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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
MP
4701
Mediatel Partners
Fort Worth,
Texas
| US$2.48億 | -US$2328萬 | -9% | 8.38% | 11.6% | 3 | 0% | 8 |
|
| 4702 |
4702
Martin Capital Partners
Eugene,
Oregon
| US$2.48億 | -US$1317萬 | -5% | 1.97% | 42.3% | 71 | 2.82% | 4.1 |
|
| 4703 |
MAM
4703
Mystic Asset Management
Warwick,
Rhode Island
| US$2.48億 | +US$599萬 | +2% | 3.96% | 114% | 171 | 6.43% | 2 |
|
| 4704 |
4704
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$2.48億 | +US$3631萬 | +17% | 0.58% | 89.7% | 47 | 17.02% | 2.8 |
|
| 4705 |
4705
United Community Bank
Greenville,
South Carolina
| US$2.48億 | -US$996萬 | -4% | 0.48% | 72.7% | 395 | 11.65% | 1.5 |
|
| 4706 |
BCH
4706
Berkshire Capital Holdings
San Jose,
California
| US$2.47億 | -US$318萬 | -1% | 16.3% | 2,611% | 100 | 24% | 2.5 |
|
| 4707 |
4707
Shaker Financial Services
Arlington,
Virginia
| US$2.47億 | -US$1114萬 | -4% | 0% | 12.9% | 182 | 27.47% | 1.9 |
|
| 4708 |
4708
SMART Wealth
Omaha,
Nebraska
| US$2.47億 | +US$2529萬 | +11% | 2.14% | 83.6% | 130 | 13.08% | 0.7 |
|
| 4709 |
4709
Robinswood Financial
Kirkland,
Washington
| US$2.47億 | +US$1310萬 | +6% | 0.31% | 43.1% | 368 | 32.61% | 0.6 |
|
| 4710 |
GWM
4710
Gibbs Wealth Management
Alpharetta,
Georgia
| US$2.47億 | +US$7312萬 | +42% | 0.89% | – | 251 | 31.08% | 0.2 |
|
| 4711 |
4711
Omega Financial Group
Santa Barbara,
California
| US$2.47億 | +US$259萬 | +1% | 0.39% | 47% | 82 | 2.44% | 3.9 |
|
| 4712 |
4712
Windward Private Wealth Management
Overland Park,
Kansas
| US$2.47億 | +US$232萬 | +0.9% | 0.57% | 38.5% | 47 | 2.13% | 3.1 |
|
| 4713 |
4713
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$2.47億 | +US$129萬 | +0.5% | 0.51% | 54.4% | 186 | 10.75% | 4.2 |
|
| 4714 |
4714
Veery Capital
Wilmington,
Delaware
| US$2.47億 | +US$284萬 | +1% | 1.43% | 63.4% | 98 | 4.08% | 2.4 |
|
| 4715 |
4715
Mudrick Capital Management
New York
| US$2.47億 | -US$131萬 | -0.5% | 3.55% | 212% | 10 | 40% | 2.3 |
|
| 4716 |
4716
Wind River Trust Company
Jackson,
Wyoming
| US$2.47億 | -US$2812萬 | -10% | 1.5% | 62.1% | 9 | 0% | 8.9 |
|
| 4717 |
4717
Sara-Bay Financial
Sarasota,
Florida
| US$2.46億 | +US$2355萬 | +11% | 8.84% | 233% | 89 | 15.73% | 2.5 |
|
| 4718 |
4718
Core Wealth Management
Jupiter,
Florida
| US$2.46億 | +US$1592萬 | +7% | 0.34% | 44.5% | 28 | 17.86% | 1 |
|
| 4719 |
4719
Sterling Financial Planning
Sparta,
New Jersey
| US$2.46億 | -US$36.5萬 | -0.1% | 0.14% | 59.3% | 108 | 4.63% | 2.7 |
|
| 4720 |
4720
Graybill Wealth Management
Elmhurst,
Illinois
| US$2.46億 | +US$906萬 | +4% | 1.75% | – | 58 | 5.17% | 5.5 |
|
| 4721 |
4721
Financial Life Advisors
San Antonio,
Texas
| US$2.46億 | +US$732萬 | +3% | 1.91% | 47% | 62 | 11.29% | 2.7 |
|
| 4722 |
4722
Leeward Financial Partners
Bellevue,
Washington
| US$2.46億 | +US$988萬 | +4% | 4.72% | 97.9% | 96 | 16.67% | 1.6 |
|
| 4723 |
4723
Malaga Cove Capital
Pv Estates,
California
| US$2.46億 | +US$81.8萬 | +0.3% | 1.12% | 97.3% | 191 | 16.23% | 2.5 |
|
| 4724 |
4724
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$2.46億 | +US$2220萬 | +10% | 0.88% | 21.8% | 503 | 8.95% | 1.4 |
|
| 4725 |
4725
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$2.46億 | -US$832萬 | -3% | 1.72% | 168% | 106 | 21.7% | 2.3 |
|