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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
JWM
6026
Johnson Wealth Management
Grand Forks,
North Dakota
| US$2.36億 | +US$2891萬 | +14% | 9.99% | – | 60 | 21.67% | 0.6 |
|
| 6027 |
6027
Ceera Investments
Bellaire,
Texas
| US$2.36億 | +US$790萬 | +3% | 7.87% | 56.1% | 109 | 22.02% | 2.1 |
|
| 6028 |
AG
6028
ASO Group
Road Town,
| US$2.36億 | -US$124萬 | -0.5% | 9.87% | – | 57 | 3.51% | 0.5 |
|
| 6029 |
6029
CMG Global Holdings
Plano,
Texas
| US$2.36億 | +US$2589萬 | +12% | 14.9% | 80.8% | 104 | 11.54% | 3.7 |
|
| 6030 |
6030
EPIQ Partners
Minneapolis,
Minnesota
| US$2.36億 | +US$2175萬 | +10% | 10.5% | 49.6% | 99 | 17.17% | 3.1 |
|
| 6031 |
FFC
6031
Frederick Financial Consultants
Frederick,
Maryland
| US$2.36億 | +US$3474萬 | +17% | 15.8% | – | 125 | 16% | 1.1 |
|
| 6032 |
APSI
6032
Asset Planning Services Inc
Covington,
Louisiana
| US$2.36億 | +US$755萬 | +3% | 9.81% | 138% | 36 | 2.78% | 6.1 |
|
| 6033 |
LWM
6033
Latko Wealth Management
Frankfort,
Illinois
| US$2.36億 | +US$3048萬 | +15% | 14.8% | – | 39 | 12.82% | 1.4 |
|
| 6034 |
TFG
6034
Team Financial Group
Temecula,
California
| US$2.36億 | +US$1524萬 | +7% | 8.14% | 46% | 274 | 79.93% | 1.9 |
|
| 6035 |
6035
BostonPremier Wealth
Hanover,
Massachusetts
| US$2.35億 | +US$4194萬 | +22% | 19.8% | – | 79 | 11.39% | 1.1 |
|
| 6036 |
6036
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$2.35億 | +US$2664萬 | +13% | 10.2% | – | 57 | 8.77% | 1.3 |
|
| 6037 |
6037
DLK Investment Management
Solana Beach,
California
| US$2.35億 | -US$1778萬 | -7% | 5.17% | 80.4% | 126 | 50.79% | 1.5 |
|
| 6038 |
6038
Plan A Wealth
Lincoln,
Nebraska
| US$2.35億 | +US$2634萬 | +13% | 10.8% | – | 209 | 22.01% | 0.9 |
|
| 6039 |
6039
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$2.35億 | +US$3340萬 | +17% | 9.74% | – | 96 | 19.79% | 1.7 |
|
| 6040 |
6040
MN Wealth Advisors
Overland Park,
Kansas
| US$2.35億 | +US$2933萬 | +14% | 14.2% | 68.3% | 141 | 17.02% | 1.5 |
|
| 6041 |
BOCM
6041
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$2.35億 | +US$1319萬 | +6% | 8.07% | 49.6% | 34 | 2.94% | 4.4 |
|
| 6042 |
6042
AMANSA Capital
Raffles City Tower,
Singapore
| US$2.35億 | +US$4816萬 | +26% | 27.7% | 32% | 2 | 0% | 3 |
|
| 6043 |
6043
Crestview Partners II
New York
| US$2.35億 | -US$1.06億 | -31% | 27.8% | 157% | 3 | 0% | 7.7 |
|
| 6044 |
6044
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$2.35億 | +US$1.08億 | +85% | 78.3% | – | 31 | 51.61% | 0.6 |
|
| 6045 |
6045
Core Wealth Partners
Santa Rosa,
California
| US$2.35億 | +US$1963萬 | +9% | 15.3% | 75.7% | 205 | 19.02% | 2.1 |
|
| 6046 |
6046
Long Path Partners
Stamford,
Connecticut
| US$2.35億 | +US$1449萬 | +7% | 7.95% | 9.18% | 10 | 10% | 1.7 |
|
| 6047 |
6047
Serenity Investment Advisors
Chicago,
Illinois
| US$2.35億 | +US$2094萬 | +10% | 13.4% | – | 79 | 10.13% | 0.4 |
|
| 6048 |
6048
Trevian Wealth Management
Weston,
Massachusetts
| US$2.35億 | +US$3196萬 | +16% | 15.1% | 94.1% | 45 | 4.44% | 1.8 |
|
| 6049 |
KIM
6049
Kane Investment Management
Los Gatos,
California
| US$2.35億 | +US$4017萬 | +21% | 27.3% | – | 113 | 23.89% | 1.1 |
|
| 6050 |
6050
Northern Capital Management (Washington)
Spokane,
Washington
| US$2.35億 | +US$3506萬 | +18% | 17.4% | 80% | 56 | 10.71% | 2.9 |
|