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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
CWM
5476
Chicago Wealth Management
Chicago,
Illinois
| US$2.82億 | +US$3139萬 | +13% | 18% | 134% | 70 | 25.71% | 2.2 |
|
| 5477 |
NW
5477
N10 Wealth
Greenwich,
Connecticut
| US$2.82億 | – | – | 42.1% | – | 43 | – | 0 |
|
| 5478 |
ICM
5478
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$2.82億 | +US$2130萬 | +8% | 11.4% | 70.2% | 111 | 6.31% | 2.8 |
|
| 5479 |
AC
5479
Athos Capital
Hong Kong
| US$2.82億 | -US$4252萬 | -13% | 5.58% | 110% | 52 | 42.31% | 1 |
|
| 5480 |
MWM
5480
McNaughton Wealth Management
San Diego,
California
| US$2.82億 | +US$3982萬 | +16% | 12.2% | 55.6% | 78 | 14.1% | 3.8 |
|
| 5481 |
SMBT
5481
Southern Michigan Bank & Trust
Coldwater,
Michigan
| US$2.81億 | +US$2070萬 | +8% | 11.3% | – | 443 | 9.03% | 0.2 |
|
| 5482 |
MHWM
5482
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$2.81億 | +US$3339萬 | +13% | 14.1% | 84.1% | 103 | 12.62% | 2.6 |
|
| 5483 |
MLM
5483
Mount Lucas Management
Newtown,
Pennsylvania
| US$2.81億 | +US$990萬 | +4% | 19.9% | 109% | 187 | 22.99% | 1.3 |
|
| 5484 |
HFRG
5484
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$2.81億 | +US$2398萬 | +9% | 10% | 50.6% | 114 | 5.26% | 2.5 |
|
| 5485 |
RIM
5485
Reliant Investment Management
Memphis,
Tennessee
| US$2.81億 | +US$7306萬 | +35% | 19.7% | 129% | 61 | 22.95% | 3.9 |
|
| 5486 |
WA
5486
Win Advisors
Palm Beach Gardens,
Florida
| US$2.81億 | +US$6189萬 | +28% | 56.7% | 226% | 120 | 72.5% | 0.3 |
|
| 5487 |
MWM
5487
Maripau Wealth Management
Fort Wayne,
Indiana
| US$2.8億 | +US$5300萬 | +23% | 11.9% | 55.6% | 186 | 15.59% | 1.4 |
|
| 5488 |
FF
5488
Fluent Financial
Dallas,
Texas
| US$2.8億 | +US$690萬 | +3% | 8.91% | 46.9% | 68 | 52.94% | 1.6 |
|
| 5489 |
TS
5489
TradeWell Securities
Fort Wayne,
Indiana
| US$2.8億 | +US$4290萬 | +18% | 18.3% | – | 54 | 11.11% | 1.2 |
|
| 5490 |
ERFOTCOFW
5490
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$2.8億 | +US$4970萬 | +22% | 4.2% | 31.5% | 22 | 9.09% | 1.9 |
|
| 5491 |
SC
5491
Sagil Capital
London,
United Kingdom
| US$2.8億 | +US$1709萬 | +7% | 2.75% | 104% | 31 | 58.06% | 0.4 |
|
| 5492 |
SLA
5492
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$2.8億 | +US$2783萬 | +11% | 17.6% | 70.9% | 110 | 7.27% | 4.7 |
|
| 5493 |
BAM
5493
Bayshore Asset Management
Coral Gables,
Florida
| US$2.8億 | +US$2859萬 | +11% | 12.1% | 62.3% | 52 | 23.08% | 2.6 |
|
| 5494 |
OCERS
5494
Orange County Employees Retirement System
Santa Ana,
California
| US$2.8億 | +US$4088萬 | +17% | 9.95% | – | 2 | 0% | 0.5 |
|
| 5495 |
KFP
5495
Keener Financial Planning
Keller,
Texas
| US$2.8億 | +US$4164萬 | +17% | 13.7% | – | 63 | 11.11% | 2.1 |
|
| 5496 |
MFC
5496
Mechanics Financial Corp
Mansfield,
Ohio
| US$2.8億 | +US$4085萬 | +17% | 18.1% | 81.6% | 302 | 25.17% | 2.7 |
|
| 5497 |
HWA
5497
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.79億 | +US$3254萬 | +13% | 12.7% | 55% | 57 | 12.28% | 5 |
|
| 5498 |
IWP
5498
Invenio Wealth Partners
Coral Gables,
Florida
| US$2.79億 | +US$2735萬 | +11% | 12.5% | 52% | 96 | 14.58% | 2 |
|
| 5499 |
RW
5499
REDW Wealth
Albuquerque,
New Mexico
| US$2.79億 | +US$2836萬 | +11% | 12% | 54.1% | 106 | 8.49% | 4.5 |
|
| 5500 |
RC
5500
Roubaix Capital
Denver,
Colorado
| US$2.79億 | +US$6462萬 | +30% | 43.6% | 174% | 71 | 69.01% | 0.4 |
|