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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Siemens
Munich,
Germany
| US$4.94億 | +US$2.22億 | +82% | 63.3% | 16.8% | 2 | 50% | 1.9 |
|
| 3927 |
DA
3927
Dash Acquisitions
Woodland Hills,
California
| US$4.94億 | +US$1345萬 | +3% | 4.39% | 52% | 76 | 15.79% | 2.8 |
|
| 3928 |
3928
Spider Management Company
Richmond,
Virginia
| US$4.93億 | +US$1.43億 | +41% | 17.4% | – | 8 | 50% | 0.5 |
|
| 3929 |
3929
Highline Wealth Partners
Sherman Oaks,
California
| US$4.93億 | +US$1.01億 | +26% | 12.2% | 93.8% | 1,508 | 20.36% | 1.4 |
|
| 3930 |
3930
Fulcrum Capital
Seattle,
Washington
| US$4.93億 | +US$3229萬 | +7% | 19.3% | 102% | 109 | 12.84% | 3.8 |
|
| 3931 |
3931
Pinpoint Asset Management (Singapore)
Singapore,
| US$4.93億 | +US$6027萬 | +14% | 27.3% | – | 203 | 52.22% | 0.4 |
|
| 3932 |
3932
Uniting Wealth Partners
Mission,
Kansas
| US$4.92億 | +US$2278萬 | +5% | 12.7% | – | 224 | 16.07% | 0.8 |
|
| 3933 |
3933
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$4.92億 | +US$2816萬 | +6% | 10.2% | 55.7% | 162 | 16.05% | 7.9 |
|
| 3934 |
3934
Cypress Point Wealth Management
Dallas,
Texas
| US$4.92億 | +US$2733萬 | +6% | 8.38% | 255% | 165 | 39.39% | 1.4 |
|
| 3935 |
3935
Marion Wealth Management
Monroeville,
Pennsylvania
| US$4.91億 | +US$4021萬 | +9% | 8.14% | 51.7% | 167 | 17.37% | 2.6 |
|
| 3936 |
3936
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| US$4.91億 | – | – | 19% | – | 96 | – | 0 |
|
| 3937 |
3937
Morton Community Bank
East Peoria,
Illinois
| US$4.91億 | +US$3085萬 | +7% | 9.21% | – | 123 | 8.94% | 2 |
|
| 3938 |
3938
Bulltick Wealth Management
Miami,
Florida
| US$4.9億 | +US$3761萬 | +8% | 9.75% | 58.2% | 158 | 28.48% | 1.6 |
|
| 3939 |
FFG
3939
Fortem Financial Group
Palm Desert,
California
| US$4.9億 | +US$9180萬 | +23% | 32.4% | 183% | 194 | 13.92% | 2.5 |
|
| 3940 |
SWG
3940
Summit Wealth Group
White River Junction,
Vermont
| US$4.9億 | +US$5448萬 | +13% | 14.4% | 53% | 134 | 9.7% | 2.2 |
|
| 3941 |
3941
Timber Creek Capital Management
Boston,
Massachusetts
| US$4.9億 | +US$7744萬 | +19% | 37.5% | 139% | 85 | 14.12% | 5.9 |
|
| 3942 |
3942
Waterway Wealth Management
The Woodlands,
Texas
| US$4.9億 | +US$3746萬 | +8% | 9.63% | 52.2% | 106 | 24.53% | 1.2 |
|
| 3943 |
AA
3943
Ancient Art
Austin,
Texas
| US$4.89億 | +US$3078萬 | +7% | 10.1% | 168% | 18 | 22.22% | 2.8 |
|
| 3944 |
3944
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| US$4.89億 | +US$8224萬 | +20% | 20.3% | 84.4% | 650 | 12.31% | 1.8 |
|
| 3945 |
3945
Montis Financial
Waltham,
Massachusetts
| US$4.89億 | +US$558萬 | +1% | 8.22% | 53.8% | 160 | 11.25% | 2.5 |
|
| 3946 |
3946
Longfellow Investment Management
Boston,
Massachusetts
| US$4.89億 | +US$930萬 | +2% | 0.25% | 45.9% | 273 | 21.61% | 2.3 |
|
| 3947 |
3947
Collective Family Office
York,
Pennsylvania
| US$4.89億 | +US$4481萬 | +10% | 9.34% | 52.5% | 164 | 6.71% | 3.7 |
|
| 3948 |
3948
Dunhill Financial
London,
United Kingdom
| US$4.89億 | +US$6460萬 | +15% | 10.6% | 58.6% | 1,917 | 18.68% | 1.3 |
|
| 3949 |
3949
Retirement Management Systems
Leonardtown,
Maryland
| US$4.88億 | +US$7355萬 | +18% | 12% | – | 57 | 14.04% | 0.4 |
|
| 3950 |
3950
Rempart Asset Management
Montreal,
Canada
| US$4.88億 | +US$1238萬 | +3% | 6.62% | 70.5% | 36 | 0% | 4.6 |
|