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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
ViaWealth
Leawood,
Kansas
| US$1.34億 | +US$783萬 | +6% | 6.01% | 77.2% | 157 | 10.19% | 0.5 |
|
| 5777 |
5777
Firethorn Wealth Partners
Augusta,
Georgia
| US$1.34億 | +US$606萬 | +5% | 5.85% | 75.1% | 131 | 12.21% | 1.7 |
|
| 5778 |
5778
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$1.34億 | +US$1174萬 | +10% | 6.88% | 97.1% | 734 | 18.26% | 1 |
|
| 5779 |
5779
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.34億 | +US$767萬 | +6% | 6.33% | 71.4% | 247 | 60.32% | 3.8 |
|
| 5780 |
5780
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$1.34億 | +US$1210萬 | +10% | 4.48% | 55% | 50 | 12% | 1.2 |
|
| 5781 |
5781
PACK Private Wealth
Wayzata,
Minnesota
| US$1.34億 | +US$802萬 | +6% | 4.69% | 52.8% | 39 | 7.69% | 1.3 |
|
| 5782 |
5782
Altai Capital Management
West Hollywood,
California
| US$1.34億 | +US$1669萬 | +14% | 27% | 24.9% | 5 | 0% | 2.6 |
|
| 5783 |
5783
Berkshire Partners
Boston,
Massachusetts
| US$1.33億 | +US$342萬 | +3% | 5.43% | 79% | 1 | 0% | 1.5 |
|
| 5784 |
5784
Birchview Capital
Burlington,
Vermont
| US$1.33億 | +US$569萬 | +4% | 15.3% | 327% | 56 | 5.36% | 3.2 |
|
| 5785 |
5785
Bay Rivers Group
Williamsburg,
Virginia
| US$1.33億 | +US$1901萬 | +17% | 11.9% | 166% | 68 | 10.29% | 2.4 |
|
| 5786 |
CI
5786
Carroll Investors
Mt Pleasant,
South Carolina
| US$1.33億 | +US$1081萬 | +9% | 16.2% | 241% | 39 | 33.33% | 1.2 |
|
| 5787 |
5787
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.33億 | -US$146萬 | -1% | 7.01% | 63.9% | 66 | 12.12% | 5.9 |
|
| 5788 |
5788
Fortune Financial Advisors
Overland Park,
Kansas
| US$1.33億 | – | – | 6.07% | 76.8% | 121 | – | 0 |
|
| 5789 |
5789
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$1.33億 | +US$922萬 | +7% | 10.1% | 72% | 115 | 9.57% | 2.1 |
|
| 5790 |
5790
Meritas Wealth Management
Larkspur,
California
| US$1.33億 | +US$603萬 | +5% | 4.96% | 69.4% | 43 | 6.98% | 0.5 |
|
| 5791 |
5791
Growth Interface Management
Orlando,
Florida
| US$1.33億 | +US$3289萬 | +33% | 32% | 12% | 10 | 10% | 1.3 |
|
| 5792 |
5792
Capital Wealth Alliance
Scottsdale,
Arizona
| US$1.33億 | +US$914萬 | +7% | 1.73% | 124% | 117 | 20.51% | 1.9 |
|
| 5793 |
5793
HighMark Wealth Management
St. Paul,
Minnesota
| US$1.33億 | +US$483萬 | +4% | 6.98% | 110% | 636 | 16.67% | 2.3 |
|
| 5794 |
5794
D. Scott Neal
Lexington,
Kentucky
| US$1.33億 | -US$4599萬 | -26% | 3.02% | 105% | 71 | 22.54% | 2.8 |
|
| 5795 |
5795
MGO Private Wealth
Irvine,
California
| US$1.33億 | +US$526萬 | +4% | 4.47% | 51.5% | 81 | 25.93% | 0.6 |
|
| 5796 |
5796
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.33億 | +US$2449萬 | +23% | 6.12% | 72.4% | 91 | 25.27% | 1 |
|
| 5797 |
EFH
5797
Eaton Financial Holdings
Coral Springs,
Florida
| US$1.33億 | +US$484萬 | +4% | 5.36% | – | 56 | 14.29% | 0.5 |
|
| 5798 |
5798
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| US$1.33億 | +US$3026萬 | +30% | 29% | – | 8 | 37.5% | 0.9 |
|
| 5799 |
5799
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$1.33億 | – | – | 4.78% | 61% | 93 | – | 5.3 |
|
| 5800 |
5800
Woodward Diversified Capital
Bakersfield,
California
| US$1.33億 | +US$529萬 | +4% | 6.7% | 118% | 160 | 20.63% | 1.7 |
|