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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 |
6501
Forthright Family Wealth Advisory
Houston,
Texas
| US$1.58億 | +US$652萬 | +4% | 8.72% | – | 57 | 17.54% | 1.2 |
|
| 6502 |
6502
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$1.58億 | +US$1305萬 | +9% | 6.1% | 51.4% | 125 | 20% | 1.8 |
|
| 6503 |
6503
Seros Financial
Tempe,
Arizona
| US$1.58億 | +US$2397萬 | +18% | 10.7% | – | 64 | 18.75% | 0.4 |
|
| 6504 |
6504
STAR Financial Bank
Fort Wayne,
Indiana
| US$1.58億 | +US$2112萬 | +15% | 5.99% | 53.4% | 117 | 17.95% | 1.6 |
|
| 6505 |
6505
Vestment Financial
Chanhassen,
Minnesota
| US$1.58億 | +US$1834萬 | +13% | 7.21% | – | 40 | 7.5% | 0.5 |
|
| 6506 |
6506
Riverchase Wealth Management
Flower Mound,
Texas
| US$1.58億 | +US$1481萬 | +10% | 6.16% | – | 73 | 16.44% | 0.4 |
|
| 6507 |
6507
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$1.58億 | +US$3558萬 | +29% | 11.5% | 129% | 146 | 19.86% | 1.4 |
|
| 6508 |
6508
Efficient Frontier Advisors
Eastford,
Connecticut
| US$1.58億 | +US$380萬 | +2% | 4.86% | – | 22 | 4.55% | 1.1 |
|
| 6509 |
6509
Fire Capital Management
San Francisco,
California
| US$1.57億 | +US$2150萬 | +16% | 16.2% | – | 97 | 12.37% | 0.4 |
|
| 6510 |
6510
William Mack & Associates
Troy,
Michigan
| US$1.57億 | +US$4056萬 | +35% | 8.57% | – | 81 | 17.28% | 0.4 |
|
| 6511 |
6511
Michael S. Ryan Inc
Latham,
New York
| US$1.57億 | +US$1441萬 | +10% | 9.37% | 63.3% | 48 | 6.25% | 1.5 |
|
| 6512 |
6512
Carson Advisory
Athens,
Georgia
| US$1.57億 | +US$887萬 | +6% | 6.01% | 68.6% | 176 | 9.66% | 2.3 |
|
| 6513 |
6513
ROI Financial Advisors
Beaverton,
Oregon
| US$1.57億 | +US$1969萬 | +14% | 15.3% | 165% | 73 | 19.18% | 1.1 |
|
| 6514 |
TCM
6514
Thoma Capital Management
Towson,
Maryland
| US$1.57億 | +US$1412萬 | +10% | 10.3% | – | 60 | 5% | 0.5 |
|
| 6515 |
6515
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| US$1.57億 | +US$1502萬 | +11% | 4.31% | – | 161 | 11.18% | 0.5 |
|
| 6516 |
6516
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$1.57億 | +US$786萬 | +5% | 5.03% | 31.9% | 20 | 0% | 3.5 |
|
| 6517 |
LP
6517
LB Partners
Charlottesville,
Virginia
| US$1.57億 | +US$1767萬 | +13% | 19% | – | 25 | 20% | 1.1 |
|
| 6518 |
6518
Emergent Wealth Advisors
Williamsville,
New York
| US$1.57億 | +US$1853萬 | +13% | 9.05% | 74.2% | 120 | 14.17% | 1.1 |
|
| 6519 |
6519
Conscious Wealth Investments
Coral Gables,
Florida
| US$1.57億 | +US$1258萬 | +9% | 11.3% | – | 55 | 3.64% | 1.1 |
|
| 6520 |
6520
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.56億 | +US$1991萬 | +15% | 8.36% | 72.4% | 91 | 26.37% | 1.8 |
|
| 6521 |
6521
Ryan Investment Management
Basalt,
Colorado
| US$1.56億 | – | – | 9.27% | – | 52 | – | 0 |
|
| 6522 |
6522
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$1.56億 | +US$2247萬 | +17% | 25.3% | – | 24 | 25% | 0.5 |
|
| 6523 |
6523
Clay Northam Wealth Management
Huntington Beach,
California
| US$1.56億 | +US$1350萬 | +9% | 12% | 125% | 95 | 8.42% | 2.4 |
|
| 6524 |
6524
Anderson Financial Strategies
Dayton,
Ohio
| US$1.56億 | -US$714萬 | -4% | 6.37% | – | 241 | 85.06% | 0.4 |
|
| 6525 |
6525
Peak Planning Group
Centennial,
Colorado
| US$1.56億 | -US$8147萬 | -34% | 9.87% | 105% | 132 | 39.39% | 2.1 |
|