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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
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$3.38億 | +US$4669萬 | +16% | 6.64% | 59.3% | 147 | 39.46% | 1.8 |
|
| 4502 |
4502
Claar Advisors
New York
| US$3.38億 | +US$1136萬 | +3% | 8.54% | 65.5% | 19 | 10.53% | 4.4 |
|
| 4503 |
4503
Smart Money Group
Eastland,
Texas
| US$3.38億 | +US$1884萬 | +6% | 5.87% | 58.9% | 83 | 14.46% | 2.7 |
|
| 4504 |
4504
Newton One Investments
Newark,
Delaware
| US$3.38億 | +US$1989萬 | +6% | 5.55% | 42% | 128 | 6.25% | 2 |
|
| 4505 |
4505
Chase Investment Counsel
Charlottesville,
Virginia
| US$3.38億 | +US$2480萬 | +8% | 14.9% | 380% | 160 | 36.88% | 1.6 |
|
| 4506 |
4506
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$3.38億 | +US$1890萬 | +6% | 4.48% | 40.3% | 166 | 9.64% | 2.9 |
|
| 4507 |
4507
Incline Global Management
New York
| US$3.37億 | +US$8293萬 | +33% | 4.38% | 40.1% | 36 | 55.56% | 1.3 |
|
| 4508 |
4508
Western Standard LLC
Los Angeles,
California
| US$3.37億 | +US$1.57億 | +88% | 11.3% | 79.1% | 33 | 66.67% | 0.3 |
|
| 4509 |
4509
Seaside Wealth Management
Carlsbad,
California
| US$3.37億 | +US$2271萬 | +7% | 6.25% | 58.1% | 63 | 1.59% | 2.4 |
|
| 4510 |
4510
Regimen Wealth
Atlanta,
Georgia
| US$3.37億 | +US$1483萬 | +5% | 4.56% | 37.8% | 78 | 8.97% | 1.8 |
|
| 4511 |
DS
4511
Dalal Street
West Lake Hills,
Texas
| US$3.37億 | +US$6526萬 | +24% | 32.3% | 92.7% | 6 | 33.33% | 1 |
|
| 4512 |
CIS
4512
Custom Index Systems
New York
| US$3.37億 | +US$1.27億 | +61% | 10% | – | 284 | 26.06% | 0.8 |
|
| 4513 |
4513
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| US$3.36億 | +US$3492萬 | +12% | 7.92% | – | 86 | 9.3% | 0.6 |
|
| 4514 |
4514
Global Assets Advisory
Orlando,
Florida
| US$3.36億 | +US$8015萬 | +31% | 9.63% | 95.9% | 301 | 33.89% | 0.7 |
|
| 4515 |
4515
BWM Planning
The Woodlands,
Texas
| US$3.36億 | +US$4580萬 | +16% | 7.63% | – | 92 | 14.13% | 0.8 |
|
| 4516 |
4516
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$3.36億 | +US$1807萬 | +6% | 8.59% | 116% | 432 | 4.86% | 4.2 |
|
| 4517 |
4517
Warren Street Wealth Advisors
Newport Beach,
California
| US$3.35億 | +US$3184萬 | +10% | 8.32% | 84.6% | 158 | 17.09% | 1.7 |
|
| 4518 |
4518
Stevens Capital Partners
Omaha,
Nebraska
| US$3.35億 | +US$5612萬 | +20% | 8.29% | 76.3% | 94 | 13.83% | 1.5 |
|
| 4519 |
4519
McDonald Partners
Cleveland,
Ohio
| US$3.35億 | -US$8207萬 | -20% | 8.38% | 102% | 260 | 18.46% | 3 |
|
| 4520 |
4520
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$3.35億 | +US$2928萬 | +10% | 9.21% | 97% | 186 | 9.14% | 4.9 |
|
| 4521 |
4521
Bare Financial Services
Gap,
Pennsylvania
| US$3.35億 | +US$3839萬 | +13% | 5.76% | 53.6% | 1,470 | 23.27% | 0.5 |
|
| 4522 |
4522
Hilltop Partners
Mishawaka,
Indiana
| US$3.35億 | +US$402萬 | +1% | 6.87% | 64.9% | 124 | 7.26% | 1.8 |
|
| 4523 |
GDS
4523
Gimbel Daniel Scott
| US$3.35億 | -US$9879萬 | -23% | 16.4% | 57.1% | 3 | 33.33% | 4.8 |
|
| 4524 |
4524
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.34億 | +US$1600萬 | +5% | 8% | 95% | 82 | 9.76% | 1.5 |
|
| 4525 |
4525
JRM Investment Counsel
Omaha,
Nebraska
| US$3.34億 | +US$2299萬 | +7% | 5.78% | 65.5% | 21 | 4.76% | 5.5 |
|