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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
SeaTown Holdings
Singapore
| US$1.35億 | -US$270萬 | -2% | 8.82% | 220% | 16 | 31.25% | 1.6 |
|
| 6527 |
6527
Emergent Wealth Advisors
Williamsville,
New York
| US$1.35億 | +US$1092萬 | +9% | 6.31% | 74.2% | 120 | 19.17% | 0.6 |
|
| 6528 |
6528
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.35億 | +US$981萬 | +8% | 6.63% | 121% | 87 | 14.94% | 4.2 |
|
| 6529 |
6529
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| US$1.35億 | +US$237萬 | +2% | 5.44% | 52.5% | 394 | 14.72% | 0.6 |
|
| 6530 |
6530
Tevis Investment Management
Plano,
Texas
| US$1.35億 | +US$1072萬 | +9% | 7.72% | 58.7% | 93 | 10.75% | 2.1 |
|
| 6531 |
6531
Retireful LLC
Haslett,
Michigan
| US$1.35億 | -US$7747萬 | -36% | 7.74% | 437% | 132 | 79.55% | 0.3 |
|
| 6532 |
6532
WESPAC Advisors
Orinda,
California
| US$1.35億 | +US$735萬 | +6% | 6.46% | 126% | 172 | 30.23% | 1.1 |
|
| 6533 |
6533
Wintrust Investments
Chicago,
Illinois
| US$1.35億 | -US$10.9億 | -89% | 6.77% | 27.5% | 520 | 15% | 2.1 |
|
| 6534 |
6534
LWM Advisory Services
Plantation,
Florida
| US$1.35億 | +US$1592萬 | +13% | 6.42% | 64.9% | 96 | 19.79% | 1.6 |
|
| 6535 |
6535
Mainsail Asset Management
Birmingham,
Alabama
| US$1.35億 | +US$872萬 | +7% | 8.01% | 90.4% | 65 | 23.08% | 0.6 |
|
| 6536 |
6536
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.35億 | +US$1377萬 | +11% | 6.83% | 85.3% | 53 | 16.98% | 4.5 |
|
| 6537 |
6537
Heights Capital Management
San Francisco,
California
| US$1.35億 | – | – | 18% | – | 138 | – | 0 |
|
| 6538 |
6538
Terra Nova Asset Management
New York
| US$1.35億 | +US$799萬 | +6% | 10.7% | 172% | 87 | 9.2% | 3.1 |
|
| 6539 |
6539
Elevate Wealth Advisory
Athens,
Georgia
| US$1.35億 | +US$1149萬 | +9% | 6.77% | 49.5% | 121 | 8.26% | 0.6 |
|
| 6540 |
6540
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$1.35億 | -US$128萬 | -0.9% | 9.75% | – | 245 | 17.55% | 1 |
|
| 6541 |
6541
Wayfinding Financial
Lynnwood,
Washington
| US$1.34億 | -US$4321萬 | -24% | 3.84% | 68.3% | 128 | 72.66% | 1.5 |
|
| 6542 |
6542
WealthTrust Asset Management
Destin,
Florida
| US$1.34億 | -US$278萬 | -2% | 7% | 102% | 109 | 39.45% | 1.4 |
|
| 6543 |
6543
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$1.34億 | +US$1043萬 | +8% | 5.87% | 52.4% | 50 | 8% | 0.7 |
|
| 6544 |
SCH
6544
Shengqi Capital (HK)
Hong Kong
| US$1.34億 | – | – | 17.7% | – | 3 | – | 0 |
|
| 6545 |
6545
Rareview Capital
Las Vegas,
Nevada
| US$1.34億 | +US$2939萬 | +28% | 5.6% | 28.6% | 55 | 29.09% | 0.5 |
|
| 6546 |
6546
CAP Partners LLC
Franklin,
Tennessee
| US$1.34億 | +US$1079萬 | +9% | 6.95% | 97% | 137 | 13.14% | 0.6 |
|
| 6547 |
6547
Dentgroup
Baton Rouge,
Louisiana
| US$1.34億 | +US$973萬 | +8% | 5.86% | 53.6% | 89 | 16.85% | 1.9 |
|
| 6548 |
6548
Kingdom Financial Group
Peoria,
Arizona
| US$1.34億 | -US$1397萬 | -9% | 5.31% | 49.9% | 55 | 16.36% | 1 |
|
| 6549 |
6549
Silvia McColl Wealth Management
San Diego,
California
| US$1.34億 | +US$1273萬 | +11% | 6.33% | 82.7% | 120 | 18.33% | 1.5 |
|
| 6550 |
6550
Andrew Hill Investment Advisors
Naples,
Florida
| US$1.34億 | +US$1284萬 | +11% | 11.8% | 269% | 58 | 29.31% | 1 |
|