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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 |
5626
5T Wealth
Napa,
California
| US$2.69億 | +US$1548萬 | +6% | 10.8% | – | 139 | 10.79% | 1.1 |
|
| 5627 |
VFG
5627
V2 Financial group
Naperville,
Illinois
| US$2.68億 | +US$5375萬 | +25% | 15.8% | 63.3% | 127 | 18.11% | 2.5 |
|
| 5628 |
5628
Oakcliff Capital Partners
New York
| US$2.68億 | +US$4182萬 | +18% | 13% | 133% | 9 | 11.11% | 5.4 |
|
| 5629 |
5629
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$2.68億 | -US$1.59億 | -37% | 11.5% | 73.9% | 299 | 32.11% | 3 |
|
| 5630 |
5630
Carnegie Lake Advisors
Princeton,
New Jersey
| US$2.68億 | +US$1645萬 | +7% | 13.1% | – | 176 | 9.66% | 1.5 |
|
| 5631 |
5631
Mad River Investors
Boston,
Massachusetts
| US$2.68億 | -US$976萬 | -4% | 1.69% | 169% | 33 | 12.12% | 3.6 |
|
| 5632 |
MI
5632
Moneywise Inc
Forest,
Virginia
| US$2.68億 | +US$3905萬 | +17% | 13.8% | 60.8% | 89 | 11.24% | 3 |
|
| 5633 |
5633
Aspect Partners
Fairfax,
Virginia
| US$2.68億 | +US$2341萬 | +10% | 9.88% | 66.7% | 766 | 18.8% | 1.8 |
|
| 5634 |
5634
ANB Bank
Denver,
Colorado
| US$2.68億 | +US$2078萬 | +8% | 14.6% | – | 140 | 17.86% | 1.1 |
|
| 5635 |
5635
Everest Management Corp
Cupertino,
California
| US$2.68億 | +US$7061萬 | +36% | 18.3% | – | 89 | 23.6% | 1 |
|
| 5636 |
5636
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$2.68億 | +US$19.7萬 | +0.1% | 0.07% | 0.86% | 1 | 0% | 3.5 |
|
| 5637 |
5637
New England Professional Planning Group
Westerly,
Rhode Island
| US$2.68億 | +US$2867萬 | +12% | 13.4% | 64.1% | 52 | 9.62% | 4.7 |
|
| 5638 |
5638
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.68億 | +US$3879萬 | +17% | 21% | 98.6% | 164 | 13.41% | 4.5 |
|
| 5639 |
5639
Washington State Investment Board
Olympia,
Washington
| US$2.68億 | +US$1658萬 | +7% | 7.05% | 567% | 2 | 0% | 4.9 |
|
| 5640 |
5640
Compass Financial Services
West Des Moines,
Iowa
| US$2.68億 | +US$3666萬 | +16% | 12.4% | – | 58 | 5.17% | 1.3 |
|
| 5641 |
5641
HMS Capital Management
Nashville,
Tennessee
| US$2.67億 | +US$883萬 | +3% | 29.1% | 140% | 123 | 10.57% | 3.1 |
|
| 5642 |
5642
Johnson & White Wealth Management
York,
Pennsylvania
| US$2.67億 | +US$3099萬 | +13% | 14.9% | 85.1% | 118 | 11.02% | 1.9 |
|
| 5643 |
5643
Financial Guidance Group
Palm Harbor,
Florida
| US$2.67億 | +US$1846萬 | +7% | 9.61% | 58.7% | 92 | 4.35% | 2.7 |
|
| 5644 |
5644
Financial Planning Navigators
Maple Grove,
Minnesota
| US$2.67億 | +US$3905萬 | +17% | 11.8% | – | 72 | 31.94% | 0.3 |
|
| 5645 |
5645
Ridgewood Investments
Springfield,
New Jersey
| US$2.67億 | +US$2269萬 | +9% | 12.1% | – | 221 | 11.76% | 3.7 |
|
| 5646 |
5646
Element Wealth
Ridgeland,
Mississippi
| US$2.67億 | +US$2477萬 | +10% | 14.6% | 59.6% | 224 | 12.05% | 3.4 |
|
| 5647 |
FA
5647
FF Advisors
Manhattan Beach,
California
| US$2.67億 | +US$2024萬 | +8% | 14% | 59.7% | 127 | 13.39% | 1.7 |
|
| 5648 |
5648
Dupree Financial Group
Lexington,
Kentucky
| US$2.67億 | +US$1841萬 | +7% | 16.6% | 75.8% | 85 | 21.18% | 1.5 |
|
| 5649 |
5649
Beta Wealth Group
San Diego,
California
| US$2.67億 | +US$2493萬 | +10% | 9.99% | 45.4% | 119 | 10.08% | 2.3 |
|
| 5650 |
5650
Family Office Research
Bethesda,
Maryland
| US$2.67億 | +US$3640萬 | +16% | 14.9% | – | 91 | 24.18% | 1 |
|