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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Singapore Technologies Telemedia
Singapore
| US$1.74億 | -US$1.21億 | -41% | 41.1% | 185% | 1 | 0% | 6.3 |
|
| 5077 |
5077
Leeward Financial Partners
Bellevue,
Washington
| US$1.74億 | +US$1071萬 | +7% | 8.91% | 97.9% | 86 | 19.77% | 1 |
|
| 5078 |
5078
Channel Wealth
Santa Barbara,
California
| US$1.74億 | +US$1864萬 | +12% | 5.25% | 68.1% | 214 | 19.63% | 0.2 |
|
| 5079 |
5079
Vantage Consulting Group
Virginia Beach,
Virginia
| US$1.74億 | -US$227萬 | -1% | 2.39% | 261% | 237 | 11.39% | 1.9 |
|
| 5080 |
5080
Theory Financial
Fort Collins,
Colorado
| US$1.74億 | +US$700萬 | +4% | 2.87% | 58.3% | 64 | 12.5% | 1.1 |
|
| 5081 |
5081
Bennett Selby Investments
Falmouth,
Maine
| US$1.74億 | +US$2101萬 | +14% | 12.3% | 82.1% | 55 | 3.64% | 2 |
|
| 5082 |
5082
Ironwood Investment Management
Boston,
Massachusetts
| US$1.74億 | +US$1360萬 | +8% | 21.5% | 163% | 170 | 5.88% | 5.9 |
|
| 5083 |
5083
Sharper & Granite
El Segundo,
California
| US$1.74億 | +US$694萬 | +4% | 3.6% | 51.1% | 100 | 4% | 0.5 |
|
| 5084 |
ARIS
5084
Advanced Research Investment Solutions
Los Angeles,
California
| US$1.74億 | -US$102萬 | -0.6% | 0.3% | 13.1% | 34 | 38.24% | 1.3 |
|
| 5085 |
5085
Kelleher Financial Advisors
New York
| US$1.74億 | +US$2214萬 | +15% | 11.2% | 80.3% | 117 | 12.82% | 3.7 |
|
| 5086 |
5086
Reliant Investment Management
Memphis,
Tennessee
| US$1.74億 | +US$1511萬 | +10% | 7.71% | 129% | 65 | 26.15% | 2.6 |
|
| 5087 |
5087
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$1.73億 | +US$877萬 | +5% | 7.13% | 125% | 234 | 8.12% | 1.3 |
|
| 5088 |
5088
EnerVest
Houston,
Texas
| US$1.73億 | -US$813萬 | -4% | 4.48% | 20.5% | 1 | 0% | 4.5 |
|
| 5089 |
5089
Vigilare Wealth Management
Scottsdale,
Arizona
| US$1.73億 | -US$382萬 | -2% | 4.11% | 59.5% | 106 | 13.21% | 2.4 |
|
| 5090 |
5090
Gallacher Capital Management
Lone Tree,
Colorado
| US$1.73億 | +US$648萬 | +4% | 4.99% | 82.8% | 289 | 37.37% | 0.4 |
|
| 5091 |
5091
Ceera Investments
Bellaire,
Texas
| US$1.73億 | +US$1646萬 | +10% | 7.86% | 56.1% | 80 | 16.25% | 1.3 |
|
| 5092 |
5092
Beta Wealth Group
San Diego,
California
| US$1.73億 | -US$175萬 | -1% | 3.12% | 51.2% | 107 | 13.08% | 1.4 |
|
| 5093 |
5093
Tanglewood Legacy Advisors
Houston,
Texas
| US$1.73億 | +US$1618萬 | +10% | 6.73% | 69.1% | 287 | 4.18% | 0.5 |
|
| 5094 |
CNBT
5094
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$1.73億 | -US$1063萬 | -6% | 1.57% | 38.5% | 57 | 5.26% | 3 |
|
| 5095 |
5095
Investment Research & Advisory Group
Atlanta,
Georgia
| US$1.73億 | +US$1692萬 | +11% | 11.9% | 105% | 226 | 12.39% | 2.1 |
|
| 5096 |
5096
Affinity Investment Advisors
Newport Beach,
California
| US$1.73億 | -US$1434萬 | -8% | 6.8% | 208% | 212 | 22.64% | 2.4 |
|
| 5097 |
5097
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$1.73億 | +US$794萬 | +5% | 5.1% | 64.8% | 71 | 7.04% | 2.8 |
|
| 5098 |
5098
Retirement Guys Formula
Maumee,
Ohio
| US$1.73億 | +US$3303萬 | +24% | 4.68% | 75.7% | 128 | 9.38% | 1.1 |
|
| 5099 |
5099
Barrett & Company
Providence,
Rhode Island
| US$1.72億 | +US$1459萬 | +9% | 6.96% | 83.6% | 621 | 5.31% | 0.7 |
|
| 5100 |
5100
Lansing Street Advisors
Ambler,
Pennsylvania
| US$1.72億 | +US$1273萬 | +8% | 5.77% | 76.8% | 309 | 11.97% | 1.1 |
|