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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
Riverview Capital Advisers
Boston,
Massachusetts
| US$3.49億 | +US$3082萬 | +10% | 6.88% | 84.8% | 99 | 13.13% | 2.1 |
|
| 4227 |
4227
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$3.49億 | +US$4268萬 | +14% | 16.7% | 137% | 123 | 12.2% | 4 |
|
| 4228 |
4228
Flagstone Financial Management
Lincoln,
Nebraska
| US$3.49億 | +US$3841萬 | +12% | 6.77% | 46.2% | 60 | 13.33% | 1.7 |
|
| 4229 |
4229
Centurion Wealth Management
Mclean,
Virginia
| US$3.49億 | +US$2919萬 | +9% | 8.9% | – | 252 | 21.43% | 1.6 |
|
| 4230 |
4230
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$3.49億 | +US$3119萬 | +10% | 6.69% | 71.1% | 118 | 8.47% | 3.6 |
|
| 4231 |
4231
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$3.48億 | +US$3361萬 | +11% | 9.05% | 59.7% | 78 | 17.95% | 2.5 |
|
| 4232 |
4232
Roberts Wealth Advisors
Palo Alto,
California
| US$3.48億 | +US$2363萬 | +7% | 9.3% | 81.1% | 100 | 7% | 2.3 |
|
| 4233 |
4233
PYA Waltman Capital
Knoxville,
Tennessee
| US$3.47億 | +US$2927萬 | +9% | 5.18% | 62.4% | 78 | 6.41% | 3.1 |
|
| 4234 |
4234
MSH Capital Advisors
Scottsdale,
Arizona
| US$3.47億 | +US$2372萬 | +7% | 6.55% | 77.4% | 252 | 12.3% | 2.4 |
|
| 4235 |
4235
Vista Investment Partners
Oklahoma City,
Oklahoma
| US$3.47億 | +US$1869萬 | +6% | 9.75% | 112% | 165 | 12.73% | 1.1 |
|
| 4236 |
4236
Snider Financial Group
Bellevue,
Washington
| US$3.47億 | +US$3891萬 | +13% | 11.5% | 87% | 121 | 13.22% | 1.4 |
|
| 4237 |
4237
Prosperity Planning
Kansas City,
Missouri
| US$3.47億 | +US$2725萬 | +9% | 6.55% | 43.5% | 106 | 1.89% | 2.6 |
|
| 4238 |
CSWG
4238
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$3.47億 | +US$3360萬 | +11% | 10.5% | 76% | 66 | 9.09% | 3.7 |
|
| 4239 |
4239
Empire Financial Management Company
New York
| US$3.47億 | +US$2299萬 | +7% | 8.6% | 78.3% | 208 | 11.06% | 1.8 |
|
| 4240 |
4240
Ayalon Insurance Company
Ramat Gan,
Israel
| US$3.46億 | +US$3658萬 | +12% | 11.8% | 99.6% | 59 | 3.39% | 5.4 |
|
| 4241 |
LCM
4241
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$3.46億 | +US$6694萬 | +24% | 22% | 883% | 15 | 6.67% | 1.4 |
|
| 4242 |
4242
tru Independence
Portland,
Oregon
| US$3.46億 | +US$2363萬 | +7% | 5.59% | 67.4% | 121 | 9.92% | 2.9 |
|
| 4243 |
4243
Kelly Financial Group
Wethersfield,
Connecticut
| US$3.46億 | +US$2562萬 | +8% | 6.8% | – | 89 | 15.73% | 0.4 |
|
| 4244 |
4244
Dunhill Financial
London,
United Kingdom
| US$3.45億 | +US$1.25億 | +57% | 8.95% | 58.6% | 1,147 | 29.12% | 1.1 |
|
| 4245 |
4245
RFG Holdings
Argyle,
Texas
| US$3.45億 | +US$3772萬 | +12% | 12.4% | 74.2% | 63 | 12.7% | 1.6 |
|
| 4246 |
4246
BOCHK Asset Management
Hong Kong
| US$3.45億 | +US$1.67億 | +94% | 13.4% | 503% | 72 | 56.94% | 0.6 |
|
| 4247 |
4247
Detalus Advisors
St. Louis,
Missouri
| US$3.45億 | +US$2658萬 | +8% | 9.19% | 75.7% | 180 | 15% | 2.8 |
|
| 4248 |
4248
GSG Advisors
Mount Laurel,
New Jersey
| US$3.45億 | +US$4038萬 | +13% | 9.48% | 99.3% | 122 | 10.66% | 1.3 |
|
| 4249 |
IAA
4249
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$3.45億 | +US$399萬 | +1% | 5.77% | 49.3% | 70 | 12.86% | 3.4 |
|
| 4250 |
4250
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$3.45億 | +US$2860萬 | +9% | 7.91% | 52.9% | 1,315 | 15.51% | 0.6 |
|