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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Shoker Investment Counsel
Oxford,
Ohio
| US$3.19億 | +US$2308萬 | +8% | 7.8% | 88.9% | 112 | 8.04% | 5.7 |
|
| 4427 |
4427
City State Bank
Norwalk,
Iowa
| US$3.19億 | +US$1564萬 | +5% | 6.21% | 79.1% | 766 | 4.05% | 2.7 |
|
| 4428 |
4428
S.E.E.D. Planning Group
Binghamton,
New York
| US$3.19億 | +US$2224萬 | +7% | 6.23% | 57.3% | 76 | 10.53% | 3.6 |
|
| 4429 |
4429
Smart Money Group
Eastland,
Texas
| US$3.19億 | +US$2477萬 | +8% | 8.31% | 58.9% | 81 | 13.58% | 2.8 |
|
| 4430 |
4430
SMART Wealth
Omaha,
Nebraska
| US$3.19億 | +US$3975萬 | +14% | 8.78% | 83.6% | 197 | 37.06% | 0.9 |
|
| 4431 |
4431
Concentrum Wealth Management
San Jose,
California
| US$3.19億 | +US$4894萬 | +18% | 22.2% | 200% | 83 | 20.48% | 3.1 |
|
| 4432 |
4432
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$3.19億 | +US$2282萬 | +8% | 4.58% | 40.3% | 161 | 13.66% | 2.7 |
|
| 4433 |
4433
TSP Capital Management Group
Summit,
New Jersey
| US$3.19億 | +US$1464萬 | +5% | 10.3% | 186% | 46 | 100% | – |
|
| 4434 |
4434
Capital Planning
Bellevue,
Washington
| US$3.18億 | -US$3932萬 | -11% | 15.7% | 81.2% | 101 | 27.72% | 2.9 |
|
| 4435 |
4435
Oxler Private Wealth
Rye Brook,
New York
| US$3.18億 | +US$3358萬 | +12% | 14.8% | 119% | 87 | 3.45% | 3.4 |
|
| 4436 |
4436
11 Capital Partners
Darien,
Connecticut
| US$3.18億 | +US$1667萬 | +6% | 17.9% | 101% | 19 | 15.79% | 1.6 |
|
| 4437 |
4437
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.18億 | +US$4288萬 | +16% | 13% | 95% | 84 | 19.05% | 1.3 |
|
| 4438 |
FAP
4438
Financial Advisory Partners
Winter Park,
Florida
| US$3.18億 | +US$1914萬 | +6% | 7.32% | 52.9% | 67 | 5.97% | 2.6 |
|
| 4439 |
4439
Neumann Capital Management
Foster City,
California
| US$3.18億 | +US$2877萬 | +10% | 12.4% | 89.9% | 103 | 6.8% | 7.3 |
|
| 4440 |
4440
Court Place Advisors
Ellicott City,
Maryland
| US$3.18億 | +US$1649萬 | +5% | 9.05% | 92% | 153 | 7.19% | 7.9 |
|
| 4441 |
4441
Newton One Investments
Newark,
Delaware
| US$3.18億 | +US$3815萬 | +14% | 7.22% | 42% | 129 | 9.3% | 1.7 |
|
| 4442 |
4442
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$3.18億 | +US$495萬 | +2% | 13.6% | 116% | 436 | 4.13% | 3.9 |
|
| 4443 |
4443
EWA LLC
Pittsbugh,
Pennsylvania
| US$3.18億 | +US$4859萬 | +18% | 14.2% | 102% | 233 | 27.47% | 1.1 |
|
| 4444 |
4444
Knuff & Co
Foster City,
California
| US$3.18億 | +US$1957萬 | +7% | 13.3% | 108% | 143 | 19.58% | 4.1 |
|
| 4445 |
CIA
4445
Corigliano Investment Advisers
Raleigh,
North Carolina
| US$3.18億 | +US$9231萬 | +41% | 1.4% | – | 63 | 73.02% | 0.1 |
|
| 4446 |
4446
Oak Family Advisors
Chicago,
Illinois
| US$3.17億 | +US$2036萬 | +7% | 11.3% | 81.9% | 119 | 28.57% | 2.2 |
|
| 4447 |
4447
Seascape Capital Management
Portsmouth,
New Hampshire
| US$3.17億 | +US$3048萬 | +11% | 10.9% | 111% | 103 | 9.71% | 3.3 |
|
| 4448 |
4448
OLIO Financial Planning
Mclean,
Virginia
| US$3.17億 | +US$2774萬 | +10% | 6.9% | 52.9% | 64 | 7.81% | 2.1 |
|
| 4449 |
4449
Sandbox Financial Partners
Bethesda,
Maryland
| US$3.17億 | +US$3381萬 | +12% | 13% | 69.6% | 127 | 17.32% | 2.3 |
|
| 4450 |
VST
4450
Van Strum & Towne
San Francisco,
California
| US$3.17億 | +US$1929萬 | +6% | 7.4% | 72.3% | 114 | 4.39% | 5.9 |
|