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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$1.41億 | +US$1286萬 | +10% | 6.25% | 31.9% | 20 | 0% | 2.7 |
|
| 6427 |
6427
Magnolia Wealth Management
Dothan,
Alabama
| US$1.41億 | +US$820萬 | +6% | 6.05% | 48.7% | 13 | 15.38% | 1.9 |
|
| 6428 |
6428
Hein Park Capital Management
New York
| US$1.41億 | +US$1272萬 | +10% | 15.5% | 122% | 3 | 0% | 1.5 |
|
| 6429 |
6429
Schubert & Co
Mckinney,
Texas
| US$1.41億 | +US$2317萬 | +20% | 14% | 47.3% | 67 | 53.73% | 1.1 |
|
| 6430 |
6430
Tenzing Global Management
San Francisco,
California
| US$1.41億 | -US$1566萬 | -10% | 12.7% | 273% | 24 | 45.83% | 0.9 |
|
| 6431 |
6431
MGO Private Wealth
Irvine,
California
| US$1.4億 | -US$1870萬 | -12% | 4.74% | 51.5% | 84 | 30.95% | 1.6 |
|
| 6432 |
6432
Martin Capital Advisors
San Antonio,
Texas
| US$1.4億 | +US$704萬 | +5% | 6.24% | 140% | 67 | 1.49% | 2.4 |
|
| 6433 |
6433
Benchmark Investment Advisors
Chicago,
Illinois
| US$1.4億 | +US$223萬 | +2% | 2.54% | – | 93 | 11.83% | 1.9 |
|
| 6434 |
6434
Alpha Financial Partners
Lexington,
Kentucky
| US$1.4億 | +US$2472萬 | +21% | 4.92% | 61.8% | 159 | 86.16% | 0.3 |
|
| 6435 |
6435
Ehrlich Financial Group
Laguna Niguel,
California
| US$1.4億 | +US$1354萬 | +11% | 4.92% | 56.2% | 128 | 37.5% | 0.5 |
|
| 6436 |
6436
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$1.4億 | +US$1072萬 | +8% | 6.93% | 78% | 74 | 14.86% | 2 |
|
| 6437 |
6437
SFI Advisors
Montclair,
New Jersey
| US$1.4億 | +US$1029萬 | +8% | 6.8% | 95.9% | 88 | 28.41% | 1.7 |
|
| 6438 |
MFFIA
6438
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.4億 | +US$146萬 | +1% | 4.74% | 136% | 73 | 12.33% | 1.5 |
|
| 6439 |
6439
Horizon Family Wealth
Chicago,
Illinois
| US$1.4億 | +US$883萬 | +7% | 5.62% | 68.6% | 84 | 15.48% | 1.6 |
|
| 6440 |
6440
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.4億 | +US$2631萬 | +23% | 5.71% | 65.2% | 470 | 73.83% | 0.6 |
|
| 6441 |
6441
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$1.4億 | +US$1602萬 | +13% | 5.45% | 76.3% | 77 | 19.48% | 1.6 |
|
| 6442 |
6442
Cascade Wealth Advisors
Wenatchee,
Washington
| US$1.4億 | +US$473萬 | +3% | 4.15% | – | 52 | 7.69% | 0.5 |
|
| 6443 |
SFC
6443
Sprinkle Financial Consultants
Littleton,
Colorado
| US$1.4億 | +US$1306萬 | +10% | 7.46% | 64.1% | 71 | 5.63% | 0.6 |
|
| 6444 |
6444
Sanctuary Wealth Management
Pocatello,
Idaho
| US$1.4億 | +US$779萬 | +6% | 4.86% | – | 292 | 17.12% | 1.5 |
|
| 6445 |
6445
Orser Capital Management
Southlake,
Texas
| US$1.4億 | +US$693萬 | +5% | 5.89% | 128% | 41 | 2.44% | 4.8 |
|
| 6446 |
6446
Castle Creek Capital Partners VI
San Diego,
California
| US$1.4億 | +US$1900萬 | +16% | 31.3% | – | 4 | 25% | 0.8 |
|
| 6447 |
6447
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.4億 | +US$1671萬 | +14% | 5.11% | – | 36 | 25% | 0.6 |
|
| 6448 |
AIFAIM
6448
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.4億 | +US$912萬 | +7% | 6% | 72.8% | 146 | 13.01% | 2.7 |
|
| 6449 |
6449
Lansing Management
New York
| US$1.4億 | +US$3875萬 | +38% | 12.5% | 76.9% | 7 | 28.57% | 2.8 |
|
| 6450 |
6450
RiverGlades Family Offices
Naples,
Florida
| US$1.4億 | +US$1106萬 | +9% | 6.07% | – | 86 | 11.63% | 3.8 |
|