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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$4.01億 | -US$2959萬 | -7% | 13.1% | 150% | 92 | 39.13% | 1.8 |
|
| 3877 |
3877
Addison Advisors
Middlebury,
Vermont
| US$4.01億 | +US$3417萬 | +9% | 7.17% | 54.5% | 932 | 15.67% | 2.6 |
|
| 3878 |
3878
Beck Capital Management
Austin,
Texas
| US$4.01億 | +US$6033萬 | +18% | 24.7% | 284% | 131 | 24.43% | 1.9 |
|
| 3879 |
3879
Safeguard Investment Advisory Group
Corona,
California
| US$4.01億 | +US$3265萬 | +9% | 10.4% | 84.3% | 157 | 18.47% | 2.3 |
|
| 3880 |
3880
White Pine Investment Company
Livonia,
Michigan
| US$4.01億 | +US$2919萬 | +8% | 6.93% | 73.3% | 68 | 10.29% | 5.2 |
|
| 3881 |
RC
3881
Reik & Co
New York
| US$4.01億 | -US$2917萬 | -7% | 1.09% | 47.2% | 56 | 1.79% | 8.2 |
|
| 3882 |
3882
Blue Zone Wealth Advisors
Los Angeles,
California
| US$4億 | +US$4052萬 | +11% | 8% | 91.1% | 115 | 12.17% | 2.8 |
|
| 3883 |
3883
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$4億 | -US$1474萬 | -4% | 24.6% | 264% | 102 | 46.08% | 2.5 |
|
| 3884 |
3884
Marion Wealth Management
Monroeville,
Pennsylvania
| US$3.99億 | +US$2509萬 | +7% | 6.44% | 51.7% | 140 | 15% | 2.2 |
|
| 3885 |
3885
Camrose Capital Investment Partners
London,
United Kingdom
| US$3.99億 | +US$1.21億 | +43% | 7.9% | – | 9 | 0% | 0.5 |
|
| 3886 |
3886
Wiser Wealth Management
Marietta,
Georgia
| US$3.99億 | +US$4292萬 | +12% | 8.1% | 53% | 53 | 13.21% | 2.2 |
|
| 3887 |
3887
Little House Capital
Braintree,
Massachusetts
| US$3.99億 | +US$3540萬 | +10% | 13.4% | 118% | 141 | 21.28% | 2.4 |
|
| 3888 |
3888
Oak Hill Advisors
New York
| US$3.99億 | -US$7310萬 | -15% | 3.54% | 42.4% | 13 | 7.69% | 4.8 |
|
| 3889 |
3889
Silver Rock Financial
Los Angeles,
California
| US$3.99億 | +US$1677萬 | +4% | 4.54% | 2.58% | 31 | 9.68% | 1.9 |
|
| 3890 |
3890
MSA Advisors
Santa Monica,
California
| US$3.99億 | +US$821萬 | +2% | 9.81% | – | 34 | 29.41% | 1.2 |
|
| 3891 |
3891
Founders Grove Wealth Partners
Richmond,
Virginia
| US$3.99億 | +US$3963萬 | +11% | 7.99% | – | 135 | 14.07% | 0.4 |
|
| 3892 |
3892
Delta Air Lines
Atlanta,
Georgia
| US$3.98億 | +US$6583萬 | +20% | 26.2% | 40.7% | 2 | 0% | 3 |
|
| 3893 |
3893
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| US$3.98億 | – | – | 8.56% | – | 236 | – | 0 |
|
| 3894 |
3894
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$3.98億 | +US$5337萬 | +15% | 9.96% | 78.2% | 212 | 30.19% | 0.7 |
|
| 3895 |
3895
Mason & Associates (Virginia)
Newport News,
Virginia
| US$3.98億 | +US$5111萬 | +15% | 6.59% | – | 44 | 18.18% | 0.9 |
|
| 3896 |
3896
Curtis Advisory Group
Santa Barbara,
California
| US$3.98億 | +US$5753萬 | +17% | 12.9% | 79.8% | 113 | 18.58% | 3 |
|
| 3897 |
3897
Tradewinds Capital Management
Bellingham,
Washington
| US$3.98億 | +US$2461萬 | +7% | 10.4% | 96.9% | 706 | 14.59% | 4.2 |
|
| 3898 |
DI
3898
DDFG Inc
Thousand Oaks,
California
| US$3.98億 | +US$3671萬 | +10% | 7.24% | 56.3% | 81 | 7.41% | 2 |
|
| 3899 |
3899
Childress Capital Advisors
Houston,
Texas
| US$3.97億 | +US$5226萬 | +15% | 9.06% | 107% | 260 | 17.69% | 1.7 |
|
| 3900 |
3900
Perseverance Asset Management International
George Town,
Cayman Islands
| US$3.97億 | -US$3.68億 | -48% | 5.64% | 101% | 22 | 59.09% | 1.8 |
|