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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
Westfuller Advisors
New York
| US$1.5億 | -US$762萬 | -5% | 0.95% | – | 105 | 20% | 0.7 |
|
| 6427 |
6427
Corrado Advisors
Ramsey,
New Jersey
| US$1.5億 | -US$375萬 | -2% | 0.11% | 73.1% | 117 | 20.51% | 2.6 |
|
| 6428 |
6428
North Ridge Wealth Advisors
Beaverton,
Oregon
| US$1.5億 | +US$522萬 | +4% | 0.34% | 29.5% | 207 | 27.05% | 0.6 |
|
| 6429 |
6429
Monolith Management
Hong Kong
| US$1.5億 | -US$4738萬 | -24% | 24.9% | 1,364% | 31 | 74.19% | 0.2 |
|
| 6430 |
6430
Columbia River Financial Group
Vancouver,
Washington
| US$1.5億 | +US$407萬 | +3% | 0.38% | – | 124 | 57.26% | 0.1 |
|
| 6431 |
6431
Echo45 Advisors
Walnut Creek,
California
| US$1.49億 | -US$282萬 | -2% | 0.06% | 53.6% | 54 | 7.41% | 2.2 |
|
| 6432 |
6432
Udine Wealth Management
Boca Raton,
Florida
| US$1.49億 | -US$620萬 | -4% | 3.15% | 141% | 36 | 36.11% | 1.5 |
|
| 6433 |
WMS
6433
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| US$1.49億 | +US$1874萬 | +14% | 1.98% | – | 38 | 10.53% | 0.2 |
|
| 6434 |
6434
RiverTree Advisors
Winter Park,
Florida
| US$1.49億 | -US$281萬 | -2% | 1.66% | 25.4% | 59 | 28.81% | 1 |
|
| 6435 |
6435
Beaconlight Capital
New York
| US$1.49億 | -US$1.2億 | -45% | 13.5% | 282% | 34 | 44.12% | 1.8 |
|
| 6436 |
6436
Omni 360 Wealth
Plainsboro,
New Jersey
| US$1.49億 | -US$108萬 | -0.7% | 1.11% | 59.9% | 114 | 7.89% | 1.1 |
|
| 6437 |
KSCM
6437
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.49億 | +US$3358萬 | +29% | 7.22% | 7.47% | 20 | 50% | 1.3 |
|
| 6438 |
6438
Sard Wealth Management Group
Atlanta,
Georgia
| US$1.49億 | +US$30.9萬 | +0.2% | 1.83% | 51.3% | 48 | 4.17% | 1.1 |
|
| 6439 |
6439
Ballew Advisors
Jackson,
Mississippi
| US$1.49億 | -US$761萬 | -5% | 1.95% | 68% | 116 | 17.24% | 3.7 |
|
| 6440 |
6440
22NW LP
Seattle,
Washington
| US$1.49億 | -US$944萬 | -6% | 13.8% | 138% | 22 | 36.36% | 2.1 |
|
| 6441 |
6441
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$1.49億 | +US$501萬 | +3% | 0.01% | 31.9% | 32 | 37.5% | 3.2 |
|
| 6442 |
6442
Ames National Corp
Ames,
Iowa
| US$1.49億 | +US$48.8萬 | +0.3% | 1.16% | – | 68 | 8.82% | 0.3 |
|
| 6443 |
6443
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$1.49億 | +US$119萬 | +0.8% | 0.19% | 55.4% | 63 | 0% | 1.1 |
|
| 6444 |
6444
Andrews Lucia Wealth Management
Danville,
California
| US$1.49億 | -US$86.8萬 | -0.6% | 2.08% | 64% | 27 | 3.7% | 2.6 |
|
| 6445 |
6445
Defined Wealth Management
Beaverton,
Oregon
| US$1.49億 | -US$220萬 | -1% | 0.87% | 78.1% | 110 | 5.45% | 3.1 |
|
| 6446 |
6446
Catalys Pacific
Tokyo,
Japan
| US$1.49億 | +US$3282萬 | +28% | 26.5% | 189% | 2 | 0% | 1.3 |
|
| 6447 |
SPI
6447
Sutton Place Investors
Katonah,
New York
| US$1.49億 | -US$2397萬 | -14% | 0.72% | 84% | 139 | 30.94% | 1.7 |
|
| 6448 |
6448
Farrow Financial
Randolph,
Vermont
| US$1.49億 | -US$535萬 | -3% | 2.58% | 79.9% | 53 | 11.32% | 1.1 |
|
| 6449 |
6449
Peterson Wealth Management
Sparks,
Nevada
| US$1.49億 | -US$1947萬 | -12% | 5.92% | 88.9% | 52 | 7.69% | 2.4 |
|
| 6450 |
6450
Carson Advisory
Athens,
Georgia
| US$1.48億 | +US$468萬 | +3% | 0.59% | 70.9% | 173 | 14.45% | 2.2 |
|