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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
San Luis Wealth Advisors
San Luis Obispo,
California
| US$2.83億 | +US$2274萬 | +9% | 5.99% | 65% | 193 | 35.75% | 0.7 |
|
| 3927 |
3927
Hillman Capital Management
Bethesda,
Maryland
| US$2.83億 | +US$1904萬 | +7% | 4.99% | 20.2% | 55 | 5.45% | 2.7 |
|
| 3928 |
3928
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$2.83億 | +US$1596萬 | +6% | 5.99% | 72.7% | 186 | 18.28% | 3.1 |
|
| 3929 |
3929
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$2.83億 | +US$2134萬 | +8% | 5.62% | 63.2% | 86 | 10.47% | 2.9 |
|
| 3930 |
3930
Fortis Capital Management
Bellevue,
Washington
| US$2.83億 | +US$3600萬 | +15% | 11.1% | 82% | 117 | 21.37% | 1.5 |
|
| 3931 |
3931
Evergreen Advisors
Chattanooga,
Tennessee
| US$2.83億 | +US$1359萬 | +5% | 3.36% | – | 17 | 5.88% | 2.4 |
|
| 3932 |
3932
Uncommon Cents Investing
Janesville,
Wisconsin
| US$2.83億 | +US$906萬 | +3% | 3.25% | 91.4% | 164 | 3.66% | 3.5 |
|
| 3933 |
3933
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$2.83億 | +US$1407萬 | +5% | 6.83% | 74% | 69 | 4.35% | 6.1 |
|
| 3934 |
3934
JSF Financial
Los Angeles,
California
| US$2.83億 | +US$1500萬 | +6% | 8% | 91% | 124 | 24.19% | 2.2 |
|
| 3935 |
3935
Integris Wealth Management
Monterey,
California
| US$2.83億 | +US$1041萬 | +4% | 2.9% | 60.3% | 83 | 3.61% | 0.5 |
|
| 3936 |
3936
BWCP LP
Dallas,
Texas
| US$2.82億 | +US$2690萬 | +11% | 12.5% | 198% | 28 | 32.14% | 0.8 |
|
| 3937 |
3937
Berkeley Capital Partners
Milton,
Georgia
| US$2.82億 | +US$1247萬 | +5% | 3.57% | 62.8% | 148 | 8.11% | 3.6 |
|
| 3938 |
3938
Arjuna Capital
Durham,
North Carolina
| US$2.82億 | +US$2736萬 | +11% | 7.24% | 118% | 106 | 16.98% | 2.3 |
|
| 3939 |
3939
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$2.82億 | – | – | 9.54% | 128% | 31 | – | 3.6 |
|
| 3940 |
3940
Fernwood Investment Management
Quincy,
Massachusetts
| US$2.82億 | +US$2150萬 | +8% | 11.4% | 83.4% | 197 | 9.64% | 4.6 |
|
| 3941 |
3941
IFG Advisors
St. Louis,
Missouri
| US$2.82億 | +US$2794萬 | +11% | 5.67% | 78.7% | 122 | 6.56% | 2.5 |
|
| 3942 |
3942
Pinnbrook Capital Management
New York
| US$2.82億 | +US$8978萬 | +47% | 18.4% | 913% | 74 | 74.32% | 0.2 |
|
| 3943 |
3943
Fountainhead AM
Warren,
New Jersey
| US$2.82億 | +US$2594萬 | +10% | 5.57% | 80.4% | 88 | 12.5% | 1.6 |
|
| 3944 |
3944
Marion Wealth Management
Monroeville,
Pennsylvania
| US$2.82億 | +US$1346萬 | +5% | 3.58% | 51.7% | 111 | 9.91% | 1.2 |
|
| 3945 |
3945
Siena Capital Partners
Chicago,
Illinois
| US$2.82億 | +US$463萬 | +2% | 0.63% | 42.5% | 109 | 11.01% | 3.2 |
|
| 3946 |
3946
Untitled Investments
New York
| US$2.81億 | +US$2035萬 | +8% | 10.8% | 79.6% | 17 | 17.65% | 1.3 |
|
| 3947 |
3947
Wambolt & Associates
Littleton,
Colorado
| US$2.81億 | -US$77.3萬 | -0.3% | 4.52% | 62.2% | 270 | 11.48% | 3 |
|
| 3948 |
3948
Peak Financial Management
Wellesley,
Massachusetts
| US$2.81億 | +US$1194萬 | +4% | 3.28% | 58.2% | 80 | 16.25% | 3.8 |
|
| 3949 |
3949
Archer Investment Corporation
Carmel,
Indiana
| US$2.81億 | +US$1007萬 | +4% | 5.13% | 76.1% | 1,055 | 22.09% | 2.1 |
|
| 3950 |
QCI
3950
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$2.81億 | +US$2955萬 | +12% | 14.7% | 107% | 22 | 13.64% | 3.2 |
|