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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.84億 | +US$832萬 | +5% | 3.36% | 53.1% | 23 | 13.04% | 2.7 |
|
| 6077 |
6077
Sage Advisory Services
Austin,
Texas
| US$1.84億 | +US$1342萬 | +8% | 6.56% | 37.8% | 46 | 17.39% | 3.3 |
|
| 6078 |
6078
Keystone Global Partners
Denver,
Colorado
| US$1.84億 | +US$4095萬 | +29% | 8.93% | – | 217 | 36.87% | 0.2 |
|
| 6079 |
6079
Security National Bank of So Dak
Sioux City,
Iowa
| US$1.84億 | +US$679萬 | +4% | 8.17% | 67.7% | 116 | 7.76% | 5.8 |
|
| 6080 |
6080
One Plus One Wealth Management
Jupiter,
Florida
| US$1.83億 | -US$5.55萬 | -0% | 10.9% | 71.9% | 100 | 19% | 2.4 |
|
| 6081 |
6081
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$1.83億 | +US$2066萬 | +13% | 12.7% | – | 1 | 0% | 0.5 |
|
| 6082 |
6082
Manuka Financial
Richmond,
Virginia
| US$1.83億 | +US$2901萬 | +19% | 13.2% | – | 51 | 3.92% | 0.5 |
|
| 6083 |
6083
Tenret Company
Tampa,
Florida
| US$1.83億 | +US$1838萬 | +11% | 7.48% | – | 37 | 10.81% | 3 |
|
| 6084 |
6084
Hillman Capital Management
Bethesda,
Maryland
| US$1.83億 | -US$1999萬 | -10% | 3.43% | 20.2% | 52 | 5.77% | 3.3 |
|
| 6085 |
WAM
6085
Werlinich Asset Management
Stamford,
Connecticut
| US$1.83億 | +US$2573萬 | +16% | 19.9% | 232% | 63 | 11.11% | 3.2 |
|
| 6086 |
6086
Brighton Securities
Rochester,
New York
| US$1.83億 | -US$2216萬 | -11% | 7.66% | – | 68 | 26.47% | 0.4 |
|
| 6087 |
6087
Vesa Equity Investment
Luxembourg
| US$1.83億 | +US$4117萬 | +29% | 73.8% | 2.97% | 1 | 0% | 4.5 |
|
| 6088 |
6088
Yardley Wealth Management
Yardley,
Pennsylvania
| US$1.83億 | +US$1310萬 | +8% | 7.51% | – | 42 | 7.14% | 0.7 |
|
| 6089 |
6089
Chou Associates Management
Toronto,
Ontario, Canada
| US$1.83億 | -US$214萬 | -1% | 0.06% | 66.4% | 32 | 3.13% | 3 |
|
| 6090 |
6090
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$1.83億 | -US$237萬 | -1% | 6.24% | 38.4% | 35 | 5.71% | 0.9 |
|
| 6091 |
6091
Nightview Capital
Austin,
Texas
| US$1.83億 | +US$2884萬 | +19% | 18.3% | 170% | 13 | 7.69% | 1.7 |
|
| 6092 |
6092
Friedenthal Financial
Marlton,
New Jersey
| US$1.82億 | +US$1505萬 | +9% | 6.01% | 105% | 320 | 52.5% | 1.5 |
|
| 6093 |
6093
Worldly Partners Management
Needham,
Massachusetts
| US$1.82億 | +US$575萬 | +3% | 0.54% | 19.2% | 3 | 0% | 2.5 |
|
| 6094 |
6094
RPS Advisory Solutions
Louisville,
Kentucky
| US$1.82億 | +US$4113萬 | +29% | 7.46% | – | 120 | 35% | 0.6 |
|
| 6095 |
GWM
6095
Global Wealth Management
Kingston,
New Jersey
| US$1.82億 | +US$901萬 | +5% | 4.91% | – | 32 | 12.5% | 0.6 |
|
| 6096 |
6096
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$1.82億 | +US$3194萬 | +21% | 4.59% | 38.4% | 82 | 8.54% | 2 |
|
| 6097 |
6097
Resurgent Financial Advisors
Atlanta,
Georgia
| US$1.82億 | +US$1561萬 | +9% | 9.88% | 86.4% | 204 | 20.1% | 2.3 |
|
| 6098 |
6098
Trivant Custom Portfolio Group
San Diego,
California
| US$1.82億 | +US$815萬 | +5% | 11.6% | 86.1% | 226 | 67.7% | 1.2 |
|
| 6099 |
6099
SWP Financial
San Diego,
California
| US$1.82億 | +US$1834萬 | +11% | 7.42% | 58.4% | 77 | 20.78% | 0.9 |
|
| 6100 |
6100
Whipplewood Advisors
Littleton,
Colorado
| US$1.82億 | +US$1261萬 | +7% | 8.64% | – | 1,276 | 11.05% | 0.5 |
|