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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
TKG Advisors
Valparaiso,
Indiana
| US$2.88億 | +US$4600萬 | +19% | 22.9% | 116% | 104 | 24.04% | 2 |
|
| 5427 |
5427
Alliance Private Wealth
North Reading,
Massachusetts
| US$2.88億 | +US$954萬 | +3% | 13.5% | – | 82 | 2.44% | 0.5 |
|
| 5428 |
5428
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$2.88億 | +US$4331萬 | +18% | 28.6% | 118% | 195 | 6.67% | 6.4 |
|
| 5429 |
5429
Maestria Partners
Atlanta,
Georgia
| US$2.88億 | +US$1353萬 | +5% | 28.3% | – | 14 | 7.14% | 1.1 |
|
| 5430 |
5430
Owen LaRue
Elizabethtown,
Kentucky
| US$2.88億 | +US$2704萬 | +10% | 13.8% | 126% | 151 | 21.85% | 1.5 |
|
| 5431 |
5431
Cambridge Financial Group
Columbus,
Ohio
| US$2.87億 | +US$1999萬 | +7% | 13.8% | – | 34 | 5.88% | 5.5 |
|
| 5432 |
5432
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$2.87億 | +US$817萬 | +3% | 10.7% | 83% | 145 | 14.48% | 6.2 |
|
| 5433 |
5433
QTR Family Wealth
Lake Mary,
Florida
| US$2.87億 | +US$4694萬 | +20% | 23.7% | – | 369 | 30.89% | 0.7 |
|
| 5434 |
OCM
5434
Ogborne Capital Management
San Francisco,
California
| US$2.87億 | +US$9014萬 | +46% | 34.6% | 251% | 20 | 80% | 0.6 |
|
| 5435 |
5435
Pavaki Capital Management
Pueblo,
Colorado
| US$2.87億 | +US$5142萬 | +22% | 11.9% | – | 177 | 19.77% | 0.4 |
|
| 5436 |
5436
Red Spruce Capital
Berwyn,
Pennsylvania
| US$2.87億 | +US$4322萬 | +18% | 24.6% | 98.4% | 99 | 10.1% | 4.1 |
|
| 5437 |
5437
Metavasi Capital
Larchmont,
New York
| US$2.87億 | +US$1044萬 | +4% | 55.5% | 840% | 33 | 60.61% | 0.6 |
|
| 5438 |
5438
Shira Ridge Wealth Management
Larkspur,
California
| US$2.87億 | +US$3389萬 | +13% | 14.9% | 72.8% | 89 | 17.98% | 2.4 |
|
| 5439 |
ORC
5439
O'Rourke & Company
Boston,
Massachusetts
| US$2.87億 | +US$3392萬 | +13% | 12.7% | 71.9% | 180 | 6.67% | 3 |
|
| 5440 |
5440
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$2.86億 | +US$2872萬 | +11% | 14.9% | 62.3% | 101 | 10.89% | 1.8 |
|
| 5441 |
5441
Trueblood Wealth Management
Lima,
Ohio
| US$2.86億 | +US$3080萬 | +12% | 15.5% | 89.9% | 272 | 9.93% | 2 |
|
| 5442 |
5442
Brown Financial Advisors
Milford,
Ohio
| US$2.86億 | +US$2233萬 | +8% | 12.2% | – | 234 | 20.09% | 1 |
|
| 5443 |
5443
Sphera Management Technology Funds
Tel Aviv,
Israel
| US$2.86億 | +US$1.09億 | +61% | 46% | – | 94 | 50% | 0.5 |
|
| 5444 |
5444
Garda Capital Partners
Wayzata,
Minnesota
| US$2.86億 | -US$9856萬 | -26% | 13.9% | 9.15% | 23 | 82.61% | 0.1 |
|
| 5445 |
5445
Luken Investment Analytics
Brentwood,
Tennessee
| US$2.86億 | +US$2485萬 | +10% | 14.1% | 47.6% | 172 | 8.72% | 3.3 |
|
| 5446 |
5446
Penney Financial
Houston,
Texas
| US$2.86億 | +US$2541萬 | +10% | 9.09% | 54.8% | 55 | 16.36% | 1.6 |
|
| 5447 |
5447
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$2.86億 | +US$2920萬 | +11% | 13.7% | 66.8% | 114 | 10.53% | 6.9 |
|
| 5448 |
5448
ICW Investment Advisors
Scottsdale,
Arizona
| US$2.86億 | +US$904萬 | +3% | 7.58% | 58.6% | 153 | 9.8% | 5 |
|
| 5449 |
5449
Bluestem Financial Advisors
Champaign,
Illinois
| US$2.86億 | +US$2658萬 | +10% | 9.97% | 42.2% | 35 | 8.57% | 4.6 |
|
| 5450 |
5450
Adaptive Financial Consulting
Beachwood,
Ohio
| US$2.85億 | +US$2437萬 | +9% | 8.69% | 33.4% | 20 | 10% | 5 |
|