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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
ACA
3826
Aspire Capital Advisors
Seattle,
Washington
| US$5.14億 | +US$6941萬 | +16% | 11.5% | 59.3% | 143 | 20.98% | 1.9 |
|
| 3827 |
BHWA
3827
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$5.13億 | +US$3608萬 | +8% | 12.8% | 143% | 87 | 39.08% | 2.4 |
|
| 3828 |
IA
3828
IAM Advisory
Easton,
Pennsylvania
| US$5.13億 | +US$6691萬 | +15% | 20.4% | 74.5% | 113 | 21.24% | 2.3 |
|
| 3829 |
DA
3829
Detalus Advisors
St. Louis,
Missouri
| US$5.13億 | +US$7522萬 | +17% | 15% | 75.7% | 205 | 16.1% | 3.1 |
|
| 3830 |
RCM
3830
RB Capital Management
Reno,
Nevada
| US$5.13億 | +US$4217萬 | +9% | 12.6% | 79.4% | 210 | 13.81% | 5 |
|
| 3831 |
BHC
3831
Bull Harbor Capital
Bethesda,
Maryland
| US$5.13億 | +US$1.4億 | +37% | 25% | – | 596 | 30.54% | 0.2 |
|
| 3832 |
NI
3832
Naria Inc
Nassau,
Bahamas
| US$5.13億 | -US$4391萬 | -8% | 7.89% | – | 1 | 0% | 1.5 |
|
| 3833 |
MC
3833
Magnitude Capital
New York
| US$5.12億 | +US$6205萬 | +14% | 13.8% | – | 1 | 0% | 2.5 |
|
| 3834 |
RS
3834
Retirement Solution
Redmond,
Washington
| US$5.11億 | +US$8868萬 | +21% | 15.6% | 65.2% | 79 | 32.91% | 1.6 |
|
| 3835 |
TWP
3835
Tempus Wealth Planning
Irvine,
California
| US$5.11億 | +US$7613萬 | +17% | 17% | 95% | 300 | 16% | 2.8 |
|
| 3836 |
NLP
3836
Next Level Private
Harrison,
New York
| US$5.11億 | +US$6780萬 | +15% | 15.6% | 92.4% | 186 | 12.37% | 2.4 |
|
| 3837 |
MVP
3837
Medina Value Partners
Los Angeles,
California
| US$5.1億 | +US$3293萬 | +7% | 11.8% | 80% | 40 | 55% | 0.6 |
|
| 3838 |
MPPLM
3838
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$5.1億 | +US$8577萬 | +20% | 31% | 130% | 145 | 15.17% | 4.2 |
|
| 3839 |
WCP
3839
Welch Capital Partners
Harrison,
New York
| US$5.1億 | +US$6608萬 | +15% | 16% | 79.2% | 28 | 14.29% | 4.6 |
|
| 3840 |
RPSA
3840
Richard P. Slaughter Associates
Austin,
Texas
| US$5.1億 | +US$4741萬 | +10% | 13.3% | 55.7% | 114 | 20.18% | 2.7 |
|
| 3841 |
TGY2IT
3841
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| US$5.1億 | +US$2.78億 | +120% | 76.9% | – | 511 | 90.22% | 0.2 |
|
| 3842 |
SSC
3842
Spruce Street Capital
New York
| US$5.1億 | +US$9375萬 | +23% | 28.8% | – | 33 | 24.24% | 0.4 |
|
| 3843 |
TCM
3843
Towneley Capital Management
Laguna Hills,
California
| US$5.09億 | +US$3166萬 | +7% | 8.01% | 50.2% | 47 | 12.77% | 1.8 |
|
| 3844 |
CRWM
3844
Castle Rock Wealth Management
Walnut Creek,
California
| US$5.09億 | +US$4754萬 | +10% | 23.3% | 115% | 282 | 12.06% | 3.3 |
|
| 3845 |
AG
3845
Alibaba Group
Causeway Bay,
Hong Kong
| US$5.09億 | -US$1.43億 | -22% | 21.9% | 2.06% | 2 | 0% | 8.1 |
|
| 3846 |
AWM
3846
Aries Wealth Management
Portland,
Maine
| US$5.09億 | +US$5446萬 | +12% | 12.2% | 75% | 246 | 6.5% | 3.1 |
|
| 3847 |
FSA
3847
Financial Sense Advisors
San Diego,
California
| US$5.08億 | +US$1573萬 | +3% | 1.54% | 152% | 165 | 30.91% | 2 |
|
| 3848 |
RIG
3848
Renaissance Investment Group
Lenox,
Massachusetts
| US$5.08億 | +US$4294萬 | +9% | 16.6% | 99.6% | 88 | 12.5% | 7.2 |
|
| 3849 |
HC
3849
Hourglass Capital
Houston,
Texas
| US$5.08億 | +US$2786萬 | +6% | 8.85% | 89.6% | 134 | 8.21% | 4.5 |
|
| 3850 |
5NPW
3850
55 North Private Wealth
Winter Park,
Florida
| US$5.08億 | +US$1.18億 | +30% | 12.7% | – | 326 | 42.33% | 0.3 |
|