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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Pathway Financial Advisers
Auburn,
Indiana
| US$3.09億 | +US$1718萬 | +6% | 5.66% | 88.2% | 165 | 5.45% | 2.2 |
|
| 4527 |
4527
Quantum Private Wealth
Tampa,
Florida
| US$3.09億 | +US$4454萬 | +17% | 22.4% | 240% | 175 | 9.14% | 2.6 |
|
| 4528 |
LLWM
4528
Life Line Wealth Management
Beverly Hills,
California
| US$3.09億 | +US$3700萬 | +14% | 11.7% | – | 36 | 8.33% | 0.9 |
|
| 4529 |
4529
Twin Peaks Wealth Advisors
Burlingame,
California
| US$3.09億 | +US$8927萬 | +41% | 11.8% | – | 2,274 | 93.76% | 0.1 |
|
| 4530 |
4530
Permit Capital
West Conshohocken,
Pennsylvania
| US$3.09億 | +US$2664萬 | +9% | 11.9% | 121% | 20 | 0% | 4.6 |
|
| 4531 |
4531
Raine Capital
New York
| US$3.09億 | -US$1.57億 | -34% | 45.4% | 119% | 5 | 40% | 3.3 |
|
| 4532 |
BC
4532
Bruce & Co
Chicago,
Illinois
| US$3.08億 | -US$336萬 | -1% | 0.66% | 94.5% | 43 | 6.98% | 6.2 |
|
| 4533 |
4533
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$3.08億 | +US$3367萬 | +12% | 12% | 106% | 48 | 4.17% | 4.3 |
|
| 4534 |
4534
Marks Wealth
Annapolis,
Maryland
| US$3.08億 | +US$3594萬 | +13% | 18.5% | 165% | 28 | 64.29% | 0.5 |
|
| 4535 |
4535
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$3.08億 | +US$2764萬 | +10% | 8.96% | 81.9% | 106 | 6.6% | 3.5 |
|
| 4536 |
SC
4536
Steph & Co
Marinette,
Wisconsin
| US$3.08億 | +US$3015萬 | +11% | 8.01% | 61.6% | 314 | 22.93% | 3 |
|
| 4537 |
4537
Precision Wealth Strategies
Saint Louis,
Missouri
| US$3.08億 | +US$1.77億 | +136% | 10.9% | 106% | 194 | 56.7% | 0.8 |
|
| 4538 |
4538
Joule Financial
Lexington,
Kentucky
| US$3.08億 | +US$2308萬 | +8% | 8.17% | 55.5% | 118 | 21.19% | 1.9 |
|
| 4539 |
4539
Naman Capital
Sao Paulo,
Brazil
| US$3.08億 | +US$5300萬 | +21% | 7.54% | 89.9% | 13 | 7.69% | 2.8 |
|
| 4540 |
4540
Family Legacy Inc
Greenville,
South Carolina
| US$3.08億 | +US$1610萬 | +6% | 8.43% | 89% | 122 | 2.46% | 5.6 |
|
| 4541 |
4541
Field & Main Bank
Henderson,
Kentucky
| US$3.07億 | +US$2420萬 | +9% | 12.1% | 107% | 244 | 2.87% | 6.8 |
|
| 4542 |
4542
Main Street Group
Glen Allen,
Virginia
| US$3.07億 | +US$4780萬 | +18% | 15.1% | 98.3% | 885 | 14.92% | 1.2 |
|
| 4543 |
4543
Nixon Capital
Austin,
Texas
| US$3.07億 | +US$1773萬 | +6% | 16.9% | 118% | 28 | 32.14% | 1.4 |
|
| 4544 |
4544
Next Level Private
Harrison,
New York
| US$3.07億 | +US$3882萬 | +14% | 11.5% | 95.9% | 154 | 11.69% | 1.8 |
|
| 4545 |
4545
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$3.07億 | +US$2422萬 | +9% | 12.3% | 128% | 187 | 10.7% | 1.3 |
|
| 4546 |
4546
Somerset Trust
Somerset,
Pennsylvania
| US$3.07億 | +US$2602萬 | +9% | 7.46% | 80.5% | 186 | 11.29% | 5.2 |
|
| 4547 |
4547
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$3.07億 | +US$2494萬 | +9% | 4.96% | 62.6% | 146 | 12.33% | 2.3 |
|
| 4548 |
4548
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$3.06億 | +US$2631萬 | +9% | 6.21% | 41.2% | 88 | 12.5% | 1.7 |
|
| 4549 |
4549
Gunma Bank
Gunma,
Japan
| US$3.06億 | -US$419萬 | -1% | 1.59% | 24.5% | 33 | 9.09% | 1.2 |
|
| 4550 |
4550
Graybill Wealth Management
Elmhurst,
Illinois
| US$3.06億 | +US$1476萬 | +5% | 10% | – | 190 | 58.42% | 4.7 |
|