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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
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$2.6億 | -US$4500萬 | -15% | 8.12% | 63.1% | 880 | 40.23% | 2 |
|
| 5052 |
5052
Payne Capital Management
New York
| US$2.59億 | +US$2492萬 | +11% | 8.56% | – | 79 | 12.66% | 0.4 |
|
| 5053 |
5053
Seneca Financial Advisors
Rochester,
New York
| US$2.59億 | +US$5317萬 | +26% | 6.91% | 50.9% | 61 | 9.84% | 2.8 |
|
| 5054 |
5054
Forum Private Client Group
Fishers,
Indiana
| US$2.59億 | +US$2908萬 | +13% | 5.88% | 47.9% | 82 | 9.76% | 1.3 |
|
| 5055 |
5055
InvesTrust
Oklahoma City,
Oklahoma
| US$2.59億 | -US$1.06億 | -29% | 6.39% | – | 94 | 3.19% | 0.5 |
|
| 5056 |
5056
Gen-Wealth Partners
Zeeland,
Michigan
| US$2.59億 | +US$1953萬 | +8% | 7.51% | – | 667 | 10.64% | 1 |
|
| 5057 |
5057
Highview Capital Management
Buffalo Grove,
Illinois
| US$2.59億 | +US$2015萬 | +8% | 13.5% | 123% | 123 | 28.46% | 2.1 |
|
| 5058 |
5058
Weinberger Asset Management
Los Angeles,
California
| US$2.59億 | +US$2587萬 | +11% | 11.4% | 89.6% | 84 | 8.33% | 2.8 |
|
| 5059 |
5059
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| US$2.59億 | +US$3130萬 | +14% | 19.2% | – | 83 | 28.92% | 0.5 |
|
| 5060 |
5060
Medallion Wealth Advisors
Farmington,
Connecticut
| US$2.59億 | +US$3864萬 | +18% | 8.62% | – | 1,134 | 8.47% | 0.5 |
|
| 5061 |
5061
Alpha Financial Advisors
Charlotte,
North Carolina
| US$2.59億 | +US$3387萬 | +15% | 8.25% | 46.6% | 62 | 25.81% | 1.4 |
|
| 5062 |
5062
Anchorage Capital Group
New York
| US$2.59億 | +US$861萬 | +3% | 11.4% | 24.9% | 6 | 0% | 3.7 |
|
| 5063 |
5063
Buckhead Capital Management
Atlanta,
Georgia
| US$2.59億 | -US$5312萬 | -17% | 5.75% | 76.1% | 130 | 8.46% | 5.2 |
|
| 5064 |
5064
Uniting Wealth Partners
Mission,
Kansas
| US$2.59億 | +US$5905萬 | +30% | 12.7% | – | 123 | 17.89% | 0.4 |
|
| 5065 |
5065
Breakwater Investment Management
Seattle,
Washington
| US$2.58億 | +US$2432萬 | +10% | 8.92% | – | 319 | 4.08% | 1.2 |
|
| 5066 |
5066
Montgomery Investment Management
Rockville,
Maryland
| US$2.58億 | +US$709萬 | +3% | 6.13% | 105% | 97 | 6.19% | 7 |
|
| 5067 |
5067
Bourne Lent Asset Management
Pawling,
New York
| US$2.58億 | +US$2528萬 | +11% | 13.4% | 95.1% | 63 | 4.76% | 7.2 |
|
| 5068 |
5068
BCR Wealth Strategies
Vestavia,
Alabama
| US$2.58億 | +US$3060萬 | +13% | 6.66% | 45.1% | 27 | 3.7% | 2.5 |
|
| 5069 |
5069
Alteri Wealth
Westlake Village,
California
| US$2.58億 | +US$3044萬 | +13% | 13.6% | – | 284 | 16.55% | 0.4 |
|
| 5070 |
5070
Insight Wealth Partners
Plano,
Texas
| US$2.58億 | -US$3.43億 | -57% | 7.24% | 56.2% | 114 | 10.53% | 2.4 |
|
| 5071 |
EL
5071
EQ LLC
Bellevue,
Washington
| US$2.58億 | +US$4346萬 | +20% | 11.1% | 80% | 77 | 22.08% | 2.2 |
|
| 5072 |
5072
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| US$2.58億 | +US$2110萬 | +9% | 6.19% | – | 98 | 9.18% | 0.5 |
|
| 5073 |
5073
INCA Investments
Miami,
Florida
| US$2.57億 | +US$3897萬 | +18% | 15.2% | 120% | 10 | 0% | 5.3 |
|
| 5074 |
5074
Monte Financial Group
Guilford,
Connecticut
| US$2.57億 | +US$2880萬 | +13% | 3.18% | 66.7% | 91 | 10.99% | 3.5 |
|
| 5075 |
5075
Independence Financial Advisors
Franklin,
New Hampshire
| US$2.57億 | -US$591萬 | -2% | 7.59% | – | 52 | 11.54% | 0.2 |
|