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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
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$7.03億 | +US$6429萬 | +10% | 10.8% | 75.1% | 170 | 12.94% | 4.3 |
|
| 3202 |
3202
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$7.02億 | +US$2829萬 | +4% | 12.3% | 63.3% | 103 | 22.33% | 1.8 |
|
| 3203 |
3203
Summit Wealth Partners
Orlando,
Florida
| US$7.02億 | +US$7024萬 | +11% | 11.5% | 44.9% | 291 | 10.65% | 2.9 |
|
| 3204 |
3204
12th Street Asset Management Company
Nashville,
Tennessee
| US$7.02億 | +US$9045萬 | +15% | 20.1% | 106% | 36 | 22.22% | 3.3 |
|
| 3205 |
3205
Strategic Global Advisors
Newport Beach,
California
| US$7.02億 | +US$7632萬 | +12% | 23.5% | 137% | 167 | 37.72% | 1.9 |
|
| 3206 |
AW
3206
Atlas Wealth
Cincinnati,
Ohio
| US$7.01億 | +US$3.68億 | +110% | 8.11% | 43.5% | 181 | 38.12% | 1.4 |
|
| 3207 |
3207
Oak Hill Advisors
New York
| US$7.01億 | -US$1.77億 | -20% | 10.5% | 42.4% | 12 | 0% | 5 |
|
| 3208 |
3208
American Money Management
Rancho Santa Fe,
California
| US$7億 | +US$6825萬 | +11% | 12.5% | 65% | 184 | 14.13% | 4.7 |
|
| 3209 |
3209
BWCP LP
Dallas,
Texas
| US$7億 | +US$4447萬 | +7% | 28.4% | 198% | 33 | 45.45% | 0.7 |
|
| 3210 |
3210
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$7億 | +US$8414萬 | +14% | 11.6% | 52.3% | 82 | 13.41% | 3.3 |
|
| 3211 |
3211
Larch Capital Partners
Miami,
Florida
| US$7億 | +US$955萬 | +1% | 2.67% | – | 64 | 26.56% | 0.3 |
|
| 3212 |
3212
Probity Advisors
Dallas,
Texas
| US$6.99億 | +US$6796萬 | +11% | 14.3% | 61.7% | 238 | 5.88% | 5.5 |
|
| 3213 |
3213
Fiducient Advisors
Chicago,
Illinois
| US$6.98億 | -US$6657萬 | -9% | 10.3% | 52.3% | 163 | 20.86% | 2.3 |
|
| 3214 |
3214
Tarbox Family Office
Newport Beach,
California
| US$6.98億 | +US$8241萬 | +13% | 13.2% | 66.4% | 99 | 7.07% | 8.4 |
|
| 3215 |
3215
Princeton Global Asset Management
Princeton,
New Jersey
| US$6.98億 | +US$8491萬 | +14% | 15.5% | 110% | 908 | 17.18% | 3.3 |
|
| 3216 |
3216
DV Equities
Chicago,
Illinois
| US$6.98億 | – | – | 26.8% | – | 107 | – | 0.2 |
|
| 3217 |
SVCM
3217
Saturn V Capital Management
Austin,
Texas
| US$6.97億 | +US$1.45億 | +26% | 24.6% | 1,083% | 24 | 16.67% | 0.8 |
|
| 3218 |
MAA
3218
Mraz Amerine & Associates
Modesto,
California
| US$6.97億 | +US$1887萬 | +3% | 3.89% | 63.2% | 210 | 14.76% | 5 |
|
| 3219 |
3219
Financial Management Network
Mission Viejo,
California
| US$6.97億 | +US$4385萬 | +7% | 10.8% | 62.5% | 215 | 13.02% | 2.8 |
|
| 3220 |
3220
Crane Advisory
Fullerton,
California
| US$6.97億 | +US$2852萬 | +4% | 8.38% | 38.2% | 56 | 8.93% | 2.3 |
|
| 3221 |
3221
Brickley Wealth Management
San Mateo,
California
| US$6.96億 | +US$1.13億 | +19% | 13% | 75.9% | 69 | 14.49% | 3.7 |
|
| 3222 |
IIA
3222
IPG Investment Advisors
San Diego,
California
| US$6.96億 | +US$1.14億 | +20% | 27.7% | 126% | 308 | 34.42% | 1.9 |
|
| 3223 |
3223
Affiance Financial
St. Louis Park,
Minnesota
| US$6.95億 | +US$7833萬 | +13% | 11.3% | 57.8% | 114 | 9.65% | 5.7 |
|
| 3224 |
3224
Cornerstone Management
Duluth,
Georgia
| US$6.95億 | +US$6750萬 | +11% | 9.32% | 43.6% | 68 | 5.88% | 5.3 |
|
| 3225 |
3225
Deltroit Asset Management (UK)
London,
| US$6.95億 | +US$7210萬 | +12% | 23.4% | – | 46 | 34.78% | 0.4 |
|