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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Tranquility Partners
Brentwood,
Tennessee
| US$1.8億 | -US$1360萬 | -7% | 4.76% | 77.3% | 214 | 13.55% | 2.1 |
|
| 4477 |
4477
Sara-Bay Financial
Sarasota,
Florida
| US$1.8億 | -US$2626萬 | -13% | 1.02% | 233% | 87 | 13.79% | 1.7 |
|
| 4478 |
4478
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| US$1.79億 | -US$1943萬 | -10% | 6.26% | 59.8% | 6 | 0% | 0.8 |
|
| 4479 |
4479
Mathes Company
New York
| US$1.79億 | -US$2635萬 | -13% | 4.93% | 121% | 131 | 8.4% | 5.1 |
|
| 4480 |
4480
Denver PWM
Denver,
Colorado
| US$1.79億 | -US$3303萬 | -16% | 5.18% | 48.6% | 97 | 12.37% | 2.5 |
|
| 4481 |
4481
Henry James International Management
New York
| US$1.79億 | -US$2041萬 | -10% | 7.82% | 125% | 131 | 3.05% | 2.9 |
|
| 4482 |
4482
TFG Advisers
Auburn Hills,
Michigan
| US$1.79億 | -US$856萬 | -5% | 5.1% | 61.8% | 197 | 5.08% | 3 |
|
| 4483 |
4483
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$1.79億 | -US$467萬 | -3% | 5.51% | 74.6% | 51 | 17.65% | 2.5 |
|
| 4484 |
4484
Atwater Malick
Lancaster,
Pennsylvania
| US$1.79億 | -US$1111萬 | -6% | 5.14% | 83.4% | 58 | 13.79% | 2.6 |
|
| 4485 |
DA
4485
Dash Acquisitions
Woodland Hills,
California
| US$1.79億 | -US$400萬 | -2% | 7.62% | 76.2% | 38 | 7.89% | 1.5 |
|
| 4486 |
4486
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.79億 | -US$758萬 | -4% | 5.11% | 96.7% | 501 | 10.38% | 4.7 |
|
| 4487 |
4487
Oxler Private Wealth
Rye Brook,
New York
| US$1.79億 | -US$2884萬 | -14% | 5.77% | 119% | 467 | 38.54% | 0.4 |
|
| 4488 |
4488
UNC Management Company
Chapel Hill,
North Carolina
| US$1.79億 | -US$1018萬 | -5% | 5.18% | 92% | 4 | 75% | 0.2 |
|
| 4489 |
4489
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$1.79億 | +US$174萬 | +1% | 1.82% | 106% | 124 | 16.13% | 1.2 |
|
| 4490 |
4490
Excalibur Management
Waltham,
Massachusetts
| US$1.79億 | -US$1354萬 | -7% | 4.3% | 93% | 156 | 5.77% | 4.2 |
|
| 4491 |
4491
US Financial Advisors
Braintree,
Massachusetts
| US$1.79億 | +US$47.9萬 | +0.3% | 4.98% | 12.6% | 69 | 15.94% | 2.5 |
|
| 4492 |
4492
Secure Asset Management
Troy,
Michigan
| US$1.79億 | -US$205萬 | -1% | 3.91% | 97.2% | 178 | 19.66% | 1.5 |
|
| 4493 |
4493
Compass Advisory Group
Melville,
New York
| US$1.78億 | -US$568萬 | -3% | 3.58% | 54.8% | 72 | 18.06% | 1.2 |
|
| 4494 |
4494
Analog Century Management
New York
| US$1.78億 | -US$574萬 | -3% | 2.73% | 785% | 19 | 15.79% | 1.4 |
|
| 4495 |
FP
4495
Financial Perspectives
Minneapolis,
Minnesota
| US$1.78億 | +US$111萬 | +0.6% | 5.78% | 104% | 711 | 4.22% | 2.1 |
|
| 4496 |
4496
Rench Wealth Management
Denton,
Texas
| US$1.78億 | -US$1684萬 | -9% | 7.7% | 121% | 40 | 2.5% | 6.9 |
|
| 4497 |
T
4497
TRUADVICE
Sarasota,
Florida
| US$1.78億 | -US$1093萬 | -6% | 4.4% | 21.6% | 158 | 20.89% | 1.3 |
|
| 4498 |
4498
Triune Financial Partners
Overland Park,
Kansas
| US$1.78億 | -US$909萬 | -5% | 7.03% | 66.6% | 23 | 0% | 1.2 |
|
| 4499 |
4499
Schroders
London,
United Kingdom
| US$1.78億 | -US$1.67億 | -48% | 4.85% | 5.82% | 83 | 96.39% | 0.7 |
|
| 4500 |
4500
Bull Street Advisors
Savannah,
Georgia
| US$1.78億 | -US$924萬 | -5% | 4.15% | 48.5% | 92 | 4.35% | 2.8 |
|