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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
CAZ Investments
Houston,
Texas
| US$2.4億 | +US$1.55億 | +181% | 0.79% | 263% | 53 | 20.75% | 2.2 |
|
| 5977 |
5977
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$2.4億 | +US$2349萬 | +11% | 13.9% | 85.6% | 160 | 13.75% | 5.2 |
|
| 5978 |
5978
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$2.4億 | +US$1109萬 | +5% | 21.4% | 93.3% | 220 | 85.45% | 0.4 |
|
| 5979 |
5979
Grand Wealth Management
Grand Rapids,
Michigan
| US$2.4億 | +US$2745萬 | +13% | 10.9% | 58.5% | 89 | 47.19% | 3.1 |
|
| 5980 |
5980
Cobblestone Asset Management
Richmond,
Virginia
| US$2.4億 | +US$1737萬 | +8% | 10.9% | 60.6% | 83 | 22.89% | 1.4 |
|
| 5981 |
5981
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$2.39億 | +US$162萬 | +0.7% | 10% | – | 45 | 11.11% | 3.5 |
|
| 5982 |
5982
Southern Capital Advisors
Jackson,
Tennessee
| US$2.39億 | +US$2586萬 | +12% | 12.9% | 66.8% | 91 | 14.29% | 2.9 |
|
| 5983 |
5983
Brown Financial Advisory
Fairhope,
Alabama
| US$2.39億 | +US$3777萬 | +19% | 16.2% | 73.2% | 53 | 15.09% | 2.8 |
|
| 5984 |
5984
Cerity Partners Retirement Plan Advisors
New York
| US$2.39億 | +US$4369萬 | +22% | 12.1% | – | 49 | 67.35% | 0.1 |
|
| 5985 |
5985
Visionary Horizons
Knoxville,
Tennessee
| US$2.39億 | +US$3625萬 | +18% | 12.1% | 69.2% | 152 | 20.39% | 1.3 |
|
| 5986 |
FCFC
5986
First Citizens Financial Corp
Mason City,
Iowa
| US$2.39億 | +US$2737萬 | +13% | 15.5% | 72.9% | 142 | 7.04% | 3.7 |
|
| 5987 |
5987
Aull & Monroe Investment Management
Mobile,
Alabama
| US$2.39億 | +US$2390萬 | +11% | 20% | 98.3% | 130 | 6.92% | 9 |
|
| 5988 |
5988
R.W. Roge & Company
Bohemia,
New York
| US$2.39億 | +US$2925萬 | +14% | 13.6% | 76.3% | 71 | 9.86% | 3.1 |
|
| 5989 |
5989
CNA Financial
Chicago,
Illinois
| US$2.39億 | +US$384萬 | +2% | 5.95% | 48.6% | 24 | 62.5% | 0.8 |
|
| 5990 |
5990
Bright Financial Advisors
Portage,
Michigan
| US$2.39億 | +US$2062萬 | +9% | 8.89% | – | 76 | 17.11% | 1.6 |
|
| 5991 |
5991
Kapstone Financial Advisors
Lebanon,
Ohio
| US$2.39億 | +US$3470萬 | +17% | 14.8% | 131% | 181 | 18.23% | 1.8 |
|
| 5992 |
CF
5992
CDC Financial
Chicago,
Illinois
| US$2.39億 | +US$8158萬 | +52% | 16.3% | – | 64 | 40.63% | 0.3 |
|
| 5993 |
5993
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$2.39億 | +US$2582萬 | +12% | 11.3% | 78.6% | 139 | 14.39% | 3.6 |
|
| 5994 |
5994
Victrix Investment Advisors
Stuart,
Florida
| US$2.39億 | -US$3685萬 | -13% | 24% | – | 113 | 38.94% | 1.2 |
|
| 5995 |
5995
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$2.39億 | +US$2393萬 | +11% | 10.6% | 57.9% | 96 | 2.08% | 2.1 |
|
| 5996 |
5996
Norway Savings Bank
Portland,
Maine
| US$2.39億 | +US$2760萬 | +13% | 26.6% | 117% | 109 | 10.09% | 6.3 |
|
| 5997 |
5997
City National Bank of Florida
Miami,
Florida
| US$2.38億 | +US$7076萬 | +42% | 18.2% | – | 163 | 30.06% | 0.9 |
|
| 5998 |
5998
Collaborative Wealth Management
Lake Mary,
Florida
| US$2.38億 | +US$2059萬 | +9% | 8.16% | 46.6% | 180 | 15.56% | 3.2 |
|
| 5999 |
5999
Pinnacle Family Advisors
Springfield,
Missouri
| US$2.38億 | +US$2554萬 | +12% | 15.2% | 85.8% | 170 | 29.41% | 2.3 |
|
| 6000 |
6000
Ring Mountain Capital
Tiburon,
California
| US$2.38億 | +US$5546萬 | +30% | 39.5% | – | 110 | 16.36% | 1.2 |
|