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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
WJ Wealth Management
Glendale,
Arizona
| US$2.14億 | -US$1486萬 | -7% | 1.22% | 95.6% | 78 | 20.51% | 2.4 |
|
| 5952 |
5952
Fire Capital Management
San Francisco,
California
| US$2.14億 | +US$1299萬 | +6% | 1.67% | – | 123 | 17.07% | 1 |
|
| 5953 |
5953
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$2.13億 | +US$4.08萬 | +0% | 0.12% | – | 157 | 7.64% | 1 |
|
| 5954 |
5954
Level Wealth Management
Greensboro,
North Carolina
| US$2.13億 | +US$1791萬 | +9% | 1.61% | – | 67 | 10.45% | 1 |
|
| 5955 |
WA
5955
Wealthstar Advisors
Plano,
Texas
| US$2.13億 | -US$1388萬 | -6% | 1.08% | – | 144 | 36.11% | 1.2 |
|
| 5956 |
MFG
5956
MTM Financial Group
Bethlehem,
Pennsylvania
| US$2.13億 | +US$358萬 | +2% | 0.8% | 36.5% | 92 | 8.7% | 2.3 |
|
| 5957 |
5957
Motive Wealth Advisors
Birmingham,
Michigan
| US$2.13億 | -US$2184萬 | -9% | 1.84% | 73.4% | 98 | 12.24% | 2.5 |
|
| 5958 |
5958
HMV Wealth Advisors
Shreveport,
Louisiana
| US$2.13億 | +US$1298萬 | +6% | 2.42% | – | 85 | 10.59% | 1.1 |
|
| 5959 |
SCM
5959
Sage Capital Management
Stockton,
New Jersey
| US$2.13億 | -US$357萬 | -2% | 1.24% | 94.3% | 172 | 11.63% | 1.8 |
|
| 5960 |
5960
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$2.13億 | +US$1630萬 | +8% | 1.2% | 37% | 106 | 30.19% | 1.9 |
|
| 5961 |
5961
Pinnacle Family Advisors
Springfield,
Missouri
| US$2.13億 | -US$1439萬 | -6% | 0.4% | 85.8% | 161 | 28.57% | 2.4 |
|
| 5962 |
5962
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$2.13億 | -US$1122萬 | -5% | 2.14% | 78.6% | 128 | 3.91% | 3.8 |
|
| 5963 |
5963
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$2.13億 | +US$1598萬 | +8% | 1.48% | – | 103 | 8.74% | 1.5 |
|
| 5964 |
C
5964
Croban
Fremont,
Ohio
| US$2.13億 | +US$509萬 | +2% | 2.31% | – | 84 | 15.48% | 1.8 |
|
| 5965 |
5965
Cooper/Haims Advisors
Victor,
New York
| US$2.12億 | -US$754萬 | -3% | 1.41% | 58.8% | 112 | 18.75% | 3.8 |
|
| 5966 |
5966
Grand Wealth Management
Grand Rapids,
Michigan
| US$2.12億 | -US$803萬 | -4% | 0.39% | 58.5% | 98 | 25.51% | 2.3 |
|
| 5967 |
AFC
5967
AFT Forsyth & Company
West Palm Beach,
Florida
| US$2.12億 | -US$1932萬 | -8% | 5.17% | 135% | 130 | 6.92% | 7.5 |
|
| 5968 |
5968
Atomic Invest
New York
| US$2.12億 | +US$3459萬 | +19% | 5.36% | – | 363 | 17.08% | 0.2 |
|
| 5969 |
5969
Vestment Financial
Chanhassen,
Minnesota
| US$2.12億 | +US$1950萬 | +10% | 1.12% | – | 47 | 17.02% | 1.1 |
|
| 5970 |
5970
CVS Health
Woonsocket,
Rhode Island
| US$2.12億 | +US$7694萬 | +57% | 1.35% | 50% | 35 | 80% | 0.3 |
|
| 5971 |
SM
5971
Salzhauer Michael
| US$2.12億 | -US$3209萬 | -13% | 3.55% | 98% | 99 | 29.29% | 4.8 |
|
| 5972 |
5972
Spreng Capital Management
Bucyrus,
Ohio
| US$2.12億 | -US$4267萬 | -17% | 2.47% | 84.4% | 77 | 16.88% | 4.9 |
|
| 5973 |
5973
STAR Financial Bank
Fort Wayne,
Indiana
| US$2.12億 | +US$1618萬 | +8% | 0.5% | 53.4% | 119 | 22.69% | 2 |
|
| 5974 |
FCFC
5974
First Citizens Financial Corp
Mason City,
Iowa
| US$2.12億 | +US$939萬 | +5% | 0.81% | 72.9% | 136 | 7.35% | 3.6 |
|
| 5975 |
AIA
5975
Arcadia Investment Advisors
Eagle,
Idaho
| US$2.12億 | -US$314萬 | -1% | 1.35% | 56.4% | 83 | 3.61% | 5.5 |
|