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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Lowery Thomas LLC
Pebble Beach,
California
| US$1.47億 | +US$1030萬 | +8% | 4.64% | 79.7% | 53 | 15.09% | 1.9 |
|
| 6302 |
6302
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$1.47億 | +US$1059萬 | +8% | 4.47% | 85.6% | 29 | 13.79% | 0.6 |
|
| 6303 |
6303
Advantage Trust Company
Salina,
Kansas
| US$1.47億 | +US$800萬 | +6% | 5.95% | 77.6% | 177 | 20.9% | 0.7 |
|
| 6304 |
6304
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$1.47億 | +US$632萬 | +4% | 5.22% | 70.9% | 119 | 11.76% | 1.8 |
|
| 6305 |
GAA
6305
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| US$1.47億 | +US$1109萬 | +8% | 6% | 106% | 104 | 13.46% | 0.7 |
|
| 6306 |
6306
Stegner Investment Associates
Louisville,
Kentucky
| US$1.47億 | +US$816萬 | +6% | 5.6% | 84.8% | 24 | 0% | 3 |
|
| 6307 |
6307
North Ridge Wealth Advisors
Beaverton,
Oregon
| US$1.47億 | +US$1545萬 | +12% | 6.47% | 29.5% | 43 | 6.98% | 1.3 |
|
| 6308 |
6308
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.47億 | +US$1575萬 | +12% | 4.95% | 51.3% | 186 | 9.14% | 2 |
|
| 6309 |
6309
Vision One Management Partners
Miami,
Florida
| US$1.47億 | -US$6.39萬 | -0% | 1.15% | – | 8 | 25% | 0.5 |
|
| 6310 |
HIA
6310
Harvest Investment Advisors
Tallahassee,
Florida
| US$1.47億 | +US$1142萬 | +8% | 7.06% | 83% | 56 | 7.14% | 1.5 |
|
| 6311 |
6311
Fort Henry Capital
Wheeling,
West Virginia
| US$1.47億 | +US$800萬 | +6% | 6.5% | 39.3% | 16 | 6.25% | 3 |
|
| 6312 |
6312
Chris Bulman
Roseville,
California
| US$1.47億 | +US$67.6萬 | +0.5% | 5.63% | – | 405 | 75.06% | 0.2 |
|
| 6313 |
ASI
6313
Advisory Services & Investments
Bend,
Oregon
| US$1.47億 | +US$298萬 | +2% | 6.41% | 19.9% | 41 | 14.63% | 1.9 |
|
| 6314 |
6314
Semanteon Capital Management
Newton,
Massachusetts
| US$1.47億 | +US$537萬 | +4% | 12.6% | 149% | 324 | 77.16% | 0.1 |
|
| 6315 |
6315
VitalStone Financial
Shavano Park,
Texas
| US$1.47億 | +US$883萬 | +6% | 3.59% | – | 564 | 25% | 1.1 |
|
| 6316 |
6316
Beacon Financial Strategies
Raleigh,
North Carolina
| US$1.47億 | +US$781萬 | +6% | 6.13% | 54.2% | 35 | 5.71% | 2.9 |
|
| 6317 |
6317
Byrne Asset Management
Kingston,
New Jersey
| US$1.47億 | +US$657萬 | +5% | 8.08% | 126% | 584 | 26.54% | 1.2 |
|
| 6318 |
6318
Penney Financial
Houston,
Texas
| US$1.47億 | +US$987萬 | +7% | 6.11% | 54.8% | 37 | 10.81% | 0.7 |
|
| 6319 |
6319
Epacria Capital Partners
Boulder,
Colorado
| US$1.47億 | +US$1021萬 | +7% | 11.2% | 86.1% | 56 | 8.93% | 1.5 |
|
| 6320 |
6320
Mosley Wealth Management
Anaheim,
California
| US$1.47億 | +US$2906萬 | +25% | 5.57% | – | 121 | 21.49% | 0.6 |
|
| 6321 |
6321
CastleKeep Investment Advisors
Westport,
Connecticut
| US$1.47億 | +US$1684萬 | +13% | 9.47% | 53.2% | 98 | 7.14% | 0.6 |
|
| 6322 |
6322
Doheny Asset Management
Los Angeles,
California
| US$1.46億 | +US$607萬 | +4% | 1.83% | 135% | 77 | 9.09% | 5.9 |
|
| 6323 |
6323
Lakewood Asset Management
Naperville,
Illinois
| US$1.46億 | +US$294萬 | +2% | 7.95% | 69.3% | 121 | 5.79% | 1.5 |
|
| 6324 |
6324
Greycroft
New York
| US$1.46億 | +US$2173萬 | +17% | 16.8% | 20% | 10 | 20% | 0.9 |
|
| 6325 |
6325
Entrust Global Partners
New York
| US$1.46億 | -US$1.05億 | -42% | 3.69% | 82.3% | 8 | 25% | 2.1 |
|