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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
NL
4301
Navalign LLC
Encino,
California
| US$4.29億 | +US$3262萬 | +8% | 9.39% | 50.7% | 139 | 13.67% | 3.6 |
|
| 4302 |
LFGO
4302
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$4.29億 | +US$5010萬 | +13% | 11.9% | 58.7% | 106 | 17.92% | 2.2 |
|
| 4303 |
T
4303
TrueFG
Cedar Park,
Texas
| US$4.28億 | +US$5095萬 | +14% | 12.7% | 54.2% | 77 | 10.39% | 3.4 |
|
| 4304 |
SPWM
4304
Straight Path Wealth Management
Jenison,
Michigan
| US$4.28億 | +US$5346萬 | +14% | 13.6% | 70.6% | 146 | 15.07% | 1.8 |
|
| 4305 |
BCM
4305
Boone Capital Management
Atlanta,
Georgia
| US$4.28億 | +US$1.01億 | +31% | 22.4% | 278% | 20 | 55% | 0.7 |
|
| 4306 |
BTD
4306
BankPlus Trust Department
Jackson,
Mississippi
| US$4.28億 | +US$5322萬 | +14% | 16% | – | 492 | 9.76% | 1.3 |
|
| 4307 |
SCS
4307
Sound Capital Solutions
Naples,
Florida
| US$4.27億 | – | – | 54.5% | – | 309 | – | 0 |
|
| 4308 |
DL
4308
Dockside LLC
New York
| US$4.27億 | +US$3002萬 | +8% | 9.88% | – | 361 | 100% | 0 |
|
| 4309 |
DMC
4309
DSC Meridian Capital
New York
| US$4.27億 | +US$1.02億 | +31% | 12.8% | – | 22 | 45.45% | 0.6 |
|
| 4310 |
S
4310
SimplyRich
Carlsbad,
California
| US$4.27億 | +US$3614萬 | +9% | 22.2% | 98.3% | 239 | 33.05% | 4.7 |
|
| 4311 |
IAA
4311
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$4.27億 | +US$2818萬 | +7% | 8.79% | 44.9% | 89 | 16.85% | 3.2 |
|
| 4312 |
VWM
4312
Vermillion Wealth Management
Rosemount,
Minnesota
| US$4.27億 | +US$1.72億 | +67% | 7.24% | – | 2,561 | 78.72% | 0.5 |
|
| 4313 |
PA
4313
Prairie Advisory
Leawood,
Kansas
| US$4.26億 | – | – | 16.8% | – | 167 | – | 0 |
|
| 4314 |
RWM
4314
Ruedi Wealth Management
Champaign,
Illinois
| US$4.26億 | +US$3803萬 | +10% | 8.51% | 44.9% | 63 | 9.52% | 2.8 |
|
| 4315 |
ACMC
4315
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| US$4.26億 | +US$9250萬 | +28% | 27.7% | 32.2% | 1 | 0% | 2 |
|
| 4316 |
LWA
4316
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| US$4.26億 | +US$4932萬 | +13% | 13.2% | – | 103 | 16.5% | 1.1 |
|
| 4317 |
GIL
4317
Go Invest LLC
West Jordan,
Utah
| US$4.26億 | +US$7667萬 | +22% | 10.8% | – | 132 | 10.61% | 0.4 |
|
| 4318 |
WOCP
4318
White Oak Capital Partners
Singapore
| US$4.25億 | +US$1.62億 | +61% | 4.78% | – | 18 | 5.56% | 1.1 |
|
| 4319 |
WMP
4319
Wealth Management Partners
Tucson,
Arizona
| US$4.25億 | +US$7513萬 | +21% | 36.4% | 179% | 160 | 11.88% | 2.9 |
|
| 4320 |
SIC
4320
Sterling Investment Counsel
Buffalo,
New York
| US$4.25億 | +US$6800萬 | +19% | 17.7% | 82.8% | 207 | 10.14% | 1.7 |
|
| 4321 |
RI
4321
Rinkey Investments
San Diego,
California
| US$4.25億 | +US$3384萬 | +9% | 8.89% | 38.4% | 137 | 15.33% | 1.8 |
|
| 4322 |
SL
4322
SWMG LLC
Fort Worth,
Texas
| US$4.24億 | +US$7428萬 | +21% | 15.9% | 61.3% | 134 | 35.82% | 2.2 |
|
| 4323 |
FP
4323
Fivespan Partners
San Francisco,
California
| US$4.24億 | +US$4694萬 | +12% | 1.84% | – | 6 | 33.33% | 0.3 |
|
| 4324 |
AFWM
4324
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$4.24億 | US$0 | 0% | 14.6% | 167% | 86 | 0% | 1.9 |
|
| 4325 |
MAMA
4325
Myriad Asset Management Advisors
West Palm Beach,
Florida
| US$4.24億 | +US$8439萬 | +25% | 25.7% | – | 67 | 56.72% | 0.3 |
|