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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
LWM
7251
Lighthouse Wealth Management
Ashland,
Ohio
| US$1.61億 | +US$1388萬 | +9% | 10.3% | – | 49 | 16.33% | 1.2 |
|
| 7252 |
7252
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$1.61億 | -US$458萬 | -3% | 5.98% | 0.01% | 45 | 6.67% | 1.4 |
|
| 7253 |
SR
7253
Summer Road
West Palm Beach,
Florida
| US$1.61億 | +US$1898萬 | +13% | 11.8% | 214% | 26 | 26.92% | 1.8 |
|
| 7254 |
7254
Mascagni Wealth Management
Clinton,
Mississippi
| US$1.61億 | +US$2061萬 | +15% | 17.6% | – | 145 | 14.48% | 1.1 |
|
| 7255 |
7255
MidAtlantic Capital Management
Richmond,
Virginia
| US$1.61億 | +US$1596萬 | +11% | 12.1% | 61.2% | 91 | 13.19% | 2.1 |
|
| 7256 |
7256
Arlington Capital Management
Arlington Heights,
Illinois
| US$1.61億 | -US$1650萬 | -9% | 13.5% | 146% | 159 | 59.75% | 0.9 |
|
| 7257 |
7257
Steinberg Asset Management
New York
| US$1.61億 | +US$630萬 | +4% | 7.85% | 108% | 46 | 17.39% | 4 |
|
| 7258 |
7258
Exchange Bank
Santa Rosa,
California
| US$1.61億 | +US$1634萬 | +11% | 12% | 75.2% | 133 | 14.29% | 2.2 |
|
| 7259 |
7259
Mountain Lake Investment Management
Boca Raton,
Florida
| US$1.61億 | +US$577萬 | +4% | 0.65% | 64% | 33 | 18.18% | 1.5 |
|
| 7260 |
7260
Philadelphia Investment Partners
Voorhees,
New Jersey
| US$1.61億 | +US$1355萬 | +9% | 11.1% | – | 204 | 15.69% | 0.2 |
|
| 7261 |
7261
Arthedge Capital Management
Jericho,
New York
| US$1.61億 | +US$4506萬 | +39% | 23.9% | 80.7% | 14 | 28.57% | 3.3 |
|
| 7262 |
7262
Avant Financial Advisors
Austin,
Texas
| US$1.61億 | +US$1831萬 | +13% | 9.83% | – | 70 | 8.57% | 1.3 |
|
| 7263 |
7263
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.6億 | +US$527萬 | +3% | 15.1% | 65.2% | 140 | 14.29% | 3.1 |
|
| 7264 |
7264
Palouse Capital Management
Spokane,
Washington
| US$1.6億 | +US$914萬 | +6% | 22.5% | 67.8% | 144 | 20.14% | 2.8 |
|
| 7265 |
7265
Corepath Wealth Partners
Scottsdale,
Arizona
| US$1.6億 | +US$1204萬 | +8% | 13.1% | 62.1% | 47 | 14.89% | 2.8 |
|
| 7266 |
7266
Planning Strategies
Lancaster,
Pennsylvania
| US$1.6億 | – | – | 10.4% | – | 1,068 | – | 0 |
|
| 7267 |
7267
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$1.6億 | +US$1777萬 | +12% | 10.2% | – | 105 | 11.43% | 1.9 |
|
| 7268 |
7268
Gibson Wealth Advisors
Tyler,
Texas
| US$1.6億 | +US$1110萬 | +7% | 11% | – | 38 | 23.68% | 4 |
|
| 7269 |
7269
HFG Advisors
Cincinatti,
Ohio
| US$1.6億 | +US$1818萬 | +13% | 16.3% | 69.7% | 130 | 20% | 2.5 |
|
| 7270 |
7270
Stolz & Associates
Tacoma,
Washington
| US$1.6億 | +US$1690萬 | +12% | 7.5% | – | 33 | 12.12% | 0.4 |
|
| 7271 |
7271
Chartist Inc
Seal Beach,
California
| US$1.6億 | +US$2097萬 | +15% | 14.6% | – | 21 | 4.76% | 6.8 |
|
| 7272 |
7272
Emory University
Atlanta,
Georgia
| US$1.6億 | -US$1.07億 | -40% | 4.88% | 60.2% | 7 | 14.29% | 2.7 |
|
| 7273 |
7273
Wallace Hart
Lexington,
Kentucky
| US$1.6億 | +US$8746萬 | +121% | 34.7% | – | 47 | 31.91% | 0.9 |
|
| 7274 |
7274
Cogent Private Wealth
Orlando,
Florida
| US$1.6億 | +US$2151萬 | +16% | 12.1% | – | 119 | 19.33% | 0.4 |
|
| 7275 |
7275
Nvest Wealth Strategies
Powell,
Ohio
| US$1.6億 | +US$1714萬 | +12% | 10.4% | – | 435 | 28.05% | 0.4 |
|