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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
44 Wealth Management
Eugene,
Oregon
| US$3.02億 | +US$1624萬 | +6% | 17.1% | – | 206 | 21.84% | 2.7 |
|
| 5277 |
5277
Rede Wealth
Charlottesville,
Virginia
| US$3.02億 | +US$2401萬 | +9% | 9.56% | 84.4% | 120 | 12.5% | 1.5 |
|
| 5278 |
5278
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$3.02億 | +US$6635萬 | +28% | 12.7% | 135% | 120 | 14.17% | 1.1 |
|
| 5279 |
5279
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$3.02億 | -US$3773萬 | -11% | 31% | 239% | 423 | 56.97% | 0.7 |
|
| 5280 |
5280
OMC Financial Services
Dewitt,
New York
| US$3.02億 | +US$4384萬 | +17% | 32.2% | – | 65 | 7.69% | 2.1 |
|
| 5281 |
MHP
5281
Manatuck Hill Partners
Westport,
Connecticut
| US$3.02億 | -US$6863萬 | -19% | 33.7% | 556% | 163 | 49.69% | 1 |
|
| 5282 |
5282
E Fund Management (HK)
Central,
Hong Kong
| US$3.02億 | +US$8168萬 | +37% | 37.3% | 163% | 566 | 16.25% | 0.9 |
|
| 5283 |
5283
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$3.01億 | +US$3284萬 | +12% | 11.2% | 57.7% | 65 | 10.77% | 1.7 |
|
| 5284 |
5284
ACT Advisors
Asheville,
North Carolina
| US$3.01億 | +US$6565萬 | +28% | 14.2% | 75.4% | 98 | 34.69% | 1.6 |
|
| 5285 |
5285
Traveka Wealth
Los Altos,
California
| US$3.01億 | +US$3876萬 | +15% | 15.2% | 78.1% | 213 | 19.25% | 1.4 |
|
| 5286 |
VU
5286
Valence8 US
Cambridge,
Massachusetts
| US$3億 | +US$1439萬 | +5% | 15% | 76.6% | 15 | 6.67% | 2.1 |
|
| 5287 |
5287
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$3億 | +US$5838萬 | +24% | 40.7% | 215% | 210 | 14.29% | 1.8 |
|
| 5288 |
5288
RASP Wealth Solutions
Fishers,
Indiana
| US$3億 | – | – | 26.1% | – | 97 | – | 0 |
|
| 5289 |
5289
Caerus Investment Advisors
West Lake Hills,
Texas
| US$3億 | +US$6001萬 | +25% | 23.1% | 85% | 391 | 41.43% | 0.6 |
|
| 5290 |
5290
Bull Oak Capital
San Diego,
California
| US$3億 | +US$4002萬 | +15% | 12.6% | 62.1% | 42 | 14.29% | 1.3 |
|
| 5291 |
5291
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$3億 | +US$1.06億 | +55% | 11.9% | 44% | 4 | 0% | 4.3 |
|
| 5292 |
5292
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$3億 | -US$458萬 | -2% | 24.8% | – | 12 | 16.67% | 1.5 |
|
| 5293 |
5293
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$3億 | +US$2894萬 | +11% | 9.99% | 80.3% | 126 | 10.32% | 3.9 |
|
| 5294 |
5294
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$3億 | +US$1.16億 | +63% | 12% | – | 50 | 40% | 0.6 |
|
| 5295 |
5295
Financial Symmetry
Raleigh,
North Carolina
| US$3億 | +US$1821萬 | +6% | 11% | 68.4% | 69 | 10.14% | 1.6 |
|
| 5296 |
5296
Martin Investment Management
Palm Beach Gardens,
Florida
| US$3億 | -US$4332萬 | -13% | 1.77% | 44% | 49 | 10.2% | 5.4 |
|
| 5297 |
5297
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$2.99億 | +US$4258萬 | +17% | 22.6% | 95.5% | 86 | 6.98% | 3 |
|
| 5298 |
5298
Avanda Investment Management
Singapore
| US$2.99億 | +US$2.36億 | +374% | 56.7% | – | 45 | 60% | 0.5 |
|
| 5299 |
5299
Acorn Creek Capital
Fort Collins,
Colorado
| US$2.99億 | +US$1905萬 | +7% | 11.4% | – | 92 | 14.13% | 1.7 |
|
| 5300 |
5300
Kondo Wealth Advisors
Pasadena,
California
| US$2.99億 | +US$3356萬 | +13% | 10.3% | – | 79 | 17.72% | 1.2 |
|