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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
GK Wealth Management
Reno,
Nevada
| US$1.37億 | +US$2579萬 | +23% | 19.2% | – | 195 | 30.77% | 0.5 |
|
| 7127 |
7127
Enhancing Capital
Harrisburg,
Pennsylvania
| US$1.37億 | +US$555萬 | +4% | 8.65% | – | 94 | 9.57% | 2.8 |
|
| 7128 |
7128
Broadwater Capital
Boston,
Massachusetts
| US$1.37億 | +US$806萬 | +6% | 8.71% | 82% | 220 | 1.36% | 1.7 |
|
| 7129 |
7129
AGH Wealth Advisors
Wichita,
Kansas
| US$1.36億 | +US$1507萬 | +12% | 8.75% | – | 134 | 12.69% | 0.6 |
|
| 7130 |
7130
Schrum Private Wealth Management
St. Augustine,
Florida
| US$1.36億 | +US$1166萬 | +9% | 8.21% | 76.2% | 130 | 4.62% | 2.6 |
|
| 7131 |
7131
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$1.36億 | +US$736萬 | +6% | 7.41% | – | 115 | 15.65% | 0.6 |
|
| 7132 |
7132
Forefront Wealth Management
Malvern,
Pennsylvania
| US$1.36億 | +US$1162萬 | +9% | 10.7% | – | 72 | 18.06% | 1.5 |
|
| 7133 |
7133
Palliser Capital (UK)
London,
United Kingdom
| US$1.36億 | -US$83.1萬 | -0.6% | 10.7% | 51% | 8 | 62.5% | 0.4 |
|
| 7134 |
7134
Wall Street Financial Group
Carlinville,
Illinois
| US$1.36億 | +US$2539萬 | +23% | 10.6% | – | 103 | 24.27% | 0.5 |
|
| 7135 |
7135
Jacksonville Wealth Management
Jacksonville,
Florida
| US$1.36億 | +US$1178萬 | +9% | 7.28% | – | 68 | 4.41% | 0.6 |
|
| 7136 |
7136
Cornerstone Select Advisors
St. Louis,
Missouri
| US$1.36億 | +US$2241萬 | +20% | 12.4% | – | 115 | 8.7% | 0.7 |
|
| 7137 |
SWM
7137
SpringVest Wealth Management
Dallas,
Texas
| US$1.36億 | +US$1250萬 | +10% | 4.45% | – | 67 | 11.94% | 0.6 |
|
| 7138 |
7138
SageOak Financial
Tulsa,
Oklahoma
| US$1.36億 | +US$1096萬 | +9% | 4.64% | – | 33 | 6.06% | 0.7 |
|
| 7139 |
7139
Schubert & Co
Mckinney,
Texas
| US$1.36億 | -US$544萬 | -4% | 0.63% | 65.2% | 72 | 11.11% | 1.9 |
|
| 7140 |
DW
7140
Durante & Waters
Brewster,
New York
| US$1.36億 | +US$888萬 | +7% | 7.11% | 59.1% | 33 | 3.03% | 1.5 |
|
| 7141 |
7141
Wallace Hart
Lexington,
Kentucky
| US$1.36億 | +US$1028萬 | +8% | 8.84% | – | 60 | 51.67% | 0.5 |
|
| 7142 |
BGI
7142
B Group Inc
Dallas,
Texas
| US$1.36億 | +US$601萬 | +5% | 4.02% | – | 21 | 23.81% | 0.6 |
|
| 7143 |
7143
Moon Capital Management
New York
| US$1.36億 | +US$441萬 | +3% | 19.3% | 76.3% | 16 | 50% | 4 |
|
| 7144 |
7144
Amara Financial
San Francisco,
California
| US$1.36億 | +US$2223萬 | +20% | 6.98% | – | 48 | 12.5% | 0.8 |
|
| 7145 |
7145
Diamant Asset Management
Ridgefield,
Connecticut
| US$1.36億 | +US$446萬 | +3% | 10.9% | 83.6% | 72 | 2.78% | 5.9 |
|
| 7146 |
7146
Bannerman Wealth Management Group
Lewisville,
Texas
| US$1.36億 | +US$538萬 | +4% | 6.58% | – | 36 | 13.89% | 0.7 |
|
| 7147 |
7147
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| US$1.36億 | +US$1068萬 | +9% | 8.46% | – | 134 | 5.97% | 0.7 |
|
| 7148 |
7148
HFG Advisors
Cincinatti,
Ohio
| US$1.36億 | +US$934萬 | +7% | 6.2% | 72.7% | 110 | 16.36% | 2.3 |
|
| 7149 |
7149
Ridgeline Wealth
Mesa,
Arizona
| US$1.35億 | +US$1287萬 | +10% | 7.02% | – | 53 | 13.21% | 0.6 |
|
| 7150 |
7150
Systrade
Vaduz,
Liechtenstein
| US$1.35億 | +US$4711萬 | +53% | 35% | 152% | 14 | 21.43% | 1 |
|