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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
7776
Rhodes Investment Advisors
Fort Worth,
Texas
| US$1.36億 | +US$1989萬 | +17% | 19.2% | – | 137 | 22.63% | 0.4 |
|
| 7777 |
7777
Red Crane Wealth Management
San Francisco,
California
| US$1.36億 | +US$1444萬 | +12% | 10.9% | – | 80 | 11.25% | 1.2 |
|
| 7778 |
7778
Hanseatic Management Services
Albuquerque,
New Mexico
| US$1.36億 | +US$3146萬 | +30% | 53.5% | – | 96 | 30.21% | 0.8 |
|
| 7779 |
7779
Challenger Wealth Management
Aliso Viejo,
California
| US$1.36億 | +US$1071萬 | +9% | 13% | – | 65 | 10.77% | 1.3 |
|
| 7780 |
7780
Phillips Wealth Planners
Starkville,
Mississippi
| US$1.36億 | +US$285萬 | +2% | 12% | 90.6% | 228 | 12.72% | 1.9 |
|
| 7781 |
7781
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| US$1.36億 | +US$565萬 | +4% | 11.9% | – | 37 | 16.22% | 0.4 |
|
| 7782 |
7782
Donalies Financial Planning
Washington,
District of Columbia
| US$1.36億 | +US$1836萬 | +16% | 14.9% | – | 80 | 10% | 0.5 |
|
| 7783 |
TF
7783
Telligent Fund
Hong Kong
| US$1.36億 | +US$4206萬 | +45% | 88.5% | – | 28 | 32.14% | 0.7 |
|
| 7784 |
7784
Valor Advisors
Miami,
Florida
| US$1.36億 | +US$1676萬 | +14% | 13.4% | – | 37 | 18.92% | 0.5 |
|
| 7785 |
7785
MRP Capital Investments
Alpharetta,
Georgia
| US$1.36億 | +US$2087萬 | +18% | 37.4% | 222% | 240 | 19.58% | 1.5 |
|
| 7786 |
7786
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$1.36億 | +US$1896萬 | +16% | 20.5% | 161% | 234 | 11.97% | 2.9 |
|
| 7787 |
BCG
7787
BRIA Capital Group
Wesley Chapel,
Florida
| US$1.36億 | +US$2568萬 | +23% | 21% | – | 92 | 56.52% | 0.3 |
|
| 7788 |
7788
Targeted Financial Services
Seminole,
Florida
| US$1.36億 | +US$1359萬 | +11% | 4.34% | – | 67 | 25.37% | 0.4 |
|
| 7789 |
7789
Tsai Capital
New York
| US$1.35億 | +US$91.2萬 | +0.7% | 5% | 29.8% | 20 | 20% | 2.8 |
|
| 7790 |
1GI
7790
180 GPS Investments
St Peter Port,
| US$1.35億 | – | – | 30.6% | – | 23 | – | 0.4 |
|
| 7791 |
IFO
7791
Intrepid Family Office
Sarasota,
Florida
| US$1.35億 | +US$1159萬 | +9% | 7.3% | – | 46 | 39.13% | 1.6 |
|
| 7792 |
7792
RD Lewis Holdings
Maitland,
Florida
| US$1.35億 | +US$1974萬 | +17% | 17.8% | – | 91 | 7.69% | 1.3 |
|
| 7793 |
7793
Granite Islands Private Wealth
Guilford,
Connecticut
| US$1.35億 | +US$2669萬 | +25% | 21.2% | – | 82 | 19.51% | 0.4 |
|
| 7794 |
7794
Lakeshore Capital Group
Rolling Meadows,
Illinois
| US$1.35億 | +US$1259萬 | +10% | 13.3% | – | 79 | 10.13% | 1.3 |
|
| 7795 |
7795
Barnett & Company
Chattanooga,
Tennessee
| US$1.35億 | +US$639萬 | +5% | 14.2% | 77% | 95 | 16.84% | 3.9 |
|
| 7796 |
7796
Titan Investment Management
Indianapolis,
Indiana
| US$1.35億 | +US$2174萬 | +19% | 30.8% | – | 41 | 17.07% | 0.4 |
|
| 7797 |
7797
BFI Wealth Solutions
Dallas,
Texas
| US$1.35億 | +US$3079萬 | +30% | 7.68% | – | 83 | 10.84% | 0.4 |
|
| 7798 |
7798
Benningfield Financial Advisors
San Francisco,
California
| US$1.35億 | +US$828萬 | +7% | 6.51% | – | 19 | 5.26% | 1.2 |
|
| 7799 |
7799
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.35億 | +US$1695萬 | +14% | 27.6% | 72.3% | 90 | 33.33% | 1.6 |
|
| 7800 |
7800
Western Reserve Capital Management
Hudson,
Ohio
| US$1.35億 | +US$1305萬 | +11% | 9.61% | – | 56 | 16.07% | 0.4 |
|