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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Accent Capital Management
Centerville,
Ohio
| US$1.63億 | +US$4708萬 | +41% | 11.7% | 156% | 233 | 49.36% | 0.3 |
|
| 5852 |
5852
Alpine Peaks Capital
New York
| US$1.63億 | -US$1071萬 | -6% | 5.31% | 24.3% | 25 | 8% | 2.1 |
|
| 5853 |
5853
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$1.63億 | +US$70.7萬 | +0.4% | 0.64% | 41.2% | 51 | 3.92% | 2.1 |
|
| 5854 |
5854
Trivant Custom Portfolio Group
San Diego,
California
| US$1.63億 | +US$565萬 | +4% | 4.91% | 103% | 199 | 14.07% | 1 |
|
| 5855 |
5855
Financial Guidance Group
Palm Harbor,
Florida
| US$1.63億 | +US$874萬 | +6% | 0.44% | 58.7% | 69 | 17.39% | 1.4 |
|
| 5856 |
5856
Riverstone Advisors
New Braunfels,
Texas
| US$1.63億 | -US$500萬 | -3% | 4.37% | 116% | 52 | 15.38% | 2.8 |
|
| 5857 |
5857
Argus Investors Counsel
New York
| US$1.63億 | -US$17.8萬 | -0.1% | 5.62% | 132% | 119 | 19.33% | 4.9 |
|
| 5858 |
5858
River Street Advisors
Aurora,
Illinois
| US$1.63億 | +US$1460萬 | +10% | 3.58% | 93.5% | 144 | 13.89% | 1.1 |
|
| 5859 |
5859
Nvest Financial
Portsmouth,
New Hampshire
| US$1.63億 | +US$1254萬 | +8% | 4.34% | 99.6% | 95 | 22.11% | 1.3 |
|
| 5860 |
5860
Southern Capital Advisors
Jackson,
Tennessee
| US$1.63億 | -US$209萬 | -1% | 1.5% | 66.8% | 81 | 19.75% | 1.5 |
|
| 5861 |
IFS
5861
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$1.62億 | +US$127萬 | +0.8% | 0.11% | 63.5% | 86 | 5.81% | 2.1 |
|
| 5862 |
FP
5862
Factorial Partners
Mt. Kisco,
New York
| US$1.62億 | -US$1345萬 | -8% | 5.53% | 88.7% | 89 | 21.35% | 3 |
|
| 5863 |
5863
Family CFO
Los Altos,
California
| US$1.62億 | +US$103萬 | +0.6% | 0.87% | 89.6% | 64 | 0% | 2.1 |
|
| 5864 |
5864
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.62億 | -US$370萬 | -2% | 2.43% | 112% | 165 | 8.48% | 7.2 |
|
| 5865 |
5865
Dogwood Wealth Management
Lenexa,
Kansas
| US$1.62億 | +US$1446萬 | +10% | 1.77% | 57.9% | 661 | 17.4% | 0.5 |
|
| 5866 |
5866
Alcosta Capital Management
San Ramon,
California
| US$1.62億 | +US$1328萬 | +9% | 10.8% | 190% | 28 | 0% | 2.2 |
|
| 5867 |
5867
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.62億 | +US$1607萬 | +11% | 4.95% | – | 177 | 32.2% | 1.7 |
|
| 5868 |
5868
Whitefort Capital Management
New York
| US$1.62億 | -US$194萬 | -1% | 12.5% | 243% | 24 | 25% | 1.3 |
|
| 5869 |
5869
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.62億 | +US$490萬 | +3% | 2.75% | 75.1% | 16 | 6.25% | 3.1 |
|
| 5870 |
5870
Emprise Bank
Wichita,
Kansas
| US$1.62億 | +US$1350萬 | +9% | 3.96% | – | 112 | 12.5% | 0.2 |
|
| 5871 |
5871
Peterson Wealth Management
Sparks,
Nevada
| US$1.62億 | +US$2352萬 | +17% | 5.23% | 88.9% | 57 | 15.79% | 2 |
|
| 5872 |
5872
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$1.62億 | +US$796萬 | +5% | 1.7% | 59.1% | 69 | 21.74% | 1.9 |
|
| 5873 |
5873
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$1.62億 | +US$1050萬 | +7% | 0.94% | 37% | 87 | 3.45% | 1.4 |
|
| 5874 |
5874
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$1.62億 | +US$926萬 | +6% | 1.01% | 48.4% | 39 | 10.26% | 0.5 |
|
| 5875 |
5875
Dover Advisors
Richmond,
Virginia
| US$1.62億 | +US$1585萬 | +11% | 2.94% | 65% | 129 | 14.73% | 1 |
|