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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
Madison Wealth Partners
Madison,
Wisconsin
| US$2.92億 | +US$1508萬 | +5% | 3.31% | 66.9% | 132 | 9.85% | 1.9 |
|
| 4277 |
4277
Investment Management Associates
Greenwood Village,
Colorado
| US$2.91億 | +US$129萬 | +0.4% | 2.4% | 50.4% | 36 | 8.33% | 2.3 |
|
| 4278 |
4278
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$2.91億 | +US$800萬 | +3% | 1.29% | 60.7% | 119 | 5.88% | 3.8 |
|
| 4279 |
YRHAM
4279
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$2.91億 | -US$8453萬 | -22% | 16.6% | 1,944% | 26 | 57.69% | 0.3 |
|
| 4280 |
4280
Neumann Capital Management
Foster City,
California
| US$2.91億 | +US$1051萬 | +4% | 5.11% | 89.9% | 101 | 5.94% | 6.5 |
|
| 4281 |
4281
First International Bank & Trust
Watford City,
North Dakota
| US$2.91億 | +US$88.9萬 | +0.3% | 0.28% | 38.6% | 76 | 15.79% | 1.8 |
|
| 4282 |
4282
Platform Technology Partners
New York
| US$2.91億 | – | – | 4.91% | – | 227 | – | 2.8 |
|
| 4283 |
4283
Regimen Wealth
Atlanta,
Georgia
| US$2.9億 | +US$211萬 | +0.7% | 0.07% | 37.8% | 73 | 27.4% | 1 |
|
| 4284 |
4284
Strata Wealth Advisors
Dallas,
Texas
| US$2.9億 | +US$599萬 | +2% | 2.2% | 73.6% | 84 | 21.43% | 0.8 |
|
| 4285 |
4285
Atwater Malick
Lancaster,
Pennsylvania
| US$2.9億 | +US$650萬 | +2% | 2.34% | 83.4% | 81 | 9.88% | 2.8 |
|
| 4286 |
4286
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$2.9億 | +US$917萬 | +3% | 4.27% | 89.1% | 103 | 18.45% | 1.8 |
|
| 4287 |
4287
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$2.9億 | +US$1662萬 | +6% | 3.77% | 94% | 285 | 23.51% | 1 |
|
| 4288 |
4288
TIFF Advisory Services
Radnor,
Pennsylvania
| US$2.9億 | +US$6075萬 | +27% | 5.82% | 86.3% | 27 | 29.63% | 1.3 |
|
| 4289 |
4289
Blue Zone Wealth Advisors
Los Angeles,
California
| US$2.9億 | -US$119萬 | -0.4% | 1.97% | 91.1% | 94 | 13.83% | 2.6 |
|
| 4290 |
4290
LPWM LLC
Minneapolis,
Minnesota
| US$2.9億 | +US$1725萬 | +6% | 1.84% | 59.4% | 79 | 11.39% | 2.8 |
|
| 4291 |
4291
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$2.9億 | -US$423萬 | -1% | 1.18% | 63.2% | 89 | 8.99% | 3.6 |
|
| 4292 |
4292
Helen Stephens Group
Fort Worth,
Texas
| US$2.89億 | +US$3024萬 | +12% | 1.72% | 53.4% | 85 | 16.47% | 1.7 |
|
| 4293 |
4293
Wells Trecaso Financial Group
Akron,
Ohio
| US$2.89億 | +US$611萬 | +2% | 3.36% | 108% | 94 | 5.32% | 4.4 |
|
| 4294 |
KLCM
4294
KG&L Capital Management
Saint Francisville,
Louisiana
| US$2.89億 | +US$3732萬 | +15% | 3.03% | 91.9% | 197 | 19.8% | 2.6 |
|
| 4295 |
4295
Teramo Advisors
Naples,
Florida
| US$2.89億 | +US$3139萬 | +12% | 2.89% | 72.1% | 10 | 30% | 1.4 |
|
| 4296 |
KM
4296
KP Management
Edina,
Minnesota
| US$2.89億 | +US$2979萬 | +11% | 7.58% | – | 79 | 22.78% | 0.4 |
|
| 4297 |
4297
BCGM Wealth Management
Lafayette,
Indiana
| US$2.89億 | +US$1007萬 | +4% | 1.86% | 58.3% | 154 | 8.44% | 1.9 |
|
| 4298 |
4298
Kinsale Capital Group
Richmond,
Virginia
| US$2.89億 | +US$3554萬 | +14% | 2.22% | 75.2% | 36 | 8.33% | 1.3 |
|
| 4299 |
4299
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$2.88億 | -US$568萬 | -2% | 5.95% | 155% | 24 | 25% | 6.2 |
|
| 4300 |
4300
Total Clarity Wealth Management
St. Charles,
Illinois
| US$2.88億 | +US$62.4萬 | +0.2% | 1.3% | 73.2% | 294 | 24.49% | 1.5 |
|