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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$1.97億 | -US$1910萬 | -9% | 6.05% | 81.9% | 498 | 1.41% | 3 |
|
| 5527 |
5527
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.96億 | +US$1724萬 | +10% | 7.37% | 60.9% | 76 | 40.79% | 1.7 |
|
| 5528 |
SCMS
5528
Serenity Capital Management (Singapore)
Singapore
| US$1.96億 | +US$3480萬 | +22% | 30.4% | 21% | 4 | 0% | 1.1 |
|
| 5529 |
BWIA
5529
Bryant Woods Investment Advisors
Getzville,
New York
| US$1.96億 | +US$5892萬 | +43% | 6.46% | 74.4% | 50 | 24% | 2.1 |
|
| 5530 |
5530
Clarus Wealth Advisors
Peoria,
Arizona
| US$1.96億 | +US$814萬 | +4% | 6.87% | 89.7% | 140 | 11.43% | 2.3 |
|
| 5531 |
5531
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$1.96億 | +US$1996萬 | +11% | 5.07% | 88.8% | 15 | 0% | 1.1 |
|
| 5532 |
5532
Anchor IV
Singapore
| US$1.96億 | +US$2250萬 | +13% | 13% | – | 1 | 0% | 1 |
|
| 5533 |
5533
Shira Ridge Wealth Management
Larkspur,
California
| US$1.96億 | +US$1663萬 | +9% | 5.39% | 72.8% | 84 | 14.29% | 1.3 |
|
| 5534 |
5534
Waterford Advisors
Orchard Park,
New York
| US$1.96億 | -US$4248萬 | -18% | 6.6% | 50.5% | 56 | 14.29% | 1.4 |
|
| 5535 |
IPA
5535
Investment Planning Advisors
Cumming,
Georgia
| US$1.96億 | US$0 | 0% | 4.33% | – | 59 | 0% | 0.3 |
|
| 5536 |
5536
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.96億 | +US$709萬 | +4% | 6.25% | 47.9% | 102 | 14.71% | 2.9 |
|
| 5537 |
5537
Strategic Financial Partners
Bend,
Oregon
| US$1.96億 | +US$1429萬 | +8% | 6.02% | 59.6% | 70 | 7.14% | 3.5 |
|
| 5538 |
5538
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.96億 | +US$313萬 | +2% | 5.58% | 78.9% | 137 | 10.95% | 4.6 |
|
| 5539 |
5539
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$1.96億 | -US$6153萬 | -24% | 2.22% | 0.01% | 55 | 18.18% | 0.7 |
|
| 5540 |
5540
TAGStone Capital
Charlotte,
North Carolina
| US$1.96億 | +US$1937萬 | +11% | 6.04% | 62% | 93 | 6.45% | 2 |
|
| 5541 |
5541
Ballast Asset Management
Dallas,
Texas
| US$1.96億 | +US$1133萬 | +6% | 13.5% | 123% | 53 | 11.32% | 0.9 |
|
| 5542 |
5542
Cordant Inc
Portland,
Oregon
| US$1.96億 | +US$1660萬 | +9% | 5.69% | 47% | 76 | 9.21% | 3.3 |
|
| 5543 |
5543
Alta Fox Capital Management
Fort Worth,
Texas
| US$1.96億 | +US$3806萬 | +24% | 24.8% | 261% | 20 | 65% | 0.5 |
|
| 5544 |
5544
SK Wealth Management
Providence,
Rhode Island
| US$1.95億 | – | – | 6.46% | – | 71 | – | 0 |
|
| 5545 |
5545
Family Wealth Partners
Matthews,
North Carolina
| US$1.95億 | +US$276萬 | +1% | 2.19% | 58.5% | 44 | 6.82% | 0.7 |
|
| 5546 |
5546
Jupiter Wealth Management
Glendale,
Colorado
| US$1.95億 | +US$679萬 | +4% | 4.94% | 99.2% | 104 | 19.23% | 2.3 |
|
| 5547 |
KCM
5547
Kempner Capital Management
Galveston,
Texas
| US$1.95億 | +US$678萬 | +4% | 3.55% | 60.9% | 54 | 12.96% | 3.9 |
|
| 5548 |
5548
AJ Advisors
Nashville,
Tennessee
| US$1.95億 | +US$1419萬 | +8% | 5.89% | 64.6% | 34 | 2.94% | 1.4 |
|
| 5549 |
5549
Silver Oak Advisory Group
Portland,
Oregon
| US$1.95億 | +US$1494萬 | +8% | 5.44% | 28.9% | 70 | 11.43% | 2.1 |
|
| 5550 |
5550
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$1.95億 | +US$2081萬 | +12% | 5.88% | 49.9% | 417 | 23.26% | 1.1 |
|