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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Peak Planning Group
Centennial,
Colorado
| US$1.56億 | -US$8147萬 | -34% | 9.87% | 105% | 132 | 39.39% | 2.1 |
|
| 6527 |
6527
Attessa Capital
Tucson,
Arizona
| US$1.56億 | +US$336萬 | +2% | 9.52% | – | 41 | 17.07% | 0.5 |
|
| 6528 |
6528
MGO Private Wealth
Irvine,
California
| US$1.56億 | +US$1440萬 | +10% | 8.07% | 51.5% | 65 | 21.54% | 1.8 |
|
| 6529 |
6529
Lowery Thomas LLC
Pebble Beach,
California
| US$1.56億 | +US$1003萬 | +7% | 11.6% | 74.7% | 57 | 10.53% | 2.4 |
|
| 6530 |
6530
Mill Road Capital Management
Greenwich,
Connecticut
| US$1.56億 | -US$2012萬 | -11% | 12.2% | 85.1% | 29 | 37.93% | 3.1 |
|
| 6531 |
6531
Fortis Advisors
Wayne,
Pennsylvania
| US$1.56億 | +US$272萬 | +2% | 7.24% | 72.8% | 121 | 11.57% | 3.2 |
|
| 6532 |
6532
Next Level Wealth Planning
Meridian,
Idaho
| US$1.56億 | +US$2412萬 | +18% | 10% | – | 58 | 22.41% | 0.4 |
|
| 6533 |
6533
Tevis Investment Management
Plano,
Texas
| US$1.56億 | +US$2135萬 | +16% | 5.99% | 58.7% | 112 | 21.43% | 2.2 |
|
| 6534 |
6534
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$1.56億 | +US$2403萬 | +18% | 7.61% | 72.3% | 102 | 29.41% | 2.1 |
|
| 6535 |
6535
Privium Fund Management (UK)
London,
United Kingdom
| US$1.56億 | +US$2660萬 | +21% | 5.14% | 37.1% | 21 | 71.43% | 0.8 |
|
| 6536 |
6536
Base Wealth Management
Lakewood Ranch,
Florida
| US$1.56億 | +US$2477萬 | +19% | 6.06% | – | 59 | 16.95% | 0.2 |
|
| 6537 |
6537
Davidson Kahn Capital Management
Sherman Oaks,
California
| US$1.56億 | +US$2606萬 | +20% | 11.7% | – | 59 | 10.17% | 0.4 |
|
| 6538 |
6538
Climber Capital
Nyon,
Switzerland
| US$1.56億 | +US$2884萬 | +23% | 5.45% | – | 66 | 10.61% | 0.4 |
|
| 6539 |
6539
Oak Wealth Advisors
Northbrook,
Illinois
| US$1.56億 | +US$2075萬 | +15% | 9.09% | – | 58 | 12.07% | 0.4 |
|
| 6540 |
AIP
6540
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1.56億 | -US$768萬 | -5% | 3.25% | 50% | 22 | 9.09% | 3.2 |
|
| 6541 |
6541
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.56億 | +US$1499萬 | +11% | 10.6% | 66.3% | 2 | 0% | 5.3 |
|
| 6542 |
6542
SFM LLC
Manchester,
New Hampshire
| US$1.56億 | +US$1980萬 | +15% | 10.1% | 67.5% | 62 | 16.13% | 1.3 |
|
| 6543 |
6543
BayBridge Capital Group
Pleasanton,
California
| US$1.56億 | +US$1669萬 | +12% | 12.9% | 78.5% | 89 | 2.25% | 1 |
|
| 6544 |
6544
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.56億 | +US$775萬 | +5% | 10% | 71.4% | 118 | 11.02% | 4.4 |
|
| 6545 |
6545
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$1.56億 | +US$78.6萬 | +0.5% | 0.13% | 4.78% | 6 | 0% | 2.3 |
|
| 6546 |
6546
Castleview Partners
Dallas,
Texas
| US$1.56億 | +US$788萬 | +5% | 4.49% | 61.3% | 198 | 24.24% | 2.8 |
|
| 6547 |
6547
Tacita Capital
Toronto,
Ontario, Canada
| US$1.56億 | +US$1675萬 | +12% | 9.51% | 72.3% | 220 | 7.73% | 3.2 |
|
| 6548 |
6548
Spahn Wealth & Retirement
Scottsdale,
Arizona
| US$1.55億 | +US$1924萬 | +14% | 27.1% | – | 40 | 32.5% | 0.4 |
|
| 6549 |
HIA
6549
Harvest Investment Advisors
Tallahassee,
Florida
| US$1.55億 | +US$1700萬 | +12% | 10.8% | 78.3% | 59 | 15.25% | 1.9 |
|
| 6550 |
6550
Certus Wealth Management
Redwood City,
California
| US$1.55億 | +US$801萬 | +5% | 8.87% | – | 57 | 8.77% | 1.5 |
|