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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
TSP Capital Management Group
Summit,
New Jersey
| US$2.37億 | -US$1688萬 | -7% | 5.14% | 186% | 51 | 0% | 2.9 |
|
| 3902 |
3902
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$2.37億 | -US$1350萬 | -5% | 5.04% | 70.4% | 180 | 2.22% | 1.3 |
|
| 3903 |
3903
Hamilton Wealth
Encino,
California
| US$2.37億 | -US$1889萬 | -7% | 4% | 108% | 103 | 46.6% | 1 |
|
| 3904 |
3904
IAM Advisory
Easton,
Pennsylvania
| US$2.37億 | -US$674萬 | -3% | 4.98% | 74.5% | 86 | 17.44% | 0.7 |
|
| 3905 |
3905
Financial Sense Advisors
San Diego,
California
| US$2.37億 | -US$3687萬 | -13% | 5.95% | 152% | 108 | 25% | 0.9 |
|
| 3906 |
3906
Confluence Wealth Services
Mcmurray,
Pennsylvania
| US$2.36億 | +US$876萬 | +4% | 4.42% | 69.4% | 283 | 25.8% | 0.6 |
|
| 3907 |
3907
Gries Financial
Cleveland,
Ohio
| US$2.36億 | +US$2616萬 | +12% | 5.5% | 71.3% | 155 | 29.68% | 1 |
|
| 3908 |
3908
LSP Investment Advisors
New York
| US$2.36億 | -US$1713萬 | -7% | 3.28% | 79.5% | 33 | 12.12% | 1 |
|
| 3909 |
ST
3909
SAL Trading
Bala Cynwyd,
Pennsylvania
| US$2.36億 | -US$30萬 | -0.1% | 8.78% | 18.9% | 56 | 46.43% | 0.3 |
|
| 3910 |
3910
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$2.36億 | -US$902萬 | -4% | 6.13% | – | 300 | 6% | 2.7 |
|
| 3911 |
3911
Aflac Inc
Columbus,
Georgia
| US$2.36億 | -US$2906萬 | -11% | 0.89% | 13.4% | 5 | 60% | 0.2 |
|
| 3912 |
3912
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$2.36億 | +US$1548萬 | +7% | 2.59% | 116% | 194 | 38.66% | 1.6 |
|
| 3913 |
AC
3913
Athos Capital
Hong Kong
| US$2.36億 | -US$2941萬 | -11% | 1.44% | 101% | 150 | 22.67% | 0.8 |
|
| 3914 |
3914
Frisch Financial Group
Melville,
New York
| US$2.36億 | -US$2302萬 | -9% | 4.86% | 72.9% | 129 | 11.63% | 2.5 |
|
| 3915 |
3915
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$2.36億 | -US$1715萬 | -7% | 6.33% | 92% | 147 | 10.2% | 3.6 |
|
| 3916 |
3916
Claar Advisors
New York
| US$2.36億 | -US$1976萬 | -8% | 5.93% | 65.5% | 37 | 10.81% | 2.4 |
|
| 3917 |
3917
Reliant Wealth Planning
Louisville,
Kentucky
| US$2.36億 | -US$274萬 | -1% | 4.57% | 46.6% | 15 | 0% | 0.9 |
|
| 3918 |
3918
FCA Corp
Houston,
Texas
| US$2.35億 | -US$1833萬 | -7% | 4.34% | 61.5% | 186 | 16.13% | 4 |
|
| 3919 |
3919
Wambolt & Associates
Littleton,
Colorado
| US$2.35億 | -US$1330萬 | -5% | 5.5% | 62.2% | 243 | 7.41% | 2.6 |
|
| 3920 |
3920
Moerus Capital Management
New York
| US$2.35億 | -US$4825萬 | -17% | 2.02% | 205% | 14 | 7.14% | 3.1 |
|
| 3921 |
CWAG
3921
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$2.35億 | +US$305萬 | +1% | 5.8% | 76.1% | 98 | 8.16% | 2.3 |
|
| 3922 |
3922
DFPG Investments
Sandy,
Utah
| US$2.35億 | +US$591萬 | +3% | 3.12% | 38.2% | 189 | 24.34% | 2 |
|
| 3923 |
3923
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$2.35億 | -US$1334萬 | -5% | 6.78% | 59.2% | 46 | 6.52% | 4.2 |
|
| 3924 |
3924
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$2.35億 | -US$150萬 | -0.6% | 4.47% | 89.9% | 90 | 12.22% | 3.7 |
|
| 3925 |
3925
Mount Capital
London,
United Kingdom
| US$2.35億 | -US$4945萬 | -17% | 8.45% | 66.1% | 48 | 41.67% | 0.5 |
|