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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$1.44億 | -US$1660萬 | -10% | 9.4% | – | 156 | 8.97% | 1.3 |
|
| 6802 |
6802
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.44億 | +US$759萬 | +6% | 4.17% | 59.7% | 62 | 3.23% | 2.2 |
|
| 6803 |
6803
Axon Enterprise
Scottsdale,
Arizona
| US$1.44億 | -US$3087萬 | -18% | 17.7% | – | 1 | 0% | 0.5 |
|
| 6804 |
6804
Wernau Asset Management
Gloucester,
Massachusetts
| US$1.44億 | +US$1589萬 | +12% | 5.19% | – | 49 | 6.12% | 0.5 |
|
| 6805 |
6805
Brucke Financial
Indianapolis,
Indiana
| US$1.44億 | +US$2870萬 | +25% | 10.6% | – | 148 | 6.76% | 0.5 |
|
| 6806 |
6806
Del-Sette Capital Management
Schenectady,
New York
| US$1.44億 | +US$1649萬 | +13% | 12.6% | 112% | 51 | 35.29% | 1.4 |
|
| 6807 |
CMS
6807
Capital Market Strategies
Palm Beach Gardens,
Florida
| US$1.44億 | -US$601萬 | -4% | 17.5% | 120% | 153 | 15.69% | 1.9 |
|
| 6808 |
6808
Investment Partners Asset Management
Metuchen,
New Jersey
| US$1.44億 | +US$1633萬 | +13% | 9.44% | 86.1% | 157 | 7.01% | 1.3 |
|
| 6809 |
6809
Authentikos Wealth Advisory
Morgan Hill,
California
| US$1.44億 | +US$1576萬 | +12% | 5.02% | 43.5% | 70 | 37.14% | 0.6 |
|
| 6810 |
BRWM
6810
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$1.44億 | +US$2568萬 | +22% | 10.9% | – | 106 | 12.26% | 0.4 |
|
| 6811 |
6811
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$1.44億 | +US$1589萬 | +12% | 10% | 74.9% | 45 | 4.44% | 1.9 |
|
| 6812 |
CWA
6812
Clearview Wealth Advisors
Salem,
Oregon
| US$1.44億 | +US$970萬 | +7% | 7.31% | 45.2% | 106 | 11.32% | 2.9 |
|
| 6813 |
6813
Widmann Financial Services
Bowie,
Maryland
| US$1.43億 | +US$1468萬 | +11% | 8.56% | 75.2% | 112 | 10.71% | 2.6 |
|
| 6814 |
6814
Renaissance Capital
Stamford,
Connecticut
| US$1.43億 | +US$1388萬 | +11% | 37.1% | 392% | 29 | 6.9% | 1.1 |
|
| 6815 |
6815
Wilson & Boucher Capital Management
Moraga,
California
| US$1.43億 | +US$914萬 | +7% | 8% | 69.8% | 113 | 7.96% | 2.9 |
|
| 6816 |
6816
Chapman Investment Management
San Anselmo,
California
| US$1.43億 | +US$934萬 | +7% | 10.1% | 57.3% | 29 | 3.45% | 3.7 |
|
| 6817 |
6817
Teca Partners
Austin,
Texas
| US$1.43億 | +US$377萬 | +3% | 11% | 66% | 13 | 38.46% | 0.9 |
|
| 6818 |
CIG
6818
Cascade Investment Group
Colorado Springs,
Colorado
| US$1.43億 | +US$1318萬 | +10% | 8.89% | 93.2% | 145 | 11.72% | 1.9 |
|
| 6819 |
6819
Integrity Wealth Advisors
Ventura,
California
| US$1.43億 | +US$663萬 | +5% | 5.13% | – | 70 | 22.86% | 0.4 |
|
| 6820 |
6820
Terra Nova Asset Management
New York
| US$1.43億 | +US$1596萬 | +13% | 18.4% | 172% | 91 | 8.79% | 3.3 |
|
| 6821 |
FSBI
6821
Fearless Solutions (Best Invest)
San Antonio,
Texas
| US$1.43億 | +US$1434萬 | +11% | 7.7% | – | 109 | 8.26% | 0.4 |
|
| 6822 |
6822
WESPAC Advisors
Orinda,
California
| US$1.43億 | +US$2027萬 | +17% | 9.13% | 126% | 203 | 40.39% | 1 |
|
| 6823 |
6823
Allen Wealth Management
Boone,
North Carolina
| US$1.43億 | -US$227萬 | -2% | 0.61% | 60.3% | 62 | 6.45% | 1.3 |
|
| 6824 |
6824
Central Asset Investments & Management Holdings
Hong Kong
| US$1.43億 | +US$8368萬 | +141% | 36.6% | 3,078% | 51 | 37.25% | 1.1 |
|
| 6825 |
6825
Berry Wealth Group
Granbury,
Texas
| US$1.43億 | +US$1509萬 | +12% | 13% | – | 111 | 17.12% | 0.9 |
|