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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Retirement Guys Formula
Maumee,
Ohio
| US$2.15億 | +US$644萬 | +3% | 6.74% | 75.7% | 139 | 18.71% | 1.4 |
|
| 5252 |
5252
Left Brain Wealth Management
Naperville,
Illinois
| US$2.15億 | +US$82.8萬 | +0.4% | 3.92% | 376% | 81 | 18.52% | 1.2 |
|
| 5253 |
5253
Spreng Capital Management
Bucyrus,
Ohio
| US$2.15億 | +US$2196萬 | +11% | 5.5% | 84.4% | 96 | 31.25% | 3.7 |
|
| 5254 |
5254
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$2.15億 | +US$1351萬 | +7% | 6.42% | 44% | 4 | 0% | 2.6 |
|
| 5255 |
5255
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$2.15億 | +US$2533萬 | +13% | 9.84% | 82.3% | 148 | 6.08% | 3.4 |
|
| 5256 |
5256
Bardin Hill Management Partners
New York
| US$2.15億 | +US$41.9萬 | +0.2% | 2.35% | 214% | 49 | 59.18% | 0.9 |
|
| 5257 |
5257
Pavion Blue Capital
Newport Beach,
California
| US$2.15億 | +US$1154萬 | +6% | 6.7% | 87.8% | 105 | 6.67% | 3.5 |
|
| 5258 |
5258
Caldwell Sutter Capital
Sausalito,
California
| US$2.15億 | +US$1253萬 | +6% | 10.4% | 85.9% | 940 | 5% | 1.4 |
|
| 5259 |
5259
Aspen Investment Management
Grand Rapids,
Michigan
| US$2.14億 | +US$1401萬 | +7% | 7.36% | 92.6% | 155 | 9.68% | 6.3 |
|
| 5260 |
5260
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$2.14億 | +US$1508萬 | +8% | 5.2% | 68.6% | 54 | 9.26% | 2.3 |
|
| 5261 |
5261
Ascension Capital Advisors
Houston,
Texas
| US$2.14億 | +US$2609萬 | +14% | 7.05% | 64.1% | 37 | 16.22% | 2.4 |
|
| 5262 |
5262
Bluestem Financial Advisors
Champaign,
Illinois
| US$2.14億 | +US$1641萬 | +8% | 6.56% | 42.2% | 27 | 0% | 4 |
|
| 5263 |
5263
Powell Investment Advisors
Miami,
Florida
| US$2.14億 | +US$2108萬 | +11% | 7.24% | 82.4% | 162 | 14.81% | 2.9 |
|
| 5264 |
RA
5264
Ransom Advisory
Providence,
Rhode Island
| US$2.14億 | +US$1451萬 | +7% | 6.48% | – | 414 | 3.14% | 0.4 |
|
| 5265 |
5265
Virtus ETF Advisers
New York
| US$2.14億 | +US$971萬 | +5% | 8.21% | 191% | 490 | 15.92% | 2.4 |
|
| 5266 |
5266
Lunt Capital Management
Holladay,
Utah
| US$2.14億 | +US$1100萬 | +5% | 4.69% | 36.9% | 102 | 24.51% | 0.9 |
|
| 5267 |
5267
Midwest Heritage Bank
West Des Moines,
Iowa
| US$2.14億 | +US$1584萬 | +8% | 6.12% | 52.2% | 61 | 14.75% | 2 |
|
| 5268 |
5268
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$2.14億 | +US$1445萬 | +7% | 7.14% | 64.8% | 83 | 9.64% | 3.4 |
|
| 5269 |
5269
Eastover Investment Advisors
Charlotte,
North Carolina
| US$2.14億 | +US$445萬 | +2% | 7.37% | 105% | 48 | 8.33% | 2.7 |
|
| 5270 |
WAM
5270
Westport Asset Management
Southport,
Connecticut
| US$2.13億 | +US$1368萬 | +7% | 8.56% | 73.2% | 76 | 3.95% | 6.6 |
|
| 5271 |
5271
MKT Advisors
Escondido,
California
| US$2.13億 | +US$1216萬 | +6% | 4.83% | 55.5% | 160 | 8.13% | 2.1 |
|
| 5272 |
5272
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.13億 | +US$511萬 | +2% | 4.77% | 73% | 44 | 13.64% | 3 |
|
| 5273 |
5273
Searcy Financial Services
Overland Park,
Kansas
| US$2.13億 | +US$1273萬 | +6% | 6.52% | 60.2% | 26 | 3.85% | 2.6 |
|
| 5274 |
WA
5274
Win Advisors
Palm Beach Gardens,
Florida
| US$2.13億 | -US$1090萬 | -5% | 6.51% | 266% | 87 | 80.46% | 0.2 |
|
| 5275 |
PL
5275
Polianta Ltd
St Helier,
Jersey
| US$2.13億 | +US$1545萬 | +8% | 6.94% | 31.6% | 100 | 56% | 0.7 |
|