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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Whitener Capital Management
Rocky Mount,
North Carolina
| US$3.78億 | +US$2416萬 | +7% | 10.2% | 113% | 158 | 4.43% | 4.7 |
|
| 4027 |
4027
Evergreen Advisors
Chattanooga,
Tennessee
| US$3.77億 | +US$1724萬 | +5% | 5.99% | – | 22 | 22.73% | 3.3 |
|
| 4028 |
4028
Bridgefront Capital
Austin,
Texas
| US$3.77億 | +US$3108萬 | +9% | 9.81% | 52.1% | 906 | 71.08% | 0.2 |
|
| 4029 |
NTIC
4029
Napean Trading & Investment Company
Singapore
| US$3.77億 | +US$3428萬 | +10% | 49.3% | 313% | 38 | 18.42% | 1 |
|
| 4030 |
4030
Landmark Investment Partners
West Palm Beach,
Florida
| US$3.77億 | -US$326萬 | -0.9% | 0.44% | – | 84 | 72.62% | 0.1 |
|
| 4031 |
4031
Tema ETFs
New York
| US$3.77億 | +US$4185萬 | +13% | 13.5% | – | 176 | 22.73% | 0.4 |
|
| 4032 |
4032
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$3.76億 | +US$2474萬 | +7% | 12.8% | 117% | 113 | 23.89% | 2 |
|
| 4033 |
4033
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$3.76億 | +US$3074萬 | +9% | 8.01% | 82.3% | 798 | 5.01% | 2.2 |
|
| 4034 |
4034
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$3.75億 | -US$825萬 | -2% | 1.45% | 89.7% | 33 | 9.09% | 3.1 |
|
| 4035 |
4035
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$3.75億 | +US$163萬 | +0.4% | 8.13% | 55.5% | 100 | 11% | 4.4 |
|
| 4036 |
4036
Fielder Capital Group
Nashville,
Tennessee
| US$3.75億 | +US$2925萬 | +8% | 12% | – | 258 | 19.38% | 1 |
|
| 4037 |
4037
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$3.75億 | +US$1.08億 | +41% | 12.3% | 89.1% | 114 | 22.81% | 2.1 |
|
| 4038 |
4038
Heights Capital Management
San Francisco,
California
| US$3.75億 | +US$1.62億 | +76% | 26.6% | – | 226 | 71.68% | 0.3 |
|
| 4039 |
4039
Income Research & Management
Boston,
Massachusetts
| US$3.74億 | +US$1.39億 | +59% | 0.84% | 1.19% | 42 | 40.48% | 0.7 |
|
| 4040 |
4040
Fermata Advisors
Sonoma,
California
| US$3.74億 | -US$1.79億 | -32% | 5.96% | 58.3% | 302 | 32.78% | 1.7 |
|
| 4041 |
4041
Augustine Asset Management
Jacksonville,
Florida
| US$3.74億 | +US$3157萬 | +9% | 14.1% | 316% | 111 | 7.21% | 4.2 |
|
| 4042 |
MCS
4042
Mercuria Capital Strategies
Houston,
Texas
| US$3.74億 | +US$2.91億 | +353% | 12.7% | – | 13 | 76.92% | 0.1 |
|
| 4043 |
4043
Uncommon Cents Investing
Janesville,
Wisconsin
| US$3.74億 | +US$3271萬 | +10% | 8.91% | 91.4% | 206 | 5.34% | 4.5 |
|
| 4044 |
4044
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$3.74億 | +US$1898萬 | +5% | 9.79% | 84.6% | 124 | 9.68% | 5.9 |
|
| 4045 |
4045
MBM Wealth Consultants
Chesterfield,
Missouri
| US$3.74億 | +US$3508萬 | +10% | 7.71% | 57.1% | 110 | 7.27% | 3.8 |
|
| 4046 |
4046
Coyle Financial Counsel
Glenview,
Illinois
| US$3.73億 | +US$4607萬 | +14% | 9.37% | 67.3% | 93 | 20.43% | 3 |
|
| 4047 |
4047
Jentner Corp
Akron,
Ohio
| US$3.73億 | +US$3915萬 | +12% | 7.7% | 38.9% | 55 | 5.45% | 3.9 |
|
| 4048 |
4048
Dodds Wealth
Greenwood Village,
Colorado
| US$3.73億 | +US$6605萬 | +22% | 5.87% | 35.4% | 61 | 11.48% | 1.4 |
|
| 4049 |
4049
Summit Wealth & Retirement Planning
San Ramon,
California
| US$3.73億 | +US$4621萬 | +14% | 9.38% | 67.6% | 102 | 24.51% | 2.3 |
|
| 4050 |
4050
Monarch Capital Management
Fort Wayne,
Indiana
| US$3.72億 | +US$1269萬 | +4% | 4.88% | 77% | 119 | 5.04% | 8.5 |
|