我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
BH
5601
Burk Holdings
Tulsa,
Oklahoma
| US$2.71億 | +US$3720萬 | +16% | 12.3% | – | 698 | 10.89% | 0.4 |
|
| 5602 |
HWM
5602
Howard Wealth Management
Madison,
Connecticut
| US$2.7億 | +US$3288萬 | +14% | 11.9% | 60.3% | 156 | 8.97% | 2.8 |
|
| 5603 |
EPW
5603
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$2.7億 | +US$2302萬 | +9% | 16.3% | – | 91 | 7.69% | 2.2 |
|
| 5604 |
AFO
5604
Allie Family Office
Miami,
Florida
| US$2.7億 | +US$4100萬 | +18% | 9.76% | 59% | 125 | 32% | 2.4 |
|
| 5605 |
CCAM
5605
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$2.7億 | +US$3177萬 | +13% | 16.2% | – | 178 | 17.42% | 1.2 |
|
| 5606 |
CC
5606
Citrine Capital
San Francisco,
California
| US$2.7億 | +US$3952萬 | +17% | 9.03% | – | 66 | 21.21% | 0.9 |
|
| 5607 |
E
5607
EntreWealth
Austin,
Texas
| US$2.7億 | +US$4684萬 | +21% | 9.1% | – | 147 | 34.01% | 0.8 |
|
| 5608 |
PFWA
5608
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$2.7億 | +US$2877萬 | +12% | 11.8% | 72% | 155 | 21.94% | 3.3 |
|
| 5609 |
NF
5609
NavPoint Financial
Prior Lake,
Minnesota
| US$2.7億 | +US$2259萬 | +9% | 5.31% | – | 75 | 6.67% | 1.7 |
|
| 5610 |
VP
5610
Verisail Partners
Chamblee,
Georgia
| US$2.7億 | +US$2328萬 | +9% | 8.68% | – | 28 | 17.86% | 1.2 |
|
| 5611 |
TW
5611
Titan Wealth
St Peter Port,
| US$2.69億 | +US$3779萬 | +16% | 19% | – | 56 | 17.86% | 0.4 |
|
| 5612 |
RA
5612
Rosalind Advisors
Toronto,
Ontario, Canada
| US$2.69億 | +US$2031萬 | +8% | 22.9% | – | 45 | 42.22% | 1 |
|
| 5613 |
GPFA
5613
Game Plan Financial Advisors
Westlake,
Ohio
| US$2.69億 | +US$4695萬 | +21% | 18.8% | – | 492 | 35.37% | 1.7 |
|
| 5614 |
PM
5614
Plustick Management
Charlottesville,
Virginia
| US$2.69億 | +US$6188萬 | +30% | 77.6% | 1,667% | 32 | 56.25% | 0.7 |
|
| 5615 |
ZEP
5615
Zeno Equity Partners
London,
United Kingdom
| US$2.69億 | +US$2256萬 | +9% | 8.83% | – | 16 | 18.75% | 1.1 |
|
| 5616 |
LBW
5616
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| US$2.69億 | -US$2.21億 | -45% | 3.84% | – | 7 | 14.29% | 0.5 |
|
| 5617 |
5W
5617
5T Wealth
Napa,
California
| US$2.69億 | +US$1548萬 | +6% | 10.8% | – | 139 | 10.79% | 1.1 |
|
| 5618 |
VFG
5618
V2 Financial group
Naperville,
Illinois
| US$2.68億 | +US$5375萬 | +25% | 15.8% | 63.3% | 127 | 18.11% | 2.5 |
|
| 5619 |
OCP
5619
Oakcliff Capital Partners
New York
| US$2.68億 | +US$4182萬 | +18% | 13% | 133% | 9 | 11.11% | 5.4 |
|
| 5620 |
OHWP
5620
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$2.68億 | -US$1.59億 | -37% | 11.5% | 64.7% | 299 | 32.11% | 3 |
|
| 5621 |
CLA
5621
Carnegie Lake Advisors
Princeton,
New Jersey
| US$2.68億 | +US$1645萬 | +7% | 13.1% | – | 176 | 9.66% | 1.5 |
|
| 5622 |
MRI
5622
Mad River Investors
Boston,
Massachusetts
| US$2.68億 | -US$976萬 | -4% | 1.69% | 225% | 33 | 12.12% | 3.6 |
|
| 5623 |
MI
5623
Moneywise Inc
Forest,
Virginia
| US$2.68億 | +US$3905萬 | +17% | 13.8% | 58% | 89 | 11.24% | 3 |
|
| 5624 |
AP
5624
Aspect Partners
Fairfax,
Virginia
| US$2.68億 | +US$2341萬 | +10% | 9.88% | – | 766 | 18.8% | 1.8 |
|
| 5625 |
AB
5625
ANB Bank
Denver,
Colorado
| US$2.68億 | +US$2078萬 | +8% | 14.6% | – | 140 | 17.86% | 1.1 |
|