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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
GuidedMoney
Black Earth,
Wisconsin
| US$2.16億 | +US$2556萬 | +13% | 9.45% | – | 34 | 14.71% | 0.4 |
|
| 6327 |
PIM
6327
Pullen Investment Management
Bradenton,
Florida
| US$2.16億 | +US$1684萬 | +8% | 10.9% | – | 108 | 18.52% | 1.6 |
|
| 6328 |
6328
Brendel Financial Advisors
Hanover,
New Hampshire
| US$2.16億 | +US$1388萬 | +7% | 13.3% | 139% | 116 | 31.03% | 1.9 |
|
| 6329 |
6329
Chokshi & Queen Wealth Advisors
San Diego,
California
| US$2.16億 | +US$2878萬 | +15% | 17.8% | – | 69 | 20.29% | 0.9 |
|
| 6330 |
6330
Planning Directions
Glen Mills,
Pennsylvania
| US$2.16億 | +US$1831萬 | +9% | 11.1% | 46.3% | 113 | 8.85% | 3.4 |
|
| 6331 |
6331
Kennicott Capital Management
Corte Madera,
California
| US$2.16億 | +US$3277萬 | +18% | 19.3% | 98% | 48 | 8.33% | 3.6 |
|
| 6332 |
6332
Sharp Financial Services
Horsham,
Pennsylvania
| US$2.16億 | +US$1335萬 | +7% | 10.4% | – | 135 | 17.04% | 1.4 |
|
| 6333 |
6333
J. Hagan Capital
Louisville,
Kentucky
| US$2.16億 | +US$3053萬 | +16% | 13.9% | – | 96 | 17.71% | 0.8 |
|
| 6334 |
6334
AUA Capital Management
Camp Hill,
Pennsylvania
| US$2.16億 | +US$2005萬 | +10% | 11.6% | 70.2% | 85 | 7.06% | 6.7 |
|
| 6335 |
6335
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$2.16億 | +US$5413萬 | +33% | 18.6% | 136% | 184 | 45.11% | 1.3 |
|
| 6336 |
6336
FOCUS Wealth Advisors
Houston,
Texas
| US$2.16億 | +US$1108萬 | +5% | 13.8% | 68.7% | 69 | 26.09% | 3.2 |
|
| 6337 |
CWMA
6337
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| US$2.16億 | +US$7209萬 | +50% | 15.8% | – | 189 | 74.07% | 0.4 |
|
| 6338 |
6338
Capital Wealth Alliance
Scottsdale,
Arizona
| US$2.15億 | -US$582萬 | -3% | 3.63% | 124% | 105 | 17.14% | 2.5 |
|
| 6339 |
6339
Hardin Capital Partners
Greenville,
South Carolina
| US$2.15億 | -US$15.3萬 | -0.1% | 1.45% | – | 153 | 16.34% | 1.5 |
|
| 6340 |
6340
Wealth Intelligence
Columbus,
Georgia
| US$2.15億 | +US$732萬 | +4% | 5.92% | – | 59 | 1.69% | 0.4 |
|
| 6341 |
6341
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$2.15億 | +US$2175萬 | +11% | 22.3% | 151% | 108 | 23.15% | 2 |
|
| 6342 |
FG
6342
Franchise GP
Grand Cayman,
| US$2.15億 | -US$5671萬 | -21% | 77.7% | – | 49 | 46.94% | 0.3 |
|
| 6343 |
6343
Cornerstone Wealth Partners
Okemos,
Michigan
| US$2.15億 | +US$3885萬 | +22% | 9.76% | – | 21 | 28.57% | 0.4 |
|
| 6344 |
6344
Lipe & Dalton
Syracuse,
New York
| US$2.15億 | +US$2409萬 | +13% | 19% | 101% | 99 | 12.12% | 6.6 |
|
| 6345 |
6345
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| US$2.15億 | +US$2193萬 | +11% | 10.1% | – | 105 | 4.76% | 0.5 |
|
| 6346 |
6346
Destiny Capital
Golden,
Colorado
| US$2.15億 | +US$2736萬 | +15% | 15.2% | 60.5% | 60 | 15% | 2.4 |
|
| 6347 |
LMHBHCT
6347
Leona M. & Harry B. Helmsley Charitable Trust
New York
| US$2.15億 | -US$403萬 | -2% | 14.4% | – | 2 | 0% | 0.4 |
|
| 6348 |
6348
Base Wealth Management
Lakewood Ranch,
Florida
| US$2.15億 | +US$3627萬 | +20% | 11.8% | – | 66 | 9.09% | 1 |
|
| 6349 |
6349
Gouws Capital LLC
Charlotte,
North Carolina
| US$2.15億 | +US$2606萬 | +14% | 20.2% | 114% | 59 | 8.47% | 3.2 |
|
| 6350 |
6350
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$2.15億 | +US$3033萬 | +16% | 12.6% | 76.3% | 98 | 20.41% | 2.1 |
|