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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
PWM
5351
Prosperity Wealth Management
San Ramon,
California
| US$1.55億 | +US$2820萬 | +22% | 19.3% | 175% | 195 | 52.31% | 0.3 |
|
| 5352 |
MAS
5352
Madden Advisory Services
Jacksonville,
Florida
| US$1.55億 | +US$1204萬 | +8% | 5.76% | 58.4% | 82 | 2.44% | 5.2 |
|
| 5353 |
KAM
5353
Kinney Asset Management
Chicago,
Illinois
| US$1.54億 | +US$1564萬 | +11% | 7.69% | 10.1% | 5 | 0% | 2.2 |
|
| 5354 |
5354
John W. Brooker & Co
Oakland,
California
| US$1.54億 | +US$346萬 | +2% | 3.37% | 43.4% | 66 | 4.55% | 2.8 |
|
| 5355 |
5355
Wisconsin Capital Management
Madison,
Wisconsin
| US$1.54億 | +US$771萬 | +5% | 12.6% | 166% | 48 | 8.33% | 4.1 |
|
| 5356 |
5356
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$1.54億 | +US$422萬 | +3% | 5.15% | 65.5% | 406 | 13.79% | 3.8 |
|
| 5357 |
5357
Custos Family Office
Austin,
Texas
| US$1.54億 | +US$1244萬 | +9% | 5.03% | 66.2% | 50 | 34% | 0.8 |
|
| 5358 |
5358
Summit Place Financial Advisors
Summit,
New Jersey
| US$1.54億 | +US$1346萬 | +10% | 7.73% | 111% | 95 | 8.42% | 2.1 |
|
| 5359 |
5359
Cairn Investment Group
Vancouver,
Washington
| US$1.54億 | +US$1070萬 | +7% | 5.49% | 67.4% | 66 | 4.55% | 2.6 |
|
| 5360 |
SM
5360
Scoggin Management
New York
| US$1.54億 | -US$1588萬 | -9% | 4.64% | 889% | 66 | 62.12% | 0.7 |
|
| 5361 |
5361
AFS Financial Group
Bethesda,
Maryland
| US$1.54億 | +US$440萬 | +3% | 7.01% | – | 96 | 6.25% | 0.5 |
|
| 5362 |
5362
Forte Asset Management
Bedford,
New York
| US$1.54億 | +US$292萬 | +2% | 2.75% | 57.7% | 60 | 5% | 0.8 |
|
| 5363 |
5363
Purus Wealth Management
Newport Beach,
California
| US$1.54億 | +US$2758萬 | +22% | 12.9% | 174% | 125 | 16% | 1.7 |
|
| 5364 |
5364
Fluent Financial
Dallas,
Texas
| US$1.54億 | +US$764萬 | +5% | 4.07% | 46.9% | 83 | 31.33% | 1.3 |
|
| 5365 |
5365
Athyrium Capital Management
New York
| US$1.54億 | -US$1.25億 | -45% | 0.46% | 25.1% | 8 | 12.5% | 1.4 |
|
| 5366 |
5366
Cordant Inc
Portland,
Oregon
| US$1.54億 | -US$3,178 | -0% | 2.17% | 47% | 74 | 4.05% | 2.4 |
|
| 5367 |
5367
Warner Financial
Bethesda,
Maryland
| US$1.54億 | +US$975萬 | +7% | 5.72% | 69.2% | 94 | 2.13% | 1.3 |
|
| 5368 |
5368
Westhampton Capital
Winston-Salem,
North Carolina
| US$1.54億 | -US$175萬 | -1% | 7.19% | 105% | 122 | 14.75% | 3 |
|
| 5369 |
5369
Blue Barn Wealth
Orem,
Utah
| US$1.54億 | -US$746萬 | -5% | 2.35% | 46.4% | 127 | 8.66% | 1.4 |
|
| 5370 |
DFS
5370
Dixon Fnancial Services
Lafayette,
California
| US$1.54億 | +US$657萬 | +4% | 4.94% | 76.6% | 26 | 15.38% | 1.4 |
|
| 5371 |
5371
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$1.54億 | +US$1791萬 | +13% | 4.74% | 59.3% | 59 | 16.95% | 2.1 |
|
| 5372 |
5372
Profit Investment Management
North Bethesda,
Maryland
| US$1.54億 | +US$248萬 | +2% | 5.2% | 101% | 76 | 2.63% | 6.5 |
|
| 5373 |
5373
TKG Advisors
Valparaiso,
Indiana
| US$1.54億 | -US$663萬 | -4% | 6.17% | 116% | 121 | 46.28% | 0.6 |
|
| 5374 |
5374
CGC Financial Services
Lake Oswego,
Oregon
| US$1.54億 | – | – | 1.8% | 46% | 359 | – | 0 |
|
| 5375 |
5375
AllSquare Wealth Management
Albany,
New York
| US$1.54億 | -US$70.9萬 | -0.5% | 3.74% | 62.4% | 574 | 4.36% | 4.4 |
|