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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
WFM
3876
Wolff Financial Management
Kalamazoo,
Michigan
| US$5.01億 | +US$4895萬 | +11% | 11.9% | 52.8% | 107 | 4.67% | 3.1 |
|
| 3877 |
PPL
3877
Planning Project LLC
The Woodlands,
Texas
| US$5.01億 | – | – | 9.25% | – | 26 | – | 0.3 |
|
| 3878 |
PCA
3878
Peddock Capital Advisors
Braintree,
Massachusetts
| US$5.01億 | +US$4748萬 | +10% | 13.8% | 113% | 171 | 6.43% | 6.6 |
|
| 3879 |
FGWP
3879
Founders Grove Wealth Partners
Richmond,
Virginia
| US$5.01億 | +US$6094萬 | +14% | 14.4% | – | 194 | 21.65% | 1 |
|
| 3880 |
PT
3880
Plimoth Trust
Plymouth,
Massachusetts
| US$5.01億 | +US$5338萬 | +12% | 19.9% | 94% | 177 | 3.39% | 6.4 |
|
| 3881 |
TLP
3881
Trinity Legacy Partners
Houston,
Texas
| US$5億 | +US$3861萬 | +8% | 12.8% | 63.3% | 117 | 15.38% | 3.5 |
|
| 3882 |
HC
3882
Headwater Capital
Hong Kong,
China
| US$5億 | -US$1.22億 | -20% | 25.2% | – | 21 | 57.14% | 0.5 |
|
| 3883 |
BCM
3883
Brown Capital Management
Baltimore,
Maryland
| US$5億 | -US$2.04億 | -29% | 35.2% | 79.2% | 63 | 25.4% | 3.9 |
|
| 3884 |
ISWM
3884
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| US$5億 | +US$8995萬 | +22% | 13.4% | – | 336 | 20.83% | 0.4 |
|
| 3885 |
FNBOMD
3885
First National Bank of Mount Dora
Mount Dora,
Florida
| US$4.99億 | +US$3660萬 | +8% | 13.6% | 84.5% | 129 | 4.65% | 6.3 |
|
| 3886 |
TPWM
3886
Twelve Points Wealth Management
Concord,
Massachusetts
| US$4.99億 | +US$4446萬 | +10% | 8.47% | 50.7% | 219 | 11.42% | 2.8 |
|
| 3887 |
BRCM
3887
Bright Rock Capital Management
Hanover,
Massachusetts
| US$4.99億 | -US$686萬 | -1% | 2.89% | 53.1% | 79 | 12.66% | 5.5 |
|
| 3888 |
MA
3888
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$4.98億 | +US$1.07億 | +27% | 31.6% | 203% | 180 | 18.89% | 2 |
|
| 3889 |
TGV
3889
TRV GP V
Boston,
Massachusetts
| US$4.98億 | +US$9724萬 | +24% | 33.9% | – | 3 | 0% | 1.4 |
|
| 3890 |
GWM
3890
GSB Wealth Management
Guilford,
Connecticut
| US$4.98億 | +US$5475萬 | +12% | 16% | 61.8% | 255 | 9.41% | 3.7 |
|
| 3891 |
CMAI
3891
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$4.98億 | +US$5522萬 | +12% | 14.4% | – | 167 | 17.96% | 1.5 |
|
| 3892 |
CWAF
3892
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$4.97億 | +US$7845萬 | +19% | 12.8% | 59.7% | 129 | 13.95% | 2.1 |
|
| 3893 |
PFG
3893
Premier Financial Group
Eureka,
California
| US$4.97億 | -US$8997萬 | -15% | 11.1% | – | 255 | 90.98% | 0.1 |
|
| 3894 |
RMAM
3894
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$4.97億 | +US$4761萬 | +11% | 12.8% | 75% | 203 | 10.34% | 6.7 |
|
| 3895 |
AFCM
3895
Alta Fox Capital Management
Fort Worth,
Texas
| US$4.97億 | +US$1.19億 | +32% | 17.5% | 261% | 17 | 58.82% | 0.5 |
|
| 3896 |
MCM
3896
Monument Capital Management
Alexandria,
Virginia
| US$4.97億 | +US$9808萬 | +25% | 25.1% | 170% | 283 | 30.74% | 2.2 |
|
| 3897 |
CMP
3897
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$4.97億 | +US$5390萬 | +12% | 5.54% | 34.3% | 1,004 | 12.55% | 2.6 |
|
| 3898 |
PBF
3898
Petix & Botte Financial
La Mesa,
California
| US$4.97億 | +US$4798萬 | +11% | 11.8% | 47.5% | 145 | 7.59% | 3.5 |
|
| 3899 |
ACA
3899
Ackerman Capital Advisors
Dallas,
Texas
| US$4.97億 | +US$824萬 | +2% | 8.35% | 40.4% | 122 | 7.38% | 3.7 |
|
| 3900 |
NL
3900
NVWM LLC
Yardley,
Pennsylvania
| US$4.96億 | +US$4708萬 | +10% | 20.9% | 119% | 803 | 10.96% | 3.1 |
|