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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Soapstone Management
Bethesda,
Maryland
| US$1.51億 | +US$2268萬 | +18% | 6.45% | 30.3% | 18 | 38.89% | 2.5 |
|
| 6652 |
6652
Beckerman Institutional
Ocean Grove,
New Jersey
| US$1.51億 | +US$1249萬 | +9% | 5.21% | – | 109 | 7.34% | 0.7 |
|
| 6653 |
6653
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$1.51億 | +US$1532萬 | +11% | 9.12% | 76.1% | 111 | 1.8% | 5.3 |
|
| 6654 |
6654
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.51億 | +US$1439萬 | +11% | 9.43% | 117% | 172 | 79.07% | 0.6 |
|
| 6655 |
6655
Sky-Mountain Capital Management
Ketchum,
Idaho
| US$1.51億 | +US$3239萬 | +27% | 11.7% | – | 36 | 11.11% | 0.2 |
|
| 6656 |
6656
Lee-Kelleher Wealth Management
Fulton,
Maryland
| US$1.51億 | +US$1458萬 | +11% | 8.01% | – | 39 | 7.69% | 0.5 |
|
| 6657 |
6657
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| US$1.5億 | +US$16.2萬 | +0.1% | 0.67% | – | 139 | 14.39% | 0.2 |
|
| 6658 |
OIM
6658
Opus Investment Management
Worcester,
Massachusetts
| US$1.5億 | +US$1017萬 | +7% | 2.9% | 58.2% | 30 | 3.33% | 9.7 |
|
| 6659 |
AWM
6659
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$1.5億 | +US$546萬 | +4% | 6.13% | 73.1% | 172 | 11.63% | 4 |
|
| 6660 |
6660
Golden Road Advisors
Tampa,
Florida
| US$1.5億 | +US$2231萬 | +17% | 11.4% | – | 42 | 11.9% | 1.3 |
|
| 6661 |
RCWM
6661
Royal Capital Wealth Management
Carmel,
Indiana
| US$1.5億 | +US$766萬 | +5% | 8.92% | 83.8% | 90 | 6.67% | 2.8 |
|
| 6662 |
GWMI
6662
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$1.5億 | +US$42.3萬 | +0.3% | 10.5% | 98.1% | 226 | 73.45% | 2.9 |
|
| 6663 |
RHDIC
6663
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$1.5億 | +US$347萬 | +2% | 8.7% | 55.9% | 42 | 0% | 9.4 |
|
| 6664 |
6664
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.5億 | +US$1454萬 | +11% | 13.7% | 134% | 123 | 8.94% | 2.6 |
|
| 6665 |
6665
Envision Financial
Brookfield,
Wisconsin
| US$1.5億 | +US$1727萬 | +13% | 6.28% | – | 45 | 11.11% | 0.4 |
|
| 6666 |
6666
Sterling Manor Financial
Saratoga Springs,
New York
| US$1.5億 | +US$996萬 | +7% | 7.6% | – | 31 | 12.9% | 1.7 |
|
| 6667 |
HWMC
6667
Heritage Wealth Management (California)
San Diego,
California
| US$1.5億 | +US$1698萬 | +13% | 11.7% | 78.5% | 89 | 8.99% | 1.3 |
|
| 6668 |
6668
Upper Left Wealth Management
Tampa,
Florida
| US$1.5億 | +US$1045萬 | +7% | 7.91% | 52.7% | 66 | 7.58% | 2.4 |
|
| 6669 |
6669
Klein Pavlis & Peasley Financial
Irvine,
California
| US$1.5億 | +US$1098萬 | +8% | 9.75% | 97.4% | 84 | 22.62% | 1.1 |
|
| 6670 |
AIM
6670
AHL Investment Management
Winter Park,
Florida
| US$1.5億 | +US$472萬 | +3% | 4.55% | 57.7% | 72 | 8.33% | 2.7 |
|
| 6671 |
6671
Renasant Bank
Tupelo,
Mississippi
| US$1.5億 | -US$116萬 | -0.8% | 7.98% | 72.3% | 164 | 14.63% | 2.7 |
|
| 6672 |
AC
6672
ASB Consultores
Aventura,
Florida
| US$1.5億 | -US$407萬 | -3% | 12.7% | 91% | 163 | 36.2% | 1.3 |
|
| 6673 |
6673
Sapience Investments
Newport Beach,
California
| US$1.5億 | +US$976萬 | +7% | 11.3% | 54.9% | 93 | 9.68% | 3.2 |
|
| 6674 |
6674
Lakewood Asset Management
Naperville,
Illinois
| US$1.5億 | +US$152萬 | +1% | 4.18% | 69.3% | 104 | 5.77% | 2.2 |
|
| 6675 |
6675
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$1.5億 | +US$2115萬 | +16% | 11.1% | 86.9% | 114 | 16.67% | 2.3 |
|