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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Montis Financial
Waltham,
Massachusetts
| US$2.18億 | +US$767萬 | +4% | 2.23% | 53.8% | 89 | 16.85% | 2 |
|
| 5052 |
5052
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$2.18億 | +US$617萬 | +3% | 2.02% | 56.1% | 98 | 9.18% | 1.1 |
|
| 5053 |
5053
Goodwin Investment Advisory
Woodstock,
Georgia
| US$2.18億 | +US$580萬 | +3% | 3.26% | 60.8% | 51 | 41.18% | 1.7 |
|
| 5054 |
5054
Krensavage Asset Management
New York
| US$2.18億 | -US$772萬 | -3% | 3.24% | 124% | 13 | 7.69% | 3.4 |
|
| 5055 |
5055
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$2.18億 | +US$549萬 | +3% | 0.22% | 66% | 248 | 16.13% | 1.6 |
|
| 5056 |
5056
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$2.18億 | -US$195萬 | -0.9% | 0.92% | 66.8% | 100 | 12% | 6.8 |
|
| 5057 |
5057
Tidemark
San Diego,
California
| US$2.17億 | +US$3820萬 | +21% | 1.99% | 56.1% | 732 | 20.36% | 0.5 |
|
| 5058 |
5058
HGC Investment Management
Toronto,
Ontario, Canada
| US$2.17億 | -US$6289萬 | -22% | 0.67% | 33.2% | 117 | 29.91% | 0.8 |
|
| 5059 |
5059
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$2.17億 | -US$3015萬 | -12% | 1.48% | 73% | 293 | 70.31% | 0.7 |
|
| 5060 |
5060
Abundance Wealth Counselors
State College,
Pennsylvania
| US$2.17億 | -US$2.17億 | -50% | 2.95% | 107% | 150 | 60.67% | 2 |
|
| 5061 |
5061
Astor Investment Management
Chicago,
Illinois
| US$2.17億 | -US$3455萬 | -14% | 0.84% | 23.3% | 38 | 42.11% | 1.1 |
|
| 5062 |
5062
Mirabaud Asset Management
London,
United Kingdom
| US$2.17億 | -US$3028萬 | -12% | 5.31% | 136% | 53 | 22.64% | 0.4 |
|
| 5063 |
OGF
5063
Orin Green Financial
San Diego,
California
| US$2.17億 | +US$434萬 | +2% | 1.93% | 59.1% | 77 | 90.91% | 0.2 |
|
| 5064 |
5064
Wills Financial Group
Richmond,
Virginia
| US$2.17億 | +US$482萬 | +2% | 1.96% | 75.9% | 66 | 9.09% | 5 |
|
| 5065 |
5065
Bernzott Capital Advisors
Camarillo,
California
| US$2.17億 | -US$3552萬 | -14% | 5.66% | 46.2% | 40 | 15% | 2.9 |
|
| 5066 |
5066
Monolith Management
Hong Kong
| US$2.17億 | -US$3509萬 | -14% | 12.7% | 1,364% | 17 | 58.82% | 0.2 |
|
| 5067 |
5067
BOS Asset Management
Springfield,
Illinois
| US$2.17億 | +US$2655萬 | +14% | 2.83% | 70.3% | 166 | 15.06% | 1.1 |
|
| 5068 |
5068
One Advisory Partners
Overland Park,
Kansas
| US$2.17億 | +US$1337萬 | +7% | 2.55% | 58.3% | 46 | 8.7% | 1.8 |
|
| 5069 |
5069
CVS Health
Woonsocket,
Rhode Island
| US$2.17億 | +US$507萬 | +2% | 2.45% | 50% | 6 | 0% | 2.3 |
|
| 5070 |
5070
Ausbil Investment Management
Sydney,
Australia
| US$2.17億 | +US$1711萬 | +9% | 3.73% | 115% | 72 | 38.89% | 0.7 |
|
| 5071 |
5071
Armor Investment Advisors
Raleigh,
North Carolina
| US$2.17億 | +US$874萬 | +4% | 1.26% | 62% | 168 | 8.93% | 4.2 |
|
| 5072 |
5072
Reliant Wealth Planning
Louisville,
Kentucky
| US$2.17億 | +US$770萬 | +4% | 0.65% | 39.4% | 24 | 12.5% | 1 |
|
| 5073 |
5073
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$2.17億 | -US$5191萬 | -19% | 7.45% | 130% | 38 | 52.63% | 0.5 |
|
| 5074 |
5074
SimpliFi Inc
San Diego,
California
| US$2.17億 | -US$213萬 | -1% | 0.85% | 27.9% | 41 | 7.32% | 2.5 |
|
| 5075 |
5075
Harbour Investment Management
Edmonds,
Washington
| US$2.16億 | +US$337萬 | +2% | 2.91% | 58.8% | 89 | 3.37% | 6.2 |
|