.3 |
|
| 3802 |
3802
Platte River Wealth Advisors
Louisville,
Colorado
| US$3.57億 | +US$558萬 | +2% | 3.78% | 28.6% | 95 | 4.21% | 3.2 |
|
| 3803 |
3803
DGS Capital Management
Jersey City,
New Jersey
| US$3.56億 | +US$407萬 | +1% | 0.08% | 177% | 325 | 16.62% | 1.4 |
|
| 3804 |
3804
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$3.56億 | +US$2006萬 | +6% | 3.61% | – | 1,381 | 22.38% | 1.2 |
|
| 3805 |
3805
Sage Advisory Services
Austin,
Texas
| US$3.56億 | -US$1011萬 | -3% | 0.82% | 37.8% | 50 | 12% | 2.8 |
|
| 3806 |
3806
Elevated Capital Advisors
Sandy,
Utah
| US$3.56億 | +US$666萬 | +2% | 1.53% | 50.2% | 253 | 41.5% | 1.8 |
|
| 3807 |
3807
Crestview Partners III
New York
| US$3.56億 | -US$1037萬 | -3% | 15.7% | 51.2% | 3 | 0% | 3.2 |
|
| 3808 |
3808
PhiloSmith Capital
Stamford,
Connecticut
| US$3.55億 | -US$139萬 | -0.4% | 0.72% | 47% | 23 | 0% | 6.2 |
|
| 3809 |
SA
3809
SoftVest Advisors
Abilene,
Texas
| US$3.55億 | +US$5935萬 | +20% | 22% | 178% | 4 | 0% | 3.1 |
|
| 3810 |
3810
Childress Capital Advisors
Houston,
Texas
| US$3.55億 | +US$1084萬 | +3% | 2.94% | 107% | 237 | 18.57% | 1.1 |
|
| 3811 |
3811
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$3.55億 | -US$462萬 | -1% | 0.51% | 116% | 358 | 9.22% | 2.4 |
|
| 3812 |
3812
InceptionR
Lafayette,
California
| US$3.54億 | -US$3433萬 | -9% | 1.92% | 62.9% | 903 | 73.86% | 0.2 |
|
| 3813 |
3813
Oakwell Private Wealth Management
Austin,
Texas
| US$3.54億 | +US$2519萬 | +8% | 1.79% | 68.2% | 67 | 7.46% | 2.4 |
|
| 3814 |
3814
Aristides Capital
Louisville,
Kentucky
| US$3.54億 | +US$8206萬 | +30% | 0.41% | 126% | 349 | 50.14% | 1.1 |
|
| 3815 |
3815
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$3.54億 | +US$329萬 | +0.9% | 1.2% | 83.6% | 199 | 5.03% | 6.1 |
|
| 3816 |
3816
Morton Community Bank
East Peoria,
Illinois
| US$3.54億 | +US$656萬 | +2% | 0.86% | – | 112 | 5.36% | 0.5 |
|
| 3817 |
3817
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| US$3.54億 | +US$6967萬 | +25% | 0.69% | 44.5% | 107 | 8.41% | 1.7 |
|
| 3818 |
3818
RJA Asset Management
Stamford,
Connecticut
| US$3.53億 | +US$5880萬 | +20% | 19.4% | 80.2% | 4 | 0% | 1.7 |
|
| 3819 |
3819
WESCAP Management Group
Glendale,
California
| US$3.53億 | +US$816萬 | +2% | 0.55% | 45.7% | 95 | 2.11% | 4.7 |
|
| 3820 |
PBF
3820
Petix & Botte Financial
La Mesa,
California
| US$3.53億 | -US$4954萬 | -12% | 1.52% | 47.5% | 169 | 44.38% | 2.4 |
|
| 3821 |
SC
3821
Saybrook Capital
Winston Salem,
North Carolina
| US$3.53億 | -US$2575萬 | -7% | 1.73% | 72.5% | 51 | 13.73% | 8.3 |
|
| 3822 |
IFS
3822
Ifrah Financial Services
Little Rock,
Arkansas
| US$3.53億 | -US$363萬 | -1% | 1.92% | 64.1% | 218 | 9.17% | 4.6 |
|
| 3823 |
3823
Raffa Wealth Management
Washington,
District of Columbia
| US$3.52億 | +US$1667萬 | +5% | 0.52% | 35.8% | 1,158 | 3.2% | 3.7 |
|
| 3824 |
3824
Whitegate Investment Counselors
Concord,
New Hampshire
| US$3.52億 | -US$271萬 | -0.8% | 0.53% | 51% | 65 | 4.62% | 6.3 |
|
| 3825 |
3825
Finepoint Capital
Boston,
Massachusetts
| US$3.52億 | -US$3766萬 | -10% | 7.17% | 27.4% | 25 | 0% | 1.6 |
|