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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 |
5151
Montanaro Asset Management
London,
United Kingdom
| US$3.17億 | -US$1718萬 | -5% | 18.7% | 49.6% | 47 | 21.28% | 2.5 |
|
| 5152 |
5152
ticino wealth
Mission Viejo,
California
| US$3.17億 | +US$2940萬 | +10% | 13.6% | – | 149 | 16.78% | 0.5 |
|
| 5153 |
5153
Powell Investment Advisors
Miami,
Florida
| US$3.17億 | +US$2667萬 | +9% | 15.9% | 82.4% | 187 | 17.65% | 3.5 |
|
| 5154 |
5154
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| US$3.16億 | +US$5259萬 | +20% | 20% | – | 713 | 21.74% | 1.1 |
|
| 5155 |
5155
Nvest Financial
Portsmouth,
New Hampshire
| US$3.16億 | +US$4788萬 | +18% | 17% | 92.8% | 156 | 14.74% | 1.9 |
|
| 5156 |
5156
Balanced Wealth Group
Westlake,
Ohio
| US$3.16億 | +US$3686萬 | +13% | 14.1% | – | 79 | 8.86% | 2 |
|
| 5157 |
LAM
5157
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$3.16億 | +US$4344萬 | +16% | 32.2% | 124% | 57 | 12.28% | 3.7 |
|
| 5158 |
RIS
5158
Richmond Investment Services
Mequon,
Wisconsin
| US$3.16億 | -US$3.03億 | -49% | 17.5% | – | 270 | 51.85% | 1.1 |
|
| 5159 |
5159
IMZ Advisory
Boca Raton,
Florida
| US$3.16億 | +US$5138萬 | +19% | 17.1% | 73.1% | 40 | 7.5% | 2.2 |
|
| 5160 |
5160
Enzi Wealth
Austin,
Texas
| US$3.16億 | +US$2767萬 | +10% | 15% | 77% | 77 | 7.79% | 2.5 |
|
| 5161 |
5161
Ranch Capital Advisors
Sarasota,
Florida
| US$3.16億 | +US$3902萬 | +14% | 12.9% | 92.6% | 162 | 8.02% | 3.9 |
|
| 5162 |
5162
Tencap Wealth Coaching
South Jordan,
Utah
| US$3.15億 | +US$4966萬 | +19% | 9.4% | – | 20 | 65% | 0.2 |
|
| 5163 |
5163
Meros Investment Management
Dallas,
Texas
| US$3.15億 | +US$8442萬 | +37% | 39.2% | 102% | 59 | 27.12% | 1.6 |
|
| 5164 |
5164
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$3.15億 | +US$4281萬 | +16% | 15.1% | 56.7% | 82 | 20.73% | 2.9 |
|
| 5165 |
5165
Richards, Merrill & Peterson
Spokane,
Washington
| US$3.15億 | +US$4247萬 | +16% | 18.8% | – | 295 | 7.46% | 1.1 |
|
| 5166 |
5166
VMS Asset Management
Hong Kong,
| US$3.15億 | +US$1.51億 | +92% | 116% | – | 46 | 78.26% | 0.1 |
|
| 5167 |
5167
TAGStone Capital
Charlotte,
North Carolina
| US$3.15億 | +US$3179萬 | +11% | 10.8% | 58.3% | 143 | 6.99% | 2.5 |
|
| 5168 |
5168
Thomist Capital Management
Houston,
Texas
| US$3.15億 | -US$5690萬 | -15% | 1.38% | 71.2% | 82 | 76.83% | 0.3 |
|
| 5169 |
5169
Inlight Wealth Management
Atlanta,
Georgia
| US$3.15億 | +US$4449萬 | +16% | 8.08% | – | 63 | 22.22% | 1.1 |
|
| 5170 |
5170
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$3.14億 | +US$6999萬 | +29% | 49% | – | 57 | 29.82% | 1.6 |
|
| 5171 |
5171
MMA Asset Management
Conshohocken,
Pennsylvania
| US$3.14億 | +US$3017萬 | +11% | 10.8% | 61.2% | 188 | 8.51% | 2.2 |
|
| 5172 |
5172
Mosley Wealth Management
Anaheim,
California
| US$3.14億 | +US$9338萬 | +42% | 12.4% | – | 829 | 49.58% | 0.4 |
|
| 5173 |
5173
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 |
|
| 5174 |
5174
Cypress Funds
Los Angeles,
California
| US$3.14億 | -US$8353萬 | -21% | 9.72% | 100% | 14 | 0% | 4.6 |
|
| 5175 |
5175
Malaga Cove Capital
Pv Estates,
California
| US$3.14億 | +US$3579萬 | +13% | 23.7% | 97.3% | 207 | 17.87% | 2.9 |
|