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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| US$1.39億 | -US$1702萬 | -11% | 1.82% | – | 103 | 33.01% | 0.2 |
|
| 6277 |
WG
6277
Wealth Group
Raleigh,
North Carolina
| US$1.39億 | +US$690萬 | +5% | 5.17% | – | 154 | 8.44% | 0.2 |
|
| 6278 |
6278
Barnett & Company
Chattanooga,
Tennessee
| US$1.39億 | -US$679萬 | -5% | 2.59% | 65.9% | 84 | 8.33% | 4.1 |
|
| 6279 |
6279
Lake Hills Wealth Management
Austin,
Texas
| US$1.39億 | +US$2817萬 | +25% | 0.9% | 83.7% | 52 | 25% | 0.7 |
|
| 6280 |
6280
Advantage Trust Company
Salina,
Kansas
| US$1.39億 | +US$365萬 | +3% | 2.36% | 77.6% | 177 | 7.34% | 0.5 |
|
| 6281 |
6281
Cove Street Capital
El Segundo,
California
| US$1.39億 | -US$1.77億 | -56% | 11.9% | 84.2% | 92 | 32.61% | 3 |
|
| 6282 |
HAM
6282
Hedges Asset Management
Reno,
Nevada
| US$1.39億 | -US$344萬 | -2% | 2.01% | – | 118 | 10.17% | 1.9 |
|
| 6283 |
6283
Mosaic Financial Group
Chicago,
Illinois
| US$1.39億 | +US$1442萬 | +12% | 2.84% | – | 132 | 6.82% | 0.2 |
|
| 6284 |
6284
WealthCollab
Bellevue,
Washington
| US$1.39億 | +US$371萬 | +3% | 1.57% | – | 917 | 13.3% | 0.4 |
|
| 6285 |
6285
McAlister Sweet & Associates
Houston,
Texas
| US$1.39億 | +US$1193萬 | +9% | 5.32% | 83.6% | 36 | 16.67% | 1.5 |
|
| 6286 |
6286
Blantyre Capital
London,
United Kingdom
| US$1.39億 | -US$4425萬 | -24% | 12.4% | – | 4 | 50% | 0.4 |
|
| 6287 |
6287
OEP Capital Advisors
New York
| US$1.39億 | -US$1.36億 | -49% | 13% | 23.2% | 2 | 0% | 3.5 |
|
| 6288 |
6288
Conscious Wealth Investments
Coral Gables,
Florida
| US$1.39億 | +US$760萬 | +6% | 1.98% | – | 48 | 2.08% | 0.5 |
|
| 6289 |
6289
Islay Capital Management
Lubbock,
Texas
| US$1.39億 | +US$474萬 | +4% | 1.93% | 72% | 216 | 17.59% | 3.1 |
|
| 6290 |
6290
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$1.39億 | +US$282萬 | +2% | 3.76% | 129% | 133 | 12.78% | 1 |
|
| 6291 |
BM
6291
Bislett Management
Palo Alto,
California
| US$1.39億 | -US$2061萬 | -13% | 9.65% | 19.8% | 16 | 6.25% | 6.2 |
|
| 6292 |
6292
Stegner Investment Associates
Louisville,
Kentucky
| US$1.39億 | +US$247萬 | +2% | 4.28% | 84.8% | 24 | 8.33% | 2.7 |
|
| 6293 |
6293
Caitlin John
Brighton,
Michigan
| US$1.39億 | +US$506萬 | +4% | 1.25% | – | 963 | 18.17% | 0.4 |
|
| 6294 |
6294
Beacon Financial Strategies
Raleigh,
North Carolina
| US$1.39億 | +US$18.2萬 | +0.1% | 0.44% | 54.2% | 36 | 13.89% | 2.6 |
|
| 6295 |
6295
Fort Henry Capital
Wheeling,
West Virginia
| US$1.39億 | +US$335萬 | +2% | 0.49% | 39.3% | 15 | 0% | 3 |
|
| 6296 |
6296
Wallace Advisory Group
Lafayette,
California
| US$1.39億 | +US$580萬 | +4% | 0.81% | 50.9% | 204 | 28.92% | 1.1 |
|
| 6297 |
6297
Charles Schwab Trust Bank
Henderson,
Nevada
| US$1.39億 | -US$789萬 | -5% | 3.57% | – | 1 | 0% | 0.3 |
|
| 6298 |
6298
Richardson Financial Services
Medway,
Massachusetts
| US$1.39億 | -US$303萬 | -2% | 2.57% | 77.4% | 655 | 15.88% | 0.4 |
|
| 6299 |
6299
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$1.39億 | +US$1326萬 | +11% | 1.54% | 60.9% | 86 | 8.14% | 0.7 |
|
| 6300 |
6300
Values Added Financial
Washington,
District of Columbia
| US$1.39億 | +US$1052萬 | +8% | 2.52% | 65.9% | 92 | 9.78% | 0.8 |
|