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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 |
3826
Total Clarity Wealth Management
St. Charles,
Illinois
| US$5.15億 | +US$8890萬 | +21% | 13.4% | 73.2% | 392 | 26.79% | 1.8 |
|
| 3827 |
3827
Aristides Capital
Louisville,
Kentucky
| US$5.14億 | +US$5230萬 | +11% | 14.3% | 126% | 213 | 44.13% | 1.9 |
|
| 3828 |
3828
Leverty Financial Group
Hudson,
Wisconsin
| US$5.14億 | +US$6215萬 | +14% | 10.8% | 57.3% | 53 | 24.53% | 2.2 |
|
| 3829 |
3829
Entrust Global Partners
New York
| US$5.14億 | +US$5858萬 | +13% | 21.6% | 82.3% | 5 | 20% | 1.2 |
|
| 3830 |
3830
Navigation Group
Redwood City,
California
| US$5.14億 | +US$8680萬 | +20% | 18.3% | – | 124 | 11.29% | 0.2 |
|
| 3831 |
3831
FTV Management Company
San Francisco,
California
| US$5.14億 | -US$2687萬 | -5% | 30.2% | 15.1% | 1 | 0% | 0.5 |
|
| 3832 |
3832
Alliance Wealth Management Group
Flemington,
New Jersey
| US$5.14億 | +US$5661萬 | +12% | 9.91% | 43.4% | 107 | 13.08% | 5.2 |
|
| 3833 |
3833
Cypress Asset Management
Houston,
Texas
| US$5.14億 | +US$8245萬 | +19% | 28.4% | 141% | 108 | 4.63% | 7.4 |
|
| 3834 |
3834
BCM Advisors
Lafayette,
Louisiana
| US$5.14億 | +US$673萬 | +1% | 6.18% | 66.3% | 82 | 7.32% | 4.7 |
|
| 3835 |
3835
Aspire Capital Advisors
Seattle,
Washington
| US$5.14億 | +US$6941萬 | +16% | 11.5% | 59.3% | 143 | 20.98% | 1.9 |
|
| 3836 |
3836
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$5.13億 | +US$3608萬 | +8% | 12.8% | 143% | 87 | 39.08% | 2.4 |
|
| 3837 |
3837
IAM Advisory
Easton,
Pennsylvania
| US$5.13億 | +US$6691萬 | +15% | 20.4% | 74.5% | 113 | 21.24% | 2.3 |
|
| 3838 |
3838
Detalus Advisors
St. Louis,
Missouri
| US$5.13億 | +US$7522萬 | +17% | 15% | 75.7% | 205 | 16.1% | 3.1 |
|
| 3839 |
3839
RB Capital Management
Reno,
Nevada
| US$5.13億 | +US$4217萬 | +9% | 12.6% | 79.4% | 210 | 13.81% | 5 |
|
| 3840 |
3840
Bull Harbor Capital
Bethesda,
Maryland
| US$5.13億 | +US$1.4億 | +37% | 25% | – | 596 | 30.54% | 0.2 |
|
| 3841 |
NI
3841
Naria Inc
Nassau,
Bahamas
| US$5.13億 | -US$4391萬 | -8% | 7.89% | – | 1 | 0% | 1.5 |
|
| 3842 |
3842
Magnitude Capital
New York
| US$5.12億 | +US$6205萬 | +14% | 13.8% | – | 1 | 0% | 2.5 |
|
| 3843 |
3843
Tempus Wealth Planning
Irvine,
California
| US$5.11億 | +US$7613萬 | +17% | 17% | 95% | 300 | 16% | 2.8 |
|
| 3844 |
3844
Next Level Private
Harrison,
New York
| US$5.11億 | +US$6780萬 | +15% | 15.6% | 95.9% | 186 | 12.37% | 2.4 |
|
| 3845 |
3845
Medina Value Partners
Los Angeles,
California
| US$5.1億 | +US$3293萬 | +7% | 11.8% | 80% | 40 | 55% | 0.6 |
|
| 3846 |
3846
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$5.1億 | +US$8577萬 | +20% | 31% | 136% | 145 | 15.17% | 4.2 |
|
| 3847 |
3847
Welch Capital Partners
Harrison,
New York
| US$5.1億 | +US$6608萬 | +15% | 16% | 79.2% | 28 | 14.29% | 4.6 |
|
| 3848 |
3848
Richard P. Slaughter Associates
Austin,
Texas
| US$5.1億 | +US$4741萬 | +10% | 13.3% | 55.7% | 114 | 20.18% | 2.7 |
|
| 3849 |
TGY2IT
3849
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 |
|
| 3850 |
3850
Spruce Street Capital
New York
| US$5.1億 | +US$9375萬 | +23% | 28.8% | – | 33 | 24.24% | 0.4 |
|