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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Caerus Investment Advisors
West Lake Hills,
Texas
| US$9717萬 | +US$879萬 | +10% | 2% | 85% | 38 | 26.32% | 1.3 |
|
| 6352 |
6352
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$9698萬 | -US$515萬 | -5% | 3.25% | 64.9% | 64 | 7.81% | 2 |
|
| 6353 |
6353
Invesco Senior Secured Management
New York
| US$9683萬 | -US$1206萬 | -11% | 1.71% | 18.1% | 11 | 36.36% | 1.8 |
|
| 6354 |
6354
WFA of San Diego
San Diego,
California
| US$9667萬 | -US$511萬 | -5% | 3.9% | – | 418 | 8.85% | 0.6 |
|
| 6355 |
CWMGP
6355
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$9657萬 | -US$33.8萬 | -0.3% | 3.67% | 85.4% | 60 | 15% | 1.3 |
|
| 6356 |
6356
FSC Wealth Advisors
Fishkill,
New York
| US$9646萬 | -US$1475萬 | -13% | 1.92% | 66.4% | 246 | 28.86% | 1 |
|
| 6357 |
ABP
6357
Arthur B. Page
| US$9643萬 | -US$875萬 | -8% | 3.69% | 40.4% | 48 | 14.58% | 7 |
|
| 6358 |
6358
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$9640萬 | -US$395萬 | -4% | 3.24% | 86.3% | 103 | 7.77% | 1.6 |
|
| 6359 |
KCM
6359
Knoll Capital Management
Miami,
Florida
| US$9634萬 | +US$1385萬 | +17% | 0.37% | 258% | 39 | 35.9% | 1.4 |
|
| 6360 |
6360
Ramiah Investment Group
Brookfield,
Wisconsin
| US$9628萬 | -US$619萬 | -6% | 3.86% | 62.2% | 67 | 4.48% | 1.9 |
|
| 6361 |
6361
Paragon Financial Partners
Woodland Hills,
California
| US$9626萬 | -US$955萬 | -9% | 3.7% | 90.6% | 84 | 2.38% | 1.6 |
|
| 6362 |
6362
Upper Left Wealth Management
Tampa,
Florida
| US$9613萬 | +US$617萬 | +7% | 4.03% | 52.7% | 60 | 6.67% | 1.3 |
|
| 6363 |
6363
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$9604萬 | -US$1591萬 | -14% | 2.03% | 101% | 533 | 82.74% | 1.7 |
|
| 6364 |
6364
Mendota Financial Group
Madison,
Wisconsin
| US$9600萬 | +US$743萬 | +8% | 0.69% | 50.1% | 325 | 14.46% | 0.6 |
|
| 6365 |
6365
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$9599萬 | -US$514萬 | -5% | 2.93% | 101% | 106 | 0.94% | 1.6 |
|
| 6366 |
6366
Mainsail Management Company
Austin,
Texas
| US$9594萬 | -US$3009萬 | -24% | 23.9% | 55% | 2 | 0% | 0.8 |
|
| 6367 |
6367
Bradley & Co Private Wealth Management
Miami,
Florida
| US$9585萬 | -US$514萬 | -5% | 2.91% | – | 190 | 8.42% | 1.9 |
|
| 6368 |
6368
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$9581萬 | -US$768萬 | -7% | 4.6% | 83.3% | 73 | 12.33% | 5 |
|
| 6369 |
6369
TCG Capital Management
Playa Vista,
California
| US$9578萬 | -US$3969萬 | -29% | 29.3% | 29.3% | 1 | 0% | 0.8 |
|
| 6370 |
6370
AH Equity Partners LSV II
Menlo Park,
California
| US$9564萬 | -US$79萬 | -0.8% | 0.18% | – | 4 | 0% | 1.8 |
|
| 6371 |
6371
Arlington Capital Management
Arlington Heights,
Illinois
| US$9543萬 | -US$1971萬 | -17% | 0.28% | 146% | 106 | 40.57% | 0.5 |
|
| 6372 |
BCM
6372
BlueMar Capital Management
Miami,
Florida
| US$9536萬 | -US$890萬 | -9% | 0.88% | 27.4% | 23 | 13.04% | 2 |
|
| 6373 |
6373
Seven Mile Advisory
Ewing,
New Jersey
| US$9522萬 | +US$942萬 | +11% | 2.72% | 146% | 134 | 20.9% | 0.2 |
|
| 6374 |
ASA
6374
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$9518萬 | -US$310萬 | -3% | 0.97% | 51.2% | 47 | 6.38% | 6.3 |
|
| 6375 |
6375
Tegean Capital Management
New York
| US$9497萬 | +US$1684萬 | +22% | 8.66% | – | 30 | 43.33% | 0.9 |
|