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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
MWM
6201
MTC Wealth Management
Tampa,
Florida
| US$2.23億 | +US$1240萬 | +6% | 7.77% | 30.5% | 14 | 7.14% | 3.8 |
|
| 6202 |
AC
6202
Attessa Capital
Tucson,
Arizona
| US$2.23億 | +US$3909萬 | +21% | 12.8% | – | 53 | 37.74% | 0.8 |
|
| 6203 |
ACMH
6203
Andar Capital Management (HK)
Hong Kong
| US$2.23億 | +US$1.06億 | +91% | 128% | 983% | 20 | 70% | 0.3 |
|
| 6204 |
CH
6204
Cromwell Holdings
Jackson,
Wyoming
| US$2.23億 | +US$4500萬 | +25% | 26.1% | – | 1,120 | 8.57% | 1.4 |
|
| 6205 |
SAM
6205
Socorro Asset Management
Dallas,
Texas
| US$2.23億 | +US$171萬 | +0.8% | 7.29% | 43.8% | 34 | 8.82% | 3.1 |
|
| 6206 |
DF
6206
Downshift Financial
Boulder,
Colorado
| US$2.23億 | +US$2956萬 | +15% | 12.6% | – | 670 | 88.81% | 0.1 |
|
| 6207 |
SIAM
6207
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$2.23億 | +US$1422萬 | +7% | 7.53% | 37.8% | 41 | 9.76% | 6.8 |
|
| 6208 |
SFS
6208
Symphony Financial Services
Akron,
Ohio
| US$2.23億 | +US$2783萬 | +14% | 13.2% | – | 110 | 14.55% | 1.4 |
|
| 6209 |
TF
6209
Tudor Financial
Dayton,
Ohio
| US$2.22億 | +US$2689萬 | +14% | 13.4% | – | 156 | 13.46% | 1.3 |
|
| 6210 |
SPWG
6210
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$2.22億 | +US$2373萬 | +12% | 10.2% | 67.4% | 106 | 14.15% | 2.5 |
|
| 6211 |
ACM
6211
Ategra Capital Management
Vienna,
Virginia
| US$2.22億 | +US$2106萬 | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
| 6212 |
MAMF
6212
Mirabaud Asset Management (France)
Paris,
France
| US$2.22億 | +US$2649萬 | +14% | 0% | – | 28 | 0% | 0.1 |
|
| 6213 |
WWM
6213
Whalen Wealth Management
Las Vegas,
Nevada
| US$2.22億 | +US$3558萬 | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
| 6214 |
BWM
6214
BankPlus Wealth Management
Jackson,
Mississippi
| US$2.22億 | +US$2867萬 | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
| 6215 |
MCM
6215
Mendel Capital Management
Little Rock,
Arkansas
| US$2.22億 | +US$2334萬 | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
| 6216 |
CCA
6216
Coign Capital Advisors
Draper,
Utah
| US$2.22億 | +US$3185萬 | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|
| 6217 |
PWM
6217
PTM Wealth Management
North Wales,
United States
| US$2.22億 | +US$3339萬 | +18% | 16.2% | – | 63 | 11.11% | 1 |
|
| 6218 |
1CP
6218
17 Capital Partners
Pheonix,
Arizona
| US$2.22億 | +US$2776萬 | +14% | 17.5% | – | 184 | 10.87% | 2.2 |
|
| 6219 |
SA
6219
Sylvest Advisors
Dallas,
Texas
| US$2.22億 | +US$3378萬 | +18% | 12.2% | – | 83 | 21.69% | 1.1 |
|
| 6220 |
LCM
6220
Lionhunter Capital Management
New York
| US$2.22億 | – | – | 13.5% | – | 109 | – | 0 |
|
| 6221 |
HCA
6221
Hyperion Capital Advisors
New York
| US$2.22億 | +US$1406萬 | +7% | 22.8% | 86.1% | 73 | 15.07% | 3.3 |
|
| 6222 |
ACG
6222
Ampersand Capital Group
Burlingame,
California
| US$2.22億 | +US$3893萬 | +21% | 8.01% | – | 7 | 0% | 1.5 |
|
| 6223 |
FCT
6223
First Community Trust
Dubuque,
Iowa
| US$2.21億 | +US$8590萬 | +63% | 28.3% | 128% | 370 | 12.97% | 3.2 |
|
| 6224 |
MM
6224
Monolith Management
Hong Kong
| US$2.21億 | -US$1.11億 | -33% | 68.7% | – | 41 | 73.17% | 0.3 |
|
| 6225 |
AFTS
6225
American Financial & Tax Strategies
New York
| US$2.21億 | +US$1559萬 | +8% | 8.8% | 46.9% | 102 | 4.9% | 2.2 |
|