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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
AmeriFlex Group
Las Vegas,
Nevada
| US$1.9億 | -US$5426萬 | -22% | 12.1% | – | 1,343 | 25.09% | 0.4 |
|
| 5977 |
5977
Midwest Financial Group
Overland Park,
Kansas
| US$1.9億 | +US$1812萬 | +11% | 8.22% | 103% | 116 | 8.62% | 1.7 |
|
| 5978 |
5978
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$1.9億 | -US$3196萬 | -14% | 14.4% | 114% | 107 | 7.48% | 2 |
|
| 5979 |
5979
Cobblestone Asset Management
Richmond,
Virginia
| US$1.9億 | +US$1889萬 | +11% | 9.9% | 60.6% | 78 | 33.33% | 0.9 |
|
| 5980 |
5980
CMG Global Holdings
Plano,
Texas
| US$1.9億 | +US$3666萬 | +24% | 11.8% | 80.8% | 91 | 6.59% | 3.2 |
|
| 5981 |
5981
Edge Financial Advisors
Wheaton,
Illinois
| US$1.9億 | +US$3140萬 | +20% | 9.02% | – | 130 | 26.92% | 0.7 |
|
| 5982 |
5982
Triavera Capital
Larkspur,
California
| US$1.9億 | +US$1536萬 | +9% | 19.4% | – | 21 | 19.05% | 0.5 |
|
| 5983 |
5983
Wealth Advisors Northwest
Portland,
Oregon
| US$1.9億 | +US$3195萬 | +20% | 8.74% | – | 62 | 12.9% | 0.4 |
|
| 5984 |
CWM
5984
CCG Wealth Management
San Diego,
California
| US$1.9億 | +US$2260萬 | +14% | 12.4% | 82.6% | 81 | 8.64% | 3.2 |
|
| 5985 |
5985
Midwest Capital Advisors
Grand Rapids,
Michigan
| US$1.9億 | +US$2677萬 | +16% | 9.45% | – | 196 | 11.22% | 0.5 |
|
| 5986 |
5986
Spring Capital Management
Amarillo,
Texas
| US$1.9億 | +US$646萬 | +4% | 6.4% | 73.6% | 53 | 9.43% | 1.8 |
|
| 5987 |
5987
Aurora Investment Counsel
Atlanta,
Georgia
| US$1.9億 | +US$928萬 | +5% | 5.47% | 31.7% | 127 | 29.13% | 1.3 |
|
| 5988 |
NAMNJ
5988
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| US$1.9億 | +US$2969萬 | +19% | 12.8% | – | 98 | 12.24% | 1.2 |
|
| 5989 |
5989
Innealta Capital
Austin,
Texas
| US$1.9億 | +US$504萬 | +3% | 10.1% | 69.8% | 140 | 42.86% | 1.7 |
|
| 5990 |
5990
Ridgecrest Wealth Partners
Mill Valley,
California
| US$1.89億 | -US$149萬 | -0.8% | 7.36% | 103% | 117 | 9.4% | 3 |
|
| 5991 |
5991
Udine Wealth Management
Boca Raton,
Florida
| US$1.89億 | +US$3995萬 | +27% | 15.7% | 141% | 38 | 34.21% | 1.3 |
|
| 5992 |
5992
Peninsula Asset Management
Bradenton,
Florida
| US$1.89億 | +US$931萬 | +5% | 5.19% | 54.2% | 45 | 2.22% | 8.2 |
|
| 5993 |
5993
AGP Franklin
Franklin,
Tennessee
| US$1.89億 | +US$2690萬 | +17% | 22.4% | – | 89 | 19.1% | 0.4 |
|
| 5994 |
5994
Harrington Investments
Napa,
California
| US$1.89億 | +US$1308萬 | +7% | 11.2% | 109% | 83 | 1.2% | 5.9 |
|
| 5995 |
5995
Krensavage Asset Management
New York
| US$1.89億 | +US$805萬 | +4% | 9.39% | 124% | 16 | 18.75% | 2.7 |
|
| 5996 |
5996
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.89億 | +US$1435萬 | +8% | 9.73% | 68.7% | 24 | 0% | 9.3 |
|
| 5997 |
BWM
5997
Bullock Wealth Management
Bloomington,
Indiana
| US$1.89億 | +US$988萬 | +6% | 9.68% | 101% | 620 | 11.61% | 2.6 |
|
| 5998 |
5998
Dalton Investments
Las Vegas,
Nevada
| US$1.89億 | +US$238萬 | +1% | 11.3% | 125% | 22 | 9.09% | 3.9 |
|
| 5999 |
5999
Traveka Wealth
Los Altos,
California
| US$1.89億 | +US$1038萬 | +6% | 10.2% | 78.1% | 157 | 17.2% | 1.2 |
|
| 6000 |
CI
6000
Carroll Investors
Mt Pleasant,
South Carolina
| US$1.89億 | +US$3855萬 | +26% | 31.3% | 345% | 34 | 23.53% | 1.7 |
|