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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Covestor
London,
United Kingdom
| US$1.6億 | +US$495萬 | +3% | 8.94% | 134% | 2,930 | 7.68% | 2.2 |
|
| 6077 |
6077
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$1.6億 | +US$3762萬 | +31% | 8.31% | 49.4% | 56 | 10.71% | 2.2 |
|
| 6078 |
6078
Lancaster Investment Management
London,
United Kingdom
| US$1.6億 | +US$639萬 | +4% | 6.96% | 0.78% | 8 | 37.5% | 0.8 |
|
| 6079 |
6079
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$1.59億 | +US$1011萬 | +7% | 7.11% | 55.1% | 113 | 8.85% | 2 |
|
| 6080 |
6080
Carson Advisory
Athens,
Georgia
| US$1.59億 | +US$1677萬 | +12% | 9.46% | 70.9% | 184 | 13.59% | 1.9 |
|
| 6081 |
6081
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$1.59億 | +US$267萬 | +2% | 3.99% | 14.4% | 65 | 44.62% | 1.1 |
|
| 6082 |
6082
KilterHowling LLC
Boulder,
Colorado
| US$1.59億 | +US$1237萬 | +8% | 5.21% | 55.1% | 51 | 7.84% | 2.1 |
|
| 6083 |
6083
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.59億 | +US$693萬 | +5% | 4.68% | 90% | 54 | 5.56% | 5.1 |
|
| 6084 |
6084
Asset Allocation & Management Company
Chicago,
Illinois
| US$1.59億 | +US$781萬 | +5% | 5.1% | 58.5% | 49 | 6.12% | 3.2 |
|
| 6085 |
6085
Lakeside Advisors
Seattle,
Washington
| US$1.59億 | +US$511萬 | +3% | 5.6% | 83.7% | 66 | 6.06% | 2.4 |
|
| 6086 |
6086
Tenret Company
Tampa,
Florida
| US$1.59億 | +US$1460萬 | +10% | 6.02% | – | 33 | 3.03% | 2.5 |
|
| 6087 |
6087
EHP Funds Inc
Toronto,
Canada
| US$1.59億 | -US$4336萬 | -21% | 4.39% | 173% | 111 | 86.49% | 0.5 |
|
| 6088 |
6088
Criterion Capital Advisors
Nashville,
Tennessee
| US$1.59億 | -US$1,204 | -0% | 6.48% | – | 348 | 0% | 0.7 |
|
| 6089 |
CNFG
6089
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$1.59億 | +US$1313萬 | +9% | 8.65% | 52.6% | 80 | 6.25% | 6.5 |
|
| 6090 |
JCA
6090
Jade Capital Advisors
Essex Fells,
New Jersey
| US$1.59億 | +US$1727萬 | +12% | 5.76% | 28.9% | 135 | 60.74% | 0.5 |
|
| 6091 |
6091
Farrow Financial
Randolph,
Vermont
| US$1.59億 | +US$1203萬 | +8% | 8.16% | 79.9% | 54 | 11.11% | 0.7 |
|
| 6092 |
6092
Robocap Asset Management
London,
United Kingdom
| US$1.59億 | -US$171萬 | -1% | 1.89% | 274% | 25 | 4% | 1.4 |
|
| 6093 |
6093
Swisher Financial Concepts
Westerville,
Ohio
| US$1.59億 | +US$6002萬 | +61% | 7.74% | 70.3% | 92 | 20.65% | 0.6 |
|
| 6094 |
6094
Values Added Financial
Washington,
District of Columbia
| US$1.59億 | +US$1985萬 | +14% | 6.14% | 65.9% | 108 | 18.52% | 0.9 |
|
| 6095 |
6095
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$1.59億 | +US$963萬 | +6% | 6.54% | 110% | 97 | 13.4% | 1.5 |
|
| 6096 |
6096
Mayfair Advisory Group
Birmingham,
Alabama
| US$1.59億 | +US$1089萬 | +7% | 6.43% | 71.5% | 165 | 20.61% | 2.1 |
|
| 6097 |
FAG
6097
Fortitude Advisory Group
Gig Harbor,
Washington
| US$1.59億 | -US$880萬 | -5% | 5.16% | 142% | 216 | 11.11% | 2 |
|
| 6098 |
6098
Bancreek Capital Management
Santa Monica,
California
| US$1.58億 | +US$3041萬 | +24% | 11.6% | 24.3% | 22 | 18.18% | 1.7 |
|
| 6099 |
6099
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$1.58億 | +US$1069萬 | +7% | 6.05% | 64.3% | 121 | 15.7% | 2 |
|
| 6100 |
6100
Disciplined Equity Management
Neptune Beach,
Florida
| US$1.58億 | +US$665萬 | +4% | 7.61% | 72.3% | 63 | 0% | 1.8 |
|