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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$2.24億 | -US$242萬 | -1% | 5.63% | 57.3% | 102 | 22.55% | 1.1 |
|
| 5152 |
5152
Teton Advisors
Rye,
New York
| US$2.24億 | -US$1551萬 | -6% | 9.72% | 136% | 219 | 10.05% | 7.5 |
|
| 5153 |
5153
Sittner & Nelson
Eugene,
Oregon
| US$2.24億 | +US$2055萬 | +10% | 7.52% | 88.1% | 469 | 11.51% | 3 |
|
| 5154 |
5154
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$2.23億 | +US$2225萬 | +11% | 7.53% | 107% | 208 | 12.5% | 1.7 |
|
| 5155 |
5155
TL Private Wealth
Southlake,
Texas
| US$2.23億 | +US$223萬 | +1% | 5.48% | 50.6% | 46 | 8.7% | 3.2 |
|
| 5156 |
5156
Trinity Financial Advisors
Columbus,
Ohio
| US$2.23億 | -US$1.71萬 | -0% | 6.3% | 74.5% | 89 | 12.36% | 1.7 |
|
| 5157 |
5157
1776 Wealth
Atlanta,
Georgia
| US$2.23億 | +US$116萬 | +0.5% | 5.84% | 115% | 155 | 10.32% | 2.4 |
|
| 5158 |
5158
Coalescence Partners Investment Management
New York
| US$2.23億 | +US$1.01億 | +83% | 11.6% | – | 15 | 20% | 0.4 |
|
| 5159 |
5159
14B Capital Management
La Jolla,
California
| US$2.23億 | +US$911萬 | +4% | 7.66% | – | 11 | 18.18% | 0.6 |
|
| 5160 |
5160
Bayshore Asset Management
Coral Gables,
Florida
| US$2.23億 | +US$2401萬 | +12% | 6.98% | 66.1% | 55 | 40% | 1.4 |
|
| 5161 |
5161
FullCircle Wealth
Dallas,
Texas
| US$2.23億 | +US$1886萬 | +9% | 6.27% | – | 192 | 15.63% | 0.2 |
|
| 5162 |
5162
Raine Capital
New York
| US$2.23億 | +US$1757萬 | +9% | 9.3% | 119% | 5 | 0% | 3 |
|
| 5163 |
5163
Nine Masts Capital
Central,
Hong Kong
| US$2.23億 | -US$1.11億 | -33% | 4.57% | 88.1% | 184 | 63.04% | 0.3 |
|
| 5164 |
5164
IMS Capital Management
Portland,
Oregon
| US$2.23億 | +US$795萬 | +4% | 6.94% | 119% | 145 | 4.14% | 5 |
|
| 5165 |
5165
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$2.23億 | +US$149萬 | +0.7% | 4.07% | 65% | 56 | 23.21% | 3.6 |
|
| 5166 |
5166
TPG Financial Advisors
Portland,
Oregon
| US$2.22億 | +US$1087萬 | +5% | 5.88% | – | 72 | 11.11% | 2.6 |
|
| 5167 |
5167
Beta Wealth Group
San Diego,
California
| US$2.22億 | +US$1083萬 | +5% | 4.69% | 51.2% | 111 | 12.61% | 2.1 |
|
| 5168 |
5168
SVF Sponsor III
Menlo Park,
California
| US$2.22億 | -US$9790萬 | -31% | 30.6% | 133% | 1 | 0% | 1.8 |
|
| 5169 |
5169
Optimist Retirement Group
Bellevue,
Washington
| US$2.22億 | +US$3130萬 | +16% | 6.12% | 92.2% | 135 | 26.67% | 0.5 |
|
| 5170 |
5170
JW Asset Management
Miami Beach,
Florida
| US$2.21億 | -US$2123萬 | -9% | 2.22% | 251% | 17 | 47.06% | 1.2 |
|
| 5171 |
5171
Advisor Resource Council
Dallas,
Texas
| US$2.21億 | +US$1.67億 | +305% | 5.53% | 84.8% | 265 | 81.89% | 0.3 |
|
| 5172 |
WFA
5172
WMG Financial Advisors
Knoxville,
Tennessee
| US$2.21億 | +US$3239萬 | +17% | 7.27% | 73.8% | 178 | 13.48% | 1.3 |
|
| 5173 |
CNBT
5173
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$2.21億 | +US$1763萬 | +9% | 5.71% | 38.5% | 167 | 63.47% | 1.4 |
|
| 5174 |
5174
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.21億 | +US$1525萬 | +7% | 7.54% | 98.6% | 152 | 12.5% | 4.5 |
|
| 5175 |
MWM
5175
MTC Wealth Management
Tampa,
Florida
| US$2.21億 | +US$1111萬 | +5% | 6.04% | 30.5% | 14 | 0% | 2.8 |
|