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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Wilkerson Advisory Group
Columbia,
Missouri
| US$2.91億 | +US$706萬 | +2% | 0.64% | – | 654 | 17.13% | 0.2 |
|
| 5002 |
5002
Denver PWM
Denver,
Colorado
| US$2.91億 | -US$851萬 | -3% | 0.06% | 48.6% | 92 | 22.83% | 2.8 |
|
| 5003 |
5003
Kings Path Partners
Sugar Land,
Texas
| US$2.91億 | +US$546萬 | +2% | 1.5% | – | 306 | 8.5% | 1.4 |
|
| 5004 |
5004
Denver Wealth Management
Denver,
Colorado
| US$2.91億 | +US$847萬 | +3% | 2.36% | 70.3% | 108 | 22.22% | 2.6 |
|
| 5005 |
5005
Evelyn Partners Investment Management (Europe)
Dublin,
| US$2.91億 | -US$1771萬 | -6% | 3.16% | – | 190 | 4.21% | 1.1 |
|
| 5006 |
5006
Barrett & Company
Providence,
Rhode Island
| US$2.91億 | -US$921萬 | -3% | 1.49% | 83.6% | 679 | 6.77% | 2.7 |
|
| 5007 |
5007
Oak Asset Management
Westlake Village,
California
| US$2.9億 | -US$276萬 | -0.9% | 1.12% | 91.8% | 111 | 9.01% | 3.2 |
|
| 5008 |
5008
Everpar Advisors
Tulsa,
Oklahoma
| US$2.9億 | +US$2078萬 | +8% | 0.35% | 130% | 305 | 19.67% | 1.5 |
|
| 5009 |
5009
Arch Capital Group
Pembroke,
Bermuda
| US$2.9億 | -US$187萬 | -0.6% | 0.64% | 2.89% | 4 | 0% | 3.6 |
|
| 5010 |
ODFS
5010
O'Donnell Financial Services
San Rafael,
California
| US$2.9億 | -US$219萬 | -0.7% | 2.79% | 64.3% | 64 | 15.63% | 1.7 |
|
| 5011 |
5011
Orion Capital Management
Coronado,
California
| US$2.9億 | -US$717萬 | -2% | 1.91% | 75.3% | 524 | 13.36% | 1.8 |
|
| 5012 |
5012
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$2.9億 | -US$1657萬 | -5% | 2.67% | – | 75 | 9.33% | 2.9 |
|
| 5013 |
5013
Friday Financial
Dubuque,
Iowa
| US$2.9億 | +US$656萬 | +2% | 0.27% | – | 95 | 7.37% | 1 |
|
| 5014 |
5014
Altrafin AG
Zurich,
| US$2.9億 | -US$2524萬 | -8% | 8.95% | 127% | 56 | 25% | 2.4 |
|
| 5015 |
SI
5015
Saxon Interests
Houston,
Texas
| US$2.9億 | +US$480萬 | +2% | 0.76% | 81.2% | 242 | 19.83% | 1.6 |
|
| 5016 |
5016
Powell Investment Advisors
Miami,
Florida
| US$2.9億 | -US$37.1萬 | -0.1% | 1.91% | 82.4% | 177 | 6.21% | 3.3 |
|
| 5017 |
5017
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$2.9億 | +US$1200萬 | +4% | 0.65% | 63.1% | 623 | 9.15% | 2.4 |
|
| 5018 |
5018
Raleigh Capital Management
Cary,
North Carolina
| US$2.9億 | +US$1425萬 | +5% | 1.05% | 79.9% | 808 | 33.91% | 1.7 |
|
| 5019 |
5019
Sonoma Allocations
Santa Rosa,
California
| US$2.9億 | -US$1153萬 | -4% | 1.17% | – | 152 | 20.39% | 0.4 |
|
| 5020 |
WMA
5020
Wealth Management Associates
Cherry Hill,
New Jersey
| US$2.9億 | +US$212萬 | +0.7% | 1.93% | 111% | 257 | 17.51% | 3.7 |
|
| 5021 |
5021
Cable Car Capital
San Francisco,
California
| US$2.89億 | -US$27.2億 | -90% | 0.98% | – | 160 | 48.13% | 0.5 |
|
| 5022 |
5022
Blue Water Asset Management
Grand Rapids,
Michigan
| US$2.89億 | +US$1133萬 | +4% | 0.2% | – | 108 | 8.33% | 0.2 |
|
| 5023 |
5023
LeClair Wealth Partners
Dublin,
Ohio
| US$2.89億 | +US$1.17億 | +68% | 0.2% | – | 204 | 94.61% | 0.1 |
|
| 5024 |
5024
Windward Private Wealth Management
Overland Park,
Kansas
| US$2.89億 | +US$53萬 | +0.2% | 0.65% | 38.5% | 45 | 4.44% | 4.5 |
|
| 5025 |
5025
PineBridge Investments Asia
Hong Kong,
| US$2.89億 | -US$5679萬 | -16% | 0.06% | – | 8 | 25% | 0.2 |
|