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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
IA
5151
IMZ Advisory
Boca Raton,
Florida
| US$3.16億 | +US$5138萬 | +19% | 17.1% | – | 40 | 7.5% | 2.2 |
|
| 5152 |
EW
5152
Enzi Wealth
Austin,
Texas
| US$3.16億 | +US$2767萬 | +10% | 15% | 77% | 77 | 7.79% | 2.5 |
|
| 5153 |
RCA
5153
Ranch Capital Advisors
Sarasota,
Florida
| US$3.16億 | +US$3902萬 | +14% | 12.9% | 92.6% | 162 | 8.02% | 3.9 |
|
| 5154 |
TWC
5154
Tencap Wealth Coaching
South Jordan,
Utah
| US$3.15億 | +US$4966萬 | +19% | 9.4% | – | 20 | 65% | 0.2 |
|
| 5155 |
MIM
5155
Meros Investment Management
Dallas,
Texas
| US$3.15億 | +US$8442萬 | +37% | 39.2% | 102% | 59 | 27.12% | 1.6 |
|
| 5156 |
TWM
5156
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$3.15億 | +US$4281萬 | +16% | 15.1% | 56.7% | 82 | 20.73% | 2.9 |
|
| 5157 |
RMP
5157
Richards, Merrill & Peterson
Spokane,
Washington
| US$3.15億 | +US$4247萬 | +16% | 18.8% | – | 295 | 7.46% | 1.1 |
|
| 5158 |
VAM
5158
VMS Asset Management
Hong Kong,
| US$3.15億 | +US$1.51億 | +92% | 116% | – | 46 | 78.26% | 0.1 |
|
| 5159 |
TC
5159
TAGStone Capital
Charlotte,
North Carolina
| US$3.15億 | +US$3179萬 | +11% | 10.8% | 58.3% | 143 | 6.99% | 2.5 |
|
| 5160 |
TCM
5160
Thomist Capital Management
Houston,
Texas
| US$3.15億 | -US$5690萬 | -15% | 1.38% | 71.2% | 82 | 76.83% | 0.3 |
|
| 5161 |
IWM
5161
Inlight Wealth Management
Atlanta,
Georgia
| US$3.15億 | +US$4449萬 | +16% | 8.08% | – | 63 | 22.22% | 1.1 |
|
| 5162 |
LC
5162
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$3.14億 | +US$6999萬 | +29% | 49% | – | 57 | 29.82% | 1.6 |
|
| 5163 |
MAM
5163
MMA Asset Management
Conshohocken,
Pennsylvania
| US$3.14億 | +US$3017萬 | +11% | 10.8% | 54.3% | 188 | 8.51% | 2.2 |
|
| 5164 |
MWM
5164
Mosley Wealth Management
Anaheim,
California
| US$3.14億 | +US$9338萬 | +42% | 12.4% | – | 829 | 49.58% | 0.4 |
|
| 5165 |
AFGI4KRSP
5165
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$3.14億 | +US$1195萬 | +4% | 9.58% | 17.8% | 1 | 0% | 13 |
|
| 5166 |
CF
5166
Cypress Funds
Los Angeles,
California
| US$3.14億 | -US$8353萬 | -21% | 9.72% | 100% | 14 | 0% | 4.6 |
|
| 5167 |
MCC
5167
Malaga Cove Capital
Pv Estates,
California
| US$3.14億 | +US$3579萬 | +13% | 23.7% | 88.1% | 207 | 17.87% | 2.9 |
|
| 5168 |
DRD
5168
Dennis R. Delaney
| US$3.14億 | +US$3158萬 | +11% | 25.3% | 84.3% | 62 | 4.84% | 5.5 |
|
| 5169 |
SFPG
5169
Stonebridge Financial Planning Group
Orlando,
Florida
| US$3.14億 | +US$4160萬 | +15% | 15.6% | 67.2% | 188 | 11.7% | 3.4 |
|
| 5170 |
PP
5170
Praetorian PR
Rincon,
Puerto Rico
| US$3.14億 | +US$3883萬 | +14% | 1.05% | 80.3% | 16 | 31.25% | 0.8 |
|
| 5171 |
MA
5171
Macro Advisors
York,
Pennsylvania
| US$3.14億 | +US$7148萬 | +30% | 11.5% | – | 48 | 20.83% | 0.2 |
|
| 5172 |
MI
5172
Merk Investments
Menlo Park,
California
| US$3.14億 | -US$5434萬 | -15% | 18.4% | 303% | 11 | 0% | 3.9 |
|
| 5173 |
RCM
5173
Raleigh Capital Management
Cary,
North Carolina
| US$3.13億 | +US$2355萬 | +8% | 10.9% | 71.8% | 785 | 24.84% | 2.3 |
|
| 5174 |
PSA
5174
Plum Street Advisors
New Orleans,
Louisiana
| US$3.13億 | +US$2435萬 | +8% | 8.45% | – | 109 | 11.93% | 1.8 |
|
| 5175 |
SWM
5175
StoneCrest Wealth Management
Chandler,
Arizona
| US$3.13億 | +US$7657萬 | +32% | 42.2% | – | 84 | 26.19% | 1.4 |
|