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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Martin Capital Advisors
San Antonio,
Texas
| US$1.55億 | +US$1481萬 | +11% | 5.52% | 140% | 70 | 5.71% | 2.5 |
|
| 6427 |
6427
Union Square Park Capital Management
New York
| US$1.55億 | +US$1731萬 | +13% | 0.88% | 75.8% | 45 | 51.11% | 0.8 |
|
| 6428 |
6428
Laurel Wealth Planning
Edina,
Minnesota
| US$1.55億 | +US$192萬 | +1% | 1.97% | 59.5% | 55 | 3.64% | 3 |
|
| 6429 |
EIM
6429
Ervin Investment Management
Seattle,
Washington
| US$1.55億 | -US$83.8萬 | -0.5% | 3.39% | 92.9% | 39 | 5.13% | 2.5 |
|
| 6430 |
6430
Strategic Value Bank Partners
Cleveland,
Ohio
| US$1.55億 | -US$789萬 | -5% | 5.73% | 80.8% | 18 | 22.22% | 2.7 |
|
| 6431 |
6431
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$1.55億 | +US$645萬 | +4% | 1.41% | 42.8% | 73 | 6.85% | 0.9 |
|
| 6432 |
6432
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$1.55億 | -US$329萬 | -2% | 0.17% | 61.1% | 126 | 6.35% | 6.6 |
|
| 6433 |
6433
Clay Northam Wealth Management
Huntington Beach,
California
| US$1.55億 | +US$958萬 | +7% | 6.43% | 125% | 98 | 12.24% | 2 |
|
| 6434 |
6434
Nipun Capital
Foster City,
California
| US$1.55億 | -US$343萬 | -2% | 8.9% | 30.2% | 9 | 33.33% | 0.7 |
|
| 6435 |
6435
Fee-Only Financial Planning
Okatie,
South Carolina
| US$1.55億 | -US$128萬 | -0.8% | 1.31% | 72.6% | 40 | 0% | 1.8 |
|
| 6436 |
KA
6436
Kearns & Associates
Palos Verdes Estates,
California
| US$1.55億 | +US$307萬 | +2% | 1.28% | 78.7% | 44 | 4.55% | 2.1 |
|
| 6437 |
6437
Oxford Wealth Group
Orlando,
Florida
| US$1.55億 | +US$3183萬 | +26% | 3.17% | – | 62 | 14.52% | 0.7 |
|
| 6438 |
WG
6438
Wealth Group
Raleigh,
North Carolina
| US$1.55億 | +US$558萬 | +4% | 1.28% | – | 164 | 9.76% | 0.6 |
|
| 6439 |
6439
Center For Asset Management
Palm Beach Gardens,
Florida
| US$1.54億 | -US$1294萬 | -8% | 0.27% | 66.6% | 132 | 18.94% | 1.9 |
|
| 6440 |
6440
Tenon Financial
Metuchen,
New Jersey
| US$1.54億 | +US$345萬 | +2% | 0.68% | – | 49 | 16.33% | 0.6 |
|
| 6441 |
6441
Disciplined Equity Management
Neptune Beach,
Florida
| US$1.54億 | -US$412萬 | -3% | 0.34% | 72.3% | 63 | 7.94% | 2.1 |
|
| 6442 |
6442
Renasant Bank
Tupelo,
Mississippi
| US$1.54億 | +US$231萬 | +2% | 0.6% | 72.3% | 184 | 16.85% | 2.3 |
|
| 6443 |
6443
Mendota Financial Group
Madison,
Wisconsin
| US$1.54億 | -US$5509萬 | -26% | 0.75% | 50.1% | 1,212 | 71.62% | 1 |
|
| 6444 |
6444
HFG Wealth Management
The Woodlands,
Texas
| US$1.54億 | -US$267萬 | -2% | 1.26% | 45.9% | 42 | 7.14% | 1.3 |
|
| 6445 |
6445
Bain Capital Public Equity
Boston,
Massachusetts
| US$1.54億 | +US$1013萬 | +7% | 7.89% | 169% | 45 | 57.78% | 0.6 |
|
| 6446 |
6446
Omega Fund Management
Boston,
Massachusetts
| US$1.54億 | -US$582萬 | -4% | 11.6% | 106% | 12 | 8.33% | 2.6 |
|
| 6447 |
6447
Apricus Wealth
Beaufort,
South Carolina
| US$1.54億 | +US$239萬 | +2% | 2.12% | 80.6% | 104 | 14.42% | 2 |
|
| 6448 |
6448
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.54億 | +US$1544萬 | +11% | 13.3% | 46.8% | 7 | 28.57% | 5.3 |
|
| 6449 |
6449
Lantern Wealth Advisors
Melville,
New York
| US$1.54億 | +US$975萬 | +7% | 2.43% | – | 144 | 18.75% | 0.8 |
|
| 6450 |
6450
GEN Financial Management
Plymouth,
Minnesota
| US$1.54億 | – | – | 1.85% | – | 56 | – | 0 |
|