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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
WCM
4026
Whitener Capital Management
Rocky Mount,
North Carolina
| US$4.72億 | +US$3376萬 | +8% | 14.8% | 112% | 192 | 13.54% | 4.7 |
|
| 4027 |
SWRP
4027
Summit Wealth & Retirement Planning
San Ramon,
California
| US$4.72億 | +US$5285萬 | +13% | 12.1% | 67.6% | 116 | 9.48% | 2.9 |
|
| 4028 |
CAP
4028
Cordoba Advisory Partners
New York
| US$4.72億 | +US$1.1億 | +30% | 7.79% | – | 149 | 24.16% | 0.4 |
|
| 4029 |
AWA
4029
Acumen Wealth Advisors
Chattanooga,
Tennessee
| US$4.72億 | +US$9999萬 | +27% | 21.8% | – | 534 | 24.91% | 0.4 |
|
| 4030 |
LSA
4030
Lansing Street Advisors
Ambler,
Pennsylvania
| US$4.72億 | +US$7460萬 | +19% | 14.2% | – | 180 | 23.33% | 2 |
|
| 4031 |
ACM
4031
Aisling Capital Management
New York
| US$4.72億 | -US$467萬 | -1% | 12.9% | 793% | 14 | 7.14% | 3.6 |
|
| 4032 |
PC
4032
Peavine Capital
Reno,
Nevada
| US$4.72億 | +US$2549萬 | +6% | 6.33% | 30.8% | 9 | 0% | 6.4 |
|
| 4033 |
PWM
4033
Paulson Wealth Management
Wheaton,
Illinois
| US$4.71億 | +US$4471萬 | +10% | 12.9% | 57.1% | 148 | 8.78% | 3.9 |
|
| 4034 |
CFLC
4034
California First Leasing Corp
Newport Beach,
California
| US$4.71億 | +US$1.59億 | +51% | 97% | 377% | 41 | 21.95% | 3 |
|
| 4035 |
DWML
4035
Decker Wealth Management LLC
Nashville,
Tennessee
| US$4.71億 | +US$3027萬 | +7% | 13.3% | – | 111 | 9.01% | 0.5 |
|
| 4036 |
DBRC
4036
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$4.71億 | +US$5223萬 | +12% | 11.6% | 57.3% | 213 | 13.15% | 3.8 |
|
| 4037 |
BTWM
4037
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$4.71億 | +US$5957萬 | +14% | 12.9% | 96.9% | 311 | 18.33% | 3 |
|
| 4038 |
HNWAG
4038
High Net Worth Advisory Group
Naples,
Florida
| US$4.71億 | +US$4193萬 | +10% | 11.6% | 67.7% | 263 | 12.17% | 3.1 |
|
| 4039 |
AIM
4039
AMI Investment Management
Kendallville,
Indiana
| US$4.71億 | +US$2582萬 | +6% | 9.08% | 47.9% | 80 | 6.25% | 5.8 |
|
| 4040 |
JHC
4040
Jones Hill Capital
New York
| US$4.7億 | +US$389萬 | +0.8% | 9.39% | – | 41 | 65.85% | 0.1 |
|
| 4041 |
BFA
4041
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$4.7億 | +US$5255萬 | +13% | 13.9% | 91.5% | 231 | 9.96% | 2.7 |
|
| 4042 |
ACM
4042
Aster Capital Management
Dubai,
United Arab Emirates
| US$4.7億 | +US$1.64億 | +54% | 15.6% | – | 1,328 | 78.24% | 0.2 |
|
| 4043 |
WPIC
4043
White Pine Investment Company
Livonia,
Michigan
| US$4.69億 | +US$3880萬 | +9% | 8.33% | 73.3% | 74 | 12.16% | 5.4 |
|
| 4044 |
HP
4044
Hartree Partners
New York
| US$4.69億 | +US$243萬 | +0.5% | 5.1% | 138% | 171 | 60.23% | 0.4 |
|
| 4045 |
MG
4045
MilWealth Group
Milwaukee,
Wisconsin
| US$4.69億 | +US$4878萬 | +12% | 8.56% | 36.8% | 82 | 1.22% | 4.5 |
|
| 4046 |
BCM
4046
Basso Capital Management
Stamford,
Connecticut
| US$4.69億 | +US$3.05億 | +187% | 16.6% | 85.5% | 221 | 75.57% | 0.6 |
|
| 4047 |
HIF
4047
Hill Island Financial
Grand Rapids,
Michigan
| US$4.69億 | +US$5707萬 | +14% | 15.4% | 68.6% | 96 | 15.63% | 2.1 |
|
| 4048 |
KC
4048
Kadensa Capital
Central,
Hong Kong
| US$4.69億 | -US$2.5億 | -35% | 45% | 191% | 52 | 71.15% | 0.6 |
|
| 4049 |
EA
4049
Evergreen Advisors
Chattanooga,
Tennessee
| US$4.69億 | +US$4277萬 | +10% | 9.8% | – | 168 | 81.55% | 3.1 |
|
| 4050 |
SCM
4050
Sollinda Capital Management
Miami,
Florida
| US$4.68億 | +US$5693萬 | +14% | 7.5% | – | 92 | 30.43% | 1.6 |
|