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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
RPGK
2226
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$4.72億 | +US$3138萬 | +7% | 1.2% | 54.7% | 71 | 12.68% | 3.6 |
|
| 2227 |
2227
Suncoast Equity Management
Tampa,
Florida
| US$4.72億 | -US$1635萬 | -3% | 1.95% | 96.1% | 39 | 0% | 2.7 |
|
| 2228 |
AIC
2228
AWM Investment Company
New York
| US$4.71億 | -US$5170萬 | -10% | 2.35% | 778% | 101 | 21.78% | 2.2 |
|
| 2229 |
2229
Ropes Wealth Advisors
Boston,
Massachusetts
| US$4.71億 | -US$261萬 | -0.6% | 2.96% | 71% | 606 | 15.51% | 2.7 |
|
| 2230 |
2230
LVM Capital Management
Portage,
Michigan
| US$4.71億 | +US$3196萬 | +7% | 3.82% | 121% | 117 | 6.84% | 4.1 |
|
| 2231 |
2231
Barber Financial Group
Lenexa,
Kansas
| US$4.7億 | +US$4248萬 | +10% | 1.71% | 39% | 156 | 17.31% | 1.6 |
|
| 2232 |
2232
Circle Wealth Management
Summit,
New Jersey
| US$4.7億 | +US$845萬 | +2% | 0.8% | 71.8% | 177 | 16.38% | 1.2 |
|
| 2233 |
2233
Weatherly Asset Management
Del Mar,
California
| US$4.69億 | -US$3248萬 | -6% | 0.02% | 116% | 189 | 7.41% | 4.4 |
|
| 2234 |
2234
Incline Global Management
New York
| US$4.68億 | -US$1716萬 | -4% | 4.4% | 40.1% | 29 | 51.72% | 0.7 |
|
| 2235 |
2235
Parthenon LLC
Louisville,
Kentucky
| US$4.68億 | +US$126萬 | +0.3% | 1.85% | 93.3% | 107 | 1.87% | 5 |
|
| 2236 |
2236
TrustCore Financial Services
Brentwood,
Tennessee
| US$4.67億 | +US$1958萬 | +4% | 0.13% | 28.3% | 1,017 | 15.93% | 0.9 |
|
| 2237 |
2237
First Heartland Consultants
Lake St. Louis,
Missouri
| US$4.66億 | +US$4972萬 | +12% | 1.66% | 59.2% | 303 | 12.21% | 2.7 |
|
| 2238 |
2238
Covenant Multifamily Offices
San Antonio,
Texas
| US$4.65億 | +US$927萬 | +2% | 2.95% | 38.3% | 158 | 21.52% | 0.7 |
|
| 2239 |
2239
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$4.65億 | +US$3648萬 | +9% | 0.38% | 58% | 253 | 13.44% | 2.4 |
|
| 2240 |
CBT
2240
Central Bank & Trust
Lexington,
Kentucky
| US$4.65億 | +US$2109萬 | +5% | 2.59% | 118% | 302 | 17.55% | 3.8 |
|
| 2241 |
2241
Maple Capital Management
Montpelier,
Vermont
| US$4.65億 | +US$1954萬 | +4% | 3.4% | 114% | 129 | 10.08% | 3.8 |
|
| 2242 |
2242
Cardano Risk Management
Rotterdam,
Netherlands
| US$4.64億 | +US$4385萬 | +10% | 9.36% | 200% | 4 | 0% | 0.8 |
|
| 2243 |
2243
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$4.64億 | -US$2631萬 | -5% | 1.74% | 73.6% | 30 | 3.33% | 3.9 |
|
| 2244 |
2244
Symphony Asset Management
San Francisco,
California
| US$4.64億 | -US$1492萬 | -3% | 3.57% | 21.6% | 218 | 41.28% | 1.1 |
|
| 2245 |
2245
Cornerstone Advisory
Hunt Valley,
Maryland
| US$4.64億 | +US$219萬 | +0.5% | 0.34% | 60.6% | 164 | 7.32% | 2.5 |
|
| 2246 |
2246
Angeles Investment Advisors
Santa Monica,
California
| US$4.63億 | +US$5591萬 | +14% | 1.07% | 78.3% | 91 | 40.66% | 0.4 |
|
| 2247 |
2247
Roundview Capital
Princeton,
New Jersey
| US$4.63億 | +US$1930萬 | +4% | 1.62% | 86.4% | 224 | 2.68% | 3.5 |
|
| 2248 |
NC
2248
Nokomis Capital
Dallas,
Texas
| US$4.63億 | -US$4677萬 | -9% | 2.46% | 145% | 49 | 32.65% | 2 |
|
| 2249 |
2249
Heritage Trust
Oklahoma City,
Oklahoma
| US$4.63億 | +US$1292萬 | +3% | 1.42% | – | 195 | 11.79% | 2 |
|
| 2250 |
2250
Adelphi Capital
London,
United Kingdom
| US$4.63億 | +US$3623萬 | +8% | 3.88% | – | 4 | 50% | 1.8 |
|