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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
GECH
4001
Garnet Equity Capital Holdings
New York
| US$3.44億 | +US$1.64億 | +91% | 5.39% | 302% | 35 | 42.86% | 0.9 |
|
| 4002 |
4002
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$3.44億 | +US$3030萬 | +10% | 6.68% | 56.7% | 327 | 8.56% | 2.5 |
|
| 4003 |
4003
Clarity Wealth Advisors
San Jose,
California
| US$3.44億 | +US$3487萬 | +11% | 5.86% | 94.1% | 95 | 9.47% | 2.8 |
|
| 4004 |
IAA
4004
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$3.44億 | +US$4329萬 | +14% | 12.5% | 49.3% | 80 | 27.5% | 2.7 |
|
| 4005 |
BC
4005
Bruce & Co
Chicago,
Illinois
| US$3.44億 | +US$3963萬 | +13% | 14.4% | 94.5% | 41 | 2.44% | 5.8 |
|
| 4006 |
4006
Covenant Partners
Nashville,
Tennessee
| US$3.44億 | +US$1463萬 | +4% | 6.85% | 70.3% | 196 | 18.88% | 3.1 |
|
| 4007 |
4007
The Wealth Group
Eden Prairie,
Minnesota
| US$3.44億 | +US$1249萬 | +4% | 5.66% | 71.9% | 67 | 11.94% | 0.7 |
|
| 4008 |
4008
Berkeley Inc
Boise,
Idaho
| US$3.43億 | +US$1.82億 | +112% | 7.48% | 49.4% | 67 | 8.96% | 2.7 |
|
| 4009 |
4009
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$3.43億 | -US$1283萬 | -4% | 5.51% | – | 1,356 | 18.95% | 1.3 |
|
| 4010 |
4010
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$3.43億 | +US$1.86億 | +118% | 12.6% | – | 56 | 46.43% | 1.6 |
|
| 4011 |
4011
Court Place Advisors
Ellicott City,
Maryland
| US$3.43億 | +US$2424萬 | +8% | 8.96% | 92% | 169 | 8.28% | 6.8 |
|
| 4012 |
4012
JSF Financial
Los Angeles,
California
| US$3.43億 | +US$1647萬 | +5% | 5.86% | 91% | 124 | 17.74% | 2.5 |
|
| 4013 |
XS
4013
XR Securities
Chicago,
Illinois
| US$3.43億 | -US$2.05億 | -37% | 12.1% | 17% | 247 | 31.17% | 2.4 |
|
| 4014 |
4014
Guidance Point Advisors
Wellesley,
Massachusetts
| US$3.42億 | +US$2219萬 | +7% | 5.61% | 71.8% | 88 | 10.23% | 3.4 |
|
| 4015 |
4015
VeraBank
Henderson,
Texas
| US$3.42億 | +US$1992萬 | +6% | 6.7% | 69.5% | 146 | 1.37% | 4.1 |
|
| 4016 |
4016
Xcel Wealth Management
Holly Hill,
Florida
| US$3.42億 | +US$2251萬 | +7% | 8.07% | 98.8% | 131 | 9.92% | 3.4 |
|
| 4017 |
4017
tru Independence
Portland,
Oregon
| US$3.42億 | +US$1045萬 | +3% | 5.12% | 67.4% | 112 | 8.93% | 2.6 |
|
| 4018 |
4018
Verum Partners
Charlotte,
North Carolina
| US$3.41億 | +US$3178萬 | +10% | 5.96% | 57.7% | 164 | 7.93% | 1.2 |
|
| 4019 |
4019
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$3.41億 | +US$2260萬 | +7% | 5.26% | 47.2% | 78 | 8.97% | 2.1 |
|
| 4020 |
PA
4020
PSI Advisors
Tampa,
Florida
| US$3.41億 | +US$2542萬 | +8% | 5% | 65% | 914 | 6.78% | 2.2 |
|
| 4021 |
4021
Astoria Strategic Wealth
Conroe,
Texas
| US$3.41億 | +US$1810萬 | +6% | 5.53% | 46.1% | 35 | 17.14% | 3.2 |
|
| 4022 |
MKC
4022
M. Kraus & Co
Shelburne,
Vermont
| US$3.41億 | +US$1505萬 | +5% | 6.92% | 65.9% | 82 | 4.88% | 5.7 |
|
| 4023 |
4023
Carr Financial Group
Worcester,
Massachusetts
| US$3.41億 | +US$2679萬 | +9% | 5.56% | 71.6% | 202 | 10.89% | 1.3 |
|
| 4024 |
4024
MilWealth Group
Milwaukee,
Wisconsin
| US$3.41億 | +US$2396萬 | +8% | 5.65% | 39.6% | 68 | 2.94% | 4 |
|
| 4025 |
4025
Peak Financial Management
Wellesley,
Massachusetts
| US$3.41億 | +US$2110萬 | +7% | 6.32% | 58.2% | 100 | 8% | 3.7 |
|