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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
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.71億 | +US$1630萬 | +6% | 9.07% | 64.4% | 81 | 4.94% | 8.4 |
|
| 5602 |
ML
5602
MTCO Ltd
Nassau,
| US$2.71億 | +US$201萬 | +0.7% | 4.83% | – | 4 | 50% | 0.4 |
|
| 5603 |
5603
Bernard Wealth Management
Royal Oak,
Michigan
| US$2.71億 | +US$3687萬 | +16% | 21.2% | – | 378 | 18.52% | 1.2 |
|
| 5604 |
5604
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$2.71億 | +US$1575萬 | +6% | 13.7% | 76% | 113 | 10.62% | 3.3 |
|
| 5605 |
5605
Eurizon SLJ Capital
London,
| US$2.71億 | +US$6087萬 | +29% | 26.9% | – | 179 | 10.61% | 0.4 |
|
| 5606 |
5606
AAF Wealth Management
Westborough,
Massachusetts
| US$2.71億 | +US$2733萬 | +11% | 12.7% | 75.1% | 61 | 18.03% | 2.8 |
|
| 5607 |
OGF
5607
Orin Green Financial
San Diego,
California
| US$2.71億 | +US$2725萬 | +11% | 13.3% | 59.1% | 84 | 8.33% | 1.1 |
|
| 5608 |
5608
M1 Capital Management
Bloomfield Hills,
Michigan
| US$2.71億 | +US$5379萬 | +25% | 16.1% | – | 122 | 16.39% | 1.1 |
|
| 5609 |
AAG
5609
Avalon Advisory Group
Wexford,
Pennsylvania
| US$2.71億 | +US$2292萬 | +9% | 9.68% | 46% | 14 | 14.29% | 4 |
|
| 5610 |
5610
Integrity Wealth Solutions
Denver,
Colorado
| US$2.71億 | +US$1608萬 | +6% | 10.9% | – | 139 | 13.67% | 1.8 |
|
| 5611 |
5611
Kaleidoscope Capital
Boston,
Massachusetts
| US$2.71億 | +US$1089萬 | +4% | 8.51% | – | 16 | 6.25% | 2.3 |
|
| 5612 |
5612
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$2.71億 | +US$2330萬 | +9% | 11.2% | 58.1% | 94 | 11.7% | 3.5 |
|
| 5613 |
5613
Burk Holdings
Tulsa,
Oklahoma
| US$2.71億 | +US$3720萬 | +16% | 12.3% | – | 698 | 10.89% | 0.4 |
|
| 5614 |
5614
Howard Wealth Management
Madison,
Connecticut
| US$2.7億 | +US$3288萬 | +14% | 11.9% | 69.9% | 156 | 8.97% | 2.8 |
|
| 5615 |
5615
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$2.7億 | +US$2302萬 | +9% | 16.3% | 80.2% | 91 | 7.69% | 2.2 |
|
| 5616 |
5616
Allie Family Office
Miami,
Florida
| US$2.7億 | +US$4100萬 | +18% | 9.76% | 59% | 125 | 32% | 2.4 |
|
| 5617 |
5617
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$2.7億 | +US$3177萬 | +13% | 16.2% | – | 178 | 17.42% | 1.2 |
|
| 5618 |
5618
Citrine Capital
San Francisco,
California
| US$2.7億 | +US$3952萬 | +17% | 9.03% | – | 66 | 21.21% | 0.9 |
|
| 5619 |
5619
EntreWealth
Austin,
Texas
| US$2.7億 | +US$4684萬 | +21% | 9.1% | – | 147 | 34.01% | 0.8 |
|
| 5620 |
5620
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$2.7億 | +US$2877萬 | +12% | 11.8% | 72% | 155 | 21.94% | 3.3 |
|
| 5621 |
5621
NavPoint Financial
Prior Lake,
Minnesota
| US$2.7億 | +US$2259萬 | +9% | 5.31% | 58.5% | 75 | 6.67% | 1.7 |
|
| 5622 |
5622
Verisail Partners
Chamblee,
Georgia
| US$2.7億 | +US$2328萬 | +9% | 8.68% | – | 28 | 17.86% | 1.2 |
|
| 5623 |
TW
5623
Titan Wealth
St Peter Port,
| US$2.69億 | +US$3779萬 | +16% | 19% | – | 56 | 17.86% | 0.4 |
|
| 5624 |
5624
Rosalind Advisors
Toronto,
Ontario, Canada
| US$2.69億 | +US$2031萬 | +8% | 22.9% | – | 45 | 42.22% | 1 |
|
| 5625 |
5625
Game Plan Financial Advisors
Westlake,
Ohio
| US$2.69億 | +US$4695萬 | +21% | 18.8% | 107% | 492 | 35.37% | 1.7 |
|