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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Salus Financial Advisors
Colorado Springs,
Colorado
| US$1.49億 | +US$1659萬 | +13% | 9.27% | – | 37 | 18.92% | 0.4 |
|
| 6702 |
6702
Fort Henry Capital
Wheeling,
West Virginia
| US$1.49億 | +US$950萬 | +7% | 5.53% | 39.3% | 16 | 12.5% | 3.6 |
|
| 6703 |
6703
Keynote Financial Services
Vernon,
Connecticut
| US$1.49億 | +US$870萬 | +6% | 4.05% | – | 165 | 6.06% | 1.1 |
|
| 6704 |
6704
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$1.49億 | +US$2332萬 | +19% | 14.4% | 88.8% | 6 | 0% | 3.1 |
|
| 6705 |
6705
FourWorld Capital Management
New York
| US$1.49億 | -US$701萬 | -5% | 10.4% | 132% | 31 | 51.61% | 0.9 |
|
| 6706 |
6706
Stonekeep Investments
Sante Fe,
New Mexico
| US$1.49億 | +US$1292萬 | +10% | 9.38% | – | 65 | 7.69% | 0.8 |
|
| 6707 |
6707
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$1.48億 | -US$282萬 | -2% | 1.8% | 36.9% | 71 | 0% | 7.8 |
|
| 6708 |
6708
Kopion Asset Management
Mckinney,
Texas
| US$1.48億 | +US$1982萬 | +15% | 16.1% | 80.5% | 21 | 9.52% | 3.9 |
|
| 6709 |
6709
Brewster Financial Planning
Brooklyn,
New York
| US$1.48億 | +US$1294萬 | +10% | 6.29% | 44.3% | 26 | 3.85% | 2 |
|
| 6710 |
6710
Clark Wealth Partners
O'fallon,
Illinois
| US$1.48億 | +US$1333萬 | +10% | 7.8% | – | 640 | 33.59% | 0.4 |
|
| 6711 |
6711
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$1.48億 | +US$1553萬 | +12% | 11.2% | 85.9% | 73 | 13.7% | 2.5 |
|
| 6712 |
6712
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$1.48億 | +US$1409萬 | +11% | 9.72% | 101% | 147 | 13.61% | 2.9 |
|
| 6713 |
6713
Round Hill Asset Management
Pasadena,
California
| US$1.48億 | +US$903萬 | +6% | 4.29% | 51.6% | 64 | 7.81% | 5.6 |
|
| 6714 |
6714
4J Wealth Management
Alexandria,
Virginia
| US$1.48億 | +US$2123萬 | +17% | 8.62% | 74.7% | 96 | 9.38% | 2.8 |
|
| 6715 |
6715
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$1.48億 | +US$1305萬 | +10% | 6.27% | 52.3% | 37 | 24.32% | 2.1 |
|
| 6716 |
6716
Erickson Financial Group
Allentown,
Pennsylvania
| US$1.48億 | +US$1403萬 | +10% | 11% | 69.3% | 27 | 7.41% | 2.8 |
|
| 6717 |
6717
Redwood Financial Network
Solon,
Ohio
| US$1.48億 | +US$1668萬 | +13% | 11% | 82.2% | 174 | 9.2% | 2.1 |
|
| 6718 |
6718
J. Hagan Capital
Louisville,
Kentucky
| US$1.48億 | +US$2500萬 | +20% | 10.6% | – | 86 | 37.21% | 0.2 |
|
| 6719 |
6719
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$1.48億 | +US$1443萬 | +11% | 10.2% | – | 84 | 7.14% | 0.5 |
|
| 6720 |
DIS
6720
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$1.48億 | +US$64.7萬 | +0.4% | 4.74% | 93.8% | 55 | 14.55% | 5.1 |
|
| 6721 |
6721
LeConte Wealth Management
Maryville,
Tennessee
| US$1.48億 | -US$915萬 | -6% | 9.69% | – | 105 | 47.62% | 0.1 |
|
| 6722 |
6722
Pinney & Scofield
Cambridge,
Massachusetts
| US$1.48億 | +US$960萬 | +7% | 5.7% | – | 222 | 3.15% | 0.5 |
|
| 6723 |
6723
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$1.48億 | +US$58.8萬 | +0.4% | 7.49% | – | 690 | 16.52% | 0.4 |
|
| 6724 |
6724
Coign Capital Advisors
Draper,
Utah
| US$1.48億 | +US$1772萬 | +14% | 7.07% | – | 79 | 5.06% | 0.5 |
|
| 6725 |
6725
Madrid Financial Services
Manhattan Beach,
California
| US$1.48億 | +US$1031萬 | +8% | 5.52% | – | 25 | 36% | 0.3 |
|