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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Battery Global Advisors
Boston,
Massachusetts
| US$2億 | +US$1363萬 | +7% | 13.8% | – | 157 | 1.91% | 1.7 |
|
| 6577 |
6577
CastleKeep Investment Advisors
Westport,
Connecticut
| US$2億 | +US$1525萬 | +8% | 7.33% | – | 76 | 13.16% | 1.9 |
|
| 6578 |
6578
SharpePoint
Phoenix,
Arizona
| US$2億 | +US$3191萬 | +19% | 32% | – | 94 | 13.83% | 0.8 |
|
| 6579 |
6579
Rose Capital Advisors
Miami Beach,
Florida
| US$2億 | – | – | 13% | – | 108 | – | 0 |
|
| 6580 |
6580
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| US$1.99億 | +US$1171萬 | +6% | 10.3% | – | 96 | 17.71% | 0.4 |
|
| 6581 |
6581
Cetera Trust Company
St. Paul,
Minnesota
| US$1.99億 | +US$2241萬 | +13% | 21.3% | – | 354 | 3.39% | 2.3 |
|
| 6582 |
SFC
6582
SEG Family Corp
Toronto,
| US$1.99億 | -US$2601萬 | -12% | 10.6% | – | 1 | 0% | 1 |
|
| 6583 |
6583
All-Stars Investment
Hong Kong
| US$1.99億 | -US$686萬 | -3% | 2.29% | 41.7% | 11 | 63.64% | 0.7 |
|
| 6584 |
6584
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$1.99億 | +US$2456萬 | +14% | 17.2% | – | 180 | 17.78% | 1 |
|
| 6585 |
6585
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$1.99億 | +US$2.5萬 | +0% | 3.11% | 31.7% | 43 | 18.6% | 3 |
|
| 6586 |
DT
6586
DBA Trading
Fort Lauderdale,
Florida
| US$1.99億 | -US$239萬 | -1% | 42.7% | – | 40 | 5% | 0.4 |
|
| 6587 |
MA
6587
McBroom & Associates
Las Vegas,
Nevada
| US$1.99億 | +US$1934萬 | +11% | 18% | 148% | 40 | 17.5% | 3 |
|
| 6588 |
6588
ViaWealth
Leawood,
Kansas
| US$1.99億 | +US$1914萬 | +11% | 14.3% | 77.2% | 171 | 9.36% | 2.5 |
|
| 6589 |
6589
Park Avenue Institutional Advisers
New York
| US$1.99億 | -US$51.4萬 | -0.3% | 0.18% | – | 5 | 60% | 0.3 |
|
| 6590 |
6590
Milestone Asset Management Group
Avon,
Connecticut
| US$1.99億 | +US$2753萬 | +16% | 17.3% | – | 134 | 6.72% | 1.2 |
|
| 6591 |
6591
Aozora Bank
Tokyo,
Japan
| US$1.99億 | +US$1.55億 | +355% | 0.07% | 5.45% | 1 | 0% | 3.8 |
|
| 6592 |
6592
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| US$1.98億 | +US$2117萬 | +12% | 18.3% | – | 1,037 | 16.68% | 0.5 |
|
| 6593 |
AI
6593
Arrien Investments
Boise,
Idaho
| US$1.98億 | +US$1388萬 | +8% | 7.12% | 46% | 48 | 12.5% | 2.1 |
|
| 6594 |
6594
Walker Asset Management
Verona,
Missouri
| US$1.98億 | +US$1329萬 | +7% | 13.7% | 87.6% | 157 | 10.83% | 2.8 |
|
| 6595 |
6595
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$1.98億 | +US$2286萬 | +13% | 9.5% | – | 57 | 7.02% | 2 |
|
| 6596 |
6596
OneAscent Family Office
Birmingham,
Alabama
| US$1.98億 | +US$5496萬 | +38% | 18.5% | – | 271 | 40.59% | 0.6 |
|
| 6597 |
6597
Frazier Financial Advisors
Columbus,
Ohio
| US$1.98億 | +US$1742萬 | +10% | 14.5% | – | 859 | 30.62% | 1.9 |
|
| 6598 |
6598
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$1.98億 | +US$140萬 | +0.7% | 14.3% | 94% | 60 | 20% | 2.7 |
|
| 6599 |
6599
Steadtrust
Allen,
Texas
| US$1.98億 | +US$2139萬 | +12% | 28.7% | – | 140 | 17.86% | 0.8 |
|
| 6600 |
6600
Cornerstone Wealth
Greeneville,
Tennessee
| US$1.98億 | +US$2001萬 | +11% | 9.47% | – | 107 | 14.95% | 0.2 |
|