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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
Ridgecrest Wealth Partners
Mill Valley,
California
| US$1.81億 | -US$321萬 | -2% | 1.93% | 103% | 109 | 17.43% | 3.6 |
|
| 6502 |
6502
Trust Company of Kansas
Wichita,
Kansas
| US$1.81億 | -US$3606萬 | -17% | 0.39% | 100% | 57 | 5.26% | 3.4 |
|
| 6503 |
6503
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.81億 | -US$600萬 | -3% | 2.06% | 91% | 83 | 15.66% | 4.5 |
|
| 6504 |
6504
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$1.81億 | -US$96.7萬 | -0.5% | 0.38% | 53.7% | 99 | 24.24% | 2.4 |
|
| 6505 |
6505
Valor Management
Chicago,
Illinois
| US$1.81億 | +US$1.26億 | +228% | 16.4% | 14.5% | 5 | 40% | 1.4 |
|
| 6506 |
6506
Klein Pavlis & Peasley Financial
Irvine,
California
| US$1.81億 | +US$1118萬 | +7% | 6.35% | 97.4% | 99 | 13.13% | 1.1 |
|
| 6507 |
AA
6507
AF Advisors
Sacramento,
California
| US$1.81億 | -US$8235萬 | -31% | 27% | 14.8% | 31 | 22.58% | 2.8 |
|
| 6508 |
6508
MB Generational Wealth
Spokane,
Washington
| US$1.81億 | -US$807萬 | -4% | 0.26% | – | 68 | 4.41% | 1.6 |
|
| 6509 |
6509
My Portfolio Guide
Seal Beach,
California
| US$1.81億 | – | – | 2.43% | – | 166 | – | 0 |
|
| 6510 |
6510
Ballast Rock Private Wealth
Charleston,
South Carolina
| US$1.81億 | +US$2079萬 | +13% | 0.76% | – | 189 | 15.87% | 0.2 |
|
| 6511 |
6511
Frazier Financial Advisors
Columbus,
Ohio
| US$1.81億 | +US$1174萬 | +7% | 3.28% | – | 885 | 33.11% | 1.3 |
|
| 6512 |
6512
Hamrick Investment Counsel
Seattle,
Washington
| US$1.8億 | +US$4603萬 | +34% | 1.57% | – | 364 | 50.82% | 0.1 |
|
| 6513 |
6513
Aurora Investment Counsel
Atlanta,
Georgia
| US$1.8億 | -US$992萬 | -5% | 7.74% | 31.7% | 124 | 29.03% | 1.2 |
|
| 6514 |
6514
Alchemi Wealth
Essex,
Connecticut
| US$1.8億 | -US$271萬 | -1% | 1.8% | – | 161 | 10.56% | 0.2 |
|
| 6515 |
6515
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$1.8億 | -US$325萬 | -2% | 0.75% | 68.6% | 54 | 25.93% | 1.8 |
|
| 6516 |
KCM
6516
Knoll Capital Management
Miami,
Florida
| US$1.8億 | -US$3785萬 | -17% | 0.86% | 258% | 41 | 29.27% | 2.2 |
|
| 6517 |
6517
Fairfield, Bush & Co
Darien,
Connecticut
| US$1.8億 | -US$943萬 | -5% | 0.88% | 112% | 124 | 11.29% | 6.4 |
|
| 6518 |
6518
Coastwise Capital Group
La Jolla,
California
| US$1.8億 | -US$2008萬 | -10% | 0.71% | 88.8% | 236 | 50% | 2.7 |
|
| 6519 |
6519
Amiral Gestion
Paris,
France
| US$1.8億 | -US$9196萬 | -34% | 12.9% | – | 28 | 46.43% | 0.9 |
|
| 6520 |
6520
Three Cord True Wealth Management
Beaver,
Pennsylvania
| US$1.8億 | +US$803萬 | +5% | 0.05% | – | 42 | 14.29% | 0.9 |
|
| 6521 |
PCA
6521
Prospect Capital Advisors
Sausalito,
California
| US$1.8億 | -US$1406萬 | -7% | 1.48% | 202% | 29 | 10.34% | 3.9 |
|
| 6522 |
6522
Stillwater Wealth Management Group
Juno Beach,
Florida
| US$1.8億 | +US$3228萬 | +22% | 1.58% | – | 82 | 21.95% | 1 |
|
| 6523 |
HIA
6523
Harvest Investment Advisors
Tallahassee,
Florida
| US$1.8億 | +US$330萬 | +2% | 2.32% | 78.3% | 59 | 5.08% | 2.6 |
|
| 6524 |
6524
Foresight Capital Management Advisors
Saline,
Michigan
| US$1.8億 | -US$497萬 | -3% | 2.65% | 100% | 113 | 32.74% | 1.4 |
|
| 6525 |
6525
ViaWealth
Leawood,
Kansas
| US$1.8億 | +US$184萬 | +1% | 0.06% | 77.2% | 168 | 14.88% | 2.4 |
|