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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
MCM
7176
Magnolia Capital Management
Cold Spring,
New York
| US$1.25億 | +US$856萬 | +7% | 9.55% | 85.9% | 76 | 6.58% | 3.8 |
|
| 7177 |
7177
Centricity Wealth Management
Westerville,
Ohio
| US$1.25億 | +US$1496萬 | +14% | 7.97% | – | 457 | 7.66% | 0.5 |
|
| 7178 |
7178
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$1.25億 | +US$566萬 | +5% | 6.64% | 62.6% | 96 | 16.67% | 1.2 |
|
| 7179 |
7179
PUREfi Wealth
Boston,
Massachusetts
| US$1.25億 | +US$2511萬 | +25% | 10.3% | – | 166 | 23.49% | 0.4 |
|
| 7180 |
7180
Birch Financial Group
Keene,
New Hampshire
| US$1.25億 | +US$1279萬 | +11% | 6.54% | – | 124 | 20.97% | 0.4 |
|
| 7181 |
7181
White & Co Financial Planning
Sunnyside,
Washington
| US$1.25億 | +US$899萬 | +8% | 6.96% | – | 19 | 0% | 0.5 |
|
| 7182 |
7182
Kennon-Green & Company
New Albany,
Ohio
| US$1.25億 | +US$248萬 | +2% | 4.31% | 58.4% | 42 | 2.38% | 2.4 |
|
| 7183 |
7183
SageOak Financial
Tulsa,
Oklahoma
| US$1.25億 | +US$1222萬 | +11% | 6.24% | – | 35 | 17.14% | 0.4 |
|
| 7184 |
7184
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| US$1.25億 | +US$424萬 | +4% | 6.82% | – | 133 | 9.02% | 0.5 |
|
| 7185 |
7185
Alterna Wealth Management
Houston,
Texas
| US$1.25億 | -US$693萬 | -5% | 6.95% | 52.9% | 126 | 30.16% | 2.3 |
|
| 7186 |
AAM
7186
Ackerman Asset Management
Rockville,
Maryland
| US$1.25億 | +US$1426萬 | +13% | 10.7% | – | 24 | 0% | 0.3 |
|
| 7187 |
7187
Multicoin Capital Management
Austin,
Texas
| US$1.25億 | +US$2896萬 | +30% | 30.2% | – | 2 | 0% | 1 |
|
| 7188 |
7188
Forefront Wealth Management
Malvern,
Pennsylvania
| US$1.25億 | +US$1666萬 | +15% | 11.6% | – | 63 | 25.4% | 1.5 |
|
| 7189 |
7189
Schrum Private Wealth Management
St. Augustine,
Florida
| US$1.25億 | +US$1100萬 | +10% | 9.97% | 60.9% | 129 | 6.98% | 2.5 |
|
| 7190 |
7190
Apex Wealth Management
Bedford,
New Hampshire
| US$1.25億 | +US$1347萬 | +12% | 8.46% | – | 63 | 34.92% | 0.4 |
|
| 7191 |
7191
Flywheel Private Wealth
Los Altos,
California
| US$1.25億 | +US$1491萬 | +14% | 10.5% | – | 88 | 10.23% | 0.5 |
|
| 7192 |
7192
Prossimo Advisors
San Luis Obispo,
California
| US$1.25億 | -US$844萬 | -6% | 10.2% | 78.4% | 144 | 18.75% | 1.3 |
|
| 7193 |
7193
SCP Investment
Orinda,
California
| US$1.25億 | +US$729萬 | +6% | 15.7% | 32.8% | 58 | 46.55% | 1.6 |
|
| 7194 |
HAM
7194
Hedges Asset Management
Reno,
Nevada
| US$1.24億 | -US$2777萬 | -18% | 9.03% | – | 112 | 13.39% | 2.7 |
|
| 7195 |
7195
M.E. Allison & Co
San Antonio,
Texas
| US$1.24億 | +US$2330萬 | +23% | 10.6% | – | 175 | 14.29% | 0.4 |
|
| 7196 |
7196
WinCap Financial
Boston,
Massachusetts
| US$1.24億 | +US$1901萬 | +18% | 10.7% | – | 91 | 23.08% | 0.4 |
|
| 7197 |
7197
Cooksen Wealth
The Woodlands,
Texas
| US$1.24億 | +US$2589萬 | +26% | 9.27% | 70.7% | 106 | 26.42% | 0.8 |
|
| 7198 |
HM
7198
HCEP Management
Hong Kong
| US$1.24億 | -US$4821萬 | -28% | 13.2% | 182% | 13 | 30.77% | 0.5 |
|
| 7199 |
7199
XXEC Inc
Tulsa,
Oklahoma
| US$1.24億 | +US$899萬 | +8% | 7.85% | 30.1% | 21 | 9.52% | 2.7 |
|
| 7200 |
7200
Jacksonville Wealth Management
Jacksonville,
Florida
| US$1.24億 | +US$2277萬 | +22% | 17% | – | 68 | 16.18% | 0.4 |
|