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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
InvesTrust
Oklahoma City,
Oklahoma
| US$2.73億 | +US$1391萬 | +5% | 5.24% | – | 95 | 1.05% | 0.7 |
|
| 5102 |
5102
5AM Venture Management
San Francisco,
California
| US$2.73億 | +US$1293萬 | +5% | 38.4% | 546% | 29 | 13.79% | 1.9 |
|
| 5103 |
5103
Boothe Investment Group
Dover,
Delaware
| US$2.73億 | +US$1061萬 | +4% | 8.17% | 75.6% | 39 | 5.13% | 1.9 |
|
| 5104 |
5104
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$2.73億 | +US$2293萬 | +9% | 6.97% | 72.1% | 80 | 5% | 2.2 |
|
| 5105 |
5105
True Wind Capital Management
San Francisco,
California
| US$2.73億 | +US$3635萬 | +15% | 15.4% | 59.6% | 2 | 0% | 3.8 |
|
| 5106 |
5106
Stance Capital
Boston,
Massachusetts
| US$2.73億 | +US$675萬 | +3% | 5.39% | – | 313 | 59.42% | 0.1 |
|
| 5107 |
5107
Westwood Wealth Management
Los Angeles,
California
| US$2.73億 | -US$2497萬 | -8% | 20.2% | 495% | 51 | 15.69% | 2.3 |
|
| 5108 |
5108
Slagle Financial
Edwardsville,
Illinois
| US$2.73億 | +US$2438萬 | +10% | 7.77% | 88.4% | 117 | 4.27% | 1.6 |
|
| 5109 |
5109
HF Advisory Group
Annapolis,
Maryland
| US$2.72億 | +US$1927萬 | +8% | 4.91% | 73.2% | 166 | 1.2% | 2.3 |
|
| 5110 |
5110
Miller Value Partners
Sarasota,
Florida
| US$2.72億 | +US$3650萬 | +15% | 15.5% | 133% | 37 | 13.51% | 2.6 |
|
| 5111 |
5111
Highview Capital Management
Buffalo Grove,
Illinois
| US$2.72億 | +US$1294萬 | +5% | 9.98% | 138% | 119 | 21.85% | 2.2 |
|
| 5112 |
5112
Thomas Story & Son
Culver,
Indiana
| US$2.72億 | +US$1180萬 | +5% | 9.17% | 101% | 52 | 3.85% | 7.3 |
|
| 5113 |
5113
Monte Financial Group
Guilford,
Connecticut
| US$2.72億 | +US$1465萬 | +6% | 6.03% | 66.7% | 94 | 6.38% | 3.7 |
|
| 5114 |
5114
Lumbard & Kellner
Hollis,
New Hampshire
| US$2.72億 | +US$4246萬 | +19% | 20.8% | 135% | 99 | 13.13% | 2.9 |
|
| 5115 |
5115
Five Oceans Advisors
Santa Monica,
California
| US$2.72億 | +US$3738萬 | +16% | 7.19% | 85.3% | 196 | 6.63% | 2.5 |
|
| 5116 |
5116
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$2.72億 | +US$62.1萬 | +0.2% | 3.76% | 35.4% | 48 | 0% | 2.4 |
|
| 5117 |
5117
Prudent Man Advisors
Naperville,
Illinois
| US$2.71億 | -US$4342萬 | -14% | 7.15% | 92.5% | 187 | 32.09% | 3.7 |
|
| 5118 |
5118
Denver Wealth Management
Denver,
Colorado
| US$2.71億 | +US$2968萬 | +12% | 7.54% | 70.3% | 94 | 10.64% | 2.5 |
|
| 5119 |
5119
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$2.71億 | +US$3219萬 | +13% | 15.4% | 961% | 65 | 46.15% | 0.6 |
|
| 5120 |
5120
Kings Path Partners
Sugar Land,
Texas
| US$2.71億 | +US$2303萬 | +9% | 5.65% | – | 342 | 24.27% | 0.9 |
|
| 5121 |
5121
Camarda Financial Advisors
Fleming Island,
Florida
| US$2.71億 | +US$1697萬 | +7% | 11.7% | 196% | 123 | 26.02% | 1.5 |
|
| 5122 |
5122
Beddow Capital Management
Jackson,
Wyoming
| US$2.71億 | +US$1889萬 | +7% | 5.67% | 50.7% | 57 | 7.02% | 6 |
|
| 5123 |
5123
BKM Wealth Management
Brookfield,
Wisconsin
| US$2.71億 | +US$1526萬 | +6% | 7.35% | 69.6% | 167 | 13.17% | 1.4 |
|
| 5124 |
5124
Breakwater Investment Management
Seattle,
Washington
| US$2.71億 | +US$1273萬 | +5% | 5.42% | – | 539 | 44.16% | 0.8 |
|
| 5125 |
5125
Aventura Private Wealth
Aventura,
Florida
| US$2.71億 | +US$4023萬 | +17% | 9.7% | – | 852 | 13.26% | 0.6 |
|