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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Guardian Life Insurance
New York
| US$2.1億 | – | – | 1.11% | – | 3 | – | 0.3 |
|
| 4502 |
4502
Wells Trecaso Financial Group
Akron,
Ohio
| US$2.1億 | +US$173萬 | +0.8% | 0.8% | 108% | 96 | 7.29% | 2.4 |
|
| 4503 |
4503
JFG Wealth Management
Denver,
Colorado
| US$2.1億 | -US$1758萬 | -8% | 3.57% | 65.2% | 46 | 8.7% | 0.9 |
|
| 4504 |
4504
Ategra Capital Management
Vienna,
Virginia
| US$2.1億 | +US$359萬 | +2% | 0.34% | 114% | 119 | 10.08% | 1.6 |
|
| 4505 |
4505
Centerpoint Advisors
Needham,
Massachusetts
| US$2.1億 | -US$279萬 | -1% | 0.05% | 82.6% | 329 | 11.55% | 2.2 |
|
| 4506 |
4506
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$2.09億 | +US$518萬 | +3% | 1.06% | 52.3% | 59 | 13.56% | 1.5 |
|
| 4507 |
PP
4507
Professional Planning
Thousand Oaks,
California
| US$2.09億 | -US$838萬 | -4% | 1.71% | 99.9% | 135 | 11.85% | 1.1 |
|
| 4508 |
AIP
4508
Ahrens Investment Partners
Lafayette,
Louisiana
| US$2.09億 | -US$724萬 | -3% | 0.84% | 82.3% | 253 | 22.92% | 2.1 |
|
| 4509 |
4509
Stolper & Co
Tulsa,
Oklahoma
| US$2.09億 | -US$286萬 | -1% | 1.74% | 77.1% | 92 | 11.96% | 1.3 |
|
| 4510 |
4510
Sitrin Capital Management
Century City,
California
| US$2.09億 | -US$1308萬 | -6% | 0.07% | 139% | 37 | 13.51% | 2.8 |
|
| 4511 |
4511
Pathway Capital Management
Irvine,
California
| US$2.09億 | -US$4303萬 | -17% | 1.42% | 659% | 34 | 85.29% | 0.1 |
|
| 4512 |
4512
IRON Financial
Northbrook,
Illinois
| US$2.08億 | -US$523萬 | -2% | 0.76% | 60.6% | 129 | 31.78% | 2.2 |
|
| 4513 |
4513
Black Diamond Financial
Towson,
Maryland
| US$2.08億 | -US$4774萬 | -19% | 0.71% | 68.3% | 87 | 12.64% | 2.1 |
|
| 4514 |
APSP
4514
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$2.08億 | +US$13.8萬 | +0.1% | 0.68% | 62.1% | 75 | 6.67% | 5 |
|
| 4515 |
4515
Droms Strauss Advisors
St. Louis,
Missouri
| US$2.08億 | -US$375萬 | -2% | 0.37% | 74.5% | 52 | 9.62% | 1.7 |
|
| 4516 |
ODFS
4516
O'Donnell Financial Services
San Rafael,
California
| US$2.08億 | – | – | 0.33% | 64.3% | 49 | – | 0 |
|
| 4517 |
4517
Teza Capital Management
Chicago,
Illinois
| US$2.08億 | -US$4.09億 | -66% | 0.01% | 133% | 665 | 71.88% | 0.3 |
|
| 4518 |
4518
West Branch Capital
Amherst,
Massachusetts
| US$2.08億 | +US$433萬 | +2% | 0.78% | 156% | 461 | 6.29% | 0.7 |
|
| 4519 |
WCM
4519
Wunderlich Capital Managemnt
Memphis,
Tennessee
| US$2.08億 | +US$1014萬 | +5% | 1.29% | 33.6% | 96 | 19.79% | 3.8 |
|
| 4520 |
4520
J. Arnold Wealth Management
Youngstown,
Ohio
| US$2.07億 | +US$166萬 | +0.8% | 1.5% | 46.2% | 110 | 50% | 1 |
|
| 4521 |
4521
Sturgeon Ventures
London,
United Kingdom
| US$2.07億 | +US$571萬 | +3% | 1.01% | 85.9% | 50 | 20% | 1.6 |
|
| 4522 |
4522
Brand Asset Management Group
Chesterfield,
Missouri
| US$2.07億 | +US$134萬 | +0.7% | 1.88% | 77.3% | 79 | 6.33% | 2.9 |
|
| 4523 |
4523
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$2.07億 | +US$511萬 | +3% | 0.5% | 47% | 14 | 21.43% | 0.5 |
|
| 4524 |
4524
Chou Associates Management
Toronto,
Ontario, Canada
| US$2.07億 | -US$2162萬 | -9% | 2.1% | 70% | 19 | 0% | 4.8 |
|
| 4525 |
4525
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$2.07億 | +US$210萬 | +1% | 0.57% | 93.3% | 144 | 6.25% | 5.4 |
|