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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
CWM
4951
Capital Wealth Management
W. Warwick,
Rhode Island
| US$2.68億 | +US$2715萬 | +11% | 6.77% | 51.3% | 40 | 5% | 3.6 |
|
| 4952 |
4952
Etesian Wealth Advisors
West Linn,
Oregon
| US$2.68億 | +US$3616萬 | +16% | 8.23% | 60.6% | 142 | 7.75% | 1.9 |
|
| 4953 |
4953
FullCircle Wealth
Dallas,
Texas
| US$2.68億 | +US$2517萬 | +10% | 8.84% | – | 277 | 18.77% | 0.7 |
|
| 4954 |
4954
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$2.68億 | +US$2461萬 | +10% | 14.3% | 122% | 137 | 10.95% | 1.6 |
|
| 4955 |
4955
Granger Management
New York
| US$2.68億 | -US$941萬 | -3% | 9.42% | 69.9% | 6 | 16.67% | 3.8 |
|
| 4956 |
4956
Crestview Partners IV
New York
| US$2.68億 | -US$4222萬 | -14% | 12.7% | 106% | 2 | 0% | 2.9 |
|
| 4957 |
4957
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.68億 | +US$1015萬 | +4% | 6.77% | 64.4% | 82 | 4.88% | 7.7 |
|
| 4958 |
4958
Brand Asset Management Group
Chesterfield,
Missouri
| US$2.68億 | +US$2806萬 | +12% | 11.9% | 70.2% | 95 | 9.47% | 4.8 |
|
| 4959 |
4959
David Kennon
Sarasota,
Florida
| US$2.68億 | +US$1643萬 | +7% | 7.21% | 52.4% | 37 | 5.41% | 2.1 |
|
| 4960 |
4960
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$2.68億 | +US$3492萬 | +15% | 6.43% | 60.9% | 83 | 20.48% | 1.8 |
|
| 4961 |
4961
Allred Capital Management
Dallas,
Texas
| US$2.67億 | +US$1718萬 | +7% | 8.2% | 73.5% | 166 | 10.24% | 4.8 |
|
| 4962 |
4962
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$2.67億 | +US$853萬 | +3% | 10.9% | 65.9% | 139 | 9.35% | 3.4 |
|
| 4963 |
4963
Highland Peak Capital
Old Greenwich,
Connecticut
| US$2.67億 | +US$1.31億 | +97% | 18.6% | 260% | 18 | 77.78% | 0.2 |
|
| 4964 |
4964
Timonier Family Office
Winston Salem,
North Carolina
| US$2.67億 | +US$4125萬 | +18% | 6.92% | – | 55 | 10.91% | 0.5 |
|
| 4965 |
4965
Wealth Effects
Boston,
Massachusetts
| US$2.67億 | +US$2919萬 | +12% | 18.1% | 235% | 212 | 9.91% | 2.5 |
|
| 4966 |
4966
Harmony Asset Management
Scottsdale,
Arizona
| US$2.67億 | +US$2883萬 | +12% | 12.8% | 138% | 179 | 15.08% | 1.1 |
|
| 4967 |
4967
Whitefort Capital Management
New York
| US$2.67億 | +US$5421萬 | +26% | 4.11% | 243% | 18 | 22.22% | 1.6 |
|
| 4968 |
4968
Vigilare Wealth Management
Scottsdale,
Arizona
| US$2.67億 | +US$1628萬 | +7% | 9.39% | 59.5% | 131 | 31.3% | 2.4 |
|
| 4969 |
4969
Barrett & Company
Providence,
Rhode Island
| US$2.67億 | +US$3437萬 | +15% | 10.3% | 83.6% | 652 | 7.06% | 2.2 |
|
| 4970 |
4970
Global Financial Private Client
Sarasota,
Florida
| US$2.67億 | +US$490萬 | +2% | 9.82% | 100% | 1,682 | 87.4% | 3.9 |
|
| 4971 |
4971
Siemens
Munich,
Germany
| US$2.67億 | +US$7391萬 | +38% | 38.4% | 16.8% | 1 | 0% | 2.8 |
|
| 4972 |
4972
American Financial Group
Cincinnati,
Ohio
| US$2.67億 | +US$3259萬 | +14% | 3.83% | 32.5% | 63 | 6.35% | 6.3 |
|
| 4973 |
4973
Powell Investment Advisors
Miami,
Florida
| US$2.67億 | +US$6290萬 | +31% | 11.4% | 82.4% | 170 | 16.47% | 2.8 |
|
| 4974 |
4974
Elyxium Wealth
San Mateo,
California
| US$2.67億 | +US$4080萬 | +18% | 12.8% | – | 173 | 16.76% | 0.4 |
|
| 4975 |
4975
Excalibur Management
Waltham,
Massachusetts
| US$2.67億 | +US$1217萬 | +5% | 7.46% | 93% | 172 | 6.98% | 5.9 |
|