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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Forum Finance Group
Geneva,
| US$2.78億 | +US$9355萬 | +51% | 14.2% | – | 364 | 17.31% | 0.2 |
|
| 5527 |
5527
Ananym Capital Management
New York
| US$2.78億 | +US$1583萬 | +6% | 20.1% | – | 11 | 36.36% | 0.9 |
|
| 5528 |
5528
Union Square Park Capital Management
New York
| US$2.78億 | +US$1.02億 | +58% | 28.9% | 75.8% | 83 | 57.83% | 0.7 |
|
| 5529 |
5529
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$2.78億 | +US$3206萬 | +13% | 22% | 125% | 272 | 13.24% | 3.1 |
|
| 5530 |
5530
Vision One Management Partners
Miami,
Florida
| US$2.78億 | +US$4571萬 | +20% | 20.6% | – | 10 | 30% | 1 |
|
| 5531 |
5531
Hanover Advisors
Seneca,
South Carolina
| US$2.78億 | +US$3157萬 | +13% | 12.7% | – | 130 | 15.38% | 1.7 |
|
| 5532 |
5532
Cordant Inc
Portland,
Oregon
| US$2.78億 | +US$3126萬 | +13% | 12% | 47% | 353 | 72.24% | 0.9 |
|
| 5533 |
5533
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$2.78億 | +US$4047萬 | +17% | 19.7% | – | 64 | 12.5% | 1.4 |
|
| 5534 |
5534
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$2.78億 | +US$3670萬 | +15% | 11.1% | 57.8% | 18 | 0% | 2.5 |
|
| 5535 |
5535
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$2.78億 | +US$3225萬 | +13% | 9.02% | – | 7 | 28.57% | 1 |
|
| 5536 |
5536
Prime Buchholz
Portsmouth,
New Hampshire
| US$2.77億 | +US$8606萬 | +45% | 14.8% | – | 41 | 48.78% | 0.7 |
|
| 5537 |
5537
Buska Wealth Management
Wausau,
Wisconsin
| US$2.77億 | +US$2838萬 | +11% | 11.9% | – | 85 | 17.65% | 1.4 |
|
| 5538 |
5538
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$2.77億 | +US$2622萬 | +10% | 10.4% | 64.8% | 88 | 6.82% | 4.4 |
|
| 5539 |
5539
Values Added Financial
Washington,
District of Columbia
| US$2.77億 | +US$3922萬 | +17% | 13.6% | 65.9% | 151 | 13.91% | 2 |
|
| 5540 |
5540
Gables Capital Management
Miami,
Florida
| US$2.77億 | +US$3997萬 | +17% | 23% | 151% | 516 | 10.27% | 4.5 |
|
| 5541 |
5541
Altus Wealth Group
Colorado Springs,
Colorado
| US$2.77億 | +US$3274萬 | +13% | 17.5% | 76.7% | 161 | 14.29% | 3 |
|
| 5542 |
5542
Exane Asset Management
Paris,
France
| US$2.77億 | -US$2.13億 | -43% | 20.2% | 74.5% | 40 | 50% | 0.6 |
|
| 5543 |
5543
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$2.77億 | +US$3988萬 | +17% | 5.95% | 14.4% | 77 | 42.86% | 1.4 |
|
| 5544 |
5544
Tumwater Wealth Management
Boise,
Idaho
| US$2.77億 | +US$2787萬 | +11% | 10.7% | – | 36 | 13.89% | 1.3 |
|
| 5545 |
5545
WD Rutherford
Portland,
Oregon
| US$2.76億 | +US$5122萬 | +23% | 40.3% | 189% | 78 | 12.82% | 3 |
|
| 5546 |
BIA
5546
Bigelow Investment Advisors
Portland,
Maine
| US$2.76億 | +US$2643萬 | +11% | 14.2% | 75.7% | 163 | 9.82% | 5.1 |
|
| 5547 |
5547
Dean Capital Management
Overland Park,
Kansas
| US$2.76億 | +US$3475萬 | +14% | 17.8% | 89.7% | 125 | 21.6% | 1.7 |
|
| 5548 |
5548
Creekside Partners
Petaluma,
California
| US$2.76億 | +US$3327萬 | +14% | 13.3% | – | 197 | 9.14% | 1.7 |
|
| 5549 |
5549
Kilter Group
Rhinebeck,
New York
| US$2.76億 | +US$4397萬 | +19% | 17.8% | – | 1,743 | 19.45% | 0.7 |
|
| 5550 |
5550
WealthCollab
Bellevue,
Washington
| US$2.76億 | +US$3324萬 | +14% | 10% | – | 1,067 | 17.62% | 1.8 |
|