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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
SHFP
5926
Second Half Financial Partners
Sebring,
Florida
| US$2.44億 | +US$2181萬 | +10% | 10.1% | 36.8% | 122 | 31.97% | 1.3 |
|
| 5927 |
5927
Sterling Group Wealth Management
Pasadena,
California
| US$2.44億 | +US$3232萬 | +15% | 14.9% | 67.7% | 68 | 23.53% | 1.5 |
|
| 5928 |
5928
Grey Rock Energy Management
Dallas,
Texas
| US$2.44億 | -US$8069萬 | -25% | 24.9% | – | 1 | 0% | 1.5 |
|
| 5929 |
5929
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$2.44億 | +US$7453萬 | +44% | 10.7% | 61% | 323 | 68.42% | 2 |
|
| 5930 |
5930
Powers Capital
San Francisco,
California
| US$2.44億 | +US$3214萬 | +15% | 15.3% | – | 2 | 0% | 1.5 |
|
| 5931 |
CCA
5931
Cypress Capital Advisors
Franklin,
Tennessee
| US$2.43億 | +US$5886萬 | +32% | 8.57% | – | 82 | 12.2% | 1.2 |
|
| 5932 |
5932
Tejara Capital
London,
United Kingdom
| US$2.43億 | -US$6007萬 | -20% | 6.51% | 17.3% | 98 | 58.16% | 0.7 |
|
| 5933 |
5933
JNE Partners
London,
United Kingdom
| US$2.43億 | -US$119萬 | -0.5% | 2.94% | 100% | 7 | 14.29% | 1.8 |
|
| 5934 |
5934
Motive Wealth Advisors
Birmingham,
Michigan
| US$2.43億 | +US$3020萬 | +14% | 14.9% | 73.4% | 102 | 15.69% | 2.6 |
|
| 5935 |
5935
Udine Wealth Management
Boca Raton,
Florida
| US$2.43億 | +US$3826萬 | +19% | 18.4% | 141% | 45 | 33.33% | 1.7 |
|
| 5936 |
5936
NewGen Asset Management
Toronto,
Ontario, Canada
| US$2.43億 | -US$1590萬 | -6% | 4.72% | 402% | 47 | 63.83% | 0.4 |
|
| 5937 |
5937
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$2.43億 | +US$4154萬 | +21% | 17.8% | – | 1,072 | 84.51% | 1.2 |
|
| 5938 |
5938
Threadgill Financial
Spring,
Texas
| US$2.43億 | -US$1.02億 | -30% | 10.8% | 49.3% | 48 | 33.33% | 2.2 |
|
| 5939 |
5939
One William Street Capital Management
New York
| US$2.42億 | -US$9.37億 | -79% | 3.16% | 44% | 18 | 27.78% | 0.4 |
|
| 5940 |
5940
Pacific Sun Financial
Los Angeles,
California
| US$2.42億 | +US$3597萬 | +17% | 18.6% | 70.3% | 222 | 10.81% | 5 |
|
| 5941 |
5941
Sound Stewardship
Overland Park,
Kansas
| US$2.42億 | +US$2415萬 | +11% | 8.38% | 45.9% | 73 | 13.7% | 2.3 |
|
| 5942 |
EAM
5942
Eukles Asset Management
Cincinnati,
Ohio
| US$2.42億 | +US$1806萬 | +8% | 12.5% | 77.2% | 243 | 8.23% | 4.9 |
|
| 5943 |
5943
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$2.42億 | +US$2341萬 | +11% | 12.5% | 65.6% | 68 | 11.76% | 1.6 |
|
| 5944 |
5944
IRON Financial
Northbrook,
Illinois
| US$2.42億 | +US$1346萬 | +6% | 8.66% | 60.6% | 156 | 10.26% | 3.1 |
|
| 5945 |
5945
Long Island Wealth Management
Melville,
New York
| US$2.42億 | +US$2658萬 | +12% | 10.4% | 58.2% | 97 | 10.31% | 1.9 |
|
| 5946 |
5946
DoubleLine ETF Adviser
Tampa,
Florida
| US$2.42億 | -US$2061萬 | -8% | 6.25% | 51.6% | 217 | 40.55% | 1 |
|
| 5947 |
5947
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$2.42億 | +US$2855萬 | +13% | 10.8% | – | 185 | 20.54% | 1.1 |
|
| 5948 |
5948
TrueWealth Financial Partners
Bellevue,
Washington
| US$2.42億 | -US$888萬 | -4% | 7.61% | 36.4% | 66 | 57.58% | 0.4 |
|
| 5949 |
5949
Royalty Pharma Sub-Manager
New York
| US$2.42億 | +US$6915萬 | +40% | 27.9% | – | 5 | 40% | 0.4 |
|
| 5950 |
5950
Financial Harvest
Winter Park,
Florida
| US$2.42億 | +US$7207萬 | +42% | 10.2% | – | 67 | 14.93% | 0.8 |
|