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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Merkkuri Wealth Advisors
Hicksville,
New York
| US$1.38億 | +US$608萬 | +5% | 6.07% | – | 85 | 9.41% | 1.1 |
|
| 7102 |
7102
Corepath Wealth Partners
Scottsdale,
Arizona
| US$1.38億 | +US$1918萬 | +16% | 7.3% | 62.1% | 41 | 21.95% | 2.6 |
|
| 7103 |
7103
Seneschal Advisors
Tacoma,
Washington
| US$1.38億 | +US$1098萬 | +9% | 5.1% | – | 589 | 93.38% | 0 |
|
| 7104 |
BAWM
7104
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$1.38億 | +US$770萬 | +6% | 4.86% | 51% | 54 | 24.07% | 1.1 |
|
| 7105 |
7105
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$1.38億 | +US$831萬 | +6% | 6.15% | 59.6% | 19 | 36.84% | 1.3 |
|
| 7106 |
7106
Elevate Wealth Advisory
Athens,
Georgia
| US$1.38億 | -US$291萬 | -2% | 5.39% | 49.5% | 136 | 12.5% | 1.5 |
|
| 7107 |
7107
Asset Value Investors
London,
United Kingdom
| US$1.38億 | +US$144萬 | +1% | 1.31% | – | 3 | 0% | 0.8 |
|
| 7108 |
7108
Audent Global Asset Management
West Hollywood,
California
| US$1.38億 | -US$259萬 | -2% | 8.21% | 129% | 57 | 19.3% | 2.7 |
|
| 7109 |
7109
Moulton Wealth Management
Spokane,
Washington
| US$1.37億 | +US$523萬 | +4% | 7.97% | 47.8% | 45 | 17.78% | 1.2 |
|
| 7110 |
TL
7110
TowerView LLC
New York
| US$1.37億 | -US$285萬 | -2% | 0.51% | 16.3% | 21 | 23.81% | 5 |
|
| 7111 |
7111
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$1.37億 | +US$1084萬 | +9% | 5.72% | – | 85 | 18.82% | 1 |
|
| 7112 |
HFAS
7112
Hummer Financial Advisory Services
Chicago,
Illinois
| US$1.37億 | +US$419萬 | +3% | 4.28% | 71.8% | 119 | 8.4% | 3.9 |
|
| 7113 |
7113
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$1.37億 | -US$1162萬 | -8% | 6.5% | 79% | 132 | 34.85% | 3.2 |
|
| 7114 |
LI
7114
Latash Investments
Anchorage,
Alaska
| US$1.37億 | +US$777萬 | +6% | 6.74% | 111% | 18 | 5.56% | 4.8 |
|
| 7115 |
7115
Littlejohn Financial Services
Roseburg,
Oregon
| US$1.37億 | +US$776萬 | +6% | 4.6% | – | 77 | 40.26% | 0.5 |
|
| 7116 |
MSK
7116
Melissa S. Kampmann
| US$1.37億 | +US$398萬 | +3% | 5.87% | 82.1% | 40 | 0% | 1.8 |
|
| 7117 |
7117
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.37億 | +US$1872萬 | +16% | 3.47% | 27.1% | 112 | 18.75% | 1.4 |
|
| 7118 |
7118
Life Planning Partners
Jacksonville,
Florida
| US$1.37億 | +US$1129萬 | +9% | 6.06% | 50.3% | 71 | 9.86% | 2.7 |
|
| 7119 |
7119
Clayton Financial Group
St. Louis,
Missouri
| US$1.37億 | +US$5278萬 | +63% | 6.81% | 69.8% | 278 | 89.57% | 0.2 |
|
| 7120 |
7120
Aspire Growth Partners
Miromar Lakes,
Florida
| US$1.37億 | +US$1475萬 | +12% | 8.55% | – | 120 | 6.67% | 0.7 |
|
| 7121 |
7121
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$1.37億 | +US$934萬 | +7% | 4.51% | – | 97 | 2.06% | 1.4 |
|
| 7122 |
7122
Alpha Wealth Funds
Park City,
Utah
| US$1.37億 | +US$1776萬 | +15% | 3.04% | – | 63 | 49.21% | 0.4 |
|
| 7123 |
7123
Rik Saylor Financial
Fairfield,
Ohio
| US$1.37億 | +US$687萬 | +5% | 6.39% | – | 84 | 2.38% | 0.7 |
|
| 7124 |
7124
BluePath Capital Management
Atlanta,
Georgia
| US$1.37億 | +US$2297萬 | +20% | 11.8% | 106% | 88 | 7.95% | 1.4 |
|
| 7125 |
7125
Stage Harbor Financial
Westwood,
Massachusetts
| US$1.37億 | +US$1359萬 | +11% | 6.62% | 56.4% | 60 | 13.33% | 1.2 |
|