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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
PFG Private Wealth Management
Lutz,
Florida
| US$1.35億 | -US$3493萬 | -21% | 2.39% | 52.6% | 330 | 24.55% | 1.6 |
|
| 5677 |
5677
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$1.34億 | -US$1794萬 | -12% | 3.68% | 91.4% | 128 | 11.72% | 1.7 |
|
| 5678 |
5678
Selkirk Management
Chatham,
New Jersey
| US$1.34億 | +US$613萬 | +5% | 3.96% | 245% | 17 | 11.76% | 3.9 |
|
| 5679 |
5679
RiverTree Advisors
Winter Park,
Florida
| US$1.34億 | -US$448萬 | -3% | 1.01% | 25.4% | 29 | 31.03% | 0.7 |
|
| 5680 |
5680
Robinson Value Management
San Antonio,
Texas
| US$1.34億 | -US$378萬 | -3% | 3.04% | 79.3% | 79 | 10.13% | 3.2 |
|
| 5681 |
5681
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$1.34億 | +US$17.2萬 | +0.1% | 3.51% | 108% | 774 | 17.57% | 1.1 |
|
| 5682 |
5682
F/M Investments
Washington,
District of Columbia
| US$1.34億 | -US$149萬 | -1% | 1.2% | 101% | 83 | 22.89% | 0.7 |
|
| 5683 |
5683
Matrix Private Capital Group
New York
| US$1.34億 | -US$252萬 | -2% | 2.4% | 62.5% | 179 | 7.82% | 2.8 |
|
| 5684 |
5684
Windle Wealth
Oklahoma City,
Oklahoma
| US$1.34億 | -US$444萬 | -3% | 4.19% | 73% | 29 | 3.45% | 0.7 |
|
| 5685 |
5685
PACK Private Wealth
Wayzata,
Minnesota
| US$1.34億 | +US$12.4萬 | +0.1% | 4.82% | 52.8% | 40 | 10% | 1.5 |
|
| 5686 |
5686
MGO Private Wealth
Irvine,
California
| US$1.34億 | +US$109萬 | +0.8% | 3.42% | 51.5% | 76 | 21.05% | 0.8 |
|
| 5687 |
5687
WealthSpring Partners
Long Beach,
California
| US$1.34億 | -US$433萬 | -3% | 3.66% | – | 75 | 8% | 0.9 |
|
| 5688 |
5688
Resolute Wealth Strategies
Jackson,
Mississippi
| US$1.34億 | +US$476萬 | +4% | 1.99% | 105% | 92 | 5.43% | 0.5 |
|
| 5689 |
5689
Yorktown Energy Partners X
New York
| US$1.34億 | +US$1295萬 | +11% | 12.3% | 95.9% | 5 | 0% | 2.3 |
|
| 5690 |
5690
WESPAC Advisors
Orinda,
California
| US$1.34億 | +US$887萬 | +7% | 2.98% | 126% | 149 | 20.13% | 0.7 |
|
| 5691 |
5691
Ivy Lane Capital Management
Winter Park,
Florida
| US$1.34億 | -US$190萬 | -1% | 0.05% | 101% | 15 | 26.67% | 0.9 |
|
| 5692 |
5692
Peterson Wealth Services
South Ogden,
Utah
| US$1.34億 | -US$7462萬 | -36% | 0.61% | 160% | 91 | 32.97% | 1.4 |
|
| 5693 |
5693
Lightspeed Opportunity Fund
Menlo Park,
California
| US$1.34億 | +US$179萬 | +1% | 3.71% | – | 2 | 0% | 0.5 |
|
| 5694 |
5694
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$1.34億 | -US$2033萬 | -13% | 3.82% | 59.3% | 67 | 32.84% | 2.1 |
|
| 5695 |
5695
Dean Capital Management
Overland Park,
Kansas
| US$1.34億 | +US$5856萬 | +78% | 2.53% | 89.7% | 138 | 59.42% | 0.9 |
|
| 5696 |
5696
Fourpath Capital Management
Oklahoma City,
Oklahoma
| US$1.33億 | +US$5050萬 | +61% | 0.15% | 82.1% | 135 | 35.56% | 1.1 |
|
| 5697 |
5697
Delta Capital Management
Red Bank,
New Jersey
| US$1.33億 | -US$1188萬 | -8% | 1.63% | 129% | 90 | 18.89% | 6.3 |
|
| 5698 |
5698
R.W. Roge & Company
Bohemia,
New York
| US$1.33億 | -US$1024萬 | -7% | 3.17% | 76.3% | 47 | 14.89% | 2.2 |
|
| 5699 |
VFG
5699
V2 Financial group
Naperville,
Illinois
| US$1.33億 | -US$588萬 | -4% | 4.68% | 63.3% | 63 | 9.52% | 2.1 |
|
| 5700 |
5700
HBC Financial Services
Seattle,
Washington
| US$1.33億 | -US$751萬 | -5% | 3.93% | 12.6% | 199 | 9.55% | 2.2 |
|