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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
UFA
7351
Uptown Financial Advisors
Dallas,
Texas
| US$1.17億 | +US$1876萬 | +19% | 8.63% | – | 79 | 16.46% | 0.4 |
|
| 7352 |
AA
7352
Alpha Advisors
Richmond,
Virginia
| US$1.17億 | +US$188萬 | +2% | 6.23% | – | 45 | 15.56% | 0.4 |
|
| 7353 |
7353
TABR Capital Management
Orange,
California
| US$1.17億 | +US$2066萬 | +22% | 7.45% | – | 46 | 43.48% | 0.3 |
|
| 7354 |
7354
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.17億 | +US$4967萬 | +74% | 24.1% | 415% | 40 | 62.5% | 0.3 |
|
| 7355 |
7355
International Private Wealth Advisors
San Diego,
California
| US$1.17億 | +US$1223萬 | +12% | 6.77% | 63.4% | 185 | 29.19% | 0.9 |
|
| 7356 |
WSA
7356
Warm Springs Advisors
Larkspur,
California
| US$1.17億 | +US$1705萬 | +17% | 29.7% | – | 50 | 10% | 0.5 |
|
| 7357 |
7357
PCG Asset Management
Gladstone,
New Jersey
| US$1.16億 | +US$944萬 | +9% | 7.96% | – | 78 | 10.26% | 0.5 |
|
| 7358 |
7358
Woodside Wealth Management
Framingham,
Massachusetts
| US$1.16億 | +US$833萬 | +8% | 7.24% | – | 77 | 1.3% | 0.2 |
|
| 7359 |
7359
Signal Tree Financial Partners
Copley,
Ohio
| US$1.16億 | +US$1644萬 | +16% | 7.28% | – | 51 | 23.53% | 0.4 |
|
| 7360 |
7360
Vista Finance
Clayton,
Missouri
| US$1.16億 | +US$81萬 | +0.7% | 5% | 50.7% | 59 | 16.95% | 0.9 |
|
| 7361 |
7361
Reyes Financial Architecture
San Diego,
California
| US$1.16億 | -US$1991萬 | -15% | 9.16% | – | 372 | 36.02% | 0.4 |
|
| 7362 |
7362
DKM Wealth Management
Stockton,
California
| US$1.16億 | +US$1287萬 | +12% | 8.29% | – | 59 | 16.95% | 0.4 |
|
| 7363 |
7363
North Capital
Salt Lake City,
Utah
| US$1.16億 | +US$995萬 | +9% | 7.01% | – | 640 | 7.97% | 0.2 |
|
| 7364 |
7364
BCK Capital Management
Stamford,
Connecticut
| US$1.16億 | -US$1282萬 | -10% | 11.7% | 161% | 98 | 59.18% | 0.8 |
|
| 7365 |
7365
Pitti Group Wealth Management
Victor,
New York
| US$1.16億 | +US$1839萬 | +19% | 10.1% | 65.3% | 79 | 8.86% | 2.3 |
|
| 7366 |
7366
Benningfield Financial Advisors
San Francisco,
California
| US$1.16億 | +US$1175萬 | +11% | 13.7% | – | 15 | 0% | 0.5 |
|
| 7367 |
7367
Smith Asset Management
Chiefland,
Florida
| US$1.16億 | +US$973萬 | +9% | 2.16% | – | 71 | 9.86% | 0.5 |
|
| 7368 |
7368
Stephen J. Garry & Associates
Garden City,
New York
| US$1.16億 | +US$878萬 | +8% | 9.18% | 67.2% | 48 | 12.5% | 1.2 |
|
| 7369 |
7369
Rolek Wealth Management
Berwyn,
Pennsylvania
| US$1.16億 | +US$1901萬 | +20% | 14.7% | – | 16 | 12.5% | 0.4 |
|
| 7370 |
LWM
7370
Lighthouse Wealth Management
Ashland,
Ohio
| US$1.16億 | +US$644萬 | +6% | 6.29% | – | 41 | 7.32% | 0.5 |
|
| 7371 |
7371
Priebe Wealth Holdings
Maple Grove,
Minnesota
| US$1.15億 | -US$4486萬 | -28% | 9.67% | – | 81 | 39.51% | 1.1 |
|
| 7372 |
7372
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$1.15億 | -US$1939萬 | -14% | 11.9% | 169% | 33 | 45.45% | 1.9 |
|
| 7373 |
UAML
7373
US Asset Management LLC
Pittsburgh,
Pennsylvania
| US$1.15億 | +US$1062萬 | +10% | 14.8% | 142% | 127 | 7.09% | 3.2 |
|
| 7374 |
7374
Morangie Management
Vero Beach,
Florida
| US$1.15億 | +US$1222萬 | +12% | 16.9% | – | 34 | 20.59% | 0.4 |
|
| 7375 |
7375
TB Capital Gestao de Recursos
Rio De Janeiro,
| US$1.15億 | – | – | 29.8% | – | 18 | – | 0 |
|