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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Cairn Investment Group
Vancouver,
Washington
| US$2.19億 | +US$2795萬 | +15% | 5.85% | 67.4% | 71 | 5.63% | 3.6 |
|
| 5752 |
5752
Ballast Asset Management
Dallas,
Texas
| US$2.19億 | +US$2677萬 | +14% | 14.6% | 123% | 57 | 10.53% | 1.4 |
|
| 5753 |
LA
5753
Latitude Advisors
Vero Beach,
Florida
| US$2.19億 | +US$2033萬 | +10% | 7.58% | 79.6% | 226 | 14.16% | 2.5 |
|
| 5754 |
5754
Baypointe Partners
Stamford,
Connecticut
| US$2.19億 | +US$1.34億 | +157% | 2.05% | – | 31 | 32.26% | 0.3 |
|
| 5755 |
5755
New Millennium Group
Sandy,
Utah
| US$2.19億 | +US$3817萬 | +21% | 15.5% | 176% | 570 | 37.72% | 1 |
|
| 5756 |
5756
Cobblestone Asset Management
Richmond,
Virginia
| US$2.19億 | +US$2851萬 | +15% | 8.01% | 60.6% | 78 | 16.67% | 1 |
|
| 5757 |
5757
Resolute Wealth Strategies
Jackson,
Mississippi
| US$2.19億 | +US$3191萬 | +17% | 12.9% | 119% | 108 | 9.26% | 1.9 |
|
| 5758 |
5758
Strategic Financial Partners
Bend,
Oregon
| US$2.18億 | +US$292萬 | +1% | 6.44% | 59.6% | 83 | 12.05% | 3.6 |
|
| 5759 |
5759
Johnson & White Wealth Management
York,
Pennsylvania
| US$2.18億 | +US$1980萬 | +10% | 7.14% | 85.1% | 113 | 10.62% | 1.3 |
|
| 5760 |
5760
Elite Financial
Lewiston,
Idaho
| US$2.18億 | +US$1507萬 | +7% | 6.7% | – | 54 | 3.7% | 0.7 |
|
| 5761 |
5761
New England Professional Planning Group
Westerly,
Rhode Island
| US$2.18億 | -US$128萬 | -0.6% | 6.59% | 64.1% | 48 | 8.33% | 4.6 |
|
| 5762 |
5762
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$2.18億 | +US$646萬 | +3% | 4.34% | 38.1% | 22 | 0% | 3.8 |
|
| 5763 |
5763
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$2.18億 | +US$1760萬 | +9% | 10.1% | 105% | 99 | 13.13% | 2.4 |
|
| 5764 |
5764
Infusive Asset Management
New York
| US$2.18億 | -US$623萬 | -3% | 8.46% | 33.8% | 38 | 31.58% | 1.5 |
|
| 5765 |
5765
Yarger Wealth Strategies
Westerville,
Ohio
| US$2.18億 | +US$2669萬 | +14% | 7.81% | 58.1% | 121 | 8.26% | 1.8 |
|
| 5766 |
CIA
5766
Citadel Investment Advisory
Chesterland,
Ohio
| US$2.18億 | +US$1156萬 | +6% | 7.22% | 66.1% | 83 | 1.2% | 4.2 |
|
| 5767 |
5767
Burrus Financial Services
Salt Lake City,
Utah
| US$2.18億 | +US$901萬 | +4% | 4.27% | 31.3% | 10 | 0% | 2.8 |
|
| 5768 |
5768
WealthCollab
Bellevue,
Washington
| US$2.18億 | +US$3901萬 | +22% | 15.5% | 85.3% | 998 | 7.52% | 1.3 |
|
| 5769 |
5769
Forge First Asset Management
Toronto, Ontario,
Canada
| US$2.18億 | -US$5859萬 | -21% | 10.1% | 112% | 57 | 70.18% | 0.5 |
|
| 5770 |
5770
Core Wealth Partners
Santa Rosa,
California
| US$2.18億 | +US$2077萬 | +11% | 7.56% | 75.7% | 191 | 12.04% | 1.7 |
|
| 5771 |
5771
Tribridge Partners Financial
Columbia,
Maryland
| US$2.18億 | +US$4735萬 | +28% | 5.36% | – | 74 | 22.97% | 0.2 |
|
| 5772 |
NERM
5772
New England Research & Management
Chicago,
Illinois
| US$2.18億 | +US$719萬 | +3% | 7.9% | 65% | 178 | 35.39% | 4.1 |
|
| 5773 |
BCM
5773
Birmingham Capital Management
Birmingham,
Alabama
| US$2.18億 | -US$853萬 | -4% | 7.93% | 100% | 99 | 8.08% | 9.6 |
|
| 5774 |
5774
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$2.18億 | +US$1868萬 | +9% | 5.94% | – | 151 | 7.28% | 0.6 |
|
| 5775 |
5775
Cobalt Capital Management
Short Hills,
New Jersey
| US$2.18億 | +US$450萬 | +2% | 7.46% | 220% | 35 | 62.86% | 1 |
|