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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
SERBOO
5526
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$2.78億 | +US$3225萬 | +13% | 9.02% | – | 7 | 28.57% | 1 |
|
| 5527 |
PB
5527
Prime Buchholz
Portsmouth,
New Hampshire
| US$2.77億 | +US$8606萬 | +45% | 14.8% | – | 41 | 48.78% | 0.7 |
|
| 5528 |
BWM
5528
Buska Wealth Management
Wausau,
Wisconsin
| US$2.77億 | +US$2838萬 | +11% | 11.9% | – | 85 | 17.65% | 1.4 |
|
| 5529 |
HSWM
5529
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$2.77億 | +US$2622萬 | +10% | 10.4% | 56.8% | 88 | 6.82% | 4.4 |
|
| 5530 |
VAF
5530
Values Added Financial
Washington,
District of Columbia
| US$2.77億 | +US$3922萬 | +17% | 13.6% | 58.3% | 151 | 13.91% | 2 |
|
| 5531 |
GCM
5531
Gables Capital Management
Miami,
Florida
| US$2.77億 | +US$4086萬 | +17% | 23% | 151% | 516 | 10.27% | 4.5 |
|
| 5532 |
AWG
5532
Altus Wealth Group
Colorado Springs,
Colorado
| US$2.77億 | +US$3274萬 | +13% | 17.5% | 68.6% | 161 | 14.29% | 3 |
|
| 5533 |
EAM
5533
Exane Asset Management
Paris,
France
| US$2.77億 | -US$2.13億 | -43% | 20.2% | 77.5% | 40 | 50% | 0.6 |
|
| 5534 |
MAWAG
5534
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$2.77億 | +US$3988萬 | +17% | 5.95% | 12.3% | 77 | 42.86% | 1.4 |
|
| 5535 |
TWM
5535
Tumwater Wealth Management
Boise,
Idaho
| US$2.77億 | +US$2787萬 | +11% | 10.7% | – | 36 | 13.89% | 1.3 |
|
| 5536 |
WR
5536
WD Rutherford
Portland,
Oregon
| US$2.76億 | +US$5122萬 | +23% | 40.3% | 170% | 78 | 12.82% | 3 |
|
| 5537 |
BIA
5537
Bigelow Investment Advisors
Portland,
Maine
| US$2.76億 | +US$2643萬 | +11% | 14.2% | 75.7% | 163 | 9.82% | 5.1 |
|
| 5538 |
DCM
5538
Dean Capital Management
Overland Park,
Kansas
| US$2.76億 | +US$3475萬 | +14% | 17.8% | 89.7% | 125 | 21.6% | 1.7 |
|
| 5539 |
CP
5539
Creekside Partners
Petaluma,
California
| US$2.76億 | +US$3327萬 | +14% | 13.3% | – | 197 | 9.14% | 1.7 |
|
| 5540 |
KG
5540
Kilter Group
Rhinebeck,
New York
| US$2.76億 | +US$4397萬 | +19% | 17.8% | – | 1,743 | 19.45% | 0.7 |
|
| 5541 |
W
5541
WealthCollab
Bellevue,
Washington
| US$2.76億 | +US$3324萬 | +14% | 10% | – | 1,067 | 17.62% | 1.8 |
|
| 5542 |
TIA
5542
Tiemann Investment Advisors
Menlo Park,
California
| US$2.76億 | +US$2108萬 | +8% | 15.5% | 77% | 217 | 10.6% | 6.8 |
|
| 5543 |
MAWCM
5543
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$2.76億 | +US$3758萬 | +16% | 17.5% | 92% | 80 | 8.75% | 5.4 |
|
| 5544 |
MAG
5544
MRA Advisory Group
Parsippany,
New Jersey
| US$2.76億 | +US$3057萬 | +12% | 17.1% | 86.8% | 181 | 33.7% | 2.1 |
|
| 5545 |
ICP
5545
Islander Capital Partners
San Francisco,
California
| US$2.76億 | -US$3216萬 | -10% | 19.5% | – | 19 | 42.11% | 0.4 |
|
| 5546 |
WAP
5546
Wealth Analytics Partners
San Diego,
California
| US$2.76億 | +US$2972萬 | +12% | 11.9% | – | 50 | 8% | 0.5 |
|
| 5547 |
GWS
5547
Greykasell Wealth Strategies
Danville,
California
| US$2.75億 | +US$2743萬 | +11% | 18% | – | 570 | 15.79% | 1 |
|
| 5548 |
DWM
5548
Dopkins Wealth Management
Williamsville,
New York
| US$2.75億 | +US$2627萬 | +11% | 11.7% | 64.4% | 95 | 8.42% | 2.2 |
|
| 5549 |
VWA
5549
Valued Wealth Advisors
Holladay,
Utah
| US$2.75億 | +US$2845萬 | +12% | 10.9% | – | 936 | 22.76% | 1.5 |
|
| 5550 |
UWS
5550
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$2.75億 | +US$2862萬 | +12% | 18.7% | 96.9% | 276 | 41.3% | 1.1 |
|