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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Quaker Wealth Management
Moorestown,
New Jersey
| US$3.44億 | +US$2338萬 | +7% | 9.33% | – | 1,045 | 13.88% | 0.8 |
|
| 4902 |
4902
Eleva Capital
Paris,
France
| US$3.43億 | US$0 | 0% | 3.51% | – | 24 | 0% | 0.4 |
|
| 4903 |
4903
Capital Planning
Bellevue,
Washington
| US$3.43億 | +US$3595萬 | +12% | 16% | 81.2% | 91 | 13.19% | 3.3 |
|
| 4904 |
4904
PFW Advisors
Atlanta,
Georgia
| US$3.43億 | +US$2509萬 | +8% | 11.1% | – | 131 | 15.27% | 4.8 |
|
| 4905 |
WA
4905
Wealthstar Advisors
Plano,
Texas
| US$3.43億 | +US$1.3億 | +61% | 32% | – | 127 | 22.83% | 1.4 |
|
| 4906 |
4906
Nova R Wealth
Overland Park,
Kansas
| US$3.43億 | +US$2937萬 | +9% | 10.6% | 60.7% | 94 | 12.77% | 2.9 |
|
| 4907 |
4907
Orion Investment Company
St. Louis,
Missouri
| US$3.43億 | +US$2758萬 | +9% | 24.2% | – | 73 | 5.48% | 1.7 |
|
| 4908 |
SP
4908
Saranac Partners
London,
| US$3.43億 | +US$1.09億 | +47% | 12.5% | 69% | 141 | 43.97% | 0.9 |
|
| 4909 |
4909
Solus Alternative Asset Management
Summit,
New Jersey
| US$3.42億 | -US$2975萬 | -8% | 6.74% | 79.3% | 10 | 0% | 3.9 |
|
| 4910 |
4910
Idaho Trust Bank
Boise,
Idaho
| US$3.42億 | +US$3453萬 | +11% | 10.5% | 50.5% | 101 | 6.93% | 1.7 |
|
| 4911 |
4911
BCWM LLC
Overland Park,
Kansas
| US$3.42億 | -US$1080萬 | -3% | 0.18% | – | 60 | 10% | 4.7 |
|
| 4912 |
4912
Jacobsen Capital Management
Salt Lake City,
Utah
| US$3.42億 | +US$4579萬 | +15% | 18.6% | 97.3% | 136 | 16.18% | 2.5 |
|
| 4913 |
4913
Ferguson Shapiro
Decatur,
Georgia
| US$3.42億 | +US$1355萬 | +4% | 9.52% | 42.7% | 111 | 42.34% | 1.3 |
|
| 4914 |
4914
Owl Creek Wealth Partners
Denver,
Colorado
| US$3.42億 | +US$6113萬 | +22% | 15.6% | – | 1,360 | 14.12% | 0.2 |
|
| 4915 |
4915
Western Financial Corp
San Diego,
California
| US$3.41億 | +US$8601萬 | +34% | 50.1% | 275% | 142 | 17.61% | 1.7 |
|
| 4916 |
EWA
4916
ERTS Wealth Advisors
Marquette,
Michigan
| US$3.41億 | +US$2701萬 | +9% | 7.88% | 39.3% | 33 | 6.06% | 4.5 |
|
| 4917 |
4917
Verger Capital Management
Winston-Salem,
North Carolina
| US$3.41億 | +US$216萬 | +0.6% | 6.6% | 58.3% | 13 | 0% | 8.3 |
|
| 4918 |
4918
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| US$3.41億 | +US$1539萬 | +5% | 19% | 66.3% | 96 | 15.63% | 2.7 |
|
| 4919 |
MCG
4919
McCollum Christoferson Group
Amherst,
New York
| US$3.41億 | +US$821萬 | +2% | 10.4% | 59.4% | 86 | 17.44% | 4 |
|
| 4920 |
4920
Hixon Zuercher
Findlay,
Ohio
| US$3.41億 | +US$1966萬 | +6% | 15.1% | 101% | 90 | 7.78% | 3.5 |
|
| 4921 |
4921
Aikya Investment Management
London,
United Kingdom
| US$3.41億 | -US$413萬 | -1% | 10.6% | – | 5 | 20% | 1.8 |
|
| 4922 |
4922
Coalescence Partners Investment Management
New York
| US$3.41億 | -US$1.22億 | -26% | 19% | – | 13 | 15.38% | 1.2 |
|
| 4923 |
4923
Avaii Wealth Management
Appleton,
Wisconsin
| US$3.41億 | +US$5397萬 | +19% | 23.4% | 100% | 188 | 21.28% | 1.8 |
|
| 4924 |
4924
Act Wealth Management
Plano,
Texas
| US$3.4億 | +US$4247萬 | +14% | 11.8% | 70% | 65 | 6.15% | 2.7 |
|
| 4925 |
4925
Warner Financial
Bethesda,
Maryland
| US$3.4億 | +US$4852萬 | +17% | 14% | 62.1% | 146 | 8.22% | 2.9 |
|