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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Unconventional Investor
Portsmouth,
New Hampshire
| US$1.81億 | +US$1174萬 | +7% | 6.89% | 62.7% | 41 | 19.51% | 2.5 |
|
| 6127 |
6127
True Vision MN
Woodbury,
Minnesota
| US$1.81億 | +US$1379萬 | +8% | 8.93% | – | 109 | 12.84% | 0.9 |
|
| 6128 |
6128
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.81億 | +US$567萬 | +3% | 5.95% | 72.5% | 104 | 12.5% | 5.7 |
|
| 6129 |
6129
Gouws Capital LLC
Charlotte,
North Carolina
| US$1.81億 | +US$1375萬 | +8% | 7.35% | 114% | 57 | 19.3% | 2.4 |
|
| 6130 |
6130
Sterling Group Wealth Management
Pasadena,
California
| US$1.81億 | -US$578萬 | -3% | 9.86% | 75.9% | 64 | 25% | 1 |
|
| 6131 |
6131
Prospera Capital Management
Gilbert,
Arizona
| US$1.81億 | +US$2558萬 | +16% | 9.72% | – | 43 | 13.95% | 0.3 |
|
| 6132 |
6132
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$1.81億 | +US$1130萬 | +7% | 9.79% | 65.6% | 53 | 16.98% | 1.1 |
|
| 6133 |
ASBI
6133
American State Bank (Iowa)
Sioux Center,
Iowa
| US$1.81億 | +US$1476萬 | +9% | 12.9% | 149% | 131 | 7.63% | 3.9 |
|
| 6134 |
6134
New Millennium Group
Sandy,
Utah
| US$1.81億 | +US$2823萬 | +19% | 20.2% | 176% | 501 | 20.36% | 1.1 |
|
| 6135 |
6135
Kathryn A. Hall
| US$1.8億 | +US$1335萬 | +8% | 8.57% | 95.2% | 19 | 5.26% | 4.1 |
|
| 6136 |
6136
BostonPremier Wealth
Hanover,
Massachusetts
| US$1.8億 | +US$1921萬 | +12% | 9.91% | – | 66 | 16.67% | 0.4 |
|
| 6137 |
6137
Bright Financial Advisors
Portage,
Michigan
| US$1.8億 | +US$1736萬 | +11% | 6.61% | – | 58 | 5.17% | 1 |
|
| 6138 |
6138
Olistico Wealth
Tulsa,
Oklahoma
| US$1.8億 | +US$1839萬 | +11% | 11.8% | 108% | 398 | 20.85% | 1.2 |
|
| 6139 |
6139
Prudent Man Investment Management
Louisville,
Colorado
| US$1.8億 | -US$35.3萬 | -0.2% | 5.35% | – | 169 | 0% | 0.5 |
|
| 6140 |
6140
Purkiss Capital Advisors
Ridgefield,
Connecticut
| US$1.8億 | +US$4740萬 | +36% | 7.25% | – | 157 | 33.12% | 0.3 |
|
| 6141 |
6141
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$1.8億 | +US$1627萬 | +10% | 14.4% | 116% | 445 | 24.04% | 1.7 |
|
| 6142 |
6142
Western Standard LLC
Los Angeles,
California
| US$1.8億 | +US$965萬 | +6% | 17.1% | 79.1% | 31 | 41.94% | 0.7 |
|
| 6143 |
6143
Cosner Financial Group
Windsor,
Colorado
| US$1.8億 | +US$1606萬 | +10% | 8.05% | 56.1% | 38 | 10.53% | 1.5 |
|
| 6144 |
6144
Heronetta Management
New York
| US$1.8億 | -US$349萬 | -2% | 1.75% | 55.4% | 25 | 4% | 7.1 |
|
| 6145 |
6145
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.79億 | +US$1289萬 | +8% | 7.8% | 98.3% | 18 | 16.67% | 4.5 |
|
| 6146 |
RWIA
6146
Roger Wittlin Investment Advisory
San Francisco,
California
| US$1.79億 | +US$850萬 | +5% | 8.9% | 61.3% | 47 | 17.02% | 2.1 |
|
| 6147 |
6147
Axiom Financial Strategies
New Albany,
Indiana
| US$1.79億 | +US$1058萬 | +6% | 9.36% | 54.5% | 57 | 45.61% | 2.4 |
|
| 6148 |
6148
Alcosta Capital Management
San Ramon,
California
| US$1.79億 | +US$2944萬 | +20% | 22.6% | 175% | 28 | 14.29% | 2.4 |
|
| 6149 |
6149
Beacon Financial Planning
Hyannis,
Massachusetts
| US$1.79億 | +US$513萬 | +3% | 7.53% | 74.3% | 50 | 4% | 1.7 |
|
| 6150 |
GCM
6150
Granby Capital Management
Miami Beach,
Florida
| US$1.79億 | -US$642萬 | -3% | 6.21% | 50% | 21 | 19.05% | 2.5 |
|