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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
EMC
5626
Everest Management Corp
Cupertino,
California
| US$2.68億 | +US$7061萬 | +36% | 18.3% | – | 89 | 23.6% | 1 |
|
| 5627 |
EAIC
5627
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$2.68億 | +US$19.7萬 | +0.1% | 0.07% | 0.86% | 1 | 0% | 3.5 |
|
| 5628 |
NEPPG
5628
New England Professional Planning Group
Westerly,
Rhode Island
| US$2.68億 | +US$2867萬 | +12% | 13.4% | 59% | 52 | 9.62% | 4.7 |
|
| 5629 |
SSW
5629
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.68億 | +US$3879萬 | +17% | 21% | 90.2% | 164 | 13.41% | 4.5 |
|
| 5630 |
WSIB
5630
Washington State Investment Board
Olympia,
Washington
| US$2.68億 | +US$1658萬 | +7% | 7.05% | 567% | 2 | 0% | 4.9 |
|
| 5631 |
CFS
5631
Compass Financial Services
West Des Moines,
Iowa
| US$2.68億 | +US$3666萬 | +16% | 12.4% | – | 58 | 5.17% | 1.3 |
|
| 5632 |
HCM
5632
HMS Capital Management
Nashville,
Tennessee
| US$2.67億 | +US$883萬 | +3% | 29.1% | 130% | 123 | 10.57% | 3.1 |
|
| 5633 |
JWWM
5633
Johnson & White Wealth Management
York,
Pennsylvania
| US$2.67億 | +US$3099萬 | +13% | 14.9% | 76.5% | 118 | 11.02% | 1.9 |
|
| 5634 |
FGG
5634
Financial Guidance Group
Palm Harbor,
Florida
| US$2.67億 | +US$1846萬 | +7% | 9.61% | 52% | 92 | 4.35% | 2.7 |
|
| 5635 |
FPN
5635
Financial Planning Navigators
Maple Grove,
Minnesota
| US$2.67億 | +US$3905萬 | +17% | 11.8% | – | 72 | 31.94% | 0.3 |
|
| 5636 |
RI
5636
Ridgewood Investments
Springfield,
New Jersey
| US$2.67億 | +US$2269萬 | +9% | 12.1% | – | 221 | 11.76% | 3.7 |
|
| 5637 |
EW
5637
Element Wealth
Ridgeland,
Mississippi
| US$2.67億 | +US$2477萬 | +10% | 14.6% | 59.6% | 224 | 12.05% | 3.4 |
|
| 5638 |
FA
5638
FF Advisors
Manhattan Beach,
California
| US$2.67億 | +US$2024萬 | +8% | 14% | – | 127 | 13.39% | 1.7 |
|
| 5639 |
DFG
5639
Dupree Financial Group
Lexington,
Kentucky
| US$2.67億 | +US$1841萬 | +7% | 16.6% | 75.8% | 85 | 21.18% | 1.5 |
|
| 5640 |
BWG
5640
Beta Wealth Group
San Diego,
California
| US$2.67億 | +US$2493萬 | +10% | 9.99% | 45.4% | 119 | 10.08% | 2.3 |
|
| 5641 |
FOR
5641
Family Office Research
Bethesda,
Maryland
| US$2.67億 | +US$3640萬 | +16% | 14.9% | – | 91 | 24.18% | 1 |
|
| 5642 |
HBS
5642
Howard Bailey Securities
Fort Wayne,
Indiana
| US$2.67億 | +US$2339萬 | +10% | 9.61% | – | 145 | 32.41% | 1.1 |
|
| 5643 |
SSA
5643
SSA Swiss Advisors
Zurich,
| US$2.66億 | +US$5092萬 | +24% | 14.4% | – | 113 | 22.12% | 0.9 |
|
| 5644 |
MH
5644
Mishpacha Holdings
Road Town,
| US$2.66億 | +US$1.43億 | +116% | 166% | – | 6 | 66.67% | 0.2 |
|
| 5645 |
FCM
5645
Forager Capital Management
Birmingham,
Alabama
| US$2.66億 | +US$6507萬 | +32% | 30.6% | 52.6% | 11 | 18.18% | 2.6 |
|
| 5646 |
RGF
5646
Retirement Guys Formula
Maumee,
Ohio
| US$2.66億 | +US$4824萬 | +22% | 13% | 70.2% | 168 | 14.29% | 1.8 |
|
| 5647 |
VF
5647
Vawter Financial
Columbus,
Ohio
| US$2.66億 | +US$2781萬 | +12% | 10.3% | 48% | 131 | 6.87% | 1 |
|
| 5648 |
I
5648
IMPACTfolio
Denver,
Colorado
| US$2.66億 | +US$3021萬 | +13% | 12.3% | 51.2% | 37 | 5.41% | 2.7 |
|
| 5649 |
BCA
5649
Ballentine Capital Advisors
Greenville,
South Carolina
| US$2.65億 | +US$2382萬 | +10% | 9.53% | 48.8% | 28 | 10.71% | 2.2 |
|
| 5650 |
WFA
5650
WMG Financial Advisors
Knoxville,
Tennessee
| US$2.65億 | +US$2565萬 | +11% | 12.7% | 68% | 116 | 23.28% | 2.4 |
|