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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
PAM
6501
Pacific Asset Management
Gig Harbor,
Washington
| US$2.04億 | +US$2469萬 | +14% | 9.99% | – | 78 | 12.82% | 1.1 |
|
| 6502 |
LIM
6502
Loudon Investment Management
West Lebanon,
New Hampshire
| US$2.04億 | +US$1789萬 | +10% | 12.1% | 61.6% | 98 | 6.12% | 6 |
|
| 6503 |
AA
6503
AF Advisors
Sacramento,
California
| US$2.04億 | +US$2275萬 | +13% | 12% | 76.5% | 30 | 13.33% | 2.7 |
|
| 6504 |
GWMI
6504
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$2.04億 | +US$2030萬 | +11% | 12.4% | 103% | 67 | 10.45% | 3.2 |
|
| 6505 |
BIM
6505
Bullseye Investment Management
Cincinnati,
Ohio
| US$2.03億 | +US$1768萬 | +10% | 10.9% | 36.2% | 346 | 14.74% | 0.8 |
|
| 6506 |
LHA
6506
Little Harbor Advisors
Marblehead,
Massachusetts
| US$2.03億 | +US$3498萬 | +21% | 15.2% | 59% | 6 | 33.33% | 2 |
|
| 6507 |
FBC
6507
Fairfield, Bush & Co
Darien,
Connecticut
| US$2.03億 | +US$2328萬 | +13% | 18.6% | 112% | 130 | 11.54% | 6.2 |
|
| 6508 |
OAM
6508
Oxford Asset Management
Oxford,
United Kingdom
| US$2.03億 | -US$4445萬 | -18% | 13.2% | – | 694 | 81.41% | 0.2 |
|
| 6509 |
CNWM
6509
Clay Northam Wealth Management
Huntington Beach,
California
| US$2.03億 | +US$2518萬 | +14% | 24% | 125% | 113 | 14.16% | 2.7 |
|
| 6510 |
SAS
6510
Sage Advisory Services
Austin,
Texas
| US$2.03億 | +US$2066萬 | +11% | 9.46% | 33.9% | 49 | 20.41% | 3.4 |
|
| 6511 |
PI
6511
Pettee Investors
Rowayton,
Connecticut
| US$2.03億 | +US$902萬 | +5% | 24.8% | 96.1% | 119 | 6.72% | 6.9 |
|
| 6512 |
WCM
6512
Washburn Capital Management
Vero Beach,
Florida
| US$2.03億 | +US$3100萬 | +18% | 27.9% | 117% | 61 | 16.39% | 3.1 |
|
| 6513 |
AF
6513
AtlasMark Financial
Austin,
Texas
| US$2.03億 | +US$4830萬 | +31% | 17.6% | – | 51 | 13.73% | 4.3 |
|
| 6514 |
RIAS
6514
Rachor Investment Advisory Services
Linden,
Michigan
| US$2.03億 | +US$1276萬 | +7% | 6.92% | – | 469 | 57.78% | 0.4 |
|
| 6515 |
TPC
6515
Twin Peaks Capital
Hong Kong,
| US$2.03億 | +US$5876萬 | +41% | 59% | – | 26 | 61.54% | 0.2 |
|
| 6516 |
BLWM
6516
Bucket List Wealth Management
The Villages,
Florida
| US$2.03億 | +US$3690萬 | +22% | 13.4% | – | 64 | 12.5% | 0.4 |
|
| 6517 |
FA
6517
Financial Alternatives
La Jolla,
California
| US$2.03億 | +US$1744萬 | +9% | 9.26% | 50.2% | 85 | 8.24% | 2.9 |
|
| 6518 |
FPW
6518
Flywheel Private Wealth
Los Altos,
California
| US$2.03億 | +US$2736萬 | +16% | 13.9% | – | 110 | 6.36% | 1.1 |
|
| 6519 |
TMWM
6519
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$2.03億 | +US$2756萬 | +16% | 14.6% | 85.9% | 91 | 15.38% | 2.7 |
|
| 6520 |
SFA
6520
Salus Financial Advisors
Colorado Springs,
Colorado
| US$2.03億 | +US$3135萬 | +18% | 11.4% | – | 39 | 12.82% | 1.2 |
|
| 6521 |
ECP
6521
Elwood Capital Partners
New York
| US$2.03億 | +US$565萬 | +3% | 29.9% | – | 40 | 37.5% | 0.7 |
|
| 6522 |
VFG
6522
Valley Financial Group
Ambler,
Pennsylvania
| US$2.03億 | +US$1748萬 | +9% | 8.89% | – | 67 | 13.43% | 1.9 |
|
| 6523 |
ATIA
6523
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$2.03億 | +US$2155萬 | +12% | 14% | 91% | 85 | 15.29% | 4.5 |
|
| 6524 |
TWP
6524
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$2.03億 | +US$2162萬 | +12% | 11.2% | 53.7% | 105 | 20.95% | 2.2 |
|
| 6525 |
MRCM
6525
Mill Road Capital Management
Greenwich,
Connecticut
| US$2.03億 | +US$1171萬 | +6% | 28.3% | 85.1% | 23 | 4.35% | 3.3 |
|