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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 |
WPA
6426
Wealth Preservation Advisors
Chattanooga,
Tennessee
| US$1.62億 | +US$2225萬 | +16% | 16.5% | – | 646 | 22.29% | 0.2 |
|
| 6427 |
6427
Aufman Associates
Sewickley,
Pennsylvania
| US$1.62億 | +US$1670萬 | +11% | 12.5% | 136% | 65 | 13.85% | 3.1 |
|
| 6428 |
6428
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.62億 | +US$941萬 | +6% | 7.91% | 78.9% | 100 | 9% | 5.8 |
|
| 6429 |
6429
Mainsail Asset Management
Birmingham,
Alabama
| US$1.62億 | +US$1565萬 | +11% | 10.8% | 90.4% | 66 | 10.61% | 1.2 |
|
| 6430 |
6430
CNO Financial Group
Carmel,
Indiana
| US$1.62億 | +US$4217萬 | +35% | 0.73% | – | 10 | 10% | 1.5 |
|
| 6431 |
6431
Defined Wealth Management
Beaverton,
Oregon
| US$1.62億 | +US$1290萬 | +9% | 10.2% | 78.1% | 112 | 8.93% | 3.4 |
|
| 6432 |
6432
Kerusso Capital Management
Winston Salem,
North Carolina
| US$1.62億 | +US$434萬 | +3% | 5.29% | – | 58 | 6.9% | 0.9 |
|
| 6433 |
6433
Fee-Only Financial Planning
Okatie,
South Carolina
| US$1.62億 | +US$1505萬 | +10% | 10.1% | 72.6% | 43 | 9.3% | 2.2 |
|
| 6434 |
6434
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$1.62億 | +US$352萬 | +2% | 7.6% | 55.1% | 122 | 18.03% | 2 |
|
| 6435 |
6435
Empirical Capital Management
Hendersonville,
Tennessee
| US$1.62億 | +US$2073萬 | +15% | 22.3% | – | 17 | 35.29% | 2.9 |
|
| 6436 |
6436
Wolff Wiese Magana
Carslbad,
California
| US$1.61億 | +US$1457萬 | +10% | 13.6% | 149% | 1,055 | 12.51% | 2.4 |
|
| 6437 |
6437
QTR Family Wealth
Lake Mary,
Florida
| US$1.61億 | +US$2884萬 | +22% | 13.5% | – | 198 | 24.24% | 0.2 |
|
| 6438 |
6438
Hara Capital
Bellevue,
Washington
| US$1.61億 | +US$1335萬 | +9% | 4.45% | – | 347 | 17.87% | 0.9 |
|
| 6439 |
6439
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$1.61億 | +US$3778萬 | +31% | 42.9% | 667% | 12 | 8.33% | 2.6 |
|
| 6440 |
6440
Gridiron Partners
Wexford,
Pennsylvania
| US$1.61億 | +US$489萬 | +3% | 2.16% | 15.5% | 64 | 4.69% | 1.5 |
|
| 6441 |
6441
Mission Hills Financial Advisory
San Diego,
California
| US$1.61億 | +US$1707萬 | +12% | 2.48% | – | 47 | 34.04% | 0.5 |
|
| 6442 |
6442
Omni 360 Wealth
Plainsboro,
New Jersey
| US$1.61億 | +US$1180萬 | +8% | 7.66% | 59.9% | 118 | 12.71% | 1.3 |
|
| 6443 |
FFC
6443
Frederick Financial Consultants
Frederick,
Maryland
| US$1.61億 | +US$2241萬 | +16% | 10% | – | 105 | 15.24% | 0.4 |
|
| 6444 |
HFS
6444
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$1.61億 | +US$1781萬 | +12% | 8.63% | – | 64 | 12.5% | 1.1 |
|
| 6445 |
6445
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$1.61億 | +US$1398萬 | +10% | 11.6% | 116% | 58 | 5.17% | 1.4 |
|
| 6446 |
6446
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.61億 | +US$928萬 | +6% | 15.4% | 121% | 94 | 15.96% | 4.6 |
|
| 6447 |
6447
Hudson Canyon Capital Management
New York
| US$1.61億 | +US$1872萬 | +13% | 19.1% | 160% | 57 | 15.79% | 2.9 |
|
| 6448 |
6448
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| US$1.61億 | +US$1.3億 | +421% | 1.14% | 20.3% | 17 | 23.53% | 0.5 |
|
| 6449 |
6449
Strategic Financial Planning
Plano,
Texas
| US$1.61億 | +US$1559萬 | +11% | 9.14% | 47.5% | 38 | 7.89% | 4.1 |
|
| 6450 |
6450
Broadway Wealth Solutions
San Antonio,
Texas
| US$1.61億 | +US$2356萬 | +17% | 7.93% | – | 99 | 16.16% | 0.4 |
|