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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
Pacifica Capital Investments
Leander,
Texas
| US$3.4億 | +US$5842萬 | +21% | 26.4% | 69.8% | 16 | 12.5% | 7.2 |
|
| 4277 |
4277
Fischer Financial Services
Harrisburg,
Pennsylvania
| US$3.4億 | +US$2964萬 | +10% | 11.1% | – | 63 | 3.17% | 0.5 |
|
| 4278 |
4278
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$3.4億 | +US$1084萬 | +3% | 28.6% | 108% | 51 | 9.8% | 2.7 |
|
| 4279 |
4279
CM Wealth Advisors
Beachwood,
Ohio
| US$3.4億 | +US$2722萬 | +9% | 9.37% | 76.5% | 89 | 11.24% | 2 |
|
| 4280 |
4280
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$3.4億 | +US$273萬 | +0.8% | 5.68% | 80% | 85 | 11.76% | 5 |
|
| 4281 |
NTCM
4281
Nut Tree Capital Management
New York
| US$3.4億 | +US$3285萬 | +11% | 6.83% | 101% | 12 | 16.67% | 2.1 |
|
| 4282 |
4282
Unio Capital
Princeton,
New Jersey
| US$3.4億 | +US$7891萬 | +30% | 8.37% | 97.8% | 24 | 16.67% | 4.8 |
|
| 4283 |
4283
Quantessence Capital
New York
| US$3.4億 | -US$6023萬 | -15% | 14.4% | – | 483 | 93.79% | 0.1 |
|
| 4284 |
4284
Kelly Financial Services
Braintree,
Massachusetts
| US$3.39億 | +US$5173萬 | +18% | 8.53% | 64.3% | 124 | 15.32% | 3.4 |
|
| 4285 |
4285
Ballast Advisors
Woodbury,
Minnesota
| US$3.39億 | +US$2561萬 | +8% | 8.83% | 73.9% | 173 | 8.09% | 4.3 |
|
| 4286 |
4286
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$3.39億 | +US$8175萬 | +32% | 14% | 134% | 264 | 25.38% | 3.1 |
|
| 4287 |
4287
Iron Horse Wealth Management
Johston,
Iowa
| US$3.39億 | +US$2748萬 | +9% | 6.31% | 29.1% | 647 | 16.23% | 1.9 |
|
| 4288 |
4288
Carr Financial Group
Worcester,
Massachusetts
| US$3.39億 | +US$3373萬 | +11% | 8.84% | 71.6% | 197 | 16.24% | 1.8 |
|
| 4289 |
KLCM
4289
KG&L Capital Management
Saint Francisville,
Louisiana
| US$3.39億 | +US$3022萬 | +10% | 10.9% | 91.9% | 214 | 22.43% | 3 |
|
| 4290 |
4290
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$3.39億 | +US$2901萬 | +9% | 7.31% | 63% | 204 | 18.14% | 3.6 |
|
| 4291 |
4291
Gradient Capital Advisors
San Diego,
California
| US$3.39億 | +US$3213萬 | +10% | 9% | 78.5% | 166 | 9.04% | 4.4 |
|
| 4292 |
4292
Birnam Oak Advisors
New York
| US$3.38億 | -US$2.14億 | -39% | 0.21% | – | 36 | 50% | 0.3 |
|
| 4293 |
4293
Divergent Planning
Bethesda,
Maryland
| US$3.38億 | +US$3699萬 | +12% | 7.04% | 43.3% | 36 | 19.44% | 2.4 |
|
| 4294 |
LFGO
4294
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$3.38億 | +US$2676萬 | +9% | 8.06% | 64.2% | 93 | 20.43% | 1.8 |
|
| 4295 |
4295
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$3.38億 | -US$99.1萬 | -0.3% | 22.8% | 221% | 38 | 26.32% | 3 |
|
| 4296 |
4296
Selkirk Management
Chatham,
New Jersey
| US$3.38億 | +US$7761萬 | +30% | 34.5% | 245% | 15 | 13.33% | 5.3 |
|
| 4297 |
4297
West Branch Capital
Amherst,
Massachusetts
| US$3.38億 | +US$3839萬 | +13% | 14.1% | 156% | 540 | 14.63% | 3.3 |
|
| 4298 |
4298
Highline Wealth Partners
Sherman Oaks,
California
| US$3.38億 | +US$4100萬 | +14% | 12.8% | 93.8% | 1,100 | 26.55% | 1.2 |
|
| 4299 |
TA
4299
TrueWealth Advisors
Birmingham,
Alabama
| US$3.38億 | +US$3341萬 | +11% | 8.4% | 60.9% | 226 | 11.95% | 2.4 |
|
| 4300 |
4300
Haverford Financial Services
Radnor,
Pennsylvania
| US$3.38億 | +US$1322萬 | +4% | 10.1% | 57.9% | 44 | 9.09% | 6.1 |
|