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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Redwood Wealth Management Group
Medford,
New Jersey
| US$2.39億 | +US$329萬 | +1% | 2.98% | 74.1% | 197 | 14.21% | 1.7 |
|
| 5677 |
5677
Mendel Money Management
Northbrook,
Illinois
| US$2.39億 | +US$109萬 | +0.5% | 3.75% | 88.8% | 154 | 7.14% | 4.2 |
|
| 5678 |
5678
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$2.39億 | +US$1168萬 | +5% | 2.73% | – | 173 | 15.61% | 0.9 |
|
| 5679 |
JCFM
5679
JBR Co Financial Management
Ardmore,
Oklahoma
| US$2.39億 | +US$254萬 | +1% | 1.3% | 126% | 128 | 15.63% | 1.5 |
|
| 5680 |
5680
MBE Wealth Management
Tomah,
Wisconsin
| US$2.39億 | +US$762萬 | +3% | 2.41% | 66.5% | 142 | 9.15% | 2.6 |
|
| 5681 |
5681
New England Professional Planning Group
Westerly,
Rhode Island
| US$2.39億 | +US$2039萬 | +9% | 1.88% | 64.1% | 52 | 17.31% | 4.4 |
|
| 5682 |
CWMGP
5682
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$2.39億 | +US$246萬 | +1% | 2.26% | 85.4% | 91 | 24.18% | 1.7 |
|
| 5683 |
5683
Cresta Advisors
Laredo,
Texas
| US$2.39億 | +US$1445萬 | +6% | 1.93% | 66.8% | 167 | 71.26% | 0.7 |
|
| 5684 |
5684
Cordant Inc
Portland,
Oregon
| US$2.39億 | +US$1694萬 | +8% | 3.19% | 47% | 72 | 13.89% | 4.3 |
|
| 5685 |
5685
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$2.39億 | +US$568萬 | +2% | 2.62% | – | 120 | 6.67% | 1.7 |
|
| 5686 |
5686
Harber Asset Management
Asheville,
North Carolina
| US$2.38億 | -US$4053萬 | -15% | 1.84% | 63.6% | 44 | 38.64% | 1.2 |
|
| 5687 |
5687
Tribridge Partners Financial
Columbia,
Maryland
| US$2.38億 | +US$2065萬 | +9% | 0.86% | – | 78 | 10.26% | 0.4 |
|
| 5688 |
5688
MRA Advisory Group
Parsippany,
New Jersey
| US$2.38億 | +US$891萬 | +4% | 1.97% | 86.8% | 153 | 20.26% | 2.2 |
|
| 5689 |
5689
IMPACTfolio
Denver,
Colorado
| US$2.38億 | +US$628萬 | +3% | 1.82% | 58.8% | 42 | 19.05% | 2.3 |
|
| 5690 |
BWA
5690
BlueChip Wealth Advisors
Milton,
Georgia
| US$2.38億 | +US$376萬 | +2% | 1.66% | 62.2% | 170 | 16.47% | 1.3 |
|
| 5691 |
5691
Aviso Wealth Management
Bellevue,
Washington
| US$2.38億 | +US$847萬 | +4% | 3.95% | 153% | 151 | 10.6% | 1.6 |
|
| 5692 |
5692
Ironwood Investment Management
Boston,
Massachusetts
| US$2.38億 | +US$850萬 | +4% | 5.22% | 163% | 180 | 9.44% | 6.5 |
|
| 5693 |
5693
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$2.38億 | +US$70.3萬 | +0.3% | 3.2% | 108% | 149 | 5.37% | 2.9 |
|
| 5694 |
5694
Axiom Financial Strategies
New Albany,
Indiana
| US$2.38億 | +US$529萬 | +2% | 1.74% | 59.8% | 50 | 4% | 2.1 |
|
| 5695 |
5695
Edge Financial Advisors
Wheaton,
Illinois
| US$2.38億 | +US$1445萬 | +6% | 2.21% | – | 144 | 11.81% | 1.1 |
|
| 5696 |
5696
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$2.38億 | +US$624萬 | +3% | 6.32% | 40.5% | 5 | 40% | 1.5 |
|
| 5697 |
5697
22NW LP
Seattle,
Washington
| US$2.38億 | +US$2532萬 | +12% | 22% | 138% | 22 | 13.64% | 2.2 |
|
| 5698 |
5698
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$2.38億 | +US$644萬 | +3% | 1.81% | 43.1% | 262 | 13.36% | 2.4 |
|
| 5699 |
SC
5699
Schulhoff & Co
Cincinnati,
Ohio
| US$2.38億 | +US$332萬 | +1% | 3.51% | 51.8% | 138 | 6.52% | 8.3 |
|
| 5700 |
5700
ShariaPortfolio
Lake Mary,
Florida
| US$2.37億 | -US$2389萬 | -9% | 5.36% | 254% | 25 | 8% | 1.6 |
|