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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 |
SWMG
4301
Signature Wealth Management Group
Atlanta,
Georgia
| US$2.06億 | -US$1642萬 | -7% | 7.23% | – | 96 | 20.83% | 2.3 |
|
| 4302 |
4302
Mathes Company
New York
| US$2.06億 | -US$5224萬 | -20% | 16.6% | 121% | 135 | 11.85% | 4.9 |
|
| 4303 |
4303
Cisco Systems
San Jose,
California
| US$2.06億 | -US$5506萬 | -21% | 19.4% | 210% | 5 | 20% | 0.3 |
|
| 4304 |
4304
Shaker Financial Services
Arlington,
Virginia
| US$2.06億 | -US$5994萬 | -23% | 16.2% | 12.9% | 165 | 30.91% | 1.6 |
|
| 4305 |
EE
4305
EWG Elevate
Roseville,
California
| US$2.06億 | -US$4929萬 | -19% | 12% | 76% | 107 | 40.19% | 1.3 |
|
| 4306 |
4306
Harbert Fund Advisors
Birmingham,
Alabama
| US$2.06億 | -US$3300萬 | -14% | 22.2% | 70.8% | 59 | 44.07% | 0.8 |
|
| 4307 |
4307
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$2.05億 | -US$3426萬 | -14% | 11.8% | 51.3% | 87 | 6.9% | 2.8 |
|
| 4308 |
4308
Affinity Investment Advisors
Newport Beach,
California
| US$2.05億 | -US$3912萬 | -16% | 12.9% | 189% | 215 | 20.93% | 2.2 |
|
| 4309 |
IP
4309
Investment Partners
New Philadelphia,
Ohio
| US$2.05億 | -US$3183萬 | -13% | 13.6% | 83.2% | 167 | 8.98% | 4 |
|
| 4310 |
4310
Websterrogers Financial Advisors
Florence,
South Carolina
| US$2.05億 | +US$915萬 | +5% | 10.4% | 42.9% | 67 | 19.4% | 1 |
|
| 4311 |
4311
MBM Wealth Consultants
Chesterfield,
Missouri
| US$2.05億 | -US$3622萬 | -15% | 9.69% | 57.1% | 323 | 15.17% | 2.3 |
|
| 4312 |
4312
SR One Capital Management
Wayne,
Pennsylvania
| US$2.04億 | +US$899萬 | +5% | 6.56% | 656% | 4 | 25% | 0.3 |
|
| 4313 |
4313
Three Bridge Wealth Advisors
Los Altos,
California
| US$2.04億 | -US$1.53億 | -43% | 26.7% | 169% | 91 | 13.19% | 0.2 |
|
| 4314 |
TAA
4314
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$2.04億 | -US$8703萬 | -30% | 17.1% | 312% | 46 | 39.13% | 1 |
|
| 4315 |
4315
Hillman Company
Pittsburgh,
Pennsylvania
| US$2.04億 | -US$6376萬 | -24% | 24.9% | 118% | 17 | 29.41% | 1.1 |
|
| 4316 |
4316
AWM Capital
Phoenix,
Arizona
| US$2.04億 | +US$4155萬 | +26% | 12.9% | 51.1% | 66 | 24.24% | 0.6 |
|
| 4317 |
4317
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$2.04億 | -US$4559萬 | -18% | 13.1% | 47.8% | 143 | 14.69% | 3.2 |
|
| 4318 |
KRC
4318
Kehrs Ridge Capital
Holmdel,
New Jersey
| US$2.04億 | +US$9419萬 | +86% | 1.74% | – | 41 | 82.93% | 0.2 |
|
| 4319 |
4319
Blue Owl Capital Holdings
New York
| US$2.04億 | -US$2358萬 | -10% | 26.1% | 145% | 37 | 16.22% | 0.4 |
|
| 4320 |
4320
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$2.03億 | -US$477萬 | -2% | 11.7% | 11.8% | 85 | 7.06% | 4.1 |
|
| 4321 |
PA
4321
PSI Advisors
Tampa,
Florida
| US$2.03億 | -US$3951萬 | -16% | 15% | 58.2% | 884 | 25% | 0.8 |
|
| 4322 |
4322
Global Trust Asset Management
West Palm Beach,
Florida
| US$2.03億 | -US$3740萬 | -16% | 12.7% | 178% | 483 | 19.46% | 2.7 |
|
| 4323 |
4323
Wills Financial Group
Richmond,
Virginia
| US$2.03億 | -US$3477萬 | -15% | 12.2% | 57.5% | 71 | 14.08% | 4.3 |
|
| 4324 |
4324
Front Row Advisors
Tiburon,
California
| US$2.03億 | -US$4480萬 | -18% | 15.8% | 142% | 969 | 6.81% | 3.4 |
|
| 4325 |
4325
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$2.03億 | -US$752萬 | -4% | 2.45% | 76.5% | 122 | 20.49% | 3 |
|