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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
Chico Wealth RIA
Chico,
California
| US$1.92億 | +US$2821萬 | +17% | 17.3% | 74.7% | 49 | 24.49% | 1.8 |
|
| 6702 |
6702
BayBridge Capital Group
Pleasanton,
California
| US$1.92億 | +US$3052萬 | +19% | 12.7% | 78.5% | 106 | 19.81% | 1.6 |
|
| 6703 |
GCM
6703
Granby Capital Management
Miami Beach,
Florida
| US$1.92億 | +US$1721萬 | +10% | 9.8% | 50% | 15 | 13.33% | 2.9 |
|
| 6704 |
6704
White Wing Wealth Management
The Wodlands,
Texas
| US$1.92億 | +US$2506萬 | +15% | 15.2% | 62.9% | 44 | 25% | 1.6 |
|
| 6705 |
6705
Presper Financial Architects
Akron,
Ohio
| US$1.92億 | +US$2339萬 | +14% | 17.5% | – | 58 | 18.97% | 0.8 |
|
| 6706 |
6706
Strategic Financial Planning
Plano,
Texas
| US$1.92億 | +US$2065萬 | +12% | 12.4% | 47.5% | 69 | 82.61% | 1 |
|
| 6707 |
HPM
6707
H. Partners Management
New York
| US$1.91億 | +US$3773萬 | +25% | 19.1% | 13.5% | 2 | 0% | 1.3 |
|
| 6708 |
6708
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$1.91億 | -US$3067萬 | -14% | 12.4% | 63.5% | 101 | 26.73% | 1.1 |
|
| 6709 |
6709
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$1.91億 | +US$1525萬 | +9% | 7.56% | 31.9% | 20 | 0% | 4.5 |
|
| 6710 |
NWM
6710
Navigoe Wealth Management
Redondo Beach,
California
| US$1.91億 | +US$2191萬 | +13% | 9.73% | – | 1,235 | 82.43% | 0.2 |
|
| 6711 |
6711
Lee-Kelleher Wealth Management
Fulton,
Maryland
| US$1.91億 | +US$2315萬 | +14% | 13.1% | – | 50 | 20% | 1.1 |
|
| 6712 |
6712
Pillar Financial Advisors
Louisville,
Kentucky
| US$1.91億 | +US$2006萬 | +12% | 10.4% | – | 116 | 10.34% | 1.3 |
|
| 6713 |
6713
Andrews Lucia Wealth Management
Danville,
California
| US$1.91億 | +US$2383萬 | +14% | 12% | 64% | 39 | 10.26% | 2.8 |
|
| 6714 |
6714
Propel Bio Management
Los Angeles,
California
| US$1.91億 | +US$3243萬 | +20% | 40.6% | – | 41 | 36.59% | 0.8 |
|
| 6715 |
6715
Capital Financial Group
Greenwood Village,
Colorado
| US$1.91億 | +US$903萬 | +5% | 7.08% | – | 113 | 15.93% | 0.5 |
|
| 6716 |
6716
Magnolia Wealth Management
Dothan,
Alabama
| US$1.91億 | +US$1942萬 | +11% | 11.7% | 48.7% | 212 | 91.98% | 2.4 |
|
| 6717 |
6717
Martin Capital Advisors
San Antonio,
Texas
| US$1.91億 | +US$3243萬 | +20% | 28.5% | 140% | 78 | 7.69% | 3.4 |
|
| 6718 |
6718
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| US$1.91億 | -US$187萬 | -1% | 7.44% | – | 137 | 13.87% | 1.3 |
|
| 6719 |
6719
Gridiron Partners
Wexford,
Pennsylvania
| US$1.91億 | +US$2684萬 | +16% | 3.43% | 15.5% | 51 | 7.84% | 2.2 |
|
| 6720 |
6720
GK Wealth Management
Reno,
Nevada
| US$1.9億 | +US$7550萬 | +66% | 33.3% | – | 269 | 94.05% | 0.1 |
|
| 6721 |
RS
6721
R Squared
Central,
Hong Kong
| US$1.9億 | +US$835萬 | +5% | 15.5% | – | 725 | 64% | 0.3 |
|
| 6722 |
EL
6722
ES4 LLC
Newport Beach,
California
| US$1.9億 | +US$3550萬 | +23% | 12.3% | – | 33 | 6.06% | 0.5 |
|
| 6723 |
6723
Beto Financial Group
Boise,
Idaho
| US$1.9億 | +US$1950萬 | +11% | 19.1% | – | 165 | 14.55% | 0.4 |
|
| 6724 |
6724
Alpha Financial Partners
Lexington,
Kentucky
| US$1.9億 | +US$2142萬 | +13% | 12.9% | 66.1% | 126 | 24.6% | 1.2 |
|
| 6725 |
6725
Core Capital Management & Research
Houston,
Texas
| US$1.9億 | – | – | 1.06% | – | 215 | – | 0 |
|