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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Main Line Retirement Advisors
Whitefish,
Montana
| US$2.18億 | +US$1781萬 | +9% | 8.97% | 47.6% | 50 | 6% | 2 |
|
| 6277 |
6277
FSA Advisors
Troy,
Michigan
| US$2.18億 | +US$6636萬 | +44% | 12.5% | – | 280 | 38.21% | 0.8 |
|
| 6278 |
6278
RiverGlades Family Offices
Naples,
Florida
| US$2.18億 | +US$4790萬 | +28% | 13.8% | – | 114 | 28.95% | 3.8 |
|
| 6279 |
6279
Galilei Investment Office
London,
United Kingdom
| US$2.18億 | +US$2495萬 | +13% | 11.5% | – | 28 | 10.71% | 1.2 |
|
| 6280 |
6280
Juniper Capital Advisors
Houston,
Texas
| US$2.18億 | -US$1.14億 | -34% | 12.8% | – | 2 | 0% | 1.5 |
|
| 6281 |
6281
Financial Freedom LLC
Cincinnati,
Ohio
| US$2.18億 | +US$1707萬 | +9% | 19.4% | 72% | 425 | 74.82% | 3.1 |
|
| 6282 |
6282
Cooper Investors
Melbourne, Victoria,
Australia
| US$2.18億 | -US$2750萬 | -11% | 5.25% | 57.5% | 50 | 38% | 1.5 |
|
| 6283 |
SEP
6283
Signature Equity Partners
Columbus,
Ohio
| US$2.18億 | +US$3146萬 | +17% | 17.8% | – | 1,727 | 19.28% | 0.4 |
|
| 6284 |
6284
Define Financial
San Diego,
California
| US$2.18億 | +US$3354萬 | +18% | 10% | – | 49 | 20.41% | 1.1 |
|
| 6285 |
6285
Carson Advisory
Athens,
Georgia
| US$2.18億 | +US$2485萬 | +13% | 11.6% | 68.6% | 208 | 11.54% | 2.7 |
|
| 6286 |
6286
XXI Wealth LLC
Chicago,
Illinois
| US$2.18億 | +US$4115萬 | +23% | 34.9% | – | 237 | 16.46% | 0.4 |
|
| 6287 |
6287
Legacy Capital Wealth Management
The Woodlands,
Texas
| US$2.18億 | +US$4381萬 | +25% | 23.8% | – | 84 | 27.38% | 0.8 |
|
| 6288 |
6288
Turas Capital Management
Boston,
Massachusetts
| US$2.18億 | -US$1.74億 | -44% | 6.1% | – | 86 | 88.37% | 0.1 |
|
| 6289 |
6289
RPD Fund Management
New York
| US$2.18億 | -US$8832萬 | -29% | 18.5% | – | 6 | 33.33% | 0.8 |
|
| 6290 |
6290
Wolff Wiese Magana
Carslbad,
California
| US$2.17億 | +US$3623萬 | +20% | 32.5% | 149% | 1,058 | 10.02% | 2.9 |
|
| 6291 |
6291
Pearl Planning
Dexter,
Michigan
| US$2.17億 | +US$3032萬 | +16% | 11.6% | – | 58 | 10.34% | 0.4 |
|
| 6292 |
6292
Hager Investment Management Services
New London,
New Hampshire
| US$2.17億 | +US$3544萬 | +19% | 31.3% | – | 372 | 16.67% | 1.1 |
|
| 6293 |
6293
NEXTBio Capital Management
Menlo Park,
California
| US$2.17億 | +US$203萬 | +0.9% | 26.2% | – | 27 | 29.63% | 0.4 |
|
| 6294 |
6294
Carolina Wealth Management
Greenville,
North Carolina
| US$2.17億 | – | – | 12.1% | – | 114 | – | 0 |
|
| 6295 |
6295
Corrado Advisors
Ramsey,
New Jersey
| US$2.17億 | +US$2558萬 | +13% | 15.1% | 73.1% | 127 | 14.96% | 2.7 |
|
| 6296 |
6296
English Capital Management
Bloomfield Hills,
Michigan
| US$2.17億 | +US$4644萬 | +27% | 23.9% | – | 39 | 15.38% | 1.8 |
|
| 6297 |
6297
Delta Capital Management
Red Bank,
New Jersey
| US$2.17億 | +US$3550萬 | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6298 |
6298
Envision Financial
Brookfield,
Wisconsin
| US$2.17億 | +US$3125萬 | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6299 |
6299
OmniStar Financial Group
Wilmington,
North Carolina
| US$2.17億 | +US$2420萬 | +13% | 6.39% | 75.6% | 125 | 19.2% | 1.3 |
|
| 6300 |
6300
Essential Partners
Rancho Santa Fe,
California
| US$2.17億 | -US$8012萬 | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|