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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Silver Oak Advisory Group
Portland,
Oregon
| US$2.54億 | +US$2178萬 | +9% | 7.02% | 27% | 87 | 9.2% | 2.8 |
|
| 5802 |
5802
First Bancorp
Damariscotta,
Maine
| US$2.53億 | +US$5222萬 | +26% | 15.3% | 80.3% | 531 | 75.14% | 1 |
|
| 5803 |
5803
WJ Wealth Management
Glendale,
Arizona
| US$2.53億 | +US$3986萬 | +19% | 18.3% | 95.6% | 88 | 29.55% | 2.3 |
|
| 5804 |
5804
Optima Capital
Beaverton,
Oregon
| US$2.53億 | +US$3799萬 | +18% | 12.1% | – | 179 | 18.99% | 1.1 |
|
| 5805 |
5805
Dogwood Wealth Management
Lenexa,
Kansas
| US$2.53億 | +US$2311萬 | +10% | 10.6% | – | 939 | 17.78% | 1.1 |
|
| 5806 |
5806
93 Financial Group
Woburn,
Massachusetts
| US$2.53億 | +US$2906萬 | +13% | 16.6% | – | 9 | 0% | 0.5 |
|
| 5807 |
5807
DCM Advisors
New York
| US$2.53億 | +US$3347萬 | +15% | 14.7% | 99.3% | 39 | 5.13% | 4.3 |
|
| 5808 |
ECM
5808
EMC Capital Management
Houston,
Texas
| US$2.53億 | – | – | 20.5% | – | 53 | – | 2.6 |
|
| 5809 |
5809
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$2.53億 | +US$2633萬 | +12% | 8.91% | 48.4% | 49 | 4.08% | 2 |
|
| 5810 |
5810
SimpliFi Inc
San Diego,
California
| US$2.53億 | +US$1486萬 | +6% | 6.14% | 27.9% | 45 | 4.44% | 3.2 |
|
| 5811 |
5811
Granite Harbor Advisors
Houston,
Texas
| US$2.53億 | +US$2383萬 | +10% | 11.1% | 61.5% | 137 | 10.95% | 2.1 |
|
| 5812 |
5812
Cane Capital Partners
Saint Francisville,
Louisiana
| US$2.53億 | +US$2359萬 | +10% | 29.6% | – | 168 | 42.86% | 0.3 |
|
| 5813 |
5813
Brentview Investment Management
Northfield,
Illinois
| US$2.53億 | +US$2146萬 | +9% | 11.8% | – | 64 | 4.69% | 1.2 |
|
| 5814 |
5814
Central Asset Investments & Management Holdings
Hong Kong
| US$2.53億 | +US$1.45億 | +135% | 166% | 3,210% | 32 | 65.63% | 0.8 |
|
| 5815 |
5815
Empire Financial Management Company
New York
| US$2.53億 | -US$1.9億 | -43% | 9.99% | 78.3% | 224 | 43.75% | 2.2 |
|
| 5816 |
5816
Eos Management LP
New York
| US$2.52億 | +US$1956萬 | +8% | 13.4% | 149% | 44 | 27.27% | 3.4 |
|
| 5817 |
5817
Darden Wealth Group
Ann Arbor,
Michigan
| US$2.52億 | +US$5610萬 | +29% | 45.3% | – | 169 | 19.53% | 1.5 |
|
| 5818 |
5818
Hutner Capital Management
Manchester,
Vermont
| US$2.52億 | +US$872萬 | +4% | 3.73% | 52.2% | 45 | 6.67% | 7.6 |
|
| 5819 |
5819
Christensen King & Associates Investment Services
Richland,
Washington
| US$2.52億 | +US$1862萬 | +8% | 12.3% | 57.9% | 111 | 8.11% | 2.1 |
|
| 5820 |
5820
Kintayl Capital
New York
| US$2.52億 | +US$5965萬 | +31% | 8.79% | – | 82 | 59.76% | 0.3 |
|
| 5821 |
5821
Unifi Asset Management
New York
| US$2.51億 | -US$8025萬 | -24% | 11.9% | – | 95 | 43.16% | 0.4 |
|
| 5822 |
5822
Regency Capital Management
Honolulu,
Hawaii
| US$2.51億 | +US$2789萬 | +12% | 12.8% | 92.1% | 72 | 27.78% | 1.7 |
|
| 5823 |
5823
Norris Financial Group
Greenville,
South Carolina
| US$2.51億 | -US$5508萬 | -18% | 15.7% | 142% | 109 | 35.78% | 1.7 |
|
| 5824 |
5824
Tandem Wealth Advisors
Phoenix,
Arizona
| US$2.51億 | +US$2695萬 | +12% | 11.1% | 43.1% | 48 | 2.08% | 2.6 |
|
| 5825 |
5825
Heritage Wealth Architects
Mendota Heights,
Minnesota
| US$2.51億 | +US$1184萬 | +5% | 11.2% | – | 74 | 4.05% | 0.9 |
|