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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Financial Life Advisors
San Antonio,
Texas
| US$2.4億 | +US$703萬 | +3% | 2.89% | 47% | 71 | 18.31% | 2.1 |
|
| 4277 |
4277
Droms Strauss Advisors
St. Louis,
Missouri
| US$2.4億 | +US$1805萬 | +8% | 7.57% | 74.5% | 68 | 11.76% | 2.4 |
|
| 4278 |
4278
Rappaport Reiches Capital Management
Skokie`,
Illinois
| US$2.4億 | +US$1401萬 | +6% | 3.83% | 17.6% | 84 | 10.71% | 1.5 |
|
| 4279 |
4279
Rather & Kittrell
Knoxville,
Tennessee
| US$2.39億 | +US$1938萬 | +9% | 3.57% | 41.1% | 63 | 7.94% | 1.2 |
|
| 4280 |
4280
Shoker Investment Counsel
Oxford,
Ohio
| US$2.39億 | +US$1030萬 | +5% | 3.46% | 88.9% | 97 | 12.37% | 5.2 |
|
| 4281 |
4281
Ayalon Insurance Company
Ramat Gan,
Israel
| US$2.39億 | +US$715萬 | +3% | 9.48% | 99.6% | 111 | 29.73% | 3.4 |
|
| 4282 |
4282
ForthRight Wealth Management
Alpharetta,
Georgia
| US$2.39億 | +US$2081萬 | +10% | 3.85% | 50.4% | 59 | 6.78% | 1.6 |
|
| 4283 |
4283
RAM Investment Partners
Bellevue,
Washington
| US$2.39億 | +US$5341萬 | +29% | 3.75% | 61.9% | 52 | 11.54% | 0.4 |
|
| 4284 |
4284
Oakwell Private Wealth Management
Austin,
Texas
| US$2.39億 | +US$1952萬 | +9% | 5.03% | 68.2% | 66 | 18.18% | 1.9 |
|
| 4285 |
4285
Abound Wealth Management
Franklin,
Tennessee
| US$2.39億 | +US$1607萬 | +7% | 4.21% | 65.7% | 1,227 | 43.93% | 0.5 |
|
| 4286 |
BCM
4286
Birmingham Capital Management
Birmingham,
Alabama
| US$2.39億 | -US$1178萬 | -5% | 3.39% | 103% | 102 | 0.98% | 7.6 |
|
| 4287 |
WHGC
4287
Wealth High Governance Capital
Sao Paulo,
Brazil
| US$2.39億 | +US$1425萬 | +6% | 17.1% | 622% | 35 | 88.57% | 0.1 |
|
| 4288 |
4288
Compass Group
New York
| US$2.39億 | -US$6077萬 | -20% | 10.7% | 64.6% | 16 | 25% | 2.4 |
|
| 4289 |
4289
Insight Folios
Charlotte,
North Carolina
| US$2.39億 | +US$1297萬 | +6% | 0.32% | 32.9% | 126 | 24.6% | 1.9 |
|
| 4290 |
4290
Kaydan Wealth Management
Fenton,
Michigan
| US$2.39億 | -US$534萬 | -2% | 0.36% | 58% | 93 | 8.6% | 1.3 |
|
| 4291 |
4291
Northwest Capital Management
Lake Oswego,
Oregon
| US$2.39億 | +US$3251萬 | +16% | 6.83% | 57% | 564 | 81.74% | 0.5 |
|
| 4292 |
WA
4292
Wealthstar Advisors
Plano,
Texas
| US$2.38億 | -US$2563萬 | -10% | 6.44% | – | 99 | 23.23% | 3 |
|
| 4293 |
4293
RDA Financial Network
Akron,
Iowa
| US$2.38億 | +US$1862萬 | +8% | 8.16% | 93.4% | 236 | 9.75% | 2.7 |
|
| 4294 |
4294
Norman Fields Gottscho Capital Management
New York
| US$2.38億 | +US$1140萬 | +5% | 7.84% | 96.9% | 68 | 13.24% | 5.4 |
|
| 4295 |
4295
Gill Capital Partners
Denver,
Colorado
| US$2.38億 | +US$1387萬 | +6% | 3.83% | 59% | 137 | 12.41% | 2.8 |
|
| 4296 |
4296
Stolper & Co
Tulsa,
Oklahoma
| US$2.38億 | +US$425萬 | +2% | 4.39% | 77.1% | 85 | 0% | 2.7 |
|
| 4297 |
4297
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$2.38億 | +US$1162萬 | +5% | 5.37% | 106% | 42 | 0% | 3 |
|
| 4298 |
4298
Financial Sense Advisors
San Diego,
California
| US$2.37億 | +US$1105萬 | +5% | 0.33% | 152% | 105 | 15.24% | 1.3 |
|
| 4299 |
LWA
4299
LWS Wealth Advisors
Basking Ridge,
New Jersey
| US$2.37億 | -US$669萬 | -3% | 3.44% | 8.87% | 61 | 6.56% | 2.8 |
|
| 4300 |
4300
Colony Family Offices
Charlotte,
North Carolina
| US$2.37億 | -US$2391萬 | -9% | 2.85% | 53.9% | 97 | 60.82% | 1.6 |
|