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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
Heartland Bank & Trust
Bloomington,
Illinois
| US$2.13億 | +US$1860萬 | +10% | 12% | 118% | 179 | 17.32% | 1.6 |
|
| 5602 |
5602
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$2.13億 | +US$1188萬 | +6% | 6.18% | 81.9% | 503 | 1.19% | 3.6 |
|
| 5603 |
5603
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$2.13億 | +US$2112萬 | +11% | 15.5% | 151% | 124 | 18.55% | 2.4 |
|
| 5604 |
MI
5604
Moneywise Inc
Forest,
Virginia
| US$2.13億 | +US$2440萬 | +13% | 9.37% | 60.8% | 77 | 31.17% | 2.7 |
|
| 5605 |
HIC
5605
Harbor Island Capital
Topsfield,
Massachusetts
| US$2.13億 | +US$1121萬 | +6% | 15.2% | 218% | 16 | 6.25% | 6.5 |
|
| 5606 |
5606
Cobalt Capital Management
Short Hills,
New Jersey
| US$2.13億 | +US$1002萬 | +5% | 22.6% | 220% | 37 | 70.27% | 0.7 |
|
| 5607 |
5607
One Wealth Capital Management
Scottsdale,
Arizona
| US$2.13億 | +US$2664萬 | +14% | 16.6% | – | 115 | 12.17% | 0.4 |
|
| 5608 |
VM
5608
VPR Management
Houston,
Texas
| US$2.13億 | +US$713萬 | +3% | 9.05% | 54.5% | 64 | 20.31% | 3.3 |
|
| 5609 |
5609
Granite Harbor Advisors
Houston,
Texas
| US$2.13億 | +US$2462萬 | +13% | 8.72% | 70.1% | 120 | 11.67% | 1.5 |
|
| 5610 |
5610
Prosperitas Financial
Valencia,
California
| US$2.13億 | +US$1940萬 | +10% | 11.8% | 118% | 63 | 14.29% | 1.2 |
|
| 5611 |
5611
Meridian Financial Partners
Warrenton,
Virginia
| US$2.13億 | +US$1570萬 | +8% | 9.26% | 80.8% | 109 | 8.26% | 2 |
|
| 5612 |
5612
Rubicon Founders
Nashville,
Tennessee
| US$2.13億 | +US$5014萬 | +31% | 4.16% | 34.3% | 3 | 0% | 0.7 |
|
| 5613 |
5613
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.13億 | +US$1073萬 | +5% | 8% | 58.7% | 50 | 6% | 4.8 |
|
| 5614 |
5614
FWG Holdings
Winter Park,
Florida
| US$2.13億 | +US$944萬 | +5% | 12.3% | 97.5% | 115 | 14.78% | 2.3 |
|
| 5615 |
5615
Lewis Asset Management
Lafayette,
California
| US$2.13億 | +US$9167萬 | +76% | 14.7% | 142% | 183 | 34.43% | 0.9 |
|
| 5616 |
5616
Logan Stone Capital
Chicago,
Illinois
| US$2.13億 | -US$203萬 | -0.9% | 16.8% | 43.9% | 98 | 47.96% | 1.1 |
|
| 5617 |
5617
Quantum Financial Planning Services
Spokane,
Washington
| US$2.12億 | +US$2961萬 | +16% | 8.14% | – | 50 | 32% | 0.4 |
|
| 5618 |
5618
Riverwater Partners
Milwaukee,
Wisconsin
| US$2.12億 | +US$1756萬 | +9% | 9.1% | 112% | 219 | 15.53% | 1.9 |
|
| 5619 |
5619
Blue Barn Wealth
Orem,
Utah
| US$2.12億 | +US$2054萬 | +11% | 8.6% | 46.4% | 166 | 15.66% | 2.1 |
|
| 5620 |
5620
Genesis Private Wealth
Ashburn,
Virginia
| US$2.12億 | +US$2371萬 | +13% | 7.5% | – | 168 | 22.02% | 0.4 |
|
| 5621 |
SHFP
5621
Second Half Financial Partners
Sebring,
Florida
| US$2.12億 | +US$1055萬 | +5% | 6.15% | 36.8% | 98 | 24.49% | 0.9 |
|
| 5622 |
5622
Compass Capital Corp
Braintree,
Massachusetts
| US$2.12億 | +US$2138萬 | +11% | 15.8% | – | 206 | 24.27% | 0.4 |
|
| 5623 |
5623
Mayfair Advisory Group
Birmingham,
Alabama
| US$2.12億 | +US$3877萬 | +22% | 7.93% | 71.5% | 180 | 15.56% | 2.4 |
|
| 5624 |
RA
5624
Ransom Advisory
Providence,
Rhode Island
| US$2.12億 | +US$970萬 | +5% | 10.8% | – | 343 | 9.04% | 1.1 |
|
| 5625 |
5625
Hahn Capital Management
Walnut Creek,
California
| US$2.12億 | +US$532萬 | +3% | 3.96% | 71.7% | 29 | 3.45% | 7.4 |
|