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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Kize Capital
New York
| US$1.1億 | -US$133萬 | -1% | 8.02% | 34.7% | 7 | 14.29% | 2.5 |
|
| 7302 |
7302
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$1.1億 | – | – | 2.01% | – | 127 | – | 0 |
|
| 7303 |
7303
Somerset Group
Wayzata,
Minnesota
| US$1.1億 | +US$45.1萬 | +0.4% | 2.08% | 95.6% | 64 | 6.25% | 6.9 |
|
| 7304 |
7304
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$1.1億 | -US$2404萬 | -18% | 0.56% | – | 96 | 35.42% | 0.8 |
|
| 7305 |
7305
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$1.1億 | -US$565萬 | -5% | 6.27% | – | 30 | 13.33% | 0.9 |
|
| 7306 |
7306
Flywheel Private Wealth
Los Altos,
California
| US$1.1億 | +US$92.2萬 | +0.8% | 0.57% | – | 87 | 11.49% | 0.2 |
|
| 7307 |
7307
Allium Financial Advisors
Lake Oswego,
Oregon
| US$1.1億 | – | – | 0.37% | – | 85 | – | 0 |
|
| 7308 |
7308
Wulff, Hansen & Co
San Rafael,
California
| US$1.1億 | +US$398萬 | +4% | 1.28% | 94.7% | 102 | 11.76% | 2.4 |
|
| 7309 |
7309
Everest Management Corp
Cupertino,
California
| US$1.1億 | -US$386萬 | -3% | 6.76% | – | 56 | 19.64% | 0.2 |
|
| 7310 |
7310
LTG Capital
Newton,
Massachusetts
| US$1.1億 | -US$955萬 | -8% | 6.26% | 59% | 26 | 0% | 3.1 |
|
| 7311 |
7311
Bey-Douglas LLC
Marietta,
Georgia
| US$1.1億 | -US$643萬 | -6% | 4.12% | – | 46 | 21.74% | 1 |
|
| 7312 |
CAG
7312
Cypress Advisory Group
Scottsdale,
Arizona
| US$1.1億 | +US$91.8萬 | +0.8% | 0.68% | – | 64 | 10.94% | 0.2 |
|
| 7313 |
7313
Emmett Investment Management
New York
| US$1.09億 | -US$183萬 | -2% | 4.09% | – | 29 | 31.03% | 0.2 |
|
| 7314 |
7314
Integrity Investment Advisors
Fort Collins,
Colorado
| US$1.09億 | – | – | 3.3% | – | 45 | – | 0 |
|
| 7315 |
7315
Womack Financial
Dallas,
Texas
| US$1.09億 | -US$344萬 | -3% | 2.88% | – | 66 | 4.55% | 0.2 |
|
| 7316 |
7316
Kraft Asset Management
Nashville,
Tennessee
| US$1.09億 | -US$2027萬 | -16% | 1.92% | 41% | 53 | 15.09% | 2.1 |
|
| 7317 |
7317
Breakout Capital Partners
New York
| US$1.09億 | +US$1180萬 | +12% | 11.1% | – | 9 | 33.33% | 0.9 |
|
| 7318 |
7318
Stadium Capital Management
New Canaan,
Connecticut
| US$1.09億 | -US$883萬 | -7% | 19.9% | 10.9% | 11 | 27.27% | 1.4 |
|
| 7319 |
LWM
7319
Lighthouse Wealth Management
Ashland,
Ohio
| US$1.09億 | -US$9.41萬 | -0.1% | 1.18% | – | 38 | 5.26% | 0.2 |
|
| 7320 |
7320
Astra Wealth Partners
Jersey City,
New Jersey
| US$1.09億 | +US$168萬 | +2% | 0.85% | – | 80 | 16.25% | 0.2 |
|
| 7321 |
7321
Fairman Group
Chesterbrook,
Pennsylvania
| US$1.09億 | -US$1239萬 | -10% | 0.05% | 46.8% | 350 | 27.71% | 1.2 |
|
| 7322 |
7322
Commons Capital
Needham,
Massachusetts
| US$1.09億 | -US$171萬 | -2% | 5.63% | 166% | 123 | 44.72% | 1.4 |
|
| 7323 |
7323
RoundAngle Advisors
Red Bank,
New Jersey
| US$1.09億 | +US$387萬 | +4% | 0.33% | – | 60 | 8.33% | 0.2 |
|
| 7324 |
7324
J2 Capital Management
Troy,
Michigan
| US$1.09億 | +US$220萬 | +2% | 2.12% | – | 127 | 33.86% | 1.6 |
|
| 7325 |
7325
Flavin Financial Services
Melbourne,
Florida
| US$1.09億 | +US$365萬 | +3% | 1.32% | – | 69 | 4.35% | 0.2 |
|