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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
Pacific Wealth Management
San Diego,
California
| US$2.03億 | +US$2064萬 | +11% | 5.74% | 72.8% | 23 | 26.09% | 1.8 |
|
| 5777 |
5777
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$2.02億 | +US$553萬 | +3% | 9.16% | 84.4% | 143 | 9.79% | 8.3 |
|
| 5778 |
5778
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$2.02億 | -US$583萬 | -3% | 8.68% | 104% | 261 | 3.07% | 8.3 |
|
| 5779 |
5779
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$2.02億 | +US$2936萬 | +17% | 6.63% | – | 64 | 14.06% | 3.2 |
|
| 5780 |
5780
Tandem Wealth Advisors
Phoenix,
Arizona
| US$2.02億 | +US$1103萬 | +6% | 6.36% | 43.1% | 55 | 14.55% | 1.9 |
|
| 5781 |
5781
New Perspectives Inc
Ridgeland,
Mississippi
| US$2.02億 | +US$1477萬 | +8% | 8.92% | – | 40 | 15% | 2.4 |
|
| 5782 |
5782
Patron Partners
Houston,
Texas
| US$2.02億 | +US$1707萬 | +9% | 9.2% | 90.2% | 185 | 10.81% | 3 |
|
| 5783 |
SIA
5783
Schear Investment Advisers
Cincinnati,
Ohio
| US$2.02億 | +US$2839萬 | +16% | 21.3% | 241% | 93 | 11.83% | 1.9 |
|
| 5784 |
AFT
5784
Alpha Family Trust
Los Angeles,
California
| US$2.02億 | +US$3061萬 | +18% | 18.9% | 198% | 199 | 20.1% | 1.5 |
|
| 5785 |
5785
Allie Family Office
Miami,
Florida
| US$2.02億 | +US$1880萬 | +10% | 7.71% | 59% | 111 | 19.82% | 2.2 |
|
| 5786 |
5786
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$2.02億 | +US$4243萬 | +27% | 10.7% | 111% | 199 | 42.21% | 1.1 |
|
| 5787 |
CCC
5787
Chelsea Counsel Company
Los Angeles,
California
| US$2.02億 | +US$1771萬 | +10% | 7.37% | 106% | 210 | 9.05% | 3.6 |
|
| 5788 |
5788
Alhambra Investment Management
Palmetto Bay,
Florida
| US$2.02億 | +US$761萬 | +4% | 5.09% | 67.7% | 183 | 12.57% | 3 |
|
| 5789 |
5789
Alternative Investment Advisors
Maitland,
Florida
| US$2.01億 | +US$1226萬 | +6% | 9.56% | 70.2% | 61 | 19.67% | 1.2 |
|
| 5790 |
5790
5th Street Advisors
Southport,
Connecticut
| US$2.01億 | -US$601萬 | -3% | 6.85% | 47.5% | 48 | 29.17% | 1.9 |
|
| 5791 |
5791
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$2.01億 | +US$2752萬 | +16% | 8.24% | 60.9% | 108 | 10.19% | 1.4 |
|
| 5792 |
5792
Heritage Wealth Management (Texas)
Houston,
Texas
| US$2.01億 | +US$2873萬 | +17% | 6.14% | 52.3% | 40 | 25% | 1.7 |
|
| 5793 |
LPCM
5793
Lynwood Price Capital Management
Austin,
Texas
| US$2.01億 | +US$2575萬 | +15% | 13.8% | – | 18 | 33.33% | 0.4 |
|
| 5794 |
5794
Powers Capital
San Francisco,
California
| US$2.01億 | +US$1692萬 | +9% | 10.6% | – | 2 | 0% | 0.5 |
|
| 5795 |
5795
RCS Financial Planning
Annapolis,
Maryland
| US$2.01億 | +US$1159萬 | +6% | 6.26% | 48.2% | 85 | 12.94% | 1.7 |
|
| 5796 |
5796
Ampersand Capital Group
Burlingame,
California
| US$2.01億 | +US$5612萬 | +39% | 23.2% | – | 7 | 0% | 0.5 |
|
| 5797 |
5797
Marmo Financial Group
Johnson City,
Tennessee
| US$2.01億 | +US$1801萬 | +10% | 8.91% | 47.5% | 30 | 13.33% | 1.5 |
|
| 5798 |
5798
D. Scott Neal
Lexington,
Kentucky
| US$2.01億 | +US$2030萬 | +11% | 11.3% | 105% | 57 | 8.77% | 4.3 |
|
| 5799 |
5799
Keener Financial Planning
Keller,
Texas
| US$2.01億 | +US$4673萬 | +30% | 9.52% | – | 221 | 18.55% | 1 |
|
| 5800 |
5800
Kapstone Financial Advisors
Lebanon,
Ohio
| US$2.01億 | +US$2375萬 | +13% | 14.2% | 131% | 126 | 15.87% | 1.8 |
|