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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 |
ALAM
6301
Asahi Life Asset Management
Tokyo,
Japan
| US$1.8億 | +US$905萬 | +5% | 8.92% | 133% | 215 | 56.74% | 2 |
|
| 6302 |
MKW
6302
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$1.8億 | +US$2742萬 | +18% | 11.4% | – | 69 | 14.49% | 1 |
|
| 6303 |
6303
Fort Vancouver Investment Management
Vancouver,
Washington
| US$1.8億 | +US$3384萬 | +23% | 6.31% | – | 55 | 14.55% | 1 |
|
| 6304 |
6304
Prudent Man Investment Management
Louisville,
Colorado
| US$1.8億 | -US$4.35萬 | -0% | 5.09% | – | 169 | 0.59% | 0.8 |
|
| 6305 |
6305
Aspen Wealth Strategies
Arvada,
Colorado
| US$1.8億 | +US$1414萬 | +9% | 7.95% | 72.3% | 88 | 9.09% | 1.8 |
|
| 6306 |
6306
Ryan Investment Management
Basalt,
Colorado
| US$1.8億 | +US$2344萬 | +15% | 6.46% | – | 53 | 66.04% | 0.2 |
|
| 6307 |
RWIA
6307
Roger Wittlin Investment Advisory
San Francisco,
California
| US$1.8億 | +US$49.5萬 | +0.3% | 6.76% | 61.3% | 44 | 9.09% | 2.3 |
|
| 6308 |
6308
Brookmont Capital Management
Dallas,
Texas
| US$1.8億 | +US$544萬 | +3% | 5.52% | 32.2% | 58 | 10.34% | 7.2 |
|
| 6309 |
6309
West Bancorporation
West Des Moines,
Iowa
| US$1.8億 | +US$2156萬 | +14% | 7.12% | 72.5% | 116 | 21.55% | 3 |
|
| 6310 |
6310
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$1.8億 | +US$2369萬 | +15% | 11.4% | 72.3% | 93 | 11.83% | 2.1 |
|
| 6311 |
WFG
6311
Wormser Freres Gestion
Paris,
France
| US$1.8億 | +US$1179萬 | +7% | 2.98% | 67.4% | 50 | 6% | 1.4 |
|
| 6312 |
6312
Kingsman Wealth Management
Pensacola,
Florida
| US$1.8億 | +US$1916萬 | +12% | 11.2% | – | 77 | 28.57% | 0.4 |
|
| 6313 |
6313
KilterHowling LLC
Boulder,
Colorado
| US$1.8億 | +US$1173萬 | +7% | 5.9% | 55.1% | 47 | 4.26% | 2.9 |
|
| 6314 |
6314
Davidson Kahn Capital Management
Sherman Oaks,
California
| US$1.79億 | +US$2352萬 | +15% | 9.31% | – | 60 | 3.33% | 0.7 |
|
| 6315 |
6315
Armor Advisors
New York
| US$1.79億 | -US$1142萬 | -6% | 21.6% | 78.5% | 19 | 21.05% | 1.9 |
|
| 6316 |
6316
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$1.79億 | +US$3275萬 | +22% | 3.82% | – | 136 | 17.65% | 0.7 |
|
| 6317 |
6317
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$1.79億 | +US$767萬 | +4% | 4% | 35.5% | 45 | 8.89% | 2.3 |
|
| 6318 |
6318
Visionary Horizons
Knoxville,
Tennessee
| US$1.79億 | +US$2117萬 | +13% | 7.45% | 69.2% | 123 | 30.08% | 1 |
|
| 6319 |
6319
Ballew Advisors
Jackson,
Mississippi
| US$1.79億 | +US$1070萬 | +6% | 9.37% | 68% | 127 | 15.75% | 3.6 |
|
| 6320 |
SFC
6320
Sprinkle Financial Consultants
Littleton,
Colorado
| US$1.79億 | +US$1546萬 | +9% | 6.39% | 64.1% | 86 | 6.98% | 1.4 |
|
| 6321 |
6321
Secured Retirement Advisors
St Louis Park,
Minnesota
| US$1.79億 | +US$1128萬 | +7% | 10.1% | 89% | 125 | 10.4% | 0.9 |
|
| 6322 |
6322
Yardley Wealth Management
Yardley,
Pennsylvania
| US$1.79億 | -US$386萬 | -2% | 5.75% | – | 41 | 12.2% | 1 |
|
| 6323 |
6323
Washburn Capital Management
Vero Beach,
Florida
| US$1.79億 | +US$841萬 | +5% | 8.92% | 123% | 58 | 13.79% | 2.5 |
|
| 6324 |
6324
Salvus Wealth Management
Red Bank,
New Jersey
| US$1.79億 | +US$766萬 | +4% | 8.58% | 108% | 137 | 10.95% | 2.8 |
|
| 6325 |
6325
Cetera Trust Company
St. Paul,
Minnesota
| US$1.79億 | +US$1111萬 | +7% | 9.39% | 118% | 366 | 5.46% | 1.6 |
|