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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
First Dallas Securities
Dallas,
Texas
| US$2.53億 | +US$1369萬 | +6% | 13.3% | 163% | 129 | 17.83% | 2.8 |
|
| 5127 |
5127
Sachetta
Lynnfield,
Massachusetts
| US$2.53億 | +US$888萬 | +4% | 8.94% | – | 1,207 | 16.65% | 1.3 |
|
| 5128 |
5128
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.53億 | +US$699萬 | +3% | 5.69% | 71.6% | 93 | 4.3% | 8.2 |
|
| 5129 |
5129
Deepwater Asset Management
Minneapolis,
Minnesota
| US$2.53億 | +US$1630萬 | +7% | 24.6% | 156% | 22 | 13.64% | 1.3 |
|
| 5130 |
5130
Carnegie Lake Advisors
Princeton,
New Jersey
| US$2.53億 | +US$619萬 | +3% | 4.82% | – | 171 | 9.94% | 0.7 |
|
| 5131 |
5131
MKT Advisors
Escondido,
California
| US$2.53億 | +US$3939萬 | +18% | 6.54% | 55.5% | 173 | 20.23% | 2.3 |
|
| 5132 |
5132
Retirement Capital Strategies
San Jose,
California
| US$2.52億 | -US$375萬 | -1% | 6% | 65.8% | 86 | 36.05% | 2.7 |
|
| 5133 |
5133
G&S Capital
Denver,
Colorado
| US$2.52億 | +US$1686萬 | +7% | 7.42% | 85.6% | 133 | 14.29% | 2.9 |
|
| 5134 |
5134
Beddow Capital Management
Jackson,
Wyoming
| US$2.52億 | -US$1491萬 | -6% | 1.14% | 50.7% | 57 | 3.51% | 6 |
|
| 5135 |
5135
Elmwood Wealth Management
Berkeley,
California
| US$2.52億 | +US$848萬 | +3% | 6.55% | 42.1% | 135 | 9.63% | 3.9 |
|
| 5136 |
5136
Sunpointe
St. Louis,
Missouri
| US$2.52億 | +US$6437萬 | +34% | 14.6% | 122% | 245 | 27.76% | 0.8 |
|
| 5137 |
5137
1 North Wealth Services
Annapolis,
Maryland
| US$2.52億 | +US$3593萬 | +17% | 5.43% | – | 283 | 6.71% | 1.1 |
|
| 5138 |
5138
Geneva Partners
Lake Geneva,
Wisconsin
| US$2.52億 | +US$5801萬 | +30% | 22.4% | 417% | 76 | 26.32% | 2.1 |
|
| 5139 |
5139
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$2.52億 | +US$1761萬 | +8% | 8.44% | 56.1% | 93 | 15.05% | 1.8 |
|
| 5140 |
5140
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$2.52億 | +US$3293萬 | +15% | 8.1% | 56.7% | 64 | 18.75% | 2.5 |
|
| 5141 |
5141
Kaleidoscope Capital
Boston,
Massachusetts
| US$2.52億 | +US$8374萬 | +50% | 25.8% | – | 9 | 0% | 2.8 |
|
| 5142 |
5142
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$2.52億 | +US$1359萬 | +6% | 8.53% | 56.5% | 203 | 5.42% | 2.4 |
|
| 5143 |
5143
Rise Advisors
Rochester,
New York
| US$2.52億 | +US$2554萬 | +11% | 7.64% | 62.8% | 1,661 | 16.98% | 1.4 |
|
| 5144 |
5144
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$2.52億 | +US$2369萬 | +10% | 13.8% | – | 44 | 4.55% | 3.3 |
|
| 5145 |
5145
Texas Bank & Trust
Longview,
Texas
| US$2.52億 | +US$1524萬 | +6% | 9.07% | – | 186 | 10.22% | 0.5 |
|
| 5146 |
5146
Ted Buchan & Co
San Diego,
California
| US$2.52億 | +US$4007萬 | +19% | 7.67% | 65.2% | 97 | 16.49% | 1.6 |
|
| 5147 |
5147
Invenio Wealth Partners
Coral Gables,
Florida
| US$2.52億 | +US$1333萬 | +6% | 6.56% | 55.5% | 106 | 25.47% | 1.3 |
|
| 5148 |
5148
REDW Wealth
Albuquerque,
New Mexico
| US$2.51億 | -US$1724萬 | -6% | 7.56% | 59.1% | 109 | 8.26% | 3.9 |
|
| 5149 |
5149
Equita Financial Network
Fort Washington,
Pennsylvania
| US$2.51億 | -US$3486萬 | -12% | 8.33% | 50.5% | 95 | 24.21% | 1.2 |
|
| 5150 |
5150
Paragon Private Wealth Management
Lexington,
Kentucky
| US$2.51億 | +US$3570萬 | +17% | 13.4% | 104% | 201 | 15.42% | 1.8 |
|