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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Shira Ridge Wealth Management
Larkspur,
California
| US$1.79億 | +US$474萬 | +3% | 3.14% | 72.8% | 77 | 7.79% | 1.2 |
|
| 5602 |
5602
Colorado Capital Management
Boulder,
Colorado
| US$1.79億 | +US$644萬 | +4% | 1.94% | 60.4% | 99 | 11.11% | 4.7 |
|
| 5603 |
5603
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$1.79億 | +US$193萬 | +1% | 2.59% | 78.6% | 121 | 4.13% | 3.1 |
|
| 5604 |
5604
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.79億 | +US$1480萬 | +9% | 3.39% | 60.9% | 70 | 35.71% | 2.1 |
|
| 5605 |
5605
Walden Wealth Partners
Beachwood,
Ohio
| US$1.79億 | +US$686萬 | +4% | 2.61% | – | 93 | 7.53% | 0.5 |
|
| 5606 |
5606
Renaissance Capital
Stamford,
Connecticut
| US$1.79億 | -US$1363萬 | -7% | 3.87% | 392% | 60 | 43.33% | 1.3 |
|
| 5607 |
5607
Cordant Inc
Portland,
Oregon
| US$1.79億 | +US$649萬 | +4% | 0.37% | 47% | 71 | 2.82% | 3.3 |
|
| 5608 |
5608
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.79億 | -US$145萬 | -0.8% | 3.39% | 92.4% | 443 | 12.19% | 5 |
|
| 5609 |
5609
New England Capital Financial Advisors
Meriden,
Connecticut
| US$1.79億 | +US$157萬 | +0.9% | 0.52% | 58.3% | 415 | 6.99% | 1.3 |
|
| 5610 |
5610
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$1.79億 | +US$553萬 | +3% | 2.02% | 81.9% | 172 | 9.3% | 2.5 |
|
| 5611 |
5611
RP Management
New York
| US$1.79億 | -US$132萬 | -0.7% | 24.7% | 208% | 4 | 25% | 2.4 |
|
| 5612 |
5612
Financial Council
Towson,
Maryland
| US$1.79億 | +US$972萬 | +6% | 4.19% | 88.6% | 86 | 9.3% | 1.7 |
|
| 5613 |
5613
CNA Financial
Chicago,
Illinois
| US$1.79億 | -US$2109萬 | -11% | 2.23% | 48.6% | 18 | 38.89% | 1.5 |
|
| 5614 |
5614
Nierenberg Investment Management Company
Camas,
Washington
| US$1.79億 | -US$81.1萬 | -0.5% | 1.08% | 127% | 59 | 35.59% | 1.4 |
|
| 5615 |
5615
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.79億 | +US$2808萬 | +19% | 4.54% | 79.8% | 110 | 68.18% | 0.9 |
|
| 5616 |
CCP
5616
Cunning Capital Partners
Morrisville,
North Carolina
| US$1.79億 | -US$212萬 | -1% | 2.62% | 271% | 82 | 2.44% | 0.7 |
|
| 5617 |
5617
Magnolia Capital Advisors
Jackson,
Mississippi
| US$1.79億 | +US$5907萬 | +49% | 0.09% | 78.7% | 169 | 73.96% | 0.8 |
|
| 5618 |
IC
5618
Immersion Capital
London,
United Kingdom
| US$1.79億 | -US$7381萬 | -29% | 3.59% | 63.4% | 10 | 20% | 2.1 |
|
| 5619 |
5619
Vivid Wealth Management
West Des Moines,
Iowa
| US$1.79億 | +US$1867萬 | +12% | 3.98% | 107% | 83 | 30.12% | 0.4 |
|
| 5620 |
5620
IMPACTfolio
Denver,
Colorado
| US$1.79億 | +US$1302萬 | +8% | 2.24% | 58.8% | 44 | 29.55% | 1.3 |
|
| 5621 |
DFS
5621
Dixon Fnancial Services
Lafayette,
California
| US$1.78億 | -US$222萬 | -1% | 0.5% | 76.6% | 36 | 0% | 1.6 |
|
| 5622 |
5622
IRON Financial
Northbrook,
Illinois
| US$1.78億 | -US$108萬 | -0.6% | 2.19% | 60.6% | 103 | 6.8% | 3.2 |
|
| 5623 |
5623
Cooper/Haims Advisors
Victor,
New York
| US$1.78億 | +US$626萬 | +4% | 3.62% | 58.8% | 85 | 5.88% | 3.7 |
|
| 5624 |
5624
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$1.78億 | -US$1951萬 | -10% | 0.01% | 81% | 30 | 20% | 1.5 |
|
| 5625 |
5625
First City Capital Management
Savannah,
Georgia
| US$1.78億 | -US$255萬 | -1% | 2.46% | 86.4% | 172 | 11.63% | 5.9 |
|