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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
EPG Wealth Management
Atlanta,
Georgia
| US$4.17億 | +US$4863萬 | +13% | 20.6% | 108% | 344 | 14.53% | 1.5 |
|
| 4377 |
CIM
4377
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$4.17億 | +US$4244萬 | +11% | 29.2% | 123% | 289 | 17.65% | 4.5 |
|
| 4378 |
4378
McMill Wealth Management
Norfolk,
Nebraska
| US$4.17億 | +US$4079萬 | +11% | 3.6% | – | 63 | 12.7% | 0.8 |
|
| 4379 |
4379
Stevens Capital Management
Radnor,
Pennsylvania
| US$4.17億 | -US$2.33億 | -36% | 43.4% | 108% | 327 | 66.97% | 0.4 |
|
| 4380 |
4380
Anchyra Partners
Atlanta,
Georgia
| US$4.16億 | +US$8687萬 | +26% | 28.1% | – | 373 | 32.44% | 0.3 |
|
| 4381 |
4381
Revisor Wealth Management
Akron,
Ohio
| US$4.16億 | +US$5410萬 | +15% | 15.2% | 72% | 392 | 21.94% | 1.3 |
|
| 4382 |
4382
Rosenblum Silverman Sutton
San Francisco,
California
| US$4.16億 | +US$3386萬 | +9% | 9.57% | 90.1% | 84 | 14.29% | 6.1 |
|
| 4383 |
CWM
4383
Capital Wealth Management
W. Warwick,
Rhode Island
| US$4.16億 | +US$4628萬 | +13% | 9.17% | 51.3% | 39 | 12.82% | 3.8 |
|
| 4384 |
4384
Prasad Wealth Partners
Independence,
Ohio
| US$4.16億 | +US$4816萬 | +13% | 14.2% | – | 167 | 16.77% | 1 |
|
| 4385 |
WPI
4385
Walter Public Investments
Westmount,
Canada
| US$4.16億 | -US$258萬 | -0.6% | 16.4% | 85.1% | 58 | 25.86% | 1.7 |
|
| 4386 |
4386
BigSur Wealth Management
Miami,
Florida
| US$4.15億 | +US$5902萬 | +17% | 13.8% | 94.8% | 178 | 13.48% | 4.3 |
|
| 4387 |
4387
Squire Investment Management Company
Orem,
Utah
| US$4.15億 | +US$5553萬 | +15% | 11.5% | 62.4% | 89 | 14.61% | 1.7 |
|
| 4388 |
4388
KFA Private Wealth Group
Tysons,
Virginia
| US$4.15億 | -US$140萬 | -0.3% | 14.2% | 62.8% | 176 | 23.86% | 2.6 |
|
| 4389 |
4389
Oldfield Partners
London,
United Kingdom
| US$4.15億 | +US$2149萬 | +5% | 13.2% | 98% | 19 | 10.53% | 4.3 |
|
| 4390 |
4390
Winthrop Capital Management
Carmel,
Indiana
| US$4.14億 | +US$2459萬 | +6% | 11.9% | 68.1% | 406 | 25.86% | 1.5 |
|
| 4391 |
4391
Pioneer Wealth Management Group
Austin,
Texas
| US$4.14億 | +US$5740萬 | +16% | 8.43% | – | 55 | 9.09% | 2.1 |
|
| 4392 |
4392
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$4.14億 | +US$4762萬 | +13% | 16.7% | 84.3% | 773 | 13.97% | 1.4 |
|
| 4393 |
4393
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$4.14億 | +US$6239萬 | +18% | 11.6% | 65.8% | 168 | 20.83% | 2.5 |
|
| 4394 |
4394
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| US$4.14億 | +US$4301萬 | +12% | 13.1% | – | 195 | 11.28% | 1.2 |
|
| 4395 |
HCM
4395
Hudson Capital Management
Ramsey,
New Jersey
| US$4.14億 | +US$2668萬 | +7% | 9.09% | 66.8% | 79 | 11.39% | 4.3 |
|
| 4396 |
4396
Vision Retirement
Ridgewood,
New Jersey
| US$4.14億 | +US$6206萬 | +18% | 22.4% | – | 696 | 17.67% | 0.4 |
|
| 4397 |
4397
BNC Wealth Management
Beaverton,
Oregon
| US$4.14億 | +US$5319萬 | +15% | 29.4% | 204% | 121 | 24.79% | 2.9 |
|
| 4398 |
4398
Siena Capital Partners
Chicago,
Illinois
| US$4.13億 | +US$2795萬 | +7% | 6.85% | 44.2% | 104 | 6.73% | 4.3 |
|
| 4399 |
SIM
4399
Synergy Investment Management
Altamonte Springs,
Florida
| US$4.13億 | +US$1.08億 | +35% | 14.8% | – | 1,200 | 33.67% | 0.3 |
|
| 4400 |
WA
4400
WP Advisors
San Francisco,
California
| US$4.13億 | +US$2679萬 | +7% | 13.7% | 113% | 128 | 17.19% | 4.7 |
|