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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
PWM
3576
Praetorian Wealth Management
Carmel,
California
| US$5.8億 | +US$5340萬 | +10% | 13.2% | 60.4% | 85 | 10.59% | 2.1 |
|
| 3577 |
3577
COFG Advisors
Oak Brook,
Illinois
| US$5.79億 | +US$1.75億 | +43% | 15.3% | – | 322 | 26.09% | 0.4 |
|
| 3578 |
3578
Sixth Street Partners
Dallas,
Texas
| US$5.79億 | -US$1.32億 | -19% | 2.29% | 5.31% | 7 | 0% | 2.8 |
|
| 3579 |
CTAF
3579
Call To Action Foundation
Salt Lake City,
Utah
| US$5.79億 | +US$6789萬 | +13% | 14.9% | – | 1 | 0% | 2.5 |
|
| 3580 |
3580
Abel Hall LLC
Baton Rouge,
Louisiana
| US$5.79億 | +US$1.09億 | +23% | 26.1% | 133% | 1,093 | 38.43% | 0.6 |
|
| 3581 |
3581
Rezny Wealth Management
Fort Myers,
Florida
| US$5.79億 | +US$1.14億 | +25% | 27% | 99.6% | 41 | 17.07% | 2.1 |
|
| 3582 |
PFA
3582
Professional Financial Advisors
North Platte,
Nebraska
| US$5.78億 | +US$8699萬 | +18% | 12% | 59.2% | 157 | 19.75% | 2.5 |
|
| 3583 |
3583
Intellectus Partners
San Francisco,
California
| US$5.78億 | +US$8816萬 | +18% | 31.8% | 157% | 332 | 15.36% | 3.7 |
|
| 3584 |
3584
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$5.78億 | +US$7486萬 | +15% | 12.3% | 71.1% | 241 | 32.78% | 1.4 |
|
| 3585 |
3585
HughesLittle Investment Management
Vancouver,
| US$5.77億 | +US$6626萬 | +13% | 16.3% | 106% | 14 | 7.14% | 6.4 |
|
| 3586 |
3586
Kozak & Associates
Highlands Ranch,
Colorado
| US$5.76億 | +US$6329萬 | +12% | 17.3% | 111% | 469 | 10.66% | 3.1 |
|
| 3587 |
3587
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$5.76億 | +US$3.47億 | +152% | 14.2% | – | 2 | 0% | 1 |
|
| 3588 |
3588
Columbia Asset Management
Ann Arbor,
Michigan
| US$5.75億 | +US$5015萬 | +10% | 15.3% | 94.1% | 175 | 6.86% | 7.1 |
|
| 3589 |
3589
Winslow Asset Management
Beachwood,
Ohio
| US$5.75億 | +US$6044萬 | +12% | 16.5% | 89.9% | 83 | 4.82% | 7.7 |
|
| 3590 |
3590
MSH Capital Advisors
Scottsdale,
Arizona
| US$5.75億 | +US$1.02億 | +22% | 13.6% | 77.4% | 334 | 22.46% | 2.3 |
|
| 3591 |
3591
M37 Management
Menlo Park,
California
| US$5.75億 | +US$3.24億 | +129% | 22.7% | – | 14 | 50% | 0.3 |
|
| 3592 |
3592
Solidarity Wealth
Lehi,
Utah
| US$5.74億 | +US$5350萬 | +10% | 12.1% | 85.9% | 102 | 27.45% | 2.3 |
|
| 3593 |
3593
Serenus Wealth Advisors
Santa Monica,
California
| US$5.73億 | +US$7164萬 | +14% | 14.1% | – | 78 | 16.67% | 1.1 |
|
| 3594 |
3594
Blue Zone Wealth Advisors
Los Angeles,
California
| US$5.73億 | +US$8131萬 | +17% | 21.8% | 91.1% | 137 | 13.87% | 2.8 |
|
| 3595 |
LA
3595
Lynch & Associates
Newburgh,
Indiana
| US$5.73億 | +US$3994萬 | +7% | 9.47% | 73.5% | 131 | 5.34% | 7.9 |
|
| 3596 |
TCOT
3596
Trust Company of Tennessee
Knoxville,
Tennessee
| US$5.72億 | +US$3523萬 | +7% | 13.1% | – | 8 | 0% | 1.7 |
|
| 3597 |
SEP
3597
Southland Equity Partners
Wildwood,
Missouri
| US$5.71億 | +US$5794萬 | +11% | 12% | 66.1% | 312 | 14.42% | 2.8 |
|
| 3598 |
3598
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$5.71億 | +US$1.08億 | +23% | 15.8% | 61.1% | 54 | 5.56% | 4.1 |
|
| 3599 |
3599
PCM Encore
Aspen,
Colorado
| US$5.69億 | +US$8309萬 | +17% | 25.1% | – | 500 | 19.2% | 0.4 |
|
| 3600 |
OCP
3600
OCO Capital Partners
New York
| US$5.69億 | +US$1.61億 | +39% | 61% | 679% | 9 | 44.44% | 1.4 |
|