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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Flynn Zito Capital Management
Garden City,
New York
| US$1.81億 | +US$6316萬 | +54% | 12.9% | 109% | 125 | 83.2% | 0.2 |
|
| 4577 |
4577
KFA Private Wealth Group
Tysons,
Virginia
| US$1.81億 | -US$1864萬 | -9% | 12.9% | 62.8% | 71 | 5.63% | 2 |
|
| 4578 |
4578
Riverview Capital Advisers
Boston,
Massachusetts
| US$1.81億 | -US$3631萬 | -17% | 15.7% | 98.7% | 106 | 32.08% | 0.4 |
|
| 4579 |
4579
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$1.81億 | -US$2746萬 | -13% | 12.5% | 82.3% | 504 | 10.52% | 0.5 |
|
| 4580 |
4580
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.81億 | -US$2444萬 | -12% | 13.3% | – | 50 | 2% | 4.7 |
|
| 4581 |
4581
Secure Asset Management
Troy,
Michigan
| US$1.81億 | -US$4127萬 | -19% | 13.9% | 97.2% | 227 | 37.44% | 1.4 |
|
| 4582 |
TFA
4582
Triad Financial Advisors
Greensboro,
North Carolina
| US$1.81億 | -US$647萬 | -3% | 12.6% | – | 117 | 17.09% | 0.5 |
|
| 4583 |
4583
RBA Wealth Management
Newport Beach,
California
| US$1.8億 | -US$2766萬 | -13% | 11.5% | 91% | 108 | 17.59% | 0.9 |
|
| 4584 |
4584
FSB Premier Wealth Management
Waterloo,
Iowa
| US$1.8億 | -US$1906萬 | -10% | 11.2% | 61% | 137 | 8.76% | 1.1 |
|
| 4585 |
4585
Godsey & Gibb Inc
Richmond,
Virginia
| US$1.8億 | -US$8283萬 | -31% | 15% | 87.5% | 176 | 84.09% | 0.1 |
|
| 4586 |
4586
Selway Asset Management
| US$1.8億 | -US$2618萬 | -13% | 13.6% | 36.5% | 84 | 25% | 4.3 |
|
| 4587 |
4587
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$1.8億 | -US$3603萬 | -17% | 12.9% | 134% | 202 | 17.82% | 2.4 |
|
| 4588 |
ARIS
4588
Advanced Research Investment Solutions
Los Angeles,
California
| US$1.8億 | -US$5932萬 | -25% | 17.5% | 13.1% | 194 | 34.54% | 0.9 |
|
| 4589 |
4589
Calton & Associates
Tampa,
Florida
| US$1.8億 | -US$1.57億 | -47% | 12.5% | 79% | 369 | 41.19% | 2.9 |
|
| 4590 |
4590
ForthRight Wealth Management
Alpharetta,
Georgia
| US$1.8億 | -US$1362萬 | -7% | 11.8% | 50.4% | 49 | 18.37% | 1.1 |
|
| 4591 |
4591
Kaydan Wealth Management
Fenton,
Michigan
| US$1.8億 | -US$4666萬 | -21% | 0.11% | 58% | 106 | 16.98% | 0.5 |
|
| 4592 |
4592
Abound Wealth Management
Franklin,
Tennessee
| US$1.8億 | +US$4091萬 | +29% | 13% | 65.7% | 132 | 30.3% | 0.4 |
|
| 4593 |
4593
Kabouter Management
Chicago,
Illinois
| US$1.8億 | -US$4042萬 | -18% | 17.5% | 12.9% | 10 | 20% | 1.1 |
|
| 4594 |
4594
Reston Wealth Management
Reston,
Virginia
| US$1.8億 | -US$1540萬 | -8% | 12.3% | 66.4% | 65 | 20% | 2.2 |
|
| 4595 |
4595
Acuta Capital Partners
Redwood City,
California
| US$1.79億 | -US$3453萬 | -16% | 13.7% | 7,269% | 55 | 47.27% | 1.1 |
|
| 4596 |
4596
HM Capital Management
Clayton,
Missouri
| US$1.79億 | -US$9556萬 | -35% | 9.58% | 29.6% | 64 | 18.75% | 3.9 |
|
| 4597 |
4597
Heritage Financial Services
Westwood,
Massachusetts
| US$1.79億 | +US$2648萬 | +17% | 13.7% | 38.3% | 547 | 86.11% | 0.1 |
|
| 4598 |
4598
LPWM LLC
Minneapolis,
Minnesota
| US$1.79億 | -US$2149萬 | -11% | 14.5% | 59.4% | 69 | 15.94% | 2 |
|
| 4599 |
4599
PYA Waltman Capital
Knoxville,
Tennessee
| US$1.79億 | -US$2367萬 | -12% | 13.4% | 62.4% | 221 | 6.33% | 0.7 |
|
| 4600 |
4600
Applied Fundamental Research
Cambridge,
Massachusetts
| US$1.79億 | -US$4284萬 | -19% | 12.5% | 49.7% | 11 | 9.09% | 1.3 |
|