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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Propel Bio Management
Los Angeles,
California
| US$1.72億 | +US$1822萬 | +12% | 35.5% | 333% | 27 | 33.33% | 0.5 |
|
| 5877 |
5877
Kaizen Financial Strategies
Campbell,
California
| US$1.72億 | +US$1198萬 | +7% | 6.77% | 126% | 150 | 20% | 1.8 |
|
| 5878 |
WAM
5878
Werlinich Asset Management
Stamford,
Connecticut
| US$1.72億 | +US$1156萬 | +7% | 8.93% | 232% | 64 | 12.5% | 2.6 |
|
| 5879 |
5879
FinDec Wealth Services
Stockton,
California
| US$1.72億 | +US$1381萬 | +9% | 5.82% | 52.7% | 42 | 2.38% | 1.5 |
|
| 5880 |
BMMM
5880
Boston Mountain Money Management
Bentonville,
Arkansas
| US$1.72億 | +US$2065萬 | +14% | 7% | – | 66 | 10.61% | 0.5 |
|
| 5881 |
QC
5881
Qalhat Capital
Tortola,
British Virgin Islands
| US$1.72億 | -US$1034萬 | -6% | 5.84% | 90.3% | 3 | 0% | 1.8 |
|
| 5882 |
5882
Darrow Company
Needham,
Massachusetts
| US$1.72億 | +US$1833萬 | +12% | 5.41% | 44.5% | 50 | 10% | 1.5 |
|
| 5883 |
5883
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.72億 | +US$563萬 | +3% | 8.27% | 62.5% | 15 | 20% | 3.1 |
|
| 5884 |
5884
Riverstone Advisors
New Braunfels,
Texas
| US$1.72億 | +US$923萬 | +6% | 6.79% | 116% | 52 | 15.38% | 2.7 |
|
| 5885 |
5885
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$1.72億 | +US$998萬 | +6% | 5.13% | 59.1% | 76 | 15.79% | 1.9 |
|
| 5886 |
5886
Capital Wealth Alliance
Scottsdale,
Arizona
| US$1.72億 | -US$328萬 | -2% | 6.67% | 124% | 105 | 28.57% | 2.6 |
|
| 5887 |
5887
Beaumont Asset Management
Beaumont,
Texas
| US$1.72億 | +US$1628萬 | +10% | 6.13% | 73.1% | 68 | 8.82% | 2.9 |
|
| 5888 |
5888
Howard Wealth Management
Madison,
Connecticut
| US$1.72億 | +US$4498萬 | +35% | 5.89% | 69.9% | 114 | 20.18% | 2.3 |
|
| 5889 |
5889
Bullseye Investment Management
Cincinnati,
Ohio
| US$1.72億 | +US$1931萬 | +13% | 3.54% | 38.2% | 76 | 27.63% | 0.8 |
|
| 5890 |
5890
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$1.72億 | +US$1593萬 | +10% | 6.87% | 68.7% | 242 | 25.62% | 1.3 |
|
| 5891 |
5891
Arrowroot Family Office
Marina Del Rey,
California
| US$1.72億 | +US$1535萬 | +10% | 5.9% | – | 130 | 10.77% | 1.2 |
|
| 5892 |
5892
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.72億 | +US$916萬 | +6% | 10.3% | 112% | 161 | 11.18% | 7.4 |
|
| 5893 |
5893
ViaWealth
Leawood,
Kansas
| US$1.72億 | +US$1038萬 | +6% | 5.91% | 88.7% | 159 | 9.43% | 1.5 |
|
| 5894 |
5894
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$1.72億 | +US$1561萬 | +10% | 12.5% | 135% | 101 | 8.91% | 1 |
|
| 5895 |
5895
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$1.72億 | – | – | 0.16% | – | 702 | – | 0 |
|
| 5896 |
5896
Legacy Investment Solutions
Meridian,
Idaho
| US$1.72億 | – | – | 0.16% | – | 702 | – | 0 |
|
| 5897 |
5897
Integrity Wealth Solutions
Denver,
Colorado
| US$1.71億 | +US$1764萬 | +11% | 6.84% | – | 94 | 7.45% | 0.7 |
|
| 5898 |
5898
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.71億 | +US$1022萬 | +6% | 6.22% | 62.6% | 166 | 8.43% | 4.8 |
|
| 5899 |
5899
Financial Guidance Group
Palm Harbor,
Florida
| US$1.71億 | +US$856萬 | +5% | 5.59% | 58.7% | 69 | 2.9% | 1.7 |
|
| 5900 |
5900
Aletheian Wealth Advisors
Bellevue,
Washington
| US$1.71億 | -US$1855萬 | -10% | 5.73% | – | 90 | 13.33% | 1.9 |
|