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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$1.73億 | +US$1275萬 | +8% | 6.39% | 31.6% | 101 | 19.8% | 0.6 |
|
| 4827 |
4827
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$1.73億 | +US$906萬 | +6% | 5.37% | 57.1% | 89 | 13.48% | 2.5 |
|
| 4828 |
4828
Towerpoint Wealth
Sacramento,
California
| US$1.73億 | +US$743萬 | +4% | 6.34% | 67.7% | 90 | 14.44% | 2.9 |
|
| 4829 |
4829
Newbridge Financial Services Group
Boca Raton,
Florida
| US$1.73億 | +US$312萬 | +2% | 4.91% | 189% | 1,541 | 12.13% | 1.5 |
|
| 4830 |
4830
Nicollet Investment Management
Minneapolis,
Minnesota
| US$1.73億 | -US$966萬 | -5% | 4.58% | 104% | 60 | 8.33% | 3.8 |
|
| 4831 |
4831
DG Capital Management
New York
| US$1.73億 | -US$5405萬 | -24% | 7.62% | 82% | 64 | 40.63% | 1.6 |
|
| 4832 |
4832
Performa Ltd (US)
Charleston,
South Carolina
| US$1.73億 | +US$2340萬 | +16% | 6.84% | 59.6% | 85 | 20% | 1.3 |
|
| 4833 |
4833
Narus Financial Partners
Salt Lake City,
Utah
| US$1.73億 | +US$1504萬 | +10% | 7.75% | 85.3% | 124 | 19.35% | 2.8 |
|
| 4834 |
4834
Your Advocates Ltd
Houston,
Texas
| US$1.73億 | +US$626萬 | +4% | 4.83% | 53.6% | 230 | 9.57% | 1.6 |
|
| 4835 |
KLCM
4835
KG&L Capital Management
Saint Francisville,
Louisiana
| US$1.73億 | -US$409萬 | -2% | 11.3% | 91.9% | 143 | 19.58% | 2.3 |
|
| 4836 |
4836
Bennicas & Associates
Portola Valley,
California
| US$1.73億 | +US$1617萬 | +10% | 13.7% | 40.3% | 104 | 10.58% | 6 |
|
| 4837 |
4837
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$1.73億 | +US$1091萬 | +7% | 6.39% | 40.3% | 122 | 22.95% | 1.7 |
|
| 4838 |
AC
4838
Athos Capital
Hong Kong
| US$1.73億 | -US$6313萬 | -27% | 5.81% | 101% | 151 | 46.36% | 0.8 |
|
| 4839 |
4839
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$1.73億 | -US$1986萬 | -10% | 12.2% | 71.9% | 174 | 82.76% | 0.2 |
|
| 4840 |
4840
Burrus Financial Services
Salt Lake City,
Utah
| US$1.73億 | +US$1025萬 | +6% | 5.58% | 31.3% | 10 | 10% | 0.6 |
|
| 4841 |
4841
LRT Capital Management
Austin,
Texas
| US$1.73億 | +US$2600萬 | +18% | 9.35% | 76.2% | 70 | 27.14% | 0.7 |
|
| 4842 |
GWM
4842
Gray Wealth Management
Bangor,
Maine
| US$1.73億 | +US$1591萬 | +10% | 8.74% | 22.1% | 123 | 17.07% | 2.1 |
|
| 4843 |
4843
RIA Advisory Group
Des Moines,
Iowa
| US$1.73億 | – | – | 6.01% | – | 96 | – | 0 |
|
| 4844 |
4844
Kestrel Investment Management
San Mateo,
California
| US$1.72億 | +US$1467萬 | +9% | 15.6% | 99.8% | 42 | 16.67% | 1.6 |
|
| 4845 |
4845
Mad River Investors
Boston,
Massachusetts
| US$1.72億 | +US$3506萬 | +26% | 27.7% | 169% | 27 | 7.41% | 4.1 |
|
| 4846 |
BIA
4846
Bigelow Investment Advisors
Portland,
Maine
| US$1.72億 | +US$475萬 | +3% | 8.21% | 75.7% | 151 | 12.58% | 3.6 |
|
| 4847 |
4847
Powell Investment Advisors
Miami,
Florida
| US$1.72億 | +US$1983萬 | +13% | 7.15% | 82.4% | 142 | 19.72% | 2 |
|
| 4848 |
4848
Global Wealth Strategies & Associates
Denver,
Colorado
| US$1.72億 | – | – | 7.2% | 68.7% | 346 | – | 0 |
|
| 4849 |
4849
WJ Wealth Management
Glendale,
Arizona
| US$1.72億 | +US$1282萬 | +8% | 7.57% | 95.6% | 59 | 22.03% | 1.4 |
|
| 4850 |
4850
NIA Impact Advisors
Berkeley,
California
| US$1.72億 | +US$1002萬 | +6% | 7.54% | – | 65 | 15.38% | 1.6 |
|