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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Front Row Advisors
Tiburon,
California
| US$1.93億 | -US$1007萬 | -5% | 5.23% | 142% | 959 | 8.65% | 3.5 |
|
| 4327 |
4327
SimpliFi Inc
San Diego,
California
| US$1.93億 | -US$943萬 | -5% | 3.82% | 27.9% | 31 | 3.23% | 2.4 |
|
| 4328 |
4328
Blue Zone Wealth Advisors
Los Angeles,
California
| US$1.93億 | -US$2749萬 | -12% | 3.68% | 91.1% | 90 | 6.67% | 1.8 |
|
| 4329 |
GAMC
4329
Garner Asset Management Corp
Plano,
Texas
| US$1.93億 | -US$4170萬 | -18% | 8.68% | 103% | 178 | 10.67% | 3.9 |
|
| 4330 |
4330
Newport Capital Group
Red Bank,
New Jersey
| US$1.93億 | +US$9622萬 | +99% | 4.13% | – | 63 | 30.16% | 1.2 |
|
| 4331 |
4331
Affinity Investment Advisors
Newport Beach,
California
| US$1.93億 | -US$1228萬 | -6% | 3.24% | 208% | 199 | 12.06% | 2.4 |
|
| 4332 |
JHCM
4332
Juniper Hill Capital Management
Menlo Park,
California
| US$1.93億 | -US$3515萬 | -15% | 3.55% | 33.6% | 5 | 20% | 1.6 |
|
| 4333 |
4333
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$1.93億 | -US$6716萬 | -26% | 3.62% | 71.9% | 149 | 61.07% | 0.5 |
|
| 4334 |
4334
Littlejohn & Co
Greenwich,
Connecticut
| US$1.92億 | -US$8417萬 | -30% | 5.23% | 66.1% | 167 | 55.09% | 1 |
|
| 4335 |
4335
Mass General Brigham
Somerville,
Massachusetts
| US$1.92億 | -US$2151萬 | -10% | 3.5% | – | 3 | 0% | 2 |
|
| 4336 |
4336
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$1.92億 | -US$2855萬 | -13% | 5.17% | 65.9% | 92 | 9.78% | 2.6 |
|
| 4337 |
4337
BWCP LP
Dallas,
Texas
| US$1.92億 | +US$646萬 | +3% | 4.33% | 198% | 22 | 22.73% | 0.6 |
|
| 4338 |
4338
Lantz Financial
Naperville,
Illinois
| US$1.92億 | -US$2937萬 | -13% | 6.11% | 74.3% | 176 | 10.8% | 2.3 |
|
| 4339 |
4339
DeDora Capital
Napa,
California
| US$1.92億 | -US$632萬 | -3% | 4.83% | 91.2% | 103 | 9.71% | 1.4 |
|
| 4340 |
4340
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$1.92億 | -US$1293萬 | -6% | 6.4% | 58.1% | 87 | 2.3% | 3 |
|
| 4341 |
SC
4341
Schulhoff & Co
Cincinnati,
Ohio
| US$1.92億 | -US$2221萬 | -10% | 8.2% | 58.8% | 118 | 6.78% | 6.7 |
|
| 4342 |
4342
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.92億 | -US$28萬 | -0.1% | 4.61% | 152% | 89 | 6.74% | 3.4 |
|
| 4343 |
4343
Fifth Lane Capital
Austin,
Texas
| US$1.92億 | +US$3313萬 | +21% | 11.9% | 80.4% | 475 | 76.63% | 0.3 |
|
| 4344 |
4344
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$1.92億 | +US$2687萬 | +16% | 3.67% | 116% | 567 | 43.03% | 0.4 |
|
| 4345 |
4345
Hillman Company
Pittsburgh,
Pennsylvania
| US$1.92億 | -US$1223萬 | -6% | 1.4% | 118% | 18 | 33.33% | 1.3 |
|
| 4346 |
4346
Global Trust Asset Management
West Palm Beach,
Florida
| US$1.92億 | -US$1162萬 | -6% | 4.88% | 178% | 457 | 12.69% | 2.8 |
|
| 4347 |
4347
Prosperity Planning
Kansas City,
Missouri
| US$1.91億 | -US$420萬 | -2% | 5.92% | 43.5% | 83 | 9.64% | 1.3 |
|
| 4348 |
4348
Eagle Strategies
New York
| US$1.91億 | -US$8289萬 | -30% | 5.77% | 77.7% | 150 | 45.33% | 0.5 |
|
| 4349 |
4349
Wiser Wealth Management
Marietta,
Georgia
| US$1.91億 | -US$165萬 | -0.9% | 5.3% | 53% | 39 | 20.51% | 1.2 |
|
| 4350 |
4350
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$1.91億 | -US$1064萬 | -5% | 5.32% | 61.6% | 356 | 3.93% | 3.1 |
|