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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
Everpar Advisors
Tulsa,
Oklahoma
| US$2.2億 | +US$3173萬 | +17% | 12.1% | 130% | 276 | 12.32% | 1.2 |
|
| 5502 |
5502
Azarias Capital Management
Berwyn,
Pennsylvania
| US$2.2億 | +US$3953萬 | +22% | 27.4% | 58.2% | 26 | 19.23% | 2 |
|
| 5503 |
5503
Walker Financial Services
Bowling Green,
Kentucky
| US$2.2億 | +US$2920萬 | +15% | 0.38% | 20.8% | 38 | 21.05% | 1.6 |
|
| 5504 |
5504
My Personal CFO LLC
Vancouver,
Washington
| US$2.2億 | +US$2148萬 | +11% | 9.47% | 83.4% | 92 | 5.43% | 2.5 |
|
| 5505 |
5505
Hutner Capital Management
Manchester,
Vermont
| US$2.2億 | -US$1447萬 | -6% | 1.26% | 52.2% | 48 | 8.33% | 6.8 |
|
| 5506 |
5506
Tull Financial Group
Chesapeake,
Virginia
| US$2.2億 | +US$4813萬 | +28% | 7.73% | – | 36 | 27.78% | 0.5 |
|
| 5507 |
5507
Kilter Group
Rhinebeck,
New York
| US$2.2億 | +US$6671萬 | +44% | 10.8% | – | 1,170 | 95.73% | 0 |
|
| 5508 |
5508
Motive Wealth Advisors
Birmingham,
Michigan
| US$2.2億 | +US$3268萬 | +17% | 9.67% | 73.4% | 89 | 22.47% | 2 |
|
| 5509 |
5509
AAF Wealth Management
Westborough,
Massachusetts
| US$2.2億 | +US$3426萬 | +18% | 8.76% | 75.1% | 53 | 22.64% | 2.6 |
|
| 5510 |
5510
New England Professional Planning Group
Westerly,
Rhode Island
| US$2.2億 | +US$1863萬 | +9% | 9.35% | 64.1% | 47 | 4.26% | 4.6 |
|
| 5511 |
5511
Bull Oak Capital
San Diego,
California
| US$2.19億 | +US$3604萬 | +20% | 9.2% | 62.1% | 32 | 28.13% | 0.8 |
|
| 5512 |
5512
rebel Financial
Groveport,
Ohio
| US$2.19億 | – | – | 7.74% | – | 62 | – | 0 |
|
| 5513 |
SCA
5513
Sander Capital Advisors
Seattle,
Washington
| US$2.19億 | +US$2926萬 | +15% | 22.7% | 113% | 15 | 13.33% | 4.9 |
|
| 5514 |
5514
FreeGulliver LLC
New Orleans,
Louisiana
| US$2.19億 | +US$1642萬 | +8% | 11.5% | 94.4% | 102 | 21.57% | 1 |
|
| 5515 |
ERFOTCOFW
5515
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$2.19億 | +US$1587萬 | +8% | 5.32% | 30.5% | 13 | 23.08% | 1.9 |
|
| 5516 |
5516
Shira Ridge Wealth Management
Larkspur,
California
| US$2.19億 | +US$1838萬 | +9% | 10.2% | 72.8% | 86 | 16.28% | 1.8 |
|
| 5517 |
5517
Bayshore Asset Management
Coral Gables,
Florida
| US$2.19億 | +US$1806萬 | +9% | 7.8% | 66.1% | 40 | 10% | 2.6 |
|
| 5518 |
WIA
5518
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$2.19億 | +US$2033萬 | +10% | 8.51% | 72.2% | 137 | 21.17% | 1.2 |
|
| 5519 |
5519
Bay Rivers Group
Williamsburg,
Virginia
| US$2.19億 | +US$2788萬 | +15% | 18.9% | 166% | 91 | 12.09% | 3.1 |
|
| 5520 |
5520
Quartz Partners
Saratoga Springs,
New York
| US$2.19億 | +US$5385萬 | +33% | 15.9% | – | 190 | 32.11% | 0.5 |
|
| 5521 |
5521
New England Capital Financial Advisors
Meriden,
Connecticut
| US$2.18億 | +US$2189萬 | +11% | 8.95% | 58.3% | 431 | 11.37% | 2 |
|
| 5522 |
5522
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$2.18億 | +US$2393萬 | +12% | 9.03% | – | 127 | 10.24% | 1.3 |
|
| 5523 |
GPC
5523
Guardian Point Capital
Charlottesville,
Virginia
| US$2.18億 | +US$5260萬 | +32% | 5.67% | 142% | 12 | 33.33% | 2 |
|
| 5524 |
RCM
5524
Ratan Capital Management
Miami Beach,
Florida
| US$2.18億 | -US$9159萬 | -30% | 33.7% | 616% | 36 | 25% | 2.7 |
|
| 5525 |
5525
Caldwell Sutter Capital
Sausalito,
California
| US$2.18億 | +US$813萬 | +4% | 7.07% | 85.9% | 903 | 6.76% | 2 |
|