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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$1.15億 | +US$1305萬 | +13% | 3.3% | 35.4% | 30 | 16.67% | 0.8 |
|
| 5902 |
5902
Better Money Decisions
Santa Fe,
New Mexico
| US$1.15億 | +US$1261萬 | +12% | 6.01% | 32.7% | 69 | 18.84% | 1.3 |
|
| 5903 |
WF
5903
Williams Financial
North Bennington,
Vermont
| US$1.15億 | -US$287萬 | -2% | 4.64% | 33.1% | 36 | 58.33% | 0.7 |
|
| 5904 |
5904
Avondale Wealth Management
West Lake Hills,
Texas
| US$1.15億 | +US$2352萬 | +26% | 6.54% | 83.8% | 127 | 11.02% | 2.4 |
|
| 5905 |
5905
Alpha Financial Advisors
Charlotte,
North Carolina
| US$1.15億 | – | – | 7.55% | 46.6% | 43 | – | 0 |
|
| 5906 |
5906
Walker Asset Management
Verona,
Missouri
| US$1.15億 | +US$397萬 | +4% | 4.75% | 87.6% | 90 | 6.67% | 0.9 |
|
| 5907 |
5907
Penobscot Wealth Management
Portland,
Maine
| US$1.15億 | +US$1172萬 | +11% | 9.12% | 56.7% | 63 | 7.94% | 1.2 |
|
| 5908 |
SCM
5908
Soros Capital Management
New York
| US$1.15億 | -US$3122萬 | -21% | 27.7% | 673% | 38 | 36.84% | 1.3 |
|
| 5909 |
5909
Twin Securities
New York
| US$1.15億 | -US$9990萬 | -47% | 26.9% | 506% | 32 | 81.25% | 0.2 |
|
| 5910 |
5910
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$1.15億 | +US$947萬 | +9% | 8.25% | 59.1% | 54 | 11.11% | 1.4 |
|
| 5911 |
5911
Aspire Wealth Management
Waltham,
Massachusetts
| US$1.15億 | +US$871萬 | +8% | 7.46% | 26% | 201 | 18.91% | 0.8 |
|
| 5912 |
FSI
5912
Flow State Investments
Chicago,
Illinois
| US$1.15億 | – | – | 16.1% | – | 171 | – | 0 |
|
| 5913 |
MFG
5913
MTM Financial Group
Bethlehem,
Pennsylvania
| US$1.15億 | +US$418萬 | +4% | 7.65% | 40.3% | 49 | 6.12% | 0.7 |
|
| 5914 |
5914
Cresta Advisors
Laredo,
Texas
| US$1.15億 | +US$3361萬 | +41% | 6.37% | 66.8% | 37 | 21.62% | 0.2 |
|
| 5915 |
5915
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$1.15億 | -US$1122萬 | -9% | 2.89% | 203% | 86 | 10.47% | 1.7 |
|
| 5916 |
5916
Mudita Advisors
London,
United Kingdom
| US$1.15億 | +US$684萬 | +6% | 14.9% | 143% | 21 | 19.05% | 0.9 |
|
| 5917 |
5917
Creative Capital Management Investments
San Diego,
California
| US$1.15億 | – | – | 7.91% | 53.6% | 233 | – | 0 |
|
| 5918 |
5918
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.14億 | +US$799萬 | +8% | 8.98% | 117% | 257 | 14.79% | 0.4 |
|
| 5919 |
5919
Salesforce Inc
San Francisco,
California
| US$1.14億 | -US$1186萬 | -9% | 6.94% | 33.9% | 2 | 0% | 1.9 |
|
| 5920 |
SC
5920
Settian Capital
New York
| US$1.14億 | +US$2313萬 | +25% | 7.35% | 69% | 38 | 23.68% | 0.5 |
|
| 5921 |
5921
Kinsale Capital Group
Richmond,
Virginia
| US$1.14億 | +US$1941萬 | +20% | 10.1% | 75.2% | 26 | 92.31% | 0.1 |
|
| 5922 |
5922
Refined Wealth Management
Salt Lake City,
Utah
| US$1.14億 | +US$345萬 | +3% | 3.21% | 99.4% | 26 | 3.85% | 1.2 |
|
| 5923 |
5923
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$1.14億 | +US$658萬 | +6% | 8.04% | 51.7% | 376 | 13.56% | 0.9 |
|
| 5924 |
5924
Signify Wealth
Saint Louis,
Missouri
| US$1.14億 | +US$2019萬 | +21% | 1.43% | 36.7% | 35 | 42.86% | 0.7 |
|
| 5925 |
PIP
5925
PB Investment Partners
Burlingame,
California
| US$1.14億 | +US$1254萬 | +12% | 14% | 81.1% | 11 | 9.09% | 0.8 |
|