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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
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$2.86億 | +US$2920萬 | +11% | 13.7% | 73.2% | 114 | 10.53% | 6.9 |
|
| 5452 |
5452
ICW Investment Advisors
Scottsdale,
Arizona
| US$2.86億 | +US$904萬 | +3% | 7.58% | 58.6% | 153 | 9.8% | 5 |
|
| 5453 |
5453
Bluestem Financial Advisors
Champaign,
Illinois
| US$2.86億 | +US$2658萬 | +10% | 9.97% | 42.2% | 35 | 8.57% | 4.6 |
|
| 5454 |
5454
Adaptive Financial Consulting
Beachwood,
Ohio
| US$2.85億 | +US$2437萬 | +9% | 8.69% | 37% | 20 | 10% | 5 |
|
| 5455 |
5455
Lewis Asset Management
Lafayette,
California
| US$2.85億 | +US$4087萬 | +17% | 20.1% | 142% | 228 | 16.67% | 1.4 |
|
| 5456 |
5456
Alexander Labrunerie & Co
Columbia,
Missouri
| US$2.85億 | +US$1794萬 | +7% | 17.2% | – | 136 | 18.38% | 1.6 |
|
| 5457 |
5457
Strait & Sound Wealth Management
San Francisco,
California
| US$2.85億 | +US$1662萬 | +6% | 11.8% | 74% | 188 | 15.96% | 2.1 |
|
| 5458 |
5458
HFM Investment Advisors
Glassboro,
New Jersey
| US$2.85億 | +US$2513萬 | +10% | 10% | – | 1,330 | 12.26% | 1.1 |
|
| 5459 |
LAI
5459
Legal Advantage Investments
Los Altos Hills,
California
| US$2.85億 | +US$9161萬 | +47% | 9.19% | 116% | 89 | 24.72% | 3.1 |
|
| 5460 |
5460
Midwest Financial Group
Overland Park,
Kansas
| US$2.85億 | +US$5056萬 | +22% | 31.9% | 103% | 142 | 15.49% | 2.1 |
|
| 5461 |
5461
Choice Wealth Advisors
Waterville,
Maine
| US$2.85億 | +US$3017萬 | +12% | 10.5% | 60.3% | 36 | 5.56% | 2.5 |
|
| 5462 |
5462
MBE Wealth Management
Tomah,
Wisconsin
| US$2.84億 | +US$4371萬 | +18% | 13% | 66.5% | 173 | 20.23% | 2.4 |
|
| 5463 |
5463
Formula Growth
Montreal,
Quebec, Canada
| US$2.84億 | +US$6275萬 | +28% | 39.6% | 135% | 169 | 33.14% | 2.8 |
|
| 5464 |
5464
Advantage Trust Company
Salina,
Kansas
| US$2.84億 | +US$6113萬 | +27% | 15.2% | 77.6% | 203 | 42.36% | 1.3 |
|
| 5465 |
5465
Vivid Wealth Management
West Des Moines,
Iowa
| US$2.84億 | +US$3705萬 | +15% | 15.7% | 107% | 76 | 17.11% | 1.4 |
|
| 5466 |
5466
Bandera Partners
New York
| US$2.84億 | +US$6283萬 | +28% | 27.4% | 54.7% | 19 | 10.53% | 3.8 |
|
| 5467 |
5467
Cumberland Advisors
Sarasota,
Florida
| US$2.84億 | +US$2832萬 | +11% | 14.5% | 80.7% | 50 | 6% | 5.4 |
|
| 5468 |
5468
1776 Wealth
Atlanta,
Georgia
| US$2.84億 | +US$2941萬 | +12% | 15% | 115% | 155 | 7.74% | 3.3 |
|
| 5469 |
5469
William Mack & Associates
Troy,
Michigan
| US$2.84億 | +US$1.09億 | +62% | 10.3% | – | 110 | 35.45% | 0.9 |
|
| 5470 |
CWMGP
5470
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$2.84億 | +US$4489萬 | +19% | 21% | 85.4% | 109 | 21.1% | 1.8 |
|
| 5471 |
5471
FreeGulliver LLC
New Orleans,
Louisiana
| US$2.84億 | +US$4640萬 | +20% | 13.6% | 94.4% | 137 | 26.28% | 1.1 |
|
| 5472 |
5472
American Financial Group
Cincinnati,
Ohio
| US$2.84億 | +US$1389萬 | +5% | 4.33% | 30.6% | 76 | 10.53% | 5.6 |
|
| 5473 |
5473
Sellwood Investment Partners
Portland,
Oregon
| US$2.84億 | +US$2973萬 | +12% | 10.4% | – | 61 | 6.56% | 1.2 |
|
| 5474 |
5474
Game Creek Capital
Boston,
Massachusetts
| US$2.83億 | -US$1736萬 | -6% | 41% | 177% | 98 | 26.53% | 3.3 |
|
| 5475 |
5475
Beaconlight Capital
New York
| US$2.83億 | +US$9346萬 | +49% | 32.5% | 264% | 46 | 54.35% | 1.3 |
|