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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Compass Advisory Group
Melville,
New York
| US$2.57億 | +US$3199萬 | +14% | 5.49% | 54.8% | 71 | 4.23% | 2.5 |
|
| 4777 |
4777
Praetorian PR
Rincon,
Puerto Rico
| US$2.57億 | -US$1530萬 | -6% | 1.16% | 80.3% | 17 | 17.65% | 0.8 |
|
| 4778 |
4778
Concentrum Wealth Management
San Jose,
California
| US$2.57億 | +US$1925萬 | +8% | 6.76% | 200% | 74 | 6.76% | 2.8 |
|
| 4779 |
4779
MTM Investment Management
Spartanburg,
South Carolina
| US$2.57億 | +US$1287萬 | +5% | 7.16% | 87.7% | 277 | 6.86% | 2.9 |
|
| 4780 |
4780
Global Financial Private Client
Sarasota,
Florida
| US$2.57億 | +US$1739萬 | +7% | 7.36% | 100% | 828 | 20.05% | 2.9 |
|
| 4781 |
4781
Centennial Wealth Advisory
Traverse City,
Michigan
| US$2.57億 | +US$2573萬 | +11% | 5.46% | 63% | 167 | 27.54% | 1.6 |
|
| 4782 |
4782
Segra Capital Management
Palm Beach,
Florida
| US$2.56億 | +US$1.3億 | +103% | 0.18% | 19% | 10 | 60% | 0.9 |
|
| 4783 |
4783
Miller Equity Capital Advisors
Irving,
Texas
| US$2.56億 | +US$1585萬 | +7% | 7.61% | 23.7% | 56 | 1.79% | 3.8 |
|
| 4784 |
4784
United Community Bank
Greenville,
South Carolina
| US$2.56億 | +US$865萬 | +3% | 8.56% | 72.7% | 393 | 9.41% | 1.7 |
|
| 4785 |
PH
4785
Pinnacle Holdings
Tulsa,
Oklahoma
| US$2.56億 | +US$1006萬 | +4% | 7.84% | 75.9% | 259 | 18.92% | 4.6 |
|
| 4786 |
4786
Sand Grove Capital Management
London,
United Kingdom
| US$2.56億 | -US$8598萬 | -25% | 12.4% | 410% | 28 | 75% | 0.4 |
|
| 4787 |
4787
True Wealth Design
Akron,
Ohio
| US$2.56億 | -US$1.49億 | -37% | 5.16% | 57% | 1,325 | 45.06% | 0.9 |
|
| 4788 |
4788
Selway Asset Management
| US$2.56億 | +US$1055萬 | +4% | 5.9% | 36.5% | 82 | 14.63% | 5.4 |
|
| 4789 |
4789
Red Lighthouse Investment Management
New York
| US$2.56億 | +US$1712萬 | +7% | 6.7% | 71.1% | 106 | 3.77% | 1.5 |
|
| 4790 |
4790
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$2.56億 | -US$1992萬 | -7% | 5.45% | 125% | 73 | 8.22% | 5 |
|
| 4791 |
4791
Investment Management Associates
Greenwood Village,
Colorado
| US$2.56億 | -US$3551萬 | -12% | 7.45% | 50.4% | 40 | 27.5% | 2.2 |
|
| 4792 |
4792
Enzi Wealth
Austin,
Texas
| US$2.56億 | +US$2855萬 | +13% | 6.03% | 77% | 72 | 13.89% | 1.3 |
|
| 4793 |
4793
Summit Rock Advisors
New York
| US$2.56億 | -US$6778萬 | -21% | 5.12% | – | 8 | 37.5% | 0.6 |
|
| 4794 |
AP
4794
Arlington Partners
Birmingham,
Alabama
| US$2.56億 | +US$5425萬 | +27% | 12% | 46.4% | 59 | 3.39% | 2.4 |
|
| 4795 |
MCF
4795
MKA Charitable Fund
San Francisco,
California
| US$2.56億 | -US$513萬 | -2% | 16.4% | 17.1% | 1 | 0% | 0.8 |
|
| 4796 |
4796
Retirement Capital Strategies
San Jose,
California
| US$2.56億 | +US$617萬 | +2% | 6.12% | 65.8% | 84 | 44.05% | 2.3 |
|
| 4797 |
4797
Brand Asset Management Group
Chesterfield,
Missouri
| US$2.55億 | +US$1872萬 | +8% | 7.34% | 77.3% | 92 | 16.3% | 4.4 |
|
| 4798 |
4798
Hixon Zuercher
Findlay,
Ohio
| US$2.55億 | +US$1802萬 | +8% | 7.38% | 101% | 76 | 15.79% | 2.8 |
|
| 4799 |
4799
Pinnacle Financial Group
Western Springs,
Illinois
| US$2.55億 | +US$2133萬 | +9% | 7.65% | 59.1% | 84 | 19.05% | 1.8 |
|
| 4800 |
RL
4800
Rogco LP
Claremore,
Oklahoma
| US$2.55億 | +US$1000萬 | +4% | 6.4% | 53.3% | 248 | 6.45% | 0.9 |
|