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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$1.87億 | +US$1086萬 | +6% | 0.83% | – | 84 | 32.14% | 0.9 |
|
| 5502 |
5502
Abbot Financial Management
Andover,
Massachusetts
| US$1.87億 | +US$541萬 | +3% | 4.58% | 116% | 130 | 6.15% | 4.8 |
|
| 5503 |
5503
Tandem Wealth Advisors
Phoenix,
Arizona
| US$1.87億 | +US$463萬 | +3% | 0.61% | 43.1% | 51 | 5.88% | 1.3 |
|
| 5504 |
5504
Porter White Investment Advisors
Birmingham,
Alabama
| US$1.87億 | -US$158萬 | -0.8% | 0.77% | 58% | 32 | 3.13% | 1.2 |
|
| 5505 |
5505
Mendota Financial Group
Madison,
Wisconsin
| US$1.87億 | +US$1559萬 | +9% | 0.91% | 50.1% | 410 | 26.34% | 0.8 |
|
| 5506 |
5506
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$1.87億 | +US$213萬 | +1% | 0.56% | 46.9% | 149 | 6.04% | 2.4 |
|
| 5507 |
5507
Signet Investment Advisory Group
Providence,
Rhode Island
| US$1.87億 | +US$357萬 | +2% | 1.48% | 68.2% | 67 | 1.49% | 4.5 |
|
| 5508 |
ALS
5508
Andrew L. Share
| US$1.86億 | -US$1908萬 | -9% | 8.48% | 3.31% | 13 | 7.69% | 1.2 |
|
| 5509 |
5509
Ted Buchan & Co
San Diego,
California
| US$1.86億 | +US$2358萬 | +14% | 1.44% | 65.2% | 100 | 26% | 1 |
|
| 5510 |
5510
Worldly Partners Management
Needham,
Massachusetts
| US$1.86億 | -US$2587萬 | -12% | 8.22% | 19.2% | 3 | 0% | 1.5 |
|
| 5511 |
5511
Maltin Wealth Management
Ridgewood,
New Jersey
| US$1.86億 | +US$840萬 | +5% | 0.32% | 58.2% | 128 | 13.28% | 2.5 |
|
| 5512 |
5512
New Wave Wealth Advisors
Springdale,
Arkansas
| US$1.86億 | – | – | 4.91% | – | 135 | – | 0 |
|
| 5513 |
5513
Alexander Labrunerie & Co
Columbia,
Missouri
| US$1.86億 | +US$696萬 | +4% | 6.77% | – | 96 | 11.46% | 0.2 |
|
| 5514 |
5514
Beaton Management Company
Haverhill,
Massachusetts
| US$1.86億 | +US$230萬 | +1% | 2.9% | 110% | 141 | 7.09% | 5 |
|
| 5515 |
5515
Lipe & Dalton
Syracuse,
New York
| US$1.86億 | -US$804萬 | -4% | 0.57% | 101% | 107 | 9.35% | 5.5 |
|
| 5516 |
5516
Colonial River Investments
Midlothian,
Virginia
| US$1.86億 | +US$877萬 | +5% | 6.26% | 156% | 178 | 11.24% | 1.7 |
|
| 5517 |
5517
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$1.86億 | +US$119萬 | +0.6% | 0.78% | 58.7% | 49 | 10.2% | 4.3 |
|
| 5518 |
5518
Maryland Capital Advisors
Chester,
Maryland
| US$1.86億 | +US$2456萬 | +15% | 3.25% | – | 254 | 14.57% | 1.8 |
|
| 5519 |
5519
HTG Investment Advisors
New Canaan,
Connecticut
| US$1.85億 | +US$1302萬 | +8% | 0.61% | 62.9% | 63 | 9.52% | 1.3 |
|
| 5520 |
5520
Red Tortoise LLC
Atlanta,
Georgia
| US$1.85億 | +US$641萬 | +4% | 0.55% | 43.7% | 604 | 13.08% | 1.3 |
|
| 5521 |
5521
ShariaPortfolio
Lake Mary,
Florida
| US$1.85億 | +US$1188萬 | +7% | 1.85% | 254% | 35 | 8.57% | 0.7 |
|
| 5522 |
5522
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$1.85億 | -US$789萬 | -4% | 7.04% | 114% | 89 | 30.34% | 1.3 |
|
| 5523 |
PCMK
5523
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$1.85億 | -US$29.3萬 | -0.2% | 4.33% | 95.5% | 56 | 12.5% | 6.5 |
|
| 5524 |
5524
Optivise Advisory Services
Franklin,
Tennessee
| US$1.85億 | – | – | 2.94% | – | 179 | – | 0 |
|
| 5525 |
5525
Kessler Investment Group
Columbus,
Indiana
| US$1.85億 | +US$2395萬 | +15% | 5.19% | 251% | 210 | 16.19% | 2.4 |
|