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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
AFC
5226
AFT Forsyth & Company
West Palm Beach,
Florida
| US$2.04億 | +US$2847萬 | +16% | 10.5% | 135% | 140 | 5% | 6.5 |
|
| 5227 |
5227
Siemens Pension Trust
Munich Germany,
Germany
| US$2.04億 | US$0 | 0% | 0% | 25.4% | 1 | 0% | 1.5 |
|
| 5228 |
5228
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$2.04億 | +US$1939萬 | +11% | 2.38% | 62% | 240 | 13.33% | 3 |
|
| 5229 |
5229
Genesee Capital Advisors
Auburn,
New York
| US$2.04億 | +US$2112萬 | +12% | 3.18% | 107% | 135 | 16.3% | 1.3 |
|
| 5230 |
5230
Waterway Wealth Management
The Woodlands,
Texas
| US$2.04億 | -US$2368萬 | -10% | 0.88% | 52.2% | 76 | 28.95% | 0.4 |
|
| 5231 |
5231
FIDELIS iM
Medford,
Oregon
| US$2.04億 | +US$457萬 | +2% | 0.1% | 44.8% | 19 | 10.53% | 2.5 |
|
| 5232 |
CNBT
5232
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$2.04億 | +US$537萬 | +3% | 0.15% | 38.5% | 63 | 4.76% | 3.6 |
|
| 5233 |
PWM
5233
Prosperity Wealth Management
San Ramon,
California
| US$2.04億 | -US$748萬 | -4% | 4.71% | 175% | 217 | 42.86% | 0.6 |
|
| 5234 |
5234
EMG Holdings
Old Greenwich,
Connecticut
| US$2.03億 | -US$3.34億 | -62% | 6.04% | 4.17% | 48 | 50% | 1.1 |
|
| 5235 |
5235
Peak Planning Group
Centennial,
Colorado
| US$2.03億 | +US$4386萬 | +27% | 6.14% | 105% | 107 | 30.84% | 2 |
|
| 5236 |
5236
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$2.03億 | +US$2005萬 | +11% | 0.67% | 62.3% | 78 | 24.36% | 1.4 |
|
| 5237 |
5237
Act Wealth Management
Plano,
Texas
| US$2.03億 | +US$483萬 | +2% | 0.33% | 70% | 46 | 10.87% | 2.2 |
|
| 5238 |
5238
Pavion Blue Capital
Newport Beach,
California
| US$2.03億 | +US$94.5萬 | +0.5% | 1.79% | 87.8% | 104 | 5.77% | 3.3 |
|
| 5239 |
5239
Sittner & Nelson
Eugene,
Oregon
| US$2.03億 | +US$458萬 | +2% | 4.93% | 88.1% | 511 | 13.31% | 2.8 |
|
| 5240 |
5240
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$2.03億 | +US$336萬 | +2% | 1.63% | 80.2% | 225 | 12.44% | 0.5 |
|
| 5241 |
5241
Bridge Advisory
Pasadena,
California
| US$2.03億 | +US$146萬 | +0.7% | 2.55% | 6.7% | 108 | 16.67% | 1.8 |
|
| 5242 |
5242
Game Plan Financial Advisors
Westlake,
Ohio
| US$2.03億 | +US$533萬 | +3% | 4.73% | – | 462 | 25.54% | 0.9 |
|
| 5243 |
5243
Lunt Capital Management
Holladay,
Utah
| US$2.03億 | +US$139萬 | +0.7% | 1.79% | 36.9% | 96 | 16.67% | 0.8 |
|
| 5244 |
5244
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$2.03億 | +US$2452萬 | +14% | 15.6% | 114% | 15 | 13.33% | 2.6 |
|
| 5245 |
5245
Christensen King & Associates Investment Services
Richland,
Washington
| US$2.03億 | +US$251萬 | +1% | 1.83% | 57.9% | 97 | 4.12% | 0.5 |
|
| 5246 |
5246
EHP Funds Inc
Toronto,
Canada
| US$2.02億 | -US$4160萬 | -17% | 4.54% | 173% | 200 | 71.5% | 0.7 |
|
| 5247 |
5247
GeoSphere Capital Management
Miami Beach,
Florida
| US$2.02億 | +US$6161萬 | +44% | 19% | 446% | 46 | 73.91% | 0.5 |
|
| 5248 |
5248
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$2.02億 | +US$1073萬 | +6% | 0.52% | 58.8% | 213 | 9.39% | 3.2 |
|
| 5249 |
VWM
5249
VCI Wealth Management
St Louis,
Missouri
| US$2.02億 | +US$5444萬 | +37% | 2.12% | 86.3% | 116 | 33.62% | 0.4 |
|
| 5250 |
5250
TRV GP IV
Boston,
Massachusetts
| US$2.02億 | -US$415萬 | -2% | 0.94% | 1,102% | 3 | 0% | 3.8 |
|