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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Tiemann Investment Advisors
Menlo Park,
California
| US$2.76億 | +US$2108萬 | +8% | 15.5% | 77% | 217 | 10.6% | 6.8 |
|
| 5552 |
5552
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$2.76億 | +US$3758萬 | +16% | 17.5% | 105% | 80 | 8.75% | 5.4 |
|
| 5553 |
5553
MRA Advisory Group
Parsippany,
New Jersey
| US$2.76億 | +US$3057萬 | +12% | 17.1% | 86.8% | 181 | 33.7% | 2.1 |
|
| 5554 |
5554
Islander Capital Partners
San Francisco,
California
| US$2.76億 | -US$3216萬 | -10% | 19.5% | – | 19 | 42.11% | 0.4 |
|
| 5555 |
5555
Wealth Analytics Partners
San Diego,
California
| US$2.76億 | +US$2972萬 | +12% | 11.9% | – | 50 | 8% | 0.5 |
|
| 5556 |
5556
Greykasell Wealth Strategies
Danville,
California
| US$2.75億 | +US$2743萬 | +11% | 18% | – | 570 | 15.79% | 1 |
|
| 5557 |
5557
Dopkins Wealth Management
Williamsville,
New York
| US$2.75億 | +US$2627萬 | +11% | 11.7% | 64.4% | 95 | 8.42% | 2.2 |
|
| 5558 |
5558
Valued Wealth Advisors
Holladay,
Utah
| US$2.75億 | +US$2845萬 | +12% | 10.9% | – | 936 | 22.76% | 1.5 |
|
| 5559 |
5559
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$2.75億 | +US$2862萬 | +12% | 18.7% | 96.9% | 276 | 41.3% | 1.1 |
|
| 5560 |
5560
Spreng Capital Management
Bucyrus,
Ohio
| US$2.75億 | +US$6291萬 | +30% | 13.9% | 72.5% | 79 | 18.99% | 4.4 |
|
| 5561 |
5561
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| US$2.75億 | +US$3277萬 | +14% | 18% | – | 1,452 | 23.83% | 1 |
|
| 5562 |
5562
American Capital Advisory
Ketchum,
Idaho
| US$2.75億 | +US$2709萬 | +11% | 10% | 69% | 1,234 | 13.29% | 1.2 |
|
| 5563 |
5563
Wills Financial Group
Richmond,
Virginia
| US$2.75億 | +US$940萬 | +4% | 10.6% | 57.5% | 82 | 8.54% | 4.9 |
|
| 5564 |
5564
Westfuller Advisors
New York
| US$2.75億 | +US$4302萬 | +19% | 15.3% | – | 813 | 14.15% | 0.8 |
|
| 5565 |
SL
5565
SOF Ltd
George Town,
Cayman Islands
| US$2.74億 | -US$440萬 | -2% | 1.58% | 42.3% | 1 | 0% | 9.5 |
|
| 5566 |
CP
5566
CPV Partners
Stamford,
Connecticut
| US$2.74億 | +US$5024萬 | +22% | 9.46% | 105% | 5 | 20% | 4.3 |
|
| 5567 |
5567
Kerusso Capital Management
Winston Salem,
North Carolina
| US$2.74億 | +US$7469萬 | +37% | 14.8% | – | 59 | 11.86% | 1.5 |
|
| 5568 |
5568
Boulder Wealth Advisors
Boulder,
Colorado
| US$2.74億 | +US$2342萬 | +9% | 14.2% | – | 41 | 34.15% | 1.8 |
|
| 5569 |
5569
Cloud Capital Management
Seattle,
Washington
| US$2.74億 | +US$4471萬 | +19% | 11.9% | – | 127 | 18.11% | 0.8 |
|
| 5570 |
JCFM
5570
JBR Co Financial Management
Ardmore,
Oklahoma
| US$2.74億 | +US$3523萬 | +15% | 19.3% | 126% | 139 | 17.99% | 1.7 |
|
| 5571 |
5571
Chris Bulman
Roseville,
California
| US$2.74億 | +US$4553萬 | +20% | 12.7% | – | 181 | 25.97% | 1.1 |
|
| 5572 |
5572
Meramec Financial Planners
Saint Louis,
Missouri
| US$2.74億 | +US$2158萬 | +9% | 12.8% | – | 628 | 29.62% | 0.4 |
|
| 5573 |
5573
Kinloch Capital
Glen Allen,
Virginia
| US$2.74億 | +US$2844萬 | +12% | 11.7% | 63.4% | 85 | 9.41% | 3.7 |
|
| 5574 |
5574
Parker Financial
Silverdale,
Washington
| US$2.73億 | +US$2318萬 | +9% | 9.89% | 45% | 37 | 0% | 3 |
|
| 5575 |
MEPT
5575
Missouri Education Pension Trust
Jefferson City,
Missouri
| US$2.73億 | -US$2012萬 | -7% | 17.7% | – | 2 | 0% | 0.5 |
|