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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Aspen Wealth Strategies
Arvada,
Colorado
| US$1.44億 | -US$99.1萬 | -0.7% | 0.74% | 65.8% | 78 | 8.97% | 1.2 |
|
| 6177 |
6177
Defined Wealth Management
Beaverton,
Oregon
| US$1.44億 | +US$456萬 | +3% | 2.06% | 78.1% | 109 | 7.34% | 2.5 |
|
| 6178 |
6178
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$1.44億 | +US$3017萬 | +27% | 0.4% | 61.3% | 68 | 8.82% | 0.4 |
|
| 6179 |
6179
Laurel Wealth Planning
Edina,
Minnesota
| US$1.44億 | -US$684萬 | -5% | 0.92% | 59.5% | 54 | 7.41% | 2.8 |
|
| 6180 |
6180
Udine Wealth Management
Boca Raton,
Florida
| US$1.44億 | -US$147萬 | -1% | 6.33% | 141% | 30 | 30% | 1.1 |
|
| 6181 |
6181
Robinson Value Management
San Antonio,
Texas
| US$1.44億 | -US$546萬 | -4% | 0.54% | 79.3% | 73 | 5.48% | 3.1 |
|
| 6182 |
6182
Teca Partners
Austin,
Texas
| US$1.44億 | -US$1397萬 | -9% | 1.41% | 66% | 13 | 15.38% | 1.5 |
|
| 6183 |
6183
FFG Retirement Advisors
Centennial,
Colorado
| US$1.43億 | +US$149萬 | +1% | 0.83% | 43.4% | 48 | 10.42% | 1 |
|
| 6184 |
6184
Lakewood Asset Management
Naperville,
Illinois
| US$1.43億 | -US$366萬 | -2% | 1.02% | 69.3% | 121 | 9.09% | 1.3 |
|
| 6185 |
6185
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.43億 | +US$116萬 | +0.8% | 0.84% | 67.4% | 71 | 8.45% | 5.7 |
|
| 6186 |
6186
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.43億 | +US$819萬 | +6% | 1.78% | 72.4% | 89 | 23.6% | 1.6 |
|
| 6187 |
6187
DHK Financial Advisors
Portsmouth,
New Hampshire
| US$1.43億 | +US$206萬 | +1% | 0.55% | 46.1% | 103 | 57.28% | 0.7 |
|
| 6188 |
6188
McClarren Financial Advisors
State College,
Pennsylvania
| US$1.43億 | +US$399萬 | +3% | 1.88% | 63% | 385 | 15.06% | 1.6 |
|
| 6189 |
BFS
6189
Burr Financial Services
Pleasant Hill,
California
| US$1.43億 | +US$1506萬 | +12% | 20.9% | 478% | 34 | 17.65% | 0.5 |
|
| 6190 |
6190
Pring Turner Capital Group
Alamo,
California
| US$1.43億 | +US$607萬 | +4% | 1.27% | 70.8% | 72 | 13.89% | 4 |
|
| 6191 |
6191
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| US$1.43億 | +US$342萬 | +2% | 4.62% | – | 267 | 6.37% | 1.7 |
|
| 6192 |
6192
Successful Portfolios
Clearwater,
Florida
| US$1.43億 | -US$344萬 | -2% | 4.77% | 110% | 172 | 8.72% | 4.5 |
|
| 6193 |
OM
6193
OV Management
Minneapolis,
Minnesota
| US$1.43億 | +US$521萬 | +4% | 6.04% | – | 65 | 12.31% | 0.5 |
|
| 6194 |
6194
Andrews Lucia Wealth Management
Danville,
California
| US$1.43億 | +US$268萬 | +2% | 0.57% | 64% | 27 | 0% | 2 |
|
| 6195 |
6195
Melfa Wealth Management
Westborough,
Massachusetts
| US$1.43億 | +US$455萬 | +3% | 2.27% | 49.9% | 202 | 4.95% | 1.1 |
|
| 6196 |
6196
Cadence Wealth Management
Westborough,
Massachusetts
| US$1.43億 | +US$4583萬 | +47% | 4.32% | 56.4% | 50 | 22% | 1.4 |
|
| 6197 |
DIS
6197
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$1.43億 | -US$554萬 | -4% | 0.13% | 93.8% | 51 | 7.84% | 4.4 |
|
| 6198 |
6198
Presidio Capital Management
San Diego,
California
| US$1.43億 | +US$590萬 | +4% | 0.37% | 56.1% | 68 | 39.71% | 1 |
|
| 6199 |
6199
Northland Capital Management
Virginia,
Minnesota
| US$1.43億 | -US$1.08萬 | -0% | 0.33% | 37.5% | 32 | 9.38% | 1.5 |
|
| 6200 |
6200
Lakehouse Capital
Sydney NSW,
Australia
| US$1.43億 | +US$1418萬 | +11% | 7.72% | 87.4% | 15 | 6.67% | 3.1 |
|