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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
MFC
7226
Miramar Fiduciary Corp
Reno,
Nevada
| US$1.23億 | +US$1201萬 | +11% | 11.8% | – | 5 | 0% | 3.5 |
|
| 7227 |
7227
Stage Harbor Financial
Westwood,
Massachusetts
| US$1.23億 | +US$499萬 | +4% | 7.68% | 56.4% | 63 | 19.05% | 1 |
|
| 7228 |
7228
First Community Trust
Dubuque,
Iowa
| US$1.23億 | +US$881萬 | +8% | 12.8% | 128% | 336 | 9.52% | 2.5 |
|
| 7229 |
7229
Murphy & Mullick Capital Management
Smithtown,
New York
| US$1.23億 | +US$1973萬 | +19% | 17.5% | – | 729 | 11.11% | 0.5 |
|
| 7230 |
7230
FSA Advisors
Troy,
Michigan
| US$1.23億 | -US$305萬 | -2% | 8.65% | – | 207 | 28.5% | 0.8 |
|
| 7231 |
7231
Macroview Investment Management
Bethesda,
Maryland
| US$1.23億 | +US$1597萬 | +15% | 8.34% | 76.6% | 100 | 22% | 4.4 |
|
| 7232 |
7232
Financial Life Planners
Tempe,
Arizona
| US$1.23億 | +US$2018萬 | +20% | 22.7% | – | 86 | 40.7% | 0.5 |
|
| 7233 |
7233
Scratch Capital
Boise,
Idaho
| US$1.23億 | +US$2605萬 | +27% | 7.34% | – | 37 | 10.81% | 0.4 |
|
| 7234 |
7234
Pollock Investment Advisors
Ann Arbor,
Michigan
| US$1.23億 | -US$97.5萬 | -0.8% | 2.36% | – | 43 | 6.98% | 0.5 |
|
| 7235 |
7235
Ridgeline Wealth
Mesa,
Arizona
| US$1.23億 | +US$497萬 | +4% | 9.62% | – | 58 | 24.14% | 0.5 |
|
| 7236 |
7236
Trace Wealth Advisors
Los Angeles,
California
| US$1.22億 | +US$1021萬 | +9% | 8.22% | – | 60 | 10% | 0.5 |
|
| 7237 |
7237
Twin City Private Wealth
Winston-Salem,
North Carolina
| US$1.22億 | +US$872萬 | +8% | 6.02% | – | 105 | 13.33% | 1.1 |
|
| 7238 |
7238
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$1.22億 | +US$1036萬 | +9% | 6.69% | – | 83 | 12.05% | 0.7 |
|
| 7239 |
7239
GEN Financial Management
Plymouth,
Minnesota
| US$1.22億 | -US$2530萬 | -17% | 6.19% | – | 52 | 17.31% | 0.4 |
|
| 7240 |
7240
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$1.22億 | +US$1255萬 | +11% | 6.19% | – | 29 | 6.9% | 1.1 |
|
| 7241 |
KSCM
7241
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.22億 | -US$2705萬 | -18% | 2.53% | 7.47% | 21 | 61.9% | 1.4 |
|
| 7242 |
IFO
7242
Intrepid Family Office
Sarasota,
Florida
| US$1.22億 | +US$5100萬 | +72% | 9.07% | – | 43 | 34.88% | 1.2 |
|
| 7243 |
7243
Aspire Growth Partners
Miromar Lakes,
Florida
| US$1.22億 | +US$935萬 | +8% | 9.56% | – | 117 | 5.98% | 0.5 |
|
| 7244 |
7244
SwitchPoint Financial Planning
Lehi,
Utah
| US$1.22億 | +US$1660萬 | +16% | 9.02% | – | 64 | 28.13% | 0.4 |
|
| 7245 |
7245
Archon Capital Management
Seattle,
Washington
| US$1.22億 | +US$2712萬 | +29% | 35.8% | 222% | 60 | 45% | 1.2 |
|
| 7246 |
7246
Kids Capital Management
Los Angeles,
California
| US$1.22億 | +US$2346萬 | +24% | 24.8% | – | 14 | 28.57% | 1.3 |
|
| 7247 |
7247
Opulen Financial Group
Arlington,
Virginia
| US$1.22億 | +US$1180萬 | +11% | 7.06% | – | 100 | 10% | 0.4 |
|
| 7248 |
7248
Bonfire Financial
Colorado Springs,
Colorado
| US$1.22億 | +US$1343萬 | +12% | 7.99% | – | 53 | 7.55% | 0.5 |
|
| 7249 |
7249
Richwood Investment Advisors
Cincinnati,
Ohio
| US$1.22億 | +US$413萬 | +4% | 5.18% | 71.9% | 102 | 6.86% | 3.2 |
|
| 7250 |
7250
Clifford Group
Wayland,
Massachusetts
| US$1.22億 | +US$1468萬 | +14% | 12.2% | 67.9% | 85 | 12.94% | 1.9 |
|