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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
MA
6051
McBroom & Associates
Las Vegas,
Nevada
| US$1.77億 | +US$1331萬 | +8% | 8.59% | 148% | 37 | 13.51% | 2.3 |
|
| 6052 |
6052
Watchtower Advisors
Old Greenwich,
Connecticut
| US$1.77億 | -US$3906萬 | -18% | 13.4% | 384% | 17 | 29.41% | 0.7 |
|
| 6053 |
6053
Kaizen Financial Strategies
Campbell,
California
| US$1.77億 | +US$427萬 | +2% | 5.57% | 126% | 151 | 21.19% | 1.9 |
|
| 6054 |
6054
Compass Financial Services
West Des Moines,
Iowa
| US$1.77億 | – | – | 0.28% | – | 205 | – | 0 |
|
| 6055 |
6055
Militia Capital Partners
Las Vegas,
Nevada
| US$1.77億 | – | – | 12.3% | – | 147 | – | 0 |
|
| 6056 |
6056
Aflac Inc
Columbus,
Georgia
| US$1.77億 | +US$1927萬 | +12% | 14.6% | 13.4% | 4 | 25% | 2.3 |
|
| 6057 |
6057
Masterton Capital Management
New York
| US$1.76億 | +US$2646萬 | +18% | 5.32% | 1.94% | 27 | 40.74% | 0.6 |
|
| 6058 |
6058
Capital Wealth Alliance
Scottsdale,
Arizona
| US$1.76億 | +US$454萬 | +3% | 3.91% | 124% | 84 | 15.48% | 2.5 |
|
| 6059 |
6059
Cooper/Haims Advisors
Victor,
New York
| US$1.76億 | -US$554萬 | -3% | 2.99% | 58.8% | 88 | 14.77% | 4.2 |
|
| 6060 |
6060
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$1.76億 | -US$2.14億 | -55% | 3.03% | 116% | 583 | 42.02% | 1.5 |
|
| 6061 |
6061
Financial Futures
Brielle,
New Jersey
| US$1.76億 | +US$160萬 | +0.9% | 0.11% | 48.5% | 57 | 12.28% | 1.8 |
|
| 6062 |
6062
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$1.76億 | – | – | 1.85% | – | 1 | – | 0 |
|
| 6063 |
6063
Highlander Partners
Dallas,
Texas
| US$1.76億 | +US$684萬 | +4% | 13% | 241% | 42 | 7.14% | 1.5 |
|
| 6064 |
6064
Capital Square
Chattanooga,
Tennessee
| US$1.76億 | +US$1133萬 | +7% | 1.1% | 62.5% | 197 | 18.27% | 2 |
|
| 6065 |
6065
Brentview Investment Management
Northfield,
Illinois
| US$1.76億 | – | – | 0.66% | – | 41 | – | 0 |
|
| 6066 |
6066
Rockbridge Capital Management
Alexandria,
Virginia
| US$1.76億 | – | – | 1.43% | – | 24 | – | 0 |
|
| 6067 |
6067
Birchbrook
Bangor,
Maine
| US$1.76億 | -US$447萬 | -2% | 1.67% | 49.1% | 305 | 17.7% | 0.8 |
|
| 6068 |
6068
Whipplewood Advisors
Littleton,
Colorado
| US$1.76億 | – | – | 2.15% | – | 1,183 | – | 0 |
|
| 6069 |
6069
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.76億 | -US$663萬 | -4% | 1.51% | 72.5% | 101 | 8.91% | 5.8 |
|
| 6070 |
6070
Summit Place Financial Advisors
Summit,
New Jersey
| US$1.76億 | -US$345萬 | -2% | 0.67% | 111% | 96 | 11.46% | 3 |
|
| 6071 |
6071
Wrenne Financial Planning
Lexington,
Kentucky
| US$1.76億 | +US$795萬 | +5% | 2.63% | 54.3% | 45 | 8.89% | 0.8 |
|
| 6072 |
6072
Mills Wealth Advisors
Southlake,
Texas
| US$1.76億 | +US$3049萬 | +21% | 1.2% | 37.9% | 67 | 25.37% | 1.2 |
|
| 6073 |
6073
Exane Asset Management
Paris,
France
| US$1.76億 | +US$5076萬 | +41% | 0.32% | 74.5% | 34 | 67.65% | 0.4 |
|
| 6074 |
6074
PFG Private Wealth Management
Lutz,
Florida
| US$1.76億 | +US$317萬 | +2% | 0.08% | 52.6% | 255 | 12.94% | 2.6 |
|
| 6075 |
6075
Accent Capital Management
Centerville,
Ohio
| US$1.76億 | +US$139萬 | +0.8% | 6.19% | – | 226 | 24.34% | 0.6 |
|