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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
InvesTrust
Oklahoma City,
Oklahoma
| US$2.6億 | +US$2185萬 | +9% | 14% | – | 95 | 4.21% | 1.4 |
|
| 5727 |
5727
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.6億 | +US$3481萬 | +15% | 14.6% | 73% | 28 | 7.14% | 4.6 |
|
| 5728 |
5728
Heritage Wealth Management (Texas)
Houston,
Texas
| US$2.6億 | +US$2575萬 | +11% | 11.9% | 55.9% | 45 | 11.11% | 2.1 |
|
| 5729 |
5729
Porter White Investment Advisors
Birmingham,
Alabama
| US$2.6億 | +US$1002萬 | +4% | 10.8% | 58% | 40 | 0% | 2.6 |
|
| 5730 |
5730
Palmer Knight Company
Jacksonville,
Florida
| US$2.6億 | +US$5481萬 | +27% | 23.8% | 90.5% | 37 | 16.22% | 3.4 |
|
| 5731 |
5731
MY.Alpha Management HK Advisors
Hong Kong
| US$2.6億 | +US$1382萬 | +6% | 37.8% | 429% | 14 | 57.14% | 1.2 |
|
| 5732 |
5732
Clarus Wealth Advisors
Peoria,
Arizona
| US$2.6億 | +US$2496萬 | +11% | 16.5% | 89.7% | 96 | 18.75% | 3 |
|
| 5733 |
5733
WJ Interests
Sugar Land,
Texas
| US$2.59億 | -US$104萬 | -0.4% | 10.4% | 55.2% | 23 | 17.39% | 2.2 |
|
| 5734 |
5734
Diesslin Group
Fort Worth,
Texas
| US$2.59億 | +US$3718萬 | +17% | 12.4% | – | 63 | 22.22% | 0.4 |
|
| 5735 |
5735
Optimist Retirement Group
Bellevue,
Washington
| US$2.59億 | +US$3242萬 | +14% | 20.4% | 92.2% | 125 | 15.2% | 1.6 |
|
| 5736 |
5736
Cherokee Insurance
Sterling Heights,
Michigan
| US$2.59億 | -US$433萬 | -2% | 12.1% | – | 129 | 10.08% | 1.3 |
|
| 5737 |
5737
Elevation Capital Advisory
Bend,
Oregon
| US$2.59億 | +US$2410萬 | +10% | 15.6% | – | 87 | 52.87% | 0.7 |
|
| 5738 |
5738
Private Wealth Group
Tampa,
Florida
| US$2.59億 | +US$4449萬 | +21% | 11.6% | 52.9% | 79 | 13.92% | 3.3 |
|
| 5739 |
5739
Heritage Family Offices
Scottsdale,
Arizona
| US$2.59億 | +US$3344萬 | +15% | 15.7% | – | 258 | 33.72% | 1 |
|
| 5740 |
5740
Endowment Wealth Management
Appleton,
Wisconsin
| US$2.59億 | +US$3252萬 | +14% | 12.3% | 70.7% | 190 | 17.89% | 2.2 |
|
| 5741 |
CSA
5741
Cottage Street Advisors
Marion,
Massachusetts
| US$2.59億 | +US$2742萬 | +12% | 16.9% | 95.8% | 157 | 17.2% | 2.7 |
|
| 5742 |
I2I
5742
Insight 2811 Inc
Chicago,
Illinois
| US$2.59億 | +US$1943萬 | +8% | 9.13% | 31.3% | 109 | 8.26% | 4.6 |
|
| 5743 |
5743
Pacific Excel Wealth Advisors
Walnut Creek,
California
| US$2.58億 | +US$1.63億 | +172% | 15.8% | – | 324 | 86.42% | 0.1 |
|
| 5744 |
5744
Resolute Wealth Strategies
Jackson,
Mississippi
| US$2.58億 | +US$2637萬 | +11% | 15.2% | 119% | 140 | 24.29% | 1.9 |
|
| 5745 |
5745
Mach-1 Financial Group
Rogers,
Arkansas
| US$2.58億 | -US$2595萬 | -9% | 12.9% | 85.3% | 182 | 39.56% | 0.8 |
|
| 5746 |
5746
Beach Point Capital Management
Santa Monica,
California
| US$2.58億 | +US$399萬 | +2% | 21.7% | 84.1% | 14 | 21.43% | 1.3 |
|
| 5747 |
5747
Darrow Company
Needham,
Massachusetts
| US$2.58億 | +US$3592萬 | +16% | 11.6% | 44.5% | 60 | 10% | 2.8 |
|
| 5748 |
5748
Lloyd Advisory Services
Suwanee,
Georgia
| US$2.58億 | -US$9137萬 | -26% | 8.99% | 51.1% | 1,064 | 62.69% | 0.4 |
|
| 5749 |
5749
Family Capital Management
Grand Rapids,
Michigan
| US$2.58億 | +US$3310萬 | +15% | 15.6% | 78.7% | 117 | 12.82% | 2 |
|
| 5750 |
5750
Great Hill Partners
Boston,
Massachusetts
| US$2.58億 | +US$4800萬 | +23% | 22.9% | 24% | 1 | 0% | 4 |
|