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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Clearshares
New York
| US$1.33億 | US$0 | 0% | 4.13% | – | 38 | 0% | 2.2 |
|
| 5952 |
5952
Transparent Wealth Partners
Little Rock,
Arkansas
| US$1.33億 | – | – | 9.15% | – | 28 | – | 0 |
|
| 5953 |
5953
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$1.33億 | -US$1.2億 | -47% | 2.28% | 137% | 125 | 76% | 0.6 |
|
| 5954 |
SC
5954
Schiavi & Co
Wilmington,
Delaware
| US$1.33億 | +US$995萬 | +8% | 1.84% | 43.6% | 15 | 26.67% | 0.6 |
|
| 5955 |
YC
5955
Yunqi Capital
Hong Kong
| US$1.33億 | – | – | 4.24% | 65.3% | 6 | – | 0 |
|
| 5956 |
KCM
5956
Key Colony Management
Little Rock,
Arkansas
| US$1.33億 | – | – | 4.23% | 113% | 9 | – | 1.1 |
|
| 5957 |
5957
Fortress Wealth Management
Culver City,
California
| US$1.33億 | – | – | 5.35% | 52.1% | 56 | – | 0 |
|
| 5958 |
5958
Melone Private Wealth
Auburn Hills,
Michigan
| US$1.33億 | – | – | 3.75% | 30.4% | 59 | – | 0 |
|
| 5959 |
MA
5959
McBroom & Associates
Las Vegas,
Nevada
| US$1.33億 | – | – | 15.3% | 148% | 30 | – | 0 |
|
| 5960 |
BI
5960
Blooom Inc
Overland Park,
Kansas
| US$1.33億 | +US$1222萬 | +10% | 16.2% | – | 50 | 18% | 0.8 |
|
| 5961 |
5961
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$1.33億 | +US$46.5萬 | +0.4% | 8% | 80.2% | 51 | 27.45% | 2.8 |
|
| 5962 |
5962
ETF Store
Overland Park,
Kansas
| US$1.33億 | – | – | 5.17% | 61% | 83 | – | 0 |
|
| 5963 |
5963
Cynosure Group
Salt Lake City,
Utah
| US$1.33億 | +US$304萬 | +2% | 13.5% | 63% | 22 | 0% | 2 |
|
| 5964 |
MAM
5964
Marketfield Asset Management
New York
| US$1.33億 | +US$616萬 | +5% | 10.7% | 61.5% | 39 | 12.82% | 3.4 |
|
| 5965 |
WF
5965
Williams Financial
North Bennington,
Vermont
| US$1.33億 | +US$1698萬 | +15% | 2.54% | 33.1% | 37 | 21.62% | 0.7 |
|
| 5966 |
5966
Element Wealth
Ridgeland,
Mississippi
| US$1.32億 | +US$706萬 | +6% | 6.4% | 64.5% | 192 | 4.69% | 1.4 |
|
| 5967 |
5967
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$1.32億 | – | – | 5.76% | 53.4% | 42 | – | 0 |
|
| 5968 |
5968
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$1.32億 | -US$150萬 | -1% | 9.28% | 68.8% | 376 | 68.09% | 0.9 |
|
| 5969 |
CM
5969
CM Management
Gulf Breeze,
Florida
| US$1.32億 | -US$172萬 | -1% | 0.55% | 107% | 103 | 27.18% | 0.7 |
|
| 5970 |
5970
Islay Capital Management
Lubbock,
Texas
| US$1.32億 | +US$233萬 | +2% | 7.39% | 72% | 335 | 28.96% | 1.2 |
|
| 5971 |
CNFG
5971
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$1.32億 | +US$1492萬 | +13% | 10% | 52.6% | 77 | 2.6% | 4.6 |
|
| 5972 |
JCA
5972
Jade Capital Advisors
Essex Fells,
New Jersey
| US$1.32億 | -US$3900萬 | -23% | 3.25% | 28.9% | 98 | 41.84% | 0.6 |
|
| 5973 |
5973
Laurel Wealth Planning
Edina,
Minnesota
| US$1.32億 | +US$811萬 | +7% | 5.54% | 59.5% | 229 | 10.04% | 0.6 |
|
| 5974 |
5974
Heronetta Management
New York
| US$1.32億 | +US$218萬 | +2% | 2.5% | 55.4% | 25 | 4% | 5.8 |
|
| 5975 |
5975
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| US$1.32億 | – | – | 6.55% | 2.24% | 305 | – | 0 |
|