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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
Mainsail Financial Group
Bellevue,
Washington
| US$1.76億 | +US$389萬 | +2% | 2.61% | 61.9% | 50 | 4% | 2 |
|
| 5952 |
IF
5952
Integrity Financial
Cheyenne,
Wyoming
| US$1.76億 | +US$225萬 | +1% | 1.8% | 75.8% | 291 | 19.24% | 1.9 |
|
| 5953 |
5953
Elevatus Welath Management
Victor,
New York
| US$1.76億 | -US$1.16億 | -40% | 0.24% | 270% | 120 | 24.17% | 1 |
|
| 5954 |
5954
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$1.76億 | -US$255萬 | -1% | 0.13% | 74.4% | 149 | 8.05% | 2.9 |
|
| 5955 |
5955
Mill Road Capital Management
Greenwich,
Connecticut
| US$1.76億 | -US$3197萬 | -15% | 11% | 85.1% | 27 | 22.22% | 3.2 |
|
| 5956 |
5956
Financial Futures
Brielle,
New Jersey
| US$1.76億 | +US$10.2萬 | +0.1% | 1.71% | 48.5% | 62 | 16.13% | 1.8 |
|
| 5957 |
5957
Muzinich & Co
New York
| US$1.76億 | +US$1646萬 | +10% | 1.49% | 13.5% | 74 | 44.59% | 5 |
|
| 5958 |
5958
Granite FO LLC
Bedford,
New Hampshire
| US$1.76億 | +US$99.1萬 | +0.6% | 1.87% | 112% | 187 | 0.53% | 0.9 |
|
| 5959 |
5959
Byrne Financial Freedom
Franklin,
Massachusetts
| US$1.76億 | -US$4873萬 | -22% | 5.98% | – | 103 | 9.71% | 0.2 |
|
| 5960 |
5960
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$1.76億 | +US$620萬 | +4% | 0.14% | 61.3% | 73 | 13.7% | 1.1 |
|
| 5961 |
5961
Harrington Investments
Napa,
California
| US$1.76億 | -US$604萬 | -3% | 2.02% | 109% | 83 | 3.61% | 5.7 |
|
| 5962 |
OCP
5962
OCO Capital Partners
New York
| US$1.76億 | +US$2271萬 | +15% | 7.34% | 679% | 4 | 25% | 2.4 |
|
| 5963 |
5963
Norway Savings Bank
Portland,
Maine
| US$1.76億 | -US$466萬 | -3% | 1.31% | 117% | 108 | 6.48% | 5.9 |
|
| 5964 |
SP
5964
Saranac Partners
London,
| US$1.76億 | -US$526萬 | -3% | 3.72% | 81.1% | 89 | 29.21% | 0.6 |
|
| 5965 |
5965
Pacific Sun Financial
Los Angeles,
California
| US$1.76億 | -US$778萬 | -4% | 3.65% | 79.1% | 188 | 7.45% | 5 |
|
| 5966 |
5966
CWC Advisors
Lake Oswego,
Oregon
| US$1.76億 | +US$7540萬 | +75% | 1.69% | – | 146 | 22.6% | 0.4 |
|
| 5967 |
5967
Sound Stewardship
Overland Park,
Kansas
| US$1.76億 | +US$722萬 | +4% | 0.79% | 45.9% | 64 | 12.5% | 1.7 |
|
| 5968 |
LPCM
5968
Lynwood Price Capital Management
Austin,
Texas
| US$1.75億 | +US$3024萬 | +21% | 5.44% | – | 15 | 0% | 0.3 |
|
| 5969 |
5969
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.75億 | +US$1354萬 | +8% | 7% | 62.5% | 21 | 0% | 2.6 |
|
| 5970 |
CWMGP
5970
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$1.75億 | -US$1152萬 | -6% | 2.15% | 85.4% | 82 | 29.27% | 1.9 |
|
| 5971 |
5971
Martin Worley Group
Cottonwood Heights,
Utah
| US$1.75億 | +US$1520萬 | +9% | 0.54% | – | 88 | 7.95% | 0.2 |
|
| 5972 |
5972
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$1.75億 | +US$3390萬 | +24% | 9.38% | – | 11 | 0% | 1 |
|
| 5973 |
5973
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$1.75億 | -US$5718萬 | -25% | 0.62% | 130% | 48 | 60.42% | 0.6 |
|
| 5974 |
5974
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$1.75億 | +US$663萬 | +4% | 3.88% | 67.9% | 44 | 11.36% | 1.1 |
|
| 5975 |
5975
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.75億 | -US$76.2萬 | -0.4% | 1.29% | 72.5% | 101 | 9.9% | 6 |
|