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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 |
4701
Weybosset Research & Management
Province,
Rhode Island
| US$2.91億 | +US$467萬 | +2% | 2.92% | 74.8% | 37 | 13.51% | 5.5 |
|
| 4702 |
4702
Auour Investments
Woburn,
Massachusetts
| US$2.91億 | +US$1498萬 | +5% | 5.83% | 39.2% | 81 | 3.7% | 1.7 |
|
| 4703 |
4703
Veery Capital
Wilmington,
Delaware
| US$2.91億 | +US$3373萬 | +13% | 9.45% | 63.4% | 97 | 8.25% | 2.7 |
|
| 4704 |
LJCM
4704
Lee Johnson Capital Management
Fort Worth,
Texas
| US$2.91億 | +US$1.02億 | +54% | 18.6% | 136% | 77 | 57.14% | 0.6 |
|
| 4705 |
4705
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$2.91億 | +US$2112萬 | +8% | 4.98% | 76.7% | 39 | 25.64% | 3.2 |
|
| 4706 |
4706
RJA Asset Management
Stamford,
Connecticut
| US$2.9億 | -US$3373萬 | -10% | 3.01% | 80.2% | 4 | 0% | 2.7 |
|
| 4707 |
4707
Cabot-Wellington
Boston,
Massachusetts
| US$2.9億 | +US$1890萬 | +7% | 10.5% | 73.1% | 5 | 0% | 4.8 |
|
| 4708 |
4708
BWM Planning
The Woodlands,
Texas
| US$2.9億 | +US$5395萬 | +23% | 6.66% | – | 85 | 14.12% | 0.7 |
|
| 4709 |
4709
Moseley Investment Management
Bradenton,
Florida
| US$2.9億 | +US$3450萬 | +13% | 12.4% | 96.6% | 166 | 10.84% | 3.7 |
|
| 4710 |
4710
Pinion Investment Advisors
Wichita,
Kansas
| US$2.9億 | -US$1.64億 | -36% | 9.41% | 81.7% | 171 | 16.96% | 3.1 |
|
| 4711 |
EWA
4711
ERTS Wealth Advisors
Marquette,
Michigan
| US$2.9億 | -US$2.25億 | -44% | 6.82% | 39.3% | 85 | 69.41% | 3.9 |
|
| 4712 |
4712
Baker Boyer National Bank
Walla Walla,
Washington
| US$2.9億 | +US$1887萬 | +7% | 6.31% | 49.3% | 79 | 8.86% | 5.4 |
|
| 4713 |
AA
4713
AF Advisors
Sacramento,
California
| US$2.9億 | -US$2.39億 | -45% | 0.12% | 14.8% | 30 | 33.33% | 2.3 |
|
| 4714 |
4714
Hudson Value Partners
Palm Beach,
Florida
| US$2.9億 | +US$2373萬 | +9% | 10.7% | 124% | 115 | 18.26% | 2.5 |
|
| 4715 |
4715
Kercheville Advisors
San Antonio,
Texas
| US$2.9億 | +US$4443萬 | +18% | 16.8% | 261% | 113 | 28.32% | 2.2 |
|
| 4716 |
4716
Stiles Financial Services
Edina,
Minnesota
| US$2.9億 | +US$2902萬 | +11% | 12% | 144% | 180 | 8.33% | 2.6 |
|
| 4717 |
4717
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| US$2.89億 | +US$2736萬 | +10% | 8.02% | – | 155 | 11.61% | 0.5 |
|
| 4718 |
4718
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$2.89億 | +US$2723萬 | +10% | 9.84% | 77.8% | 223 | 17.04% | 1.6 |
|
| 4719 |
4719
NIA Impact Advisors
Berkeley,
California
| US$2.89億 | +US$1997萬 | +7% | 15.9% | – | 105 | 13.33% | 1.9 |
|
| 4720 |
4720
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$2.89億 | +US$5719萬 | +25% | 7.72% | 57.3% | 109 | 18.35% | 1.5 |
|
| 4721 |
4721
Jeppson Wealth Management
Manhattan Beach,
California
| US$2.89億 | +US$1595萬 | +6% | 8.86% | 107% | 221 | 11.31% | 3.2 |
|
| 4722 |
SA
4722
SAM Advisors
Oakhurst,
California
| US$2.89億 | +US$2224萬 | +8% | 9.68% | 64.3% | 45 | 17.78% | 2 |
|
| 4723 |
SFMG
4723
Sage Financial Management Group
Mclean,
Virginia
| US$2.89億 | +US$1356萬 | +5% | 7.44% | 51.6% | 57 | 5.26% | 1 |
|
| 4724 |
4724
Darwin Wealth Management
Tampa,
Florida
| US$2.89億 | -US$855萬 | -3% | 9.85% | 61.4% | 681 | 17.62% | 1.1 |
|
| 4725 |
4725
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$2.89億 | +US$4459萬 | +18% | 8.76% | 66.9% | 85 | 8.24% | 2.4 |
|