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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 |
FP
4376
Fiduciary Planning
Englewood,
Florida
| US$2.79億 | +US$1504萬 | +6% | 2.91% | 71.4% | 64 | 18.75% | 1.5 |
|
| 4377 |
4377
Family Legacy Inc
Greenville,
South Carolina
| US$2.79億 | +US$113萬 | +0.4% | 2.08% | 89% | 122 | 4.1% | 4.8 |
|
| 4378 |
4378
Drake & Associates
Waukesha,
Wisconsin
| US$2.79億 | +US$585萬 | +2% | 1.42% | 47.9% | 89 | 21.35% | 1.2 |
|
| 4379 |
4379
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$2.79億 | -US$4.07億 | -59% | 7.45% | 116% | 360 | 56.67% | 3.6 |
|
| 4380 |
AIA
4380
AIMZ Investment Advisors
Los Altos,
California
| US$2.79億 | +US$1092萬 | +4% | 4.56% | 81.3% | 123 | 5.69% | 6.6 |
|
| 4381 |
4381
Pathway Financial Advisers
Auburn,
Indiana
| US$2.79億 | +US$120萬 | +0.4% | 0.63% | 88.2% | 460 | 8.91% | 1.3 |
|
| 4382 |
4382
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$2.79億 | +US$1232萬 | +5% | 6.32% | 137% | 112 | 7.14% | 3.7 |
|
| 4383 |
AB
4383
Atlas Brown
Louisville,
Kentucky
| US$2.79億 | +US$419萬 | +2% | 4.17% | 115% | 215 | 10.7% | 6 |
|
| 4384 |
4384
Stone Summit Wealth
Miami,
Florida
| US$2.79億 | -US$880萬 | -3% | 0.67% | 67% | 142 | 4.93% | 2.1 |
|
| 4385 |
4385
AlpInvest Partners
Amsterdam,
Netherlands
| US$2.79億 | +US$2278萬 | +9% | 6.49% | 178% | 19 | 31.58% | 1.3 |
|
| 4386 |
OFCM
4386
One Fin Capital Management
San Francisco,
California
| US$2.79億 | -US$1414萬 | -5% | 6.27% | 92% | 33 | 66.67% | 0.5 |
|
| 4387 |
4387
Rench Wealth Management
Denton,
Texas
| US$2.79億 | +US$1787萬 | +7% | 7.72% | 106% | 47 | 6.38% | 5.4 |
|
| 4388 |
4388
Terril Brothers
St. Louis,
Missouri
| US$2.79億 | -US$1190萬 | -4% | 4.28% | 112% | 64 | 14.06% | 4.1 |
|
| 4389 |
4389
Global Wealth Strategies & Associates
Denver,
Colorado
| US$2.79億 | +US$1275萬 | +5% | 2.49% | 68.7% | 372 | 12.37% | 1.2 |
|
| 4390 |
4390
Hendley & Co
Zanesville,
Ohio
| US$2.79億 | -US$108萬 | -0.4% | 1.59% | 64.9% | 61 | 22.95% | 5.7 |
|
| 4391 |
AC
4391
ASB Consultores
Aventura,
Florida
| US$2.79億 | -US$1.08億 | -28% | 2.41% | 91% | 303 | 38.94% | 1 |
|
| 4392 |
4392
Pacifica Capital Investments
Leander,
Texas
| US$2.78億 | -US$4594萬 | -14% | 11.6% | 69.8% | 19 | 5.26% | 6.5 |
|
| 4393 |
SGH
4393
Sivik Global Healthcare
Greenwich,
Connecticut
| US$2.78億 | -US$1.48億 | -35% | 1.27% | 83.8% | 53 | 39.62% | 1.9 |
|
| 4394 |
RI
4394
Rinkey Investments
San Diego,
California
| US$2.78億 | +US$393萬 | +1% | 1% | 42.1% | 81 | 23.46% | 1.1 |
|
| 4395 |
4395
NIA Impact Advisors
Berkeley,
California
| US$2.78億 | +US$2743萬 | +11% | 3.77% | – | 104 | 13.46% | 1.2 |
|
| 4396 |
4396
ForthRight Wealth Management
Alpharetta,
Georgia
| US$2.78億 | -US$38.5萬 | -0.1% | 0.38% | 50.4% | 69 | 11.59% | 2.2 |
|
| 4397 |
4397
Courage Miller Partners
Norfolk,
Virginia
| US$2.78億 | -US$1113萬 | -4% | 0.39% | 43.5% | 85 | 8.24% | 7.4 |
|
| 4398 |
4398
BCWM LLC
Overland Park,
Kansas
| US$2.78億 | -US$1267萬 | -4% | 1.94% | – | 61 | 8.2% | 4.7 |
|
| 4399 |
WFA
4399
Wade Financial Advisory
Campbell,
California
| US$2.78億 | +US$360萬 | +1% | 1.87% | 15.9% | 81 | 4.94% | 3.2 |
|
| 4400 |
SL
4400
SOF Ltd
George Town,
Cayman Islands
| US$2.78億 | +US$1301萬 | +5% | 4.92% | 42.3% | 1 | 0% | 7.5 |
|