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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 |
MI
4476
M3F Inc
Salt Lake City,
Utah
| US$2.7億 | -US$1233萬 | -4% | 6.61% | 139% | 38 | 13.16% | 3.9 |
|
| 4477 |
4477
Lion Street Advisors
Austin,
Texas
| US$2.7億 | +US$2533萬 | +10% | 0.41% | 38% | 283 | 19.08% | 1.4 |
|
| 4478 |
4478
Oxler Private Wealth
Rye Brook,
New York
| US$2.7億 | +US$1511萬 | +6% | 4.57% | 119% | 88 | 7.95% | 2.6 |
|
| 4479 |
RFG
4479
RFP Financial Group
Atlanta,
Georgia
| US$2.7億 | +US$1391萬 | +5% | 1.72% | 63.4% | 952 | 13.13% | 1 |
|
| 4480 |
4480
First Washington Corp
Seattle,
Washington
| US$2.7億 | +US$855萬 | +3% | 3.62% | 142% | 59 | 6.78% | 3.9 |
|
| 4481 |
4481
Greenfield Seitz Capital Management
Dallas,
Texas
| US$2.7億 | +US$159萬 | +0.6% | 1.19% | 88.5% | 108 | 8.33% | 0.5 |
|
| 4482 |
4482
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$2.7億 | +US$821萬 | +3% | 2.84% | 81.6% | 92 | 4.35% | 2.6 |
|
| 4483 |
4483
Value Star Asset Management
Hong Kong
| US$2.7億 | -US$2006萬 | -7% | 9.56% | – | 24 | 33.33% | 0.9 |
|
| 4484 |
4484
Glassy Mountain Advisors
Bethesda,
Maryland
| US$2.7億 | +US$407萬 | +2% | 2.3% | 91.5% | 56 | 3.57% | 0.9 |
|
| 4485 |
4485
Passive Capital Management
Baltimore,
Maryland
| US$2.69億 | +US$1390萬 | +5% | 0.46% | 37.7% | 67 | 13.43% | 1.7 |
|
| 4486 |
4486
BNC Wealth Management
Beaverton,
Oregon
| US$2.69億 | +US$3547萬 | +15% | 7.48% | 204% | 112 | 21.43% | 2.3 |
|
| 4487 |
4487
West Branch Capital
Amherst,
Massachusetts
| US$2.69億 | +US$2134萬 | +9% | 10.3% | 156% | 438 | 5.48% | 3 |
|
| 4488 |
4488
Highland Financial Advisors
Wayne,
New Jersey
| US$2.69億 | +US$1906萬 | +8% | 2.47% | 70% | 58 | 13.79% | 1.4 |
|
| 4489 |
4489
Flagstone Financial Management
Lincoln,
Nebraska
| US$2.69億 | +US$1000萬 | +4% | 0.71% | 46.2% | 45 | 4.44% | 1.2 |
|
| 4490 |
4490
First United Bank & Trust
Oakland,
Maryland
| US$2.69億 | -US$138萬 | -0.5% | 2.14% | 78% | 423 | 6.86% | 2.5 |
|
| 4491 |
4491
Auour Investments
Woburn,
Massachusetts
| US$2.69億 | -US$247萬 | -0.9% | 0.88% | 39.2% | 82 | 7.32% | 0.9 |
|
| 4492 |
SM
4492
Samjo Management
New York
| US$2.68億 | -US$1580萬 | -6% | 1.47% | – | 58 | 13.79% | 0.5 |
|
| 4493 |
4493
Newbridge Financial Services Group
Boca Raton,
Florida
| US$2.68億 | +US$3935萬 | +17% | 7.27% | 189% | 1,257 | 19.97% | 2.2 |
|
| 4494 |
4494
Westwood Wealth Management
Los Angeles,
California
| US$2.68億 | +US$6385萬 | +31% | 22.2% | 495% | 43 | 6.98% | 1.6 |
|
| 4495 |
4495
First Citizens Asset Management
Raleigh,
North Carolina
| US$2.68億 | +US$424萬 | +2% | 1.28% | 48.4% | 33 | 0% | 1.4 |
|
| 4496 |
4496
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$2.68億 | +US$727萬 | +3% | 4.27% | 71.9% | 95 | 5.26% | 6 |
|
| 4497 |
4497
BBJS Financial Advisors
Seattle,
Washington
| US$2.68億 | -US$1225萬 | -4% | 2.48% | – | 189 | 36.51% | 0.9 |
|
| 4498 |
4498
Seascape Capital Management
Portsmouth,
New Hampshire
| US$2.68億 | -US$92.1萬 | -0.3% | 0.84% | 111% | 107 | 10.28% | 2.7 |
|
| 4499 |
4499
Sovereign Investment Advisors
Phoenix,
Arizona
| US$2.68億 | -US$2169萬 | -7% | 0.4% | 46.6% | 34 | 2.94% | 3.6 |
|
| 4500 |
4500
Central Asset Investments & Management Holdings
Hong Kong
| US$2.68億 | +US$1.45億 | +118% | 19.1% | 3,078% | 67 | 55.22% | 0.6 |
|