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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Inlight Wealth Management
Atlanta,
Georgia
| US$1.93億 | +US$3164萬 | +20% | 6.86% | – | 296 | 18.24% | 0.3 |
|
| 5927 |
5927
Chronos Wealth Management
Clearwater,
Florida
| US$1.93億 | +US$655萬 | +4% | 5.52% | 92.3% | 41 | 14.63% | 3.8 |
|
| 5928 |
AIA
5928
Arcadia Investment Advisors
Eagle,
Idaho
| US$1.93億 | +US$1411萬 | +8% | 8.03% | 56.4% | 85 | 7.06% | 4.8 |
|
| 5929 |
5929
Tower View Wealth Management
Shorewood,
Wisconsin
| US$1.93億 | +US$2120萬 | +12% | 16.1% | 135% | 205 | 15.12% | 3.4 |
|
| 5930 |
5930
IRON Financial
Northbrook,
Illinois
| US$1.93億 | +US$1453萬 | +8% | 5.57% | 60.6% | 130 | 16.15% | 3 |
|
| 5931 |
5931
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$1.93億 | +US$2658萬 | +16% | 9.02% | 70.6% | 497 | 21.93% | 3.3 |
|
| 5932 |
FA
5932
FF Advisors
Manhattan Beach,
California
| US$1.93億 | +US$1835萬 | +11% | 8.65% | 59.7% | 99 | 8.08% | 1.2 |
|
| 5933 |
5933
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$1.93億 | +US$1670萬 | +9% | 7.79% | 61.3% | 74 | 13.51% | 1.2 |
|
| 5934 |
5934
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.93億 | +US$2171萬 | +13% | 8.8% | 62.6% | 157 | 3.82% | 5.3 |
|
| 5935 |
5935
Lindenwold Advisors
Reading,
Pennsylvania
| US$1.93億 | +US$1294萬 | +7% | 6.65% | 75% | 117 | 16.24% | 2.4 |
|
| 5936 |
5936
Long Island Wealth Management
Melville,
New York
| US$1.93億 | +US$2831萬 | +17% | 7.46% | 58.2% | 86 | 15.12% | 1.2 |
|
| 5937 |
5937
LCM Capital Management
Chicago,
Illinois
| US$1.92億 | +US$2215萬 | +13% | 14.5% | 128% | 104 | 3.85% | 3.2 |
|
| 5938 |
5938
C.V. Starr & Co
New York
| US$1.92億 | +US$6266萬 | +48% | 6.46% | – | 8 | 75% | 0.8 |
|
| 5939 |
5939
FOCUS Wealth Advisors
Houston,
Texas
| US$1.92億 | +US$1153萬 | +6% | 8.67% | 68.7% | 57 | 3.51% | 2.8 |
|
| 5940 |
5940
Summa Corp
Tomball,
Texas
| US$1.92億 | +US$1958萬 | +11% | 30.6% | 348% | 83 | 37.35% | 0.9 |
|
| 5941 |
5941
Ballast Asset Management
Dallas,
Texas
| US$1.92億 | +US$263萬 | +1% | 6.38% | 123% | 60 | 20% | 1.3 |
|
| 5942 |
CSA
5942
Cottage Street Advisors
Marion,
Massachusetts
| US$1.92億 | -US$771萬 | -4% | 10.6% | 95.8% | 117 | 14.53% | 2.7 |
|
| 5943 |
5943
Spinecap SAS
Paris,
France
| US$1.92億 | – | – | 13.5% | – | 12 | – | 0.8 |
|
| 5944 |
5944
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$1.92億 | +US$5064萬 | +36% | 292% | – | 886 | 23.02% | 0.6 |
|
| 5945 |
5945
Legacy Investment Solutions
Meridian,
Idaho
| US$1.92億 | – | – | 292% | – | 747 | – | 0.6 |
|
| 5946 |
5946
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$1.92億 | +US$1443萬 | +8% | 6.23% | 45.1% | 37 | 5.41% | 6.3 |
|
| 5947 |
5947
Cornercap Investment Counsel
Atlanta,
Georgia
| US$1.92億 | +US$128萬 | +0.7% | 4.68% | 55.4% | 165 | 15.76% | 2.7 |
|
| 5948 |
5948
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.92億 | +US$791萬 | +4% | 14.2% | 151% | 118 | 13.56% | 2.1 |
|
| 5949 |
5949
Nvest Financial
Portsmouth,
New Hampshire
| US$1.92億 | +US$522萬 | +3% | 10.8% | 99.6% | 110 | 17.27% | 1.6 |
|
| 5950 |
CCP
5950
Cunning Capital Partners
Morrisville,
North Carolina
| US$1.92億 | +US$3506萬 | +22% | 27.9% | 271% | 56 | 5.36% | 1.6 |
|