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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
American Money Management
Rancho Santa Fe,
California
| US$7億 | +US$6825萬 | +11% | 12.5% | 65% | 184 | 14.13% | 4.7 |
|
| 3202 |
3202
BWCP LP
Dallas,
Texas
| US$7億 | +US$4447萬 | +7% | 28.4% | 198% | 33 | 45.45% | 0.7 |
|
| 3203 |
3203
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$7億 | +US$8414萬 | +14% | 11.6% | 47.8% | 82 | 13.41% | 3.3 |
|
| 3204 |
3204
Larch Capital Partners
Miami,
Florida
| US$7億 | +US$955萬 | +1% | 2.67% | – | 64 | 26.56% | 0.3 |
|
| 3205 |
3205
Probity Advisors
Dallas,
Texas
| US$6.99億 | +US$6796萬 | +11% | 14.3% | 55.8% | 238 | 5.88% | 5.5 |
|
| 3206 |
3206
Fiducient Advisors
Chicago,
Illinois
| US$6.98億 | -US$6657萬 | -9% | 10.3% | 52.3% | 163 | 20.86% | 2.3 |
|
| 3207 |
3207
Tarbox Family Office
Newport Beach,
California
| US$6.98億 | +US$8241萬 | +13% | 13.2% | 60.5% | 99 | 7.07% | 8.4 |
|
| 3208 |
3208
Princeton Global Asset Management
Princeton,
New Jersey
| US$6.98億 | +US$8491萬 | +14% | 15.5% | 104% | 908 | 17.18% | 3.3 |
|
| 3209 |
3209
DV Equities
Chicago,
Illinois
| US$6.98億 | – | – | 26.8% | – | 107 | – | 0.2 |
|
| 3210 |
SVCM
3210
Saturn V Capital Management
Austin,
Texas
| US$6.97億 | +US$1.45億 | +26% | 24.6% | 1,083% | 24 | 16.67% | 0.8 |
|
| 3211 |
MAA
3211
Mraz Amerine & Associates
Modesto,
California
| US$6.97億 | +US$1887萬 | +3% | 3.89% | 69.8% | 210 | 14.76% | 5 |
|
| 3212 |
3212
Financial Management Network
Mission Viejo,
California
| US$6.97億 | +US$4385萬 | +7% | 10.8% | 62.5% | 215 | 13.02% | 2.8 |
|
| 3213 |
3213
Crane Advisory
Fullerton,
California
| US$6.97億 | +US$2852萬 | +4% | 8.38% | 38.2% | 56 | 8.93% | 2.3 |
|
| 3214 |
3214
Brickley Wealth Management
San Mateo,
California
| US$6.96億 | +US$1.13億 | +19% | 13% | 62.6% | 69 | 14.49% | 3.7 |
|
| 3215 |
IIA
3215
IPG Investment Advisors
San Diego,
California
| US$6.96億 | +US$1.14億 | +20% | 27.7% | 106% | 308 | 34.42% | 1.9 |
|
| 3216 |
3216
Affiance Financial
St. Louis Park,
Minnesota
| US$6.95億 | +US$7833萬 | +13% | 11.3% | 57.8% | 114 | 9.65% | 5.7 |
|
| 3217 |
3217
Cornerstone Management
Duluth,
Georgia
| US$6.95億 | +US$6750萬 | +11% | 9.32% | 43.6% | 68 | 5.88% | 5.3 |
|
| 3218 |
3218
Deltroit Asset Management (UK)
London,
| US$6.95億 | +US$7210萬 | +12% | 23.4% | – | 46 | 34.78% | 0.4 |
|
| 3219 |
3219
Aspen Grove Capital
Avon,
Colorado
| US$6.94億 | +US$1.8億 | +35% | 14.9% | 90% | 225 | 16% | 2.2 |
|
| 3220 |
3220
Volterra Technologies
New York
| US$6.94億 | -US$1.29億 | -16% | 10.3% | – | 477 | 73.38% | 0.2 |
|
| 3221 |
3221
Rule One Partners
Moreland,
Georgia
| US$6.94億 | +US$5.93億 | +589% | 15.1% | – | 19 | 63.16% | 0.5 |
|
| 3222 |
3222
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$6.94億 | +US$6893萬 | +11% | 18.9% | 84.8% | 185 | 11.89% | 3.2 |
|
| 3223 |
3223
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$6.92億 | +US$6437萬 | +10% | 9.32% | 43.7% | 7 | 42.86% | 1.7 |
|
| 3224 |
3224
Black Swift Group
Boulder,
Colorado
| US$6.92億 | +US$1.21億 | +21% | 25% | 139% | 157 | 34.39% | 1.1 |
|
| 3225 |
3225
Personal CFO Solutions
Chester,
New Jersey
| US$6.92億 | -US$2001萬 | -3% | 16.1% | 91.4% | 598 | 24.58% | 2.6 |
|