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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.27億 | -US$3688萬 | -22% | 14.5% | 79.1% | 258 | 10.08% | 3.6 |
|
| 5452 |
5452
Financial Guidance Group
Palm Harbor,
Florida
| US$1.27億 | -US$1820萬 | -13% | 11.6% | 58.7% | 46 | 13.04% | 0.2 |
|
| 5453 |
5453
Precision Wealth Strategies
Saint Louis,
Missouri
| US$1.27億 | -US$4134萬 | -25% | 12.1% | 106% | 189 | 30.16% | 0.8 |
|
| 5454 |
5454
Ridgewood Investments
Springfield,
New Jersey
| US$1.27億 | -US$2538萬 | -17% | 14.1% | – | 206 | 15.53% | 2.5 |
|
| 5455 |
EL
5455
EQ LLC
Bellevue,
Washington
| US$1.27億 | -US$1067萬 | -8% | 9.38% | 80% | 54 | 27.78% | 1.1 |
|
| 5456 |
5456
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$1.27億 | +US$77.7萬 | +0.6% | 11.8% | 60.6% | 98 | 21.43% | 0.4 |
|
| 5457 |
5457
Prosight Management
Dallas,
Texas
| US$1.27億 | -US$2796萬 | -18% | 25.1% | 39.5% | 39 | 56.41% | 0.8 |
|
| 5458 |
5458
Planning Center Inc
Moline,
Illinois
| US$1.27億 | +US$9210萬 | +265% | 14% | 38.9% | 54 | 25.93% | 0.4 |
|
| 5459 |
5459
Founders Capital Management (Texas)
Houston,
Texas
| US$1.27億 | -US$2912萬 | -19% | 11.2% | 131% | 415 | 26.51% | 2.8 |
|
| 5460 |
5460
Motive Wealth Advisors
Birmingham,
Michigan
| US$1.27億 | -US$1911萬 | -13% | 14.3% | 73.4% | 85 | 17.65% | 0.8 |
|
| 5461 |
AIM
5461
Athena Investment Management
Orinda,
California
| US$1.27億 | -US$209萬 | -2% | 11.4% | 88.5% | 138 | 20.29% | 0.2 |
|
| 5462 |
5462
HPS Investment Partners
New York
| US$1.27億 | -US$1.33億 | -51% | 43.1% | 55.9% | 7 | 28.57% | 1.1 |
|
| 5463 |
5463
Penbrook Management
New York
| US$1.27億 | -US$2734萬 | -18% | 14.3% | 107% | 112 | 8.04% | 4.6 |
|
| 5464 |
5464
Intergy Private Wealth
Colorado Springs,
Colorado
| US$1.27億 | -US$1656萬 | -12% | 14.9% | 73.8% | 68 | 38.24% | 0.3 |
|
| 5465 |
5465
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$1.27億 | -US$1864萬 | -13% | 11.7% | 58.8% | 186 | 20.97% | 2.6 |
|
| 5466 |
5466
CoreFirst Bank & Trust
Topeka,
Kansas
| US$1.27億 | -US$1959萬 | -13% | 8.83% | 61.4% | 445 | 22.7% | 1.3 |
|
| 5467 |
5467
Herbst Group
Westport,
Connecticut
| US$1.27億 | -US$2656萬 | -17% | 16.7% | 142% | 82 | 17.07% | 0.4 |
|
| 5468 |
5468
F/M Investments
Washington,
District of Columbia
| US$1.26億 | +US$247萬 | +2% | 28.2% | 101% | 98 | 63.27% | 0.7 |
|
| 5469 |
5469
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$1.26億 | -US$2617萬 | -17% | 12.1% | 70.6% | 592 | 29.56% | 1.8 |
|
| 5470 |
CC
5470
Corsicana & Co
Corsicana,
Texas
| US$1.26億 | -US$2787萬 | -18% | 13.2% | – | 217 | 4.61% | 0.9 |
|
| 5471 |
PHM
5471
Prospect Hill Management
Short Hills,
New Jersey
| US$1.26億 | -US$4332萬 | -26% | 25.3% | 119% | 16 | 6.25% | 1.4 |
|
| 5472 |
5472
Starfox Financial Services
The Woodlands,
Texas
| US$1.26億 | US$0 | 0% | 10.7% | – | 26 | 0% | 0.4 |
|
| 5473 |
KC
5473
Kenfarb & Co
Ashland,
Kentucky
| US$1.26億 | US$0 | 0% | 11.7% | – | 168 | 0% | 0.5 |
|
| 5474 |
5474
Covestor
London,
United Kingdom
| US$1.26億 | -US$2400萬 | -16% | 14.5% | 134% | 2,572 | 9.37% | 0.5 |
|
| 5475 |
5475
Castellan Group
Louisville,
Kentucky
| US$1.26億 | -US$1798萬 | -12% | 10.3% | 184% | 71 | 38.03% | 0.9 |
|