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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 |
5351
Parker Financial
Silverdale,
Washington
| US$2.31億 | +US$2354萬 | +11% | 7.98% | 49.7% | 38 | 10.53% | 2.2 |
|
| 5352 |
5352
Harbour Investment Management
Edmonds,
Washington
| US$2.31億 | +US$1012萬 | +5% | 7.66% | 58.8% | 100 | 9% | 6.5 |
|
| 5353 |
5353
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$2.31億 | +US$2108萬 | +10% | 6.99% | – | 96 | 10.42% | 0.5 |
|
| 5354 |
5354
Arcus Capital Partners
Atlanta,
Georgia
| US$2.31億 | -US$1794萬 | -7% | 7.79% | 75% | 135 | 20.74% | 3.1 |
|
| 5355 |
5355
Reliant Investment Management
Memphis,
Tennessee
| US$2.31億 | +US$3830萬 | +20% | 21.8% | 129% | 63 | 19.05% | 3.7 |
|
| 5356 |
5356
Eos Management LP
New York
| US$2.31億 | +US$747萬 | +3% | 11.9% | 149% | 47 | 34.04% | 3.3 |
|
| 5357 |
5357
Aventura Private Wealth
Aventura,
Florida
| US$2.31億 | +US$4018萬 | +21% | 13.5% | – | 850 | 15.88% | 0.4 |
|
| 5358 |
5358
Boyd Wealth Management
Sacramento,
California
| US$2.31億 | +US$3029萬 | +15% | 8.05% | 56.8% | 53 | 18.87% | 2.4 |
|
| 5359 |
5359
Red Spruce Capital
Berwyn,
Pennsylvania
| US$2.31億 | +US$1806萬 | +8% | 12.6% | 98.4% | 93 | 5.38% | 3.8 |
|
| 5360 |
5360
SK Wealth Management
Providence,
Rhode Island
| US$2.31億 | +US$4438萬 | +24% | 7.28% | – | 82 | 14.63% | 0.6 |
|
| 5361 |
5361
Firethorn Wealth Partners
Augusta,
Georgia
| US$2.31億 | +US$2115萬 | +10% | 9.53% | 75.1% | 191 | 18.32% | 2.2 |
|
| 5362 |
5362
Kirkwood Financial Services
San Antonio,
Texas
| US$2.31億 | +US$3262萬 | +16% | 11.5% | – | 34 | 32.35% | 0.3 |
|
| 5363 |
5363
Ranch Capital Advisors
Sarasota,
Florida
| US$2.31億 | +US$1972萬 | +9% | 9.27% | 99.2% | 145 | 6.21% | 3.7 |
|
| 5364 |
5364
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.31億 | +US$1239萬 | +6% | 12% | 98.6% | 147 | 10.88% | 5 |
|
| 5365 |
5365
ORIX Corp
Tokyo,
Japan
| US$2.31億 | +US$1882萬 | +9% | 18.4% | 11.7% | 1 | 0% | 7.5 |
|
| 5366 |
5366
Muzinich & Co
New York
| US$2.3億 | +US$5432萬 | +31% | 2.34% | 13.5% | 71 | 38.03% | 4.8 |
|
| 5367 |
5367
Wills Financial Group
Richmond,
Virginia
| US$2.3億 | +US$485萬 | +2% | 4.26% | 75.9% | 71 | 15.49% | 5.1 |
|
| 5368 |
5368
Sherbrooke Park Advisers
White Plains,
New York
| US$2.3億 | +US$1562萬 | +7% | 6.29% | 9.59% | 827 | 70.98% | 0.3 |
|
| 5369 |
5369
Balanced Wealth Group
Westlake,
Ohio
| US$2.3億 | +US$2338萬 | +11% | 7.49% | 66.2% | 70 | 7.14% | 1.3 |
|
| 5370 |
OIA
5370
Optimum Investment Advisors
Chicago,
Illinois
| US$2.3億 | +US$1787萬 | +8% | 13.1% | 125% | 650 | 7.23% | 6.3 |
|
| 5371 |
5371
Swan Capital
Pensacola,
Florida
| US$2.3億 | +US$1372萬 | +6% | 6.32% | 47.9% | 516 | 33.33% | 0.7 |
|
| 5372 |
5372
Seldon Capital
San Francisco,
California
| US$2.3億 | +US$7131萬 | +45% | 23.4% | 604% | 71 | 23.94% | 2 |
|
| 5373 |
5373
EVR Research
Richmond,
Virginia
| US$2.3億 | -US$1.23億 | -35% | 18% | 155% | 44 | 52.27% | 0.7 |
|
| 5374 |
5374
Spectrum Asset Management (California)
Newport Beach,
California
| US$2.3億 | +US$505萬 | +2% | 8.03% | 68.3% | 107 | 28.04% | 3.4 |
|
| 5375 |
5375
MBE Wealth Management
Tomah,
Wisconsin
| US$2.3億 | +US$2097萬 | +10% | 8.15% | 66.5% | 136 | 11.76% | 2.1 |
|