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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Ballast Advisors
Woodbury,
Minnesota
| US$3.15億 | +US$1841萬 | +6% | 4.12% | 73.9% | 174 | 7.47% | 3.6 |
|
| 4077 |
4077
Gavilan Investment Partners
Burlingame,
California
| US$3.15億 | +US$781萬 | +3% | 4.96% | 113% | 13 | 0% | 1.4 |
|
| 4078 |
4078
Verde Capital Management
Clarkston,
Michigan
| US$3.15億 | +US$2293萬 | +8% | 1.13% | 80.3% | 46 | 10.87% | 2.7 |
|
| 4079 |
SIM
4079
SW Investment Management
Telluride,
Colorado
| US$3.14億 | +US$316萬 | +1% | 5.58% | 143% | 14 | 14.29% | 1.5 |
|
| 4080 |
4080
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$3.14億 | -US$663萬 | -2% | 1.4% | 81% | 97 | 3.09% | 5.7 |
|
| 4081 |
4081
Carr Financial Group
Worcester,
Massachusetts
| US$3.14億 | +US$1382萬 | +5% | 1.8% | 71.6% | 197 | 13.71% | 1.2 |
|
| 4082 |
4082
PFW Advisors
Atlanta,
Georgia
| US$3.14億 | -US$1278萬 | -4% | 0.21% | – | 124 | 5.65% | 4.2 |
|
| 4083 |
4083
West Michigan Advisors
Holland,
Michigan
| US$3.14億 | +US$667萬 | +2% | 1.31% | 97.4% | 195 | 17.95% | 1.4 |
|
| 4084 |
4084
Nikulski Financial
Bettendorf,
Iowa
| US$3.14億 | +US$1276萬 | +4% | 4.78% | 107% | 134 | 6.72% | 3.8 |
|
| 4085 |
4085
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$3.14億 | +US$888萬 | +3% | 3.8% | 92% | 151 | 9.93% | 4.4 |
|
| 4086 |
4086
Fourthstone LLC
St Louis,
Missouri
| US$3.14億 | +US$705萬 | +2% | 1.62% | 93.6% | 53 | 58.49% | 1.2 |
|
| 4087 |
4087
Mint Tower Capital Management
Amsterdam,
Netherlands
| US$3.14億 | -US$5163萬 | -14% | 0.24% | 40.2% | 218 | 44.95% | 1 |
|
| 4088 |
4088
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$3.14億 | +US$1162萬 | +4% | 1.4% | 56.7% | 323 | 11.15% | 2.3 |
|
| 4089 |
4089
BetterWealth
San Jose,
California
| US$3.14億 | +US$681萬 | +2% | 2.96% | 63.3% | 66 | 12.12% | 1.5 |
|
| 4090 |
4090
Gemsstock Ltd
London,
United Kingdom
| US$3.14億 | +US$4868萬 | +18% | 11.1% | 162% | 18 | 55.56% | 0.8 |
|
| 4091 |
SSI
4091
Scott & Selber Inc
Houston,
Texas
| US$3.14億 | +US$1966萬 | +7% | 7.8% | 202% | 90 | 7.78% | 4.8 |
|
| 4092 |
4092
St. Clair Advisors
Mayfield Hts,
Ohio
| US$3.13億 | +US$555萬 | +2% | 3.02% | 77.5% | 79 | 3.8% | 2.2 |
|
| 4093 |
4093
Lead Edge Capital Management
New York
| US$3.13億 | -US$1192萬 | -4% | 0.23% | 20.2% | 12 | 33.33% | 1.1 |
|
| 4094 |
4094
Park Place Capital
Homewood,
Alabama
| US$3.13億 | +US$3415萬 | +12% | 1.81% | 68.2% | 938 | 13.01% | 1.3 |
|
| 4095 |
4095
Watchman Group
Plano,
Texas
| US$3.13億 | -US$1769萬 | -5% | 0.22% | 54% | 88 | 15.91% | 2.4 |
|
| 4096 |
WA
4096
WP Advisors
San Francisco,
California
| US$3.13億 | +US$834萬 | +3% | 4.56% | 113% | 110 | 8.18% | 3.9 |
|
| 4097 |
4097
GoalVest Advisory
New York
| US$3.13億 | +US$1304萬 | +4% | 3.99% | 94.8% | 415 | 25.54% | 1.7 |
|
| 4098 |
4098
My Legacy Advisors
Bend,
Oregon
| US$3.13億 | +US$1455萬 | +5% | 2.48% | 49.1% | 219 | 9.59% | 1.6 |
|
| 4099 |
4099
B&I Capital
Zurich,
Switzerland
| US$3.13億 | -US$295萬 | -0.9% | 3.17% | 32.4% | 28 | 14.29% | 2.3 |
|
| 4100 |
4100
FCA Corp
Houston,
Texas
| US$3.12億 | +US$335萬 | +1% | 0.94% | 61.5% | 188 | 5.85% | 4.7 |
|