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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
SA
4751
SAM Advisors
Oakhurst,
California
| US$3.1億 | +US$2113萬 | +7% | 6.95% | 64.3% | 43 | 6.98% | 2.2 |
|
| 4752 |
4752
Greenfield Seitz Capital Management
Dallas,
Texas
| US$3.1億 | +US$2729萬 | +10% | 9.42% | 88.5% | 115 | 9.57% | 1.4 |
|
| 4753 |
CIA
4753
Corigliano Investment Advisers
Raleigh,
North Carolina
| US$3.1億 | -US$742萬 | -2% | 7.19% | – | 59 | 52.54% | 0.3 |
|
| 4754 |
AW
4754
Atlas Wealth
Cincinnati,
Ohio
| US$3.1億 | +US$3595萬 | +13% | 7.03% | 43.3% | 121 | 22.31% | 1.7 |
|
| 4755 |
4755
Pioneer Wealth Management Group
Austin,
Texas
| US$3.1億 | +US$4006萬 | +15% | 5.18% | – | 52 | 13.46% | 1.6 |
|
| 4756 |
4756
Weybosset Research & Management
Province,
Rhode Island
| US$3.1億 | +US$1886萬 | +6% | 9.26% | 74.8% | 35 | 0% | 5.7 |
|
| 4757 |
4757
Reston Wealth Management
Reston,
Virginia
| US$3.1億 | +US$2439萬 | +9% | 7.17% | 66.4% | 56 | 8.93% | 4 |
|
| 4758 |
EWA
4758
ERTS Wealth Advisors
Marquette,
Michigan
| US$3.1億 | +US$1965萬 | +7% | 4.31% | 39.3% | 31 | 6.45% | 4.1 |
|
| 4759 |
4759
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$3.1億 | +US$2304萬 | +8% | 7.8% | 87.3% | 338 | 13.02% | 3.2 |
|
| 4760 |
4760
Cabot-Wellington
Boston,
Massachusetts
| US$3.09億 | +US$1881萬 | +6% | 7.37% | 73.1% | 5 | 0% | 5.1 |
|
| 4761 |
4761
Wealth Management Resources
Smithfield,
Rhode Island
| US$3.09億 | +US$1617萬 | +6% | 3.71% | 37.7% | 32 | 0% | 2.8 |
|
| 4762 |
4762
Ferguson Shapiro
Decatur,
Georgia
| US$3.09億 | +US$1226萬 | +4% | 4.19% | 42.7% | 88 | 34.09% | 1.4 |
|
| 4763 |
4763
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| US$3.09億 | -US$4482萬 | -13% | 4.03% | – | 8 | 75% | 0.3 |
|
| 4764 |
4764
Reliant Wealth Planning
Louisville,
Kentucky
| US$3.09億 | +US$5244萬 | +20% | 5.44% | 46.6% | 53 | 26.42% | 1.2 |
|
| 4765 |
4765
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$3.08億 | +US$2124萬 | +7% | 8.73% | 93% | 64 | 1.56% | 3.8 |
|
| 4766 |
4766
Precision Wealth Strategies
Saint Louis,
Missouri
| US$3.08億 | +US$22.3萬 | +0.1% | 7.25% | 105% | 214 | 41.12% | 0.7 |
|
| 4767 |
4767
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$3.08億 | +US$3007萬 | +11% | 7.3% | 67.6% | 173 | 10.4% | 2.3 |
|
| 4768 |
4768
Verger Capital Management
Winston-Salem,
North Carolina
| US$3.08億 | +US$5397萬 | +21% | 6.67% | 58.3% | 15 | 13.33% | 7.3 |
|
| 4769 |
4769
First United Bank & Trust
Oakland,
Maryland
| US$3.08億 | +US$2122萬 | +7% | 7.87% | 78% | 429 | 11.89% | 3.4 |
|
| 4770 |
4770
Omnia Family Wealth
Aventura,
Florida
| US$3.08億 | +US$3196萬 | +12% | 8.87% | 87.5% | 109 | 13.76% | 3.9 |
|
| 4771 |
4771
NIA Impact Advisors
Berkeley,
California
| US$3.08億 | +US$1842萬 | +6% | 8.29% | – | 103 | 7.77% | 2 |
|
| 4772 |
4772
Quaker Wealth Management
Moorestown,
New Jersey
| US$3.07億 | +US$885萬 | +3% | 5.87% | – | 913 | 12.71% | 0.2 |
|
| 4773 |
4773
Auour Investments
Woburn,
Massachusetts
| US$3.07億 | +US$1626萬 | +6% | 4.49% | 39.2% | 90 | 13.33% | 1.7 |
|
| 4774 |
4774
Essex Woodlands Management
The Woodlands,
Texas
| US$3.07億 | +US$2798萬 | +10% | 11.5% | 119% | 6 | 0% | 6.3 |
|
| 4775 |
4775
Squire Investment Management Company
Orem,
Utah
| US$3.07億 | +US$3565萬 | +13% | 7.54% | 62.4% | 69 | 5.8% | 1.5 |
|