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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
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$2.24億 | +US$1865萬 | +9% | 7% | 81.9% | 191 | 13.09% | 2.8 |
|
| 5677 |
5677
Windle Wealth
Oklahoma City,
Oklahoma
| US$2.24億 | +US$1896萬 | +9% | 8.97% | 73% | 33 | 0% | 2.4 |
|
| 5678 |
5678
Transcendent Capital Group
Edmond,
Oklahoma
| US$2.23億 | +US$2894萬 | +15% | 7.43% | 82.3% | 126 | 28.57% | 1.1 |
|
| 5679 |
5679
New Perspectives Inc
Ridgeland,
Mississippi
| US$2.23億 | +US$2121萬 | +10% | 6.97% | – | 41 | 14.63% | 2.3 |
|
| 5680 |
5680
Penney Financial
Houston,
Texas
| US$2.23億 | +US$2661萬 | +14% | 5.32% | 54.8% | 51 | 21.57% | 1.1 |
|
| 5681 |
5681
Edge Financial Advisors
Wheaton,
Illinois
| US$2.23億 | +US$3337萬 | +18% | 7.45% | – | 141 | 15.6% | 0.8 |
|
| 5682 |
5682
Ariadne Wealth Management
Santa Barbara,
California
| US$2.23億 | +US$1397萬 | +7% | 10.1% | – | 261 | 18.01% | 0.8 |
|
| 5683 |
5683
Financial Guidance Group
Palm Harbor,
Florida
| US$2.23億 | +US$1718萬 | +8% | 6.3% | 58.7% | 87 | 5.75% | 2.2 |
|
| 5684 |
5684
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$2.23億 | +US$1507萬 | +7% | 7.68% | 83.9% | 110 | 8.18% | 2.8 |
|
| 5685 |
5685
Financial Symmetry
Raleigh,
North Carolina
| US$2.23億 | +US$2939萬 | +15% | 7.25% | 68.4% | 54 | 11.11% | 1.3 |
|
| 5686 |
5686
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$2.23億 | -US$3920萬 | -15% | 21.6% | 39.8% | 4 | 0% | 7.9 |
|
| 5687 |
5687
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$2.23億 | +US$2740萬 | +14% | 9.66% | 74.4% | 155 | 7.74% | 3.1 |
|
| 5688 |
5688
One Wealth Capital Management
Scottsdale,
Arizona
| US$2.23億 | +US$988萬 | +5% | 7.04% | – | 129 | 20.16% | 0.6 |
|
| 5689 |
5689
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$2.23億 | +US$2340萬 | +12% | 5.76% | 47.5% | 47 | 19.15% | 3.8 |
|
| 5690 |
DCM
5690
Dudley Capital Management
Middleburg,
Virginia
| US$2.23億 | +US$2228萬 | +11% | 11.4% | 129% | 142 | 14.79% | 2 |
|
| 5691 |
PC
5691
Panoramic Capital
Larkspur,
California
| US$2.23億 | +US$9036萬 | +68% | 29.6% | – | 54 | 44.44% | 0.3 |
|
| 5692 |
5692
Lodestone Wealth Management
Spokane,
Washington
| US$2.22億 | +US$1710萬 | +8% | 8.96% | 87.1% | 177 | 7.34% | 1.9 |
|
| 5693 |
5693
Worth Asset Management
Dallas,
Texas
| US$2.22億 | +US$1969萬 | +10% | 7.79% | 115% | 204 | 43.63% | 1 |
|
| 5694 |
5694
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$2.22億 | +US$1349萬 | +6% | 8.08% | 85.6% | 148 | 6.76% | 5.1 |
|
| 5695 |
5695
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| US$2.22億 | -US$3509萬 | -14% | 6% | – | 228 | 89.91% | 0.1 |
|
| 5696 |
5696
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.22億 | +US$971萬 | +5% | 7.69% | 58.7% | 54 | 11.11% | 4.7 |
|
| 5697 |
5697
Evolution Advisers
Richmond,
Virginia
| US$2.22億 | +US$1843萬 | +9% | 5.08% | 44.8% | 162 | 5.56% | 3 |
|
| 5698 |
5698
Omega Fund Management
Boston,
Massachusetts
| US$2.22億 | +US$6793萬 | +44% | 48.9% | 106% | 14 | 21.43% | 2.3 |
|
| 5699 |
5699
Investment Research Partners
Lemont,
Pennsylvania
| US$2.22億 | – | – | 7.65% | – | 224 | – | 0 |
|
| 5700 |
SCM
5700
Sage Capital Management
Stockton,
New Jersey
| US$2.22億 | +US$1445萬 | +7% | 6.79% | 94.3% | 164 | 8.54% | 1.5 |
|