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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Transcendent Capital Group
Edmond,
Oklahoma
| US$2.57億 | +US$3772萬 | +17% | 16.5% | 82.3% | 138 | 26.09% | 1.5 |
|
| 5752 |
5752
Untitled Investments
New York
| US$2.57億 | -US$1159萬 | -4% | 22.3% | 79.6% | 19 | 21.05% | 1.6 |
|
| 5753 |
NERM
5753
New England Research & Management
Chicago,
Illinois
| US$2.57億 | +US$2032萬 | +9% | 13.5% | 65% | 167 | 34.13% | 4.5 |
|
| 5754 |
5754
Guardian Financial Partners
Orange,
California
| US$2.57億 | +US$2005萬 | +8% | 11.9% | 50.2% | 74 | 16.22% | 2.1 |
|
| 5755 |
5755
HMV Wealth Advisors
Shreveport,
Louisiana
| US$2.57億 | +US$4400萬 | +21% | 11.8% | – | 89 | 8.99% | 1.2 |
|
| 5756 |
5756
Leslie Global Wealth
Itasca,
Illinois
| US$2.57億 | +US$6705萬 | +35% | 13.9% | – | 92 | 21.74% | 1.3 |
|
| 5757 |
5757
626 Financial
Portage,
Michigan
| US$2.57億 | +US$3245萬 | +14% | 13.4% | 71.3% | 133 | 13.53% | 3.3 |
|
| 5758 |
5758
Miller Capital Partners
Troy,
Michigan
| US$2.57億 | +US$4864萬 | +23% | 34.4% | – | 266 | 4.51% | 0.5 |
|
| 5759 |
5759
Birchcreek Wealth Management
Miami Township,
Ohio
| US$2.57億 | +US$4900萬 | +24% | 23.7% | 80.7% | 138 | 15.94% | 3.2 |
|
| 5760 |
5760
Daily Journal Corp
Los Angeles,
California
| US$2.57億 | +US$1600萬 | +7% | 7.97% | 109% | 4 | 0% | 10.7 |
|
| 5761 |
5761
CNB Bank
Clearfield,
Pennsylvania
| US$2.57億 | +US$1889萬 | +8% | 14% | 91.6% | 534 | 5.24% | 4.7 |
|
| 5762 |
5762
NBZ Investment Advisors
Knoxville,
Tennessee
| US$2.56億 | +US$2743萬 | +12% | 12.3% | – | 87 | 17.24% | 1 |
|
| 5763 |
5763
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$2.56億 | +US$2607萬 | +11% | 15.9% | 81.9% | 185 | 10.81% | 3.3 |
|
| 5764 |
5764
Davidson Trust Company
Seattle,
Washington
| US$2.56億 | +US$2436萬 | +11% | 11.8% | 77% | 193 | 10.36% | 3.5 |
|
| 5765 |
5765
Kiker Wealth Management
Jasper,
Georgia
| US$2.56億 | +US$4684萬 | +22% | 1.88% | – | 189 | 44.97% | 0.2 |
|
| 5766 |
5766
My Personal CFO LLC
Vancouver,
Washington
| US$2.56億 | +US$2782萬 | +12% | 16.9% | 83.4% | 92 | 5.43% | 1.4 |
|
| 5767 |
SCM
5767
Sage Capital Management
Stockton,
New Jersey
| US$2.56億 | +US$4333萬 | +20% | 22.1% | 94.3% | 178 | 14.61% | 2 |
|
| 5768 |
5768
Byrne Financial Freedom
Franklin,
Massachusetts
| US$2.56億 | +US$4716萬 | +23% | 37.2% | – | 124 | 20.97% | 1 |
|
| 5769 |
5769
Meritas Wealth Management
Larkspur,
California
| US$2.56億 | +US$3491萬 | +16% | 10.8% | 69.4% | 67 | 16.42% | 2.5 |
|
| 5770 |
5770
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$2.56億 | +US$4324萬 | +20% | 10.5% | – | 112 | 11.61% | 1.5 |
|
| 5771 |
5771
Punch Card Management
Winter Park,
Florida
| US$2.56億 | -US$1469萬 | -5% | 10.5% | 41% | 5 | 0% | 3.6 |
|
| 5772 |
WMS
5772
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| US$2.56億 | +US$3490萬 | +16% | 10.9% | – | 46 | 15.22% | 1.2 |
|
| 5773 |
5773
Yoder Wealth Management
Walnut Creek,
California
| US$2.56億 | +US$3650萬 | +17% | 15.3% | 69.3% | 133 | 9.77% | 2.3 |
|
| 5774 |
5774
Causey Wealth LLC
Greenwood Village,
Colorado
| US$2.56億 | +US$2028萬 | +9% | 9.13% | – | 87 | 11.49% | 1.1 |
|
| 5775 |
5775
1248 Management
Kansas City,
Missouri
| US$2.56億 | +US$4008萬 | +19% | 20.8% | – | 162 | 17.9% | 1 |
|