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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Peak Financial Advisors
Denver,
Colorado
| US$1.92億 | -US$219萬 | -1% | 1.91% | 39.1% | 88 | 31.82% | 1.2 |
|
| 5802 |
5802
Finley Financial
Las Vegas,
Nevada
| US$1.92億 | – | – | 0.48% | – | 122 | – | 0 |
|
| 5803 |
5803
Moser Wealth Advisors
Bellevue,
Washington
| US$1.92億 | -US$70.8萬 | -0.4% | 1.49% | – | 143 | 6.99% | 3.6 |
|
| 5804 |
5804
Gordian Capital (Singapore)
Singapore
| US$1.92億 | -US$7188萬 | -27% | 9.3% | 321% | 220 | 41.36% | 1.5 |
|
| 5805 |
CSA
5805
Cottage Street Advisors
Marion,
Massachusetts
| US$1.92億 | +US$843萬 | +5% | 4.1% | 95.8% | 117 | 11.97% | 2.6 |
|
| 5806 |
5806
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$1.92億 | – | – | 1.14% | – | 118 | – | 0 |
|
| 5807 |
5807
Proactive Wealth Strategies
Marietta,
Georgia
| US$1.92億 | +US$1188萬 | +7% | 3.26% | – | 136 | 14.71% | 0.2 |
|
| 5808 |
VM
5808
VPR Management
Houston,
Texas
| US$1.92億 | -US$9506萬 | -33% | 8.58% | 54.5% | 56 | 1.79% | 3.5 |
|
| 5809 |
5809
Legacy Bridge
West Des Moines,
Iowa
| US$1.92億 | +US$611萬 | +3% | 6.36% | 236% | 306 | 6.86% | 4 |
|
| 5810 |
5810
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.92億 | +US$1458萬 | +8% | 4.67% | – | 206 | 26.7% | 1.9 |
|
| 5811 |
5811
Alternative Investment Advisors
Maitland,
Florida
| US$1.92億 | +US$148萬 | +0.8% | 0.59% | 78.6% | 58 | 18.97% | 0.9 |
|
| 5812 |
5812
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| US$1.92億 | – | – | 2.94% | – | 628 | – | 0 |
|
| 5813 |
5813
Melia Wealth
Tulsa,
Oklahoma
| US$1.92億 | -US$170萬 | -0.9% | 2.17% | 9.5% | 21 | 14.29% | 0.8 |
|
| 5814 |
5814
Adalta Capital Management
New York
| US$1.92億 | -US$234萬 | -1% | 0.84% | 89.2% | 101 | 7.92% | 3.8 |
|
| 5815 |
5815
Richards, Merrill & Peterson
Spokane,
Washington
| US$1.91億 | – | – | 3.31% | – | 502 | – | 0 |
|
| 5816 |
5816
Rings Capital Management
Chicago,
Illinois
| US$1.91億 | -US$39.2萬 | -0.2% | 0.92% | 40.9% | 8 | 0% | 2.2 |
|
| 5817 |
5817
Owen LaRue
Elizabethtown,
Kentucky
| US$1.91億 | +US$307萬 | +2% | 7.1% | 139% | 104 | 22.12% | 1.2 |
|
| 5818 |
5818
O'Connor Financial Group
Quincy,
Illinois
| US$1.91億 | +US$102萬 | +0.5% | 1.4% | 48.4% | 58 | 10.34% | 1.3 |
|
| 5819 |
5819
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.91億 | -US$630萬 | -3% | 0.82% | 70.5% | 108 | 7.41% | 0.9 |
|
| 5820 |
GWA
5820
GGM Wealth Advisors
Baltimore,
Maryland
| US$1.91億 | -US$4080萬 | -18% | 0.89% | 25.9% | 165 | 26.06% | 1.7 |
|
| 5821 |
5821
Element Wealth
Ridgeland,
Mississippi
| US$1.91億 | +US$247萬 | +1% | 0.32% | 64.5% | 302 | 8.94% | 2.8 |
|
| 5822 |
5822
Cresta Advisors
Laredo,
Texas
| US$1.91億 | US$0 | 0% | 0.03% | 66.8% | 50 | 0% | 1.6 |
|
| 5823 |
GPC
5823
Guardian Point Capital
Charlottesville,
Virginia
| US$1.91億 | -US$1.48億 | -44% | 14.7% | 142% | 12 | 50% | 2.8 |
|
| 5824 |
5824
Breed's Hill Capital
Charlestown,
Massachusetts
| US$1.91億 | +US$6916萬 | +57% | 2.8% | – | 139 | 30.94% | 0.6 |
|
| 5825 |
5825
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$1.91億 | +US$1918萬 | +11% | 0.89% | 59.1% | 86 | 23.26% | 2 |
|