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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
RBFC
4351
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$4.19億 | +US$5550萬 | +15% | 17.1% | 121% | 301 | 18.27% | 3.4 |
|
| 4352 |
XWM
4352
Xcel Wealth Management
Holly Hill,
Florida
| US$4.19億 | +US$5754萬 | +16% | 22.1% | 93.7% | 147 | 14.29% | 3.7 |
|
| 4353 |
NTCM
4353
Nut Tree Capital Management
New York
| US$4.19億 | +US$1.74億 | +71% | 31.5% | 101% | 8 | 50% | 1.5 |
|
| 4354 |
DAS
4354
Daybright Advisory Services
Miami,
Florida
| US$4.19億 | +US$5761萬 | +16% | 20.5% | – | 152 | 17.11% | 0.4 |
|
| 4355 |
KFS
4355
Kurt F. Somerville
| US$4.19億 | +US$3973萬 | +10% | 27.3% | 92.9% | 98 | 8.16% | 6.9 |
|
| 4356 |
TM
4356
Thiel Macro
Los Angeles,
California
| US$4.19億 | – | – | 1.85% | – | 8 | – | 0 |
|
| 4357 |
SB
4357
Sunflower Bank
Dallas,
Texas
| US$4.18億 | +US$2597萬 | +7% | 15.6% | 42.7% | 168 | 13.1% | 3.4 |
|
| 4358 |
NECFA
4358
New England Capital Financial Advisors
Meriden,
Connecticut
| US$4.18億 | +US$5300萬 | +15% | 8.36% | 55.6% | 447 | 8.5% | 2.6 |
|
| 4359 |
CWM
4359
Centurion Wealth Management
Mclean,
Virginia
| US$4.18億 | -US$2561萬 | -6% | 13.6% | – | 330 | 18.48% | 2 |
|
| 4360 |
TCMG
4360
TSP Capital Management Group
Summit,
New Jersey
| US$4.18億 | +US$817萬 | +2% | 8.13% | 186% | 43 | 100% | 0.3 |
|
| 4361 |
FFA
4361
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$4.18億 | +US$7146萬 | +21% | 18.6% | 83.1% | 282 | 40.43% | 1.4 |
|
| 4362 |
LWMNY
4362
Landmark Wealth Management (New York)
Melville,
New York
| US$4.18億 | +US$4443萬 | +12% | 11.3% | 37.9% | 152 | 3.29% | 1.6 |
|
| 4363 |
CWM
4363
Concentrum Wealth Management
San Jose,
California
| US$4.18億 | +US$7921萬 | +23% | 35.9% | 174% | 130 | 16.92% | 2.3 |
|
| 4364 |
VA
4364
Vestwell Advisors
New York
| US$4.18億 | +US$5270萬 | +14% | 14.1% | – | 26 | 0% | 0.7 |
|
| 4365 |
RA
4365
Resolute Advisors
San Francisco,
California
| US$4.17億 | +US$1.76億 | +73% | 27.9% | 36.7% | 107 | 39.25% | 2.4 |
|
| 4366 |
AC
4366
Almitas Capital
Santa Monica,
California
| US$4.17億 | -US$2519萬 | -6% | 1.7% | 86.1% | 150 | 37.33% | 0.7 |
|
| 4367 |
CWA
4367
Consilio Wealth Advisors
Bellevue,
Washington
| US$4.17億 | +US$7497萬 | +22% | 16.1% | 66.4% | 118 | 21.19% | 1.9 |
|
| 4368 |
SCM
4368
Seascape Capital Management
Portsmouth,
New Hampshire
| US$4.17億 | +US$7004萬 | +20% | 25.8% | 111% | 100 | 13% | 3.5 |
|
| 4369 |
EWM
4369
EPG Wealth Management
Atlanta,
Georgia
| US$4.17億 | +US$4863萬 | +13% | 20.6% | 96% | 344 | 14.53% | 1.5 |
|
| 4370 |
CIM
4370
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$4.17億 | +US$4244萬 | +11% | 29.2% | 123% | 289 | 17.65% | 4.5 |
|
| 4371 |
MWM
4371
McMill Wealth Management
Norfolk,
Nebraska
| US$4.17億 | +US$4079萬 | +11% | 3.6% | – | 63 | 12.7% | 0.8 |
|
| 4372 |
SCM
4372
Stevens Capital Management
Radnor,
Pennsylvania
| US$4.17億 | -US$2.33億 | -36% | 43.4% | 108% | 327 | 66.97% | 0.4 |
|
| 4373 |
AP
4373
Anchyra Partners
Atlanta,
Georgia
| US$4.16億 | +US$8687萬 | +26% | 28.1% | – | 373 | 32.44% | 0.3 |
|
| 4374 |
RWM
4374
Revisor Wealth Management
Akron,
Ohio
| US$4.16億 | +US$5410萬 | +15% | 15.2% | 62.8% | 392 | 21.94% | 1.3 |
|
| 4375 |
RSS
4375
Rosenblum Silverman Sutton
San Francisco,
California
| US$4.16億 | +US$3386萬 | +9% | 9.57% | 90.1% | 84 | 14.29% | 6.1 |
|