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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Spectrum Asset Management (California)
Newport Beach,
California
| US$1.95億 | -US$708萬 | -3% | 3.5% | 68.3% | 96 | 11.46% | 3.1 |
|
| 4302 |
4302
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$1.95億 | -US$1048萬 | -5% | 4.29% | 65% | 95 | 37.89% | 2.5 |
|
| 4303 |
4303
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$1.95億 | -US$420萬 | -2% | 5.39% | 59.6% | 119 | 12.61% | 1.7 |
|
| 4304 |
4304
Advisors Preferred
Rockville,
Maryland
| US$1.95億 | -US$1.89億 | -49% | 2.47% | 102% | 199 | 56.78% | 0.4 |
|
| 4305 |
4305
Marion Wealth Management
Monroeville,
Pennsylvania
| US$1.95億 | +US$396萬 | +2% | 4.38% | 51.7% | 107 | 12.15% | 0.6 |
|
| 4306 |
4306
Crane Advisory
Fullerton,
California
| US$1.95億 | – | – | 2.69% | 38.2% | 27 | – | 0 |
|
| 4307 |
FP
4307
Fiduciary Planning
Englewood,
Florida
| US$1.95億 | -US$734萬 | -4% | 4.73% | 71.4% | 39 | 2.56% | 1.6 |
|
| 4308 |
FCP
4308
Fosse Capital Partners
London,
United Kingdom
| US$1.95億 | -US$475萬 | -2% | 2.45% | 61.1% | 4 | 0% | 1.8 |
|
| 4309 |
4309
White Mountains Insurance Group
Hanover,
New Hampshire
| US$1.95億 | +US$2780萬 | +17% | 9.77% | 107% | 2 | 50% | 0.9 |
|
| 4310 |
4310
Acima Private Wealth
Richmond,
Virginia
| US$1.95億 | -US$580萬 | -3% | 5.83% | 51.1% | 236 | 3.81% | 3.2 |
|
| 4311 |
4311
Ibex Investors
Denver,
Colorado
| US$1.95億 | +US$3521萬 | +22% | 5.71% | 1.71% | 55 | 76.36% | 0.4 |
|
| 4312 |
4312
JW Asset Management
Miami Beach,
Florida
| US$1.94億 | +US$626萬 | +3% | 0.38% | 251% | 11 | 18.18% | 1.6 |
|
| 4313 |
4313
Neumann Capital Management
Foster City,
California
| US$1.94億 | -US$299萬 | -2% | 5.98% | 89.9% | 90 | 14.44% | 5.8 |
|
| 4314 |
4314
BetterWealth
San Jose,
California
| US$1.94億 | -US$827萬 | -4% | 5.15% | 63.3% | 38 | 7.89% | 0.5 |
|
| 4315 |
4315
Cota Capital Management
San Francisco,
California
| US$1.94億 | -US$4948萬 | -20% | 4.31% | 46% | 14 | 14.29% | 1.9 |
|
| 4316 |
4316
UBP Investment Advisors
Geneva,
Switzerland
| US$1.94億 | -US$5615萬 | -22% | 4.24% | 11.2% | 105 | 24.76% | 1.9 |
|
| 4317 |
4317
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$1.94億 | +US$133萬 | +0.7% | 4.08% | 118% | 679 | 8.39% | 1.5 |
|
| 4318 |
4318
Lumbard & Kellner
Hollis,
New Hampshire
| US$1.94億 | -US$184萬 | -0.9% | 4.09% | 135% | 89 | 15.73% | 3.6 |
|
| 4319 |
E
4319
ETFidea
Syracuse,
New York
| US$1.94億 | -US$624萬 | -3% | 4.57% | 22.7% | 109 | 9.17% | 0.7 |
|
| 4320 |
4320
Ategra Capital Management
Vienna,
Virginia
| US$1.94億 | -US$179萬 | -0.9% | 5.09% | 114% | 104 | 16.35% | 2.3 |
|
| 4321 |
4321
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$1.94億 | -US$1711萬 | -8% | 6.75% | 104% | 286 | 2.8% | 6.3 |
|
| 4322 |
SHFA
4322
SS&H Financial Advisors
Troy,
Michigan
| US$1.94億 | -US$2298萬 | -11% | 7.03% | – | 122 | 9.02% | 0.5 |
|
| 4323 |
4323
Stonebridge Capital Management
Los Angeles,
California
| US$1.94億 | -US$2577萬 | -12% | 5.23% | – | 99 | 9.09% | 6.7 |
|
| 4324 |
4324
Omega Financial Group
Santa Barbara,
California
| US$1.93億 | -US$1400萬 | -7% | 6.17% | 47% | 81 | 6.17% | 2.5 |
|
| 4325 |
4325
Nikulski Financial
Bettendorf,
Iowa
| US$1.93億 | -US$830萬 | -4% | 4.63% | 107% | 124 | 4.03% | 3 |
|