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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Instrumental Wealth
Tampa,
Florida
| US$1.43億 | +US$1680萬 | +13% | 6.99% | 38.2% | 74 | 24.32% | 1.3 |
|
| 7027 |
7027
1858 Wealth Management
Akron,
Ohio
| US$1.42億 | +US$685萬 | +5% | 8.51% | – | 132 | 25.76% | 1.2 |
|
| 7028 |
7028
S.R. Schill & Associates
Mercer Island,
Washington
| US$1.42億 | +US$664萬 | +5% | 5.53% | 42.7% | 27 | 11.11% | 4.1 |
|
| 7029 |
7029
HC Advisors
Sandy Springs,
Georgia
| US$1.42億 | +US$74.1萬 | +0.5% | 6.84% | 63.5% | 63 | 7.94% | 3.1 |
|
| 7030 |
7030
Coastwise Capital Group
La Jolla,
California
| US$1.42億 | +US$1655萬 | +13% | 9.16% | 88.8% | 133 | 8.27% | 2.5 |
|
| 7031 |
7031
Collar Capital Management
Appleton,
Wisconsin
| US$1.42億 | +US$2326萬 | +20% | 12.2% | – | 74 | 13.51% | 0.6 |
|
| 7032 |
7032
Avant Capital
Lafayette,
Louisiana
| US$1.42億 | +US$1322萬 | +10% | 7.14% | – | 81 | 14.81% | 2.6 |
|
| 7033 |
7033
Nova Wealth Management
Bonita Springs,
Florida
| US$1.42億 | +US$583萬 | +4% | 7.96% | – | 770 | 28.18% | 0.6 |
|
| 7034 |
7034
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$1.42億 | +US$855萬 | +6% | 6.19% | – | 64 | 4.69% | 5.9 |
|
| 7035 |
7035
Bank of Marin
Novato,
California
| US$1.42億 | +US$921萬 | +7% | 7.26% | 80.3% | 134 | 8.96% | 2.5 |
|
| 7036 |
7036
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| US$1.42億 | +US$1225萬 | +9% | 10.6% | – | 140 | 9.29% | 0.7 |
|
| 7037 |
DQRIM
7037
Dale Q Rice Investment Management
Vancouver,
Washington
| US$1.42億 | +US$2113萬 | +18% | 19.1% | – | 69 | 5.8% | 0.7 |
|
| 7038 |
7038
Safir Wealth Advisors
Greenland,
New Hampshire
| US$1.42億 | +US$527萬 | +4% | 5.81% | 52.1% | 16 | 18.75% | 3.3 |
|
| 7039 |
7039
Daventry Group
New York
| US$1.41億 | -US$1.03億 | -42% | 10.9% | 26.2% | 9 | 44.44% | 1.3 |
|
| 7040 |
7040
Comprehensive Money Management Services
Coral Gables,
Florida
| US$1.41億 | +US$949萬 | +7% | 7.09% | – | 191 | 6.28% | 0.7 |
|
| 7041 |
7041
Value Base
Tel Aviv,
Israel
| US$1.41億 | -US$3377萬 | -19% | 14.1% | – | 7 | 0% | 0.7 |
|
| 7042 |
7042
Basepoint Wealth
Cedar Rapids,
Iowa
| US$1.41億 | +US$1173萬 | +9% | 13.8% | 113% | 108 | 7.41% | 2.7 |
|
| 7043 |
7043
Comprehensive Wealth Management
Lynnwood,
Washington
| US$1.41億 | +US$1687萬 | +14% | 5.22% | 40.6% | 39 | 0% | 1.5 |
|
| 7044 |
7044
JDH Wealth Management
Santa Rosa,
California
| US$1.41億 | +US$1030萬 | +8% | 7.9% | – | 51 | 3.92% | 0.7 |
|
| 7045 |
7045
Campion Asset Management
Falls Church,
Virginia
| US$1.41億 | +US$760萬 | +6% | 7.41% | 70.2% | 84 | 5.95% | 3.7 |
|
| 7046 |
7046
Flavin Financial Services
Melbourne,
Florida
| US$1.41億 | +US$3772萬 | +37% | 6.61% | – | 73 | 15.07% | 0.6 |
|
| 7047 |
7047
Gibson Wealth Advisors
Tyler,
Texas
| US$1.41億 | +US$617萬 | +5% | 6.64% | – | 41 | 24.39% | 3.2 |
|
| 7048 |
7048
Strategic Value Bank Partners
Cleveland,
Ohio
| US$1.41億 | -US$3426萬 | -20% | 8.61% | 80.8% | 16 | 18.75% | 2.6 |
|
| 7049 |
7049
Chapman Investment Management
San Anselmo,
California
| US$1.41億 | -US$270萬 | -2% | 0.74% | 57.3% | 32 | 18.75% | 3.7 |
|
| 7050 |
7050
Mosaic Financial Group
Chicago,
Illinois
| US$1.41億 | +US$984萬 | +8% | 6.36% | – | 124 | 12.9% | 1.2 |
|