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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
WM
6101
Wishbone Management
Chicago,
Illinois
| US$2.32億 | +US$9613萬 | +71% | 25.5% | 58.7% | 6 | 50% | 0.9 |
|
| 6102 |
6102
Steffes Financial
Overland Park,
Kansas
| US$2.32億 | +US$4213萬 | +22% | 15.1% | – | 36 | 11.11% | 0.4 |
|
| 6103 |
6103
Accent Capital Management
Centerville,
Ohio
| US$2.31億 | +US$2518萬 | +12% | 21.2% | 156% | 419 | 48.93% | 1 |
|
| 6104 |
NME
6104
Notis-McConarty Edward
| US$2.31億 | +US$3020萬 | +15% | 24.2% | 104% | 73 | 9.59% | 8.3 |
|
| 6105 |
6105
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$2.31億 | +US$2030萬 | +10% | 19.6% | 104% | 278 | 3.96% | 8.5 |
|
| 6106 |
6106
Gray Private Wealth
Canton,
Massachusetts
| US$2.31億 | +US$3256萬 | +16% | 13.9% | – | 61 | 22.95% | 1.5 |
|
| 6107 |
6107
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| US$2.31億 | +US$2733萬 | +13% | 13.4% | – | 1 | 0% | 1.3 |
|
| 6108 |
6108
N10 Assets
Greenwich,
Connecticut
| US$2.31億 | – | – | 48.3% | – | 34 | – | 0 |
|
| 6109 |
6109
Foundry Financial Group
Laconia,
New Hampshire
| US$2.31億 | +US$2974萬 | +15% | 13.3% | 57.4% | 82 | 17.07% | 1.5 |
|
| 6110 |
VH
6110
VVR Holdings
Bellingham,
Washington
| US$2.31億 | +US$3767萬 | +19% | 17.2% | – | 45 | 28.89% | 0.4 |
|
| 6111 |
6111
Founders Capital Management (Texas)
Houston,
Texas
| US$2.31億 | +US$2629萬 | +13% | 24.1% | 131% | 427 | 10.3% | 4.4 |
|
| 6112 |
LWA
6112
Legacy Wealth Advisors
Miami,
Florida
| US$2.31億 | +US$3507萬 | +18% | 12.8% | – | 155 | 34.19% | 0.3 |
|
| 6113 |
6113
PFG Private Wealth Management
Lutz,
Florida
| US$2.31億 | -US$505萬 | -2% | 9.55% | 52.6% | 86 | 26.74% | 1.6 |
|
| 6114 |
6114
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$2.31億 | +US$2836萬 | +14% | 11.9% | 51.7% | 75 | 13.33% | 3.8 |
|
| 6115 |
6115
AGP Franklin
Franklin,
Tennessee
| US$2.31億 | +US$3043萬 | +15% | 24.1% | – | 107 | 26.17% | 1 |
|
| 6116 |
6116
Cooper Capital Advisors
Encinitas,
California
| US$2.31億 | +US$8767萬 | +61% | 17.1% | – | 44 | 27.27% | 0.9 |
|
| 6117 |
6117
Harold Davidson & Associates
Los Angeles,
California
| US$2.31億 | +US$2467萬 | +12% | 22.7% | – | 66 | 19.7% | 1.3 |
|
| 6118 |
BWM
6118
Bullock Wealth Management
Bloomington,
Indiana
| US$2.31億 | +US$3122萬 | +16% | 18% | 101% | 650 | 10.92% | 3.3 |
|
| 6119 |
6119
Note Advisors
Buffalo,
New York
| US$2.31億 | +US$3049萬 | +15% | 7.96% | – | 88 | 5.68% | 1.3 |
|
| 6120 |
6120
Burrus Financial Services
Salt Lake City,
Utah
| US$2.3億 | +US$1186萬 | +5% | 6.76% | 31.3% | 11 | 0% | 2.3 |
|
| 6121 |
6121
Kensington Investment Counsel
Long Beach,
California
| US$2.3億 | +US$2251萬 | +11% | 21.1% | 81.9% | 93 | 19.35% | 3.3 |
|
| 6122 |
6122
Strive Financial Group
Carmel,
Indiana
| US$2.3億 | +US$4158萬 | +22% | 16.3% | – | 944 | 29.24% | 0.4 |
|
| 6123 |
6123
Banyan Capital Management
Atlanta,
Georgia
| US$2.3億 | -US$196萬 | -0.8% | 4.14% | 44.4% | 55 | 0% | 2.2 |
|
| 6124 |
6124
LCM Capital Management
Chicago,
Illinois
| US$2.3億 | +US$3074萬 | +15% | 19% | 128% | 132 | 18.94% | 3.2 |
|
| 6125 |
6125
BDFS Capital
Rehoboth Beach,
Delaware
| US$2.3億 | +US$2224萬 | +11% | 6.77% | – | 149 | 30.2% | 0.4 |
|