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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
Prostatis Group
Hanover,
Maryland
| US$2.85億 | +US$2140萬 | +8% | 2.33% | 72.9% | 159 | 22.64% | 1.4 |
|
| 4327 |
4327
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$2.85億 | +US$299萬 | +1% | 3.17% | 101% | 134 | 2.24% | 5.6 |
|
| 4328 |
4328
Westend Capital Management
Sausalito,
California
| US$2.85億 | +US$2675萬 | +10% | 13.1% | – | 334 | 37.13% | 1.3 |
|
| 4329 |
4329
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$2.85億 | -US$164萬 | -0.6% | 2.51% | 89.4% | 212 | 25% | 2.4 |
|
| 4330 |
4330
Horan Capital Advisors
Cincinnati,
Ohio
| US$2.85億 | +US$330萬 | +1% | 2.78% | 26.6% | 117 | 5.98% | 4.5 |
|
| 4331 |
4331
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$2.84億 | +US$1843萬 | +7% | 1.03% | 45.3% | 139 | 17.99% | 1 |
|
| 4332 |
TPWM
4332
Twelve Points Wealth Management
Concord,
Massachusetts
| US$2.84億 | +US$1116萬 | +4% | 0.4% | 56.8% | 181 | 6.63% | 2 |
|
| 4333 |
4333
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$2.84億 | +US$1926萬 | +7% | 1.98% | 59.6% | 146 | 19.18% | 2.3 |
|
| 4334 |
ECG
4334
EPIQ Capital Group
San Francisco,
California
| US$2.84億 | +US$3294萬 | +13% | 1.72% | 6.25% | 72 | 16.67% | 2.2 |
|
| 4335 |
4335
Stolper & Co
Tulsa,
Oklahoma
| US$2.84億 | +US$690萬 | +2% | 1.61% | 77.1% | 87 | 0% | 3.4 |
|
| 4336 |
4336
Reverence Capital Partners
New York
| US$2.84億 | +US$1.84億 | +186% | 0% | 17.1% | 2 | 50% | 0.3 |
|
| 4337 |
4337
AA Financial Advisors
Columbus,
Ohio
| US$2.84億 | +US$3583萬 | +14% | 1.62% | 68.8% | 168 | 13.69% | 0.3 |
|
| 4338 |
4338
Curtis Advisory Group
Santa Barbara,
California
| US$2.84億 | +US$2526萬 | +10% | 3.98% | 79.8% | 98 | 10.2% | 2.7 |
|
| 4339 |
4339
Shoker Investment Counsel
Oxford,
Ohio
| US$2.83億 | +US$328萬 | +1% | 0.96% | 88.9% | 103 | 6.8% | 5.5 |
|
| 4340 |
4340
Hillman Capital Management
Bethesda,
Maryland
| US$2.83億 | -US$2794萬 | -9% | 5.11% | 20.2% | 54 | 5.56% | 3.2 |
|
| 4341 |
4341
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$2.83億 | +US$289萬 | +1% | 0.78% | 67.5% | 108 | 12.04% | 2.4 |
|
| 4342 |
4342
GSG Advisors
Mount Laurel,
New Jersey
| US$2.83億 | +US$1082萬 | +4% | 4.17% | 99.3% | 112 | 12.5% | 0.6 |
|
| 4343 |
4343
HT Partners
Centerbrook,
Connecticut
| US$2.83億 | +US$674萬 | +2% | 2.55% | 71.1% | 52 | 9.62% | 5.1 |
|
| 4344 |
4344
Prudent Man Advisors
Naperville,
Illinois
| US$2.83億 | +US$1625萬 | +6% | 2.15% | 92.5% | 184 | 9.78% | 2.6 |
|
| 4345 |
4345
West Wealth Group
Irvine,
California
| US$2.83億 | +US$1291萬 | +5% | 3.96% | 79.8% | 84 | 9.52% | 1.4 |
|
| 4346 |
4346
Modus Advisors
Excelsior,
Minnesota
| US$2.83億 | +US$1260萬 | +5% | 1.99% | 89.5% | 107 | 4.67% | 2.9 |
|
| 4347 |
4347
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$2.83億 | +US$1359萬 | +5% | 2.3% | 31.3% | 197 | 45.69% | 0.4 |
|
| 4348 |
4348
Henry James International Management
New York
| US$2.83億 | -US$4171萬 | -13% | 1.02% | 125% | 129 | 24.81% | 4.8 |
|
| 4349 |
4349
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.82億 | +US$2209萬 | +8% | 0.6% | 13.4% | 4 | 25% | 7.1 |
|
| 4350 |
4350
Operose Advisors
Milwaukee,
Wisconsin
| US$2.82億 | -US$1361萬 | -5% | 0.49% | 68.8% | 673 | 17.38% | 1.4 |
|