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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$2.06億 | -US$400萬 | -2% | 1.19% | 91% | 89 | 8.99% | 3.8 |
|
| 5202 |
5202
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$2.06億 | +US$734萬 | +4% | 0.7% | 35.4% | 43 | 9.3% | 1.8 |
|
| 5203 |
5203
Creative Capital Management Investments
San Diego,
California
| US$2.06億 | +US$1234萬 | +6% | 0.76% | 53.6% | 269 | 29.37% | 1 |
|
| 5204 |
5204
Wealth Management Partners
Tucson,
Arizona
| US$2.06億 | +US$872萬 | +4% | 7.87% | 194% | 121 | 14.88% | 2.4 |
|
| 5205 |
5205
Amtrust Financial Services
New York
| US$2.06億 | +US$590萬 | +3% | 2.51% | 61.9% | 15 | 6.67% | 2.6 |
|
| 5206 |
5206
BCS Wealth Management
Johnson City,
Tennessee
| US$2.06億 | -US$1.06億 | -34% | 1.89% | 51% | 241 | 38.17% | 1.7 |
|
| 5207 |
5207
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$2.06億 | -US$717萬 | -3% | 0.54% | 118% | 165 | 4.85% | 6.4 |
|
| 5208 |
5208
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$2.05億 | +US$332萬 | +2% | 6.74% | 105% | 385 | 80.78% | 4.3 |
|
| 5209 |
5209
Raine Capital
New York
| US$2.05億 | -US$3009萬 | -13% | 17.8% | 119% | 5 | 0% | 2.7 |
|
| 5210 |
5210
Sensible Money
Scottsdale,
Arizona
| US$2.05億 | +US$1908萬 | +10% | 0.91% | 69.1% | 86 | 9.3% | 1.3 |
|
| 5211 |
5211
Warner Financial
Bethesda,
Maryland
| US$2.05億 | +US$547萬 | +3% | 1.37% | 69.2% | 112 | 4.46% | 1.9 |
|
| 5212 |
DRP
5212
Decade Renewable Partners
Houston,
Texas
| US$2.05億 | +US$1620萬 | +9% | 0.23% | – | 46 | 63.04% | 0.4 |
|
| 5213 |
5213
Traveka Wealth
Los Altos,
California
| US$2.05億 | -US$1146萬 | -5% | 2.74% | 78.1% | 137 | 7.3% | 0.5 |
|
| 5214 |
LFP
5214
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$2.05億 | +US$724萬 | +4% | 0.9% | 65.4% | 72 | 11.11% | 0.7 |
|
| 5215 |
5215
Collaborative Wealth Management
Lake Mary,
Florida
| US$2.05億 | +US$511萬 | +3% | 0.7% | 46.6% | 176 | 5.11% | 2.5 |
|
| 5216 |
5216
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$2.05億 | +US$2689萬 | +15% | 0.87% | 50.5% | 429 | 21.91% | 0.4 |
|
| 5217 |
5217
Bullseye Asset Management
Denver,
Colorado
| US$2.04億 | -US$868萬 | -4% | 4.24% | 81% | 67 | 11.94% | 3.3 |
|
| 5218 |
5218
Aull & Monroe Investment Management
Mobile,
Alabama
| US$2.04億 | -US$1437萬 | -7% | 0.86% | 98.3% | 135 | 8.15% | 8 |
|
| 5219 |
5219
Guinness Atkinson Asset Management
Pasadena,
California
| US$2.04億 | -US$860萬 | -4% | 6.2% | 148% | 105 | 5.71% | 5.8 |
|
| 5220 |
5220
Virtus ETF Advisers
New York
| US$2.04億 | +US$1593萬 | +8% | 0.14% | 191% | 488 | 21.72% | 2.2 |
|
| 5221 |
5221
JPL Wealth Management
Highlands Ranch,
Colorado
| US$2.04億 | +US$2300萬 | +13% | 2.82% | – | 115 | 13.04% | 0.4 |
|
| 5222 |
5222
Maxwell Wealth Strategies
Pleasanton,
California
| US$2.04億 | +US$680萬 | +3% | 2.64% | – | 105 | 3.81% | 0.4 |
|
| 5223 |
5223
Centennial Bank
Conway,
Arkansas
| US$2.04億 | +US$874萬 | +4% | 1.39% | 77.2% | 352 | 13.07% | 1.3 |
|
| 5224 |
5224
Ardent Capital Management
Cincinnati,
Ohio
| US$2.04億 | +US$484萬 | +2% | 3.54% | 87.2% | 46 | 8.7% | 1.5 |
|
| 5225 |
5225
FullCircle Wealth
Dallas,
Texas
| US$2.04億 | – | – | 0.68% | – | 167 | – | 0 |
|