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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
BankPlus Trust Department
Jackson,
Mississippi
| US$3.38億 | +US$3812萬 | +13% | 8.4% | – | 488 | 12.3% | 0.5 |
|
| 4302 |
4302
WT Wealth Management
Scottsdale,
Arizona
| US$3.38億 | +US$2979萬 | +10% | 9.14% | 72% | 157 | 27.39% | 1.9 |
|
| 4303 |
4303
Ruedi Wealth Management
Champaign,
Illinois
| US$3.37億 | +US$1753萬 | +5% | 5.97% | 44.9% | 335 | 84.48% | 2.2 |
|
| 4304 |
4304
BNC Wealth Management
Beaverton,
Oregon
| US$3.37億 | +US$5955萬 | +21% | 25% | 204% | 108 | 18.52% | 2.6 |
|
| 4305 |
4305
Princeton Capital Management
Red Bank,
New Jersey
| US$3.37億 | +US$5273萬 | +19% | 25.7% | 206% | 135 | 17.04% | 3.9 |
|
| 4306 |
4306
Strategic Advocates
Logan,
Utah
| US$3.37億 | +US$4902萬 | +17% | 15.3% | 111% | 131 | 17.56% | 1 |
|
| 4307 |
4307
Freedom Day Solutions
Houston,
Texas
| US$3.37億 | +US$986萬 | +3% | 6.93% | 86.6% | 99 | 15.15% | 3.8 |
|
| 4308 |
4308
CRCM LP
San Francisco,
California
| US$3.37億 | +US$9132萬 | +37% | 69.1% | – | 9 | 33.33% | 0.5 |
|
| 4309 |
4309
Modus Advisors
Excelsior,
Minnesota
| US$3.37億 | +US$3117萬 | +10% | 11.7% | 89.5% | 115 | 11.3% | 3.4 |
|
| 4310 |
4310
Cloverfields Capital Group
Minneapolis,
Minnesota
| US$3.37億 | +US$3375萬 | +11% | 11.7% | 101% | 98 | 4.08% | 2.1 |
|
| 4311 |
4311
TrueFG
Cedar Park,
Texas
| US$3.36億 | +US$3258萬 | +11% | 7.5% | 54.2% | 61 | 18.03% | 3.1 |
|
| 4312 |
NTCM
4312
Nine Ten Capital Management
Chicago,
Illinois
| US$3.36億 | +US$6819萬 | +25% | 37.9% | 166% | 11 | 18.18% | 4.2 |
|
| 4313 |
4313
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$3.36億 | +US$941萬 | +3% | 4.89% | 81% | 98 | 8.16% | 6.3 |
|
| 4314 |
MCG
4314
McCollum Christoferson Group
Amherst,
New York
| US$3.36億 | +US$832萬 | +3% | 5.87% | 59.4% | 71 | 8.45% | 4.6 |
|
| 4315 |
BAM
4315
Bosun Asset Management
Chicago,
Illinois
| US$3.36億 | +US$1.03億 | +44% | 27.8% | 278% | 230 | 30.43% | 1.2 |
|
| 4316 |
4316
Lansing Street Advisors
Ambler,
Pennsylvania
| US$3.36億 | +US$3699萬 | +12% | 9.8% | – | 144 | 13.19% | 1.7 |
|
| 4317 |
4317
Bank of Stockton
Stockton,
California
| US$3.36億 | +US$2195萬 | +7% | 8.61% | 99.2% | 143 | 2.8% | 6.1 |
|
| 4318 |
4318
Physicians Financial Services
Raleigh,
North Carolina
| US$3.36億 | +US$2126萬 | +7% | 10.8% | 116% | 111 | 7.21% | 6.5 |
|
| 4319 |
SL
4319
SOF Ltd
George Town,
Cayman Islands
| US$3.36億 | +US$3854萬 | +13% | 13% | 42.3% | 1 | 0% | 8.5 |
|
| 4320 |
4320
Legacy CG
Plano,
Texas
| US$3.36億 | +US$2601萬 | +8% | 9.13% | 62.6% | 58 | 34.48% | 1 |
|
| 4321 |
4321
Beam Wealth Advisors
Covington,
Louisiana
| US$3.36億 | +US$3902萬 | +13% | 9.36% | 69.2% | 114 | 16.67% | 2.2 |
|
| 4322 |
4322
Covenant Partners
Nashville,
Tennessee
| US$3.35億 | +US$2598萬 | +8% | 11.6% | 70.3% | 159 | 17.61% | 3.6 |
|
| 4323 |
4323
Leverty Financial Group
Hudson,
Wisconsin
| US$3.35億 | +US$9035萬 | +37% | 8.68% | 57.3% | 50 | 26% | 1.8 |
|
| 4324 |
4324
Alaethes Wealth
Glenbrook,
Nevada
| US$3.35億 | +US$6179萬 | +23% | 12.1% | 96.4% | 119 | 21.01% | 2.4 |
|
| 4325 |
4325
GFG Capital
Miami,
Florida
| US$3.35億 | +US$616萬 | +2% | 16.1% | 152% | 430 | 82.79% | 0.7 |
|