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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Financial Management Network
Mission Viejo,
California
| US$2.03億 | +US$1450萬 | +8% | 5.19% | 62.5% | 136 | 12.5% | 1.3 |
|
| 4227 |
4227
Shaker Financial Services
Arlington,
Virginia
| US$2.02億 | -US$309萬 | -2% | 7.82% | 12.9% | 170 | 31.76% | 1.4 |
|
| 4228 |
4228
Newman & Schimel
Deerfield,
Illinois
| US$2.02億 | -US$546萬 | -3% | 4.8% | – | 46 | 4.35% | 1.5 |
|
| 4229 |
4229
Wealth Dimensions Group
Cincinnati,
Ohio
| US$2.02億 | -US$853萬 | -4% | 5.74% | 63.6% | 127 | 5.51% | 1.6 |
|
| 4230 |
4230
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$2.02億 | -US$1454萬 | -7% | 4.26% | 26.4% | 789 | 25.6% | 3.2 |
|
| 4231 |
4231
Droms Strauss Advisors
St. Louis,
Missouri
| US$2.02億 | +US$266萬 | +1% | 4.55% | 74.5% | 66 | 21.21% | 1.8 |
|
| 4232 |
4232
Steamboat Capital Partners
Rye,
New York
| US$2.02億 | -US$1.02億 | -34% | 0.6% | 280% | 40 | 35% | 1.9 |
|
| 4233 |
4233
Burton Enright Welch
Walnut Creek,
California
| US$2.01億 | +US$3507萬 | +21% | 5.38% | 66.6% | 65 | 12.31% | 0.7 |
|
| 4234 |
4234
Thames Capital Management
Roseland,
New Jersey
| US$2.01億 | -US$4757萬 | -19% | 1.73% | 1,159% | 31 | 35.48% | 1.6 |
|
| 4235 |
CWM
4235
Cedar Wealth Management
Walnut Creek,
California
| US$2.01億 | -US$1726萬 | -8% | 7.38% | 68.1% | 351 | 5.41% | 2.3 |
|
| 4236 |
BDA
4236
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$2.01億 | -US$645萬 | -3% | 6.34% | 44.2% | 55 | 5.45% | 0.5 |
|
| 4237 |
4237
Collective Family Office
York,
Pennsylvania
| US$2.01億 | -US$3008萬 | -13% | 5.38% | 52.5% | 201 | 26.87% | 1.3 |
|
| 4238 |
HCM
4238
Hudson Capital Management
Ramsey,
New Jersey
| US$2.01億 | -US$961萬 | -5% | 4.7% | 66.8% | 70 | 22.86% | 3 |
|
| 4239 |
4239
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$2.01億 | +US$7768萬 | +63% | 37.4% | 0.74% | 4 | 25% | 0.5 |
|
| 4240 |
4240
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$2.01億 | -US$216萬 | -1% | 2.9% | 76.5% | 119 | 22.69% | 3 |
|
| 4241 |
4241
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2億 | -US$1902萬 | -9% | 3.79% | 71.6% | 105 | 4.76% | 6.4 |
|
| 4242 |
4242
Lion Street Advisors
Austin,
Texas
| US$2億 | +US$932萬 | +5% | 1.24% | 38% | 174 | 42.53% | 0.8 |
|
| 4243 |
4243
Patient Capital Management
Baltimore,
Maryland
| US$2億 | -US$2534萬 | -11% | 1.15% | 146% | 45 | 15.56% | 0.6 |
|
| 4244 |
4244
Elmwood Wealth Management
Berkeley,
California
| US$2億 | +US$2447萬 | +14% | 9.04% | 42.1% | 121 | 14.05% | 2.9 |
|
| 4245 |
4245
Retireful LLC
Haslett,
Michigan
| US$2億 | +US$1.54億 | +335% | 1% | 437% | 15 | 93.33% | 0 |
|
| 4246 |
4246
BCGM Wealth Management
Lafayette,
Indiana
| US$2億 | +US$302萬 | +2% | 3.77% | 58.3% | 113 | 11.5% | 1.3 |
|
| 4247 |
4247
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$2億 | +US$26.9萬 | +0.1% | 4.4% | 27.4% | 52 | 17.31% | 1.9 |
|
| 4248 |
4248
SC&H Financial Advisors
Sparks,
Maryland
| US$2億 | -US$1448萬 | -7% | 6.61% | 66.2% | 138 | 10.87% | 0.7 |
|
| 4249 |
4249
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$2億 | -US$2916萬 | -13% | 0.95% | 38.5% | 201 | 32.34% | 3.2 |
|
| 4250 |
WFA
4250
Wade Financial Advisory
Campbell,
California
| US$2億 | -US$1120萬 | -5% | 7.2% | 15.9% | 76 | 6.58% | 2.1 |
|