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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
FLA
4826
Financial Life Advisors
San Antonio,
Texas
| US$3.52億 | +US$3075萬 | +10% | 10.3% | 47% | 62 | 19.35% | 3 |
|
| 4827 |
SIM
4827
SW Investment Management
Telluride,
Colorado
| US$3.52億 | -US$9910萬 | -22% | 0.78% | 143% | 8 | 37.5% | 2.8 |
|
| 4828 |
PIP
4828
Palisades Investment Partners
Santa Monica,
California
| US$3.52億 | +US$9654萬 | +38% | 46.9% | – | 59 | 23.73% | 1.3 |
|
| 4829 |
CRI
4829
Colonial River Investments
Midlothian,
Virginia
| US$3.52億 | +US$7234萬 | +26% | 28.5% | 144% | 268 | 21.64% | 2 |
|
| 4830 |
EA
4830
Everpar Advisors
Tulsa,
Oklahoma
| US$3.52億 | +US$6110萬 | +21% | 22.5% | – | 326 | 20.86% | 1.5 |
|
| 4831 |
KHCM
4831
Kirtland Hills Capital Management
Bratenahl,
Ohio
| US$3.51億 | +US$3648萬 | +12% | 20.6% | – | 167 | 7.19% | 1.5 |
|
| 4832 |
GBFG
4832
Gerald Baker Financial Group
Arlington,
Texas
| US$3.51億 | +US$3568萬 | +11% | 11.3% | – | 127 | 11.02% | 0.2 |
|
| 4833 |
WIC
4833
Whitegate Investment Counselors
Concord,
New Hampshire
| US$3.51億 | +US$3675萬 | +12% | 10.4% | 48% | 78 | 15.38% | 5.8 |
|
| 4834 |
LFA
4834
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$3.51億 | +US$3843萬 | +12% | 7.88% | 31% | 51 | 17.65% | 2.5 |
|
| 4835 |
TLA
4835
Tree Line Advisors
Central,
Hong Kong
| US$3.51億 | +US$1.19億 | +51% | 94% | 670% | 3 | 0% | 2.2 |
|
| 4836 |
SWAG
4836
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$3.51億 | +US$8216萬 | +31% | 15.5% | 67.9% | 543 | 89.32% | 0.3 |
|
| 4837 |
BBWP
4837
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$3.51億 | +US$5226萬 | +17% | 12.7% | 52% | 113 | 17.7% | 2.1 |
|
| 4838 |
YCM
4838
Yakira Capital Management
Westport,
Connecticut
| US$3.51億 | +US$929萬 | +3% | 2.32% | 74.1% | 262 | 48.09% | 0.8 |
|
| 4839 |
PAM
4839
Pegasus Asset Management
Montebello,
New York
| US$3.51億 | +US$3820萬 | +12% | 14.2% | 89% | 77 | 15.58% | 4.9 |
|
| 4840 |
AFP
4840
Advus Financial Partners
Winter Park,
Florida
| US$3.51億 | +US$8688萬 | +33% | 11.2% | 50.4% | 147 | 56.46% | 1.3 |
|
| 4841 |
SW
4841
StrongBox Wealth
Lee's Summit,
Missouri
| US$3.51億 | +US$3841萬 | +12% | 9.31% | 57.8% | 267 | 64.04% | 1.3 |
|
| 4842 |
FCM
4842
Fieldview Capital Management
Niles,
Michigan
| US$3.51億 | +US$813萬 | +2% | 14.3% | – | 748 | 69.65% | 0.2 |
|
| 4843 |
DR
4843
Davis Rea
Toronto,
Ontario, Canada
| US$3.51億 | -US$3301萬 | -9% | 5.67% | 66.9% | 62 | 40.32% | 3.3 |
|
| 4844 |
MIM
4844
MTM Investment Management
Spartanburg,
South Carolina
| US$3.5億 | +US$3481萬 | +11% | 12.3% | 80.5% | 739 | 8.12% | 2.2 |
|
| 4845 |
SCM
4845
Stonehill Capital Management
New York
| US$3.5億 | +US$1.53億 | +77% | 1.3% | 117% | 21 | 57.14% | 0.5 |
|
| 4846 |
AC
4846
Attestor Capital
Grand Cayman,
Cayman Islands
| US$3.5億 | -US$2942萬 | -8% | 11.6% | – | 9 | 66.67% | 0.4 |
|
| 4847 |
OPW
4847
Oxler Private Wealth
Rye Brook,
New York
| US$3.5億 | +US$3057萬 | +10% | 13.7% | 92.6% | 97 | 9.28% | 4 |
|
| 4848 |
PBBUPS
4848
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$3.5億 | +US$1.36億 | +64% | 133% | – | 13 | 0% | 1.3 |
|
| 4849 |
KFS
4849
Kirkwood Financial Services
San Antonio,
Texas
| US$3.5億 | +US$5808萬 | +20% | 16.3% | – | 43 | 11.63% | 0.6 |
|
| 4850 |
YAL
4850
Your Advocates Ltd
Houston,
Texas
| US$3.5億 | +US$2195萬 | +7% | 7.96% | 50% | 249 | 22.89% | 3.1 |
|