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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.18億 | +US$413萬 | +4% | 2.95% | 117% | 34 | 2.94% | 0.6 |
|
| 4377 |
4377
Somerset Group
Wayzata,
Minnesota
| US$1.18億 | -US$35.4萬 | -0.3% | 0.52% | 95.6% | 73 | 8.22% | 3.4 |
|
| 4378 |
4378
MACRO Consulting Group
Parsippany,
New Jersey
| US$1.17億 | +US$96.8萬 | +0.8% | 1.93% | – | 65 | 20% | 0.6 |
|
| 4379 |
4379
Tieton Capital Management
Yakima,
Washington
| US$1.17億 | +US$313萬 | +3% | 2.1% | 155% | 29 | 0% | 3.5 |
|
| 4380 |
4380
ASA Gold & Precious Metals
Portland,
Maine
| US$1.17億 | -US$1234萬 | -10% | 3.67% | 7.34% | 18 | 16.67% | 3.6 |
|
| 4381 |
FFG
4381
Fortem Financial Group
Palm Desert,
California
| US$1.17億 | +US$1780萬 | +18% | 2.19% | 183% | 168 | 39.88% | 0.5 |
|
| 4382 |
4382
Arjuna Capital
Durham,
North Carolina
| US$1.17億 | -US$2182萬 | -16% | 2.86% | 118% | 96 | 26.04% | 1.3 |
|
| 4383 |
4383
Laffer Tengler Investments
Nashville,
Tennessee
| US$1.17億 | +US$29.5萬 | +0.3% | 1.15% | 104% | 126 | 24.6% | 1.5 |
|
| 4384 |
4384
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$1.17億 | -US$183萬 | -2% | 0.58% | 60.2% | 38 | 7.89% | 2.3 |
|
| 4385 |
RCA
4385
Rex Capital Advisors
Providence,
Rhode Island
| US$1.17億 | -US$644萬 | -5% | 0.58% | 7.31% | 17 | 5.88% | 3.4 |
|
| 4386 |
4386
HC Financial Advisors
Lafayette,
California
| US$1.17億 | +US$1654萬 | +17% | 1.48% | 31.2% | 65 | 30.77% | 0.7 |
|
| 4387 |
4387
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$1.16億 | +US$707萬 | +6% | 1.56% | 58.8% | 129 | 11.63% | 1.5 |
|
| 4388 |
4388
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$1.16億 | -US$238萬 | -2% | 0.17% | 58.7% | 41 | 7.32% | 0.7 |
|
| 4389 |
SCM
4389
SCW Capital Management
Dallas,
Texas
| US$1.16億 | -US$1828萬 | -14% | 9.37% | 179% | 13 | 53.85% | 0.5 |
|
| 4390 |
4390
Financial Gravity Asset Management
Lakeway,
Texas
| US$1.16億 | -US$569萬 | -5% | 1.26% | – | 1,746 | 11.4% | 1.1 |
|
| 4391 |
4391
Perkins Capital Management
Wayzata,
Minnesota
| US$1.16億 | -US$2674萬 | -19% | 6.83% | 389% | 117 | 9.4% | 2.6 |
|
| 4392 |
4392
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.16億 | +US$3.7萬 | +0% | 1.61% | 83.3% | 88 | 6.82% | 3.5 |
|
| 4393 |
SMP
4393
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$1.16億 | -US$321萬 | -3% | 2.14% | 102% | 26 | 0% | 1.7 |
|
| 4394 |
4394
Altai Capital Management
West Hollywood,
California
| US$1.16億 | -US$1727萬 | -13% | 7.28% | 24.9% | 5 | 20% | 0.8 |
|
| 4395 |
SCM
4395
Stumpf Capital Management
Scottsdale,
Arizona
| US$1.16億 | -US$149萬 | -1% | 4.93% | 44.5% | 15 | 33.33% | 1.1 |
|
| 4396 |
4396
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$1.16億 | – | – | 1.16% | 64.8% | 55 | – | 0 |
|
| 4397 |
EAM
4397
Eukles Asset Management
Cincinnati,
Ohio
| US$1.15億 | +US$42.5萬 | +0.4% | 1.02% | 87.9% | 174 | 4.02% | 0.7 |
|
| 4398 |
4398
Venator Capital Management
Toronto,
Ontario, Canada
| US$1.15億 | +US$1242萬 | +12% | 0.52% | 154% | 34 | 32.35% | 0.6 |
|
| 4399 |
4399
Doheny Asset Management
Los Angeles,
California
| US$1.15億 | -US$436萬 | -4% | 2.04% | 135% | 97 | 11.34% | 4.3 |
|
| 4400 |
4400
WT Wealth Management
Scottsdale,
Arizona
| US$1.15億 | – | – | 1.54% | 72% | 83 | – | 0 |
|