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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Echo Wealth Management
Plymouth,
Minnesota
| US$1.96億 | +US$2226萬 | +13% | 7.36% | 42.9% | 49 | 8.16% | 3.1 |
|
| 6627 |
MG
6627
McHugh Group
Bratenahl,
Ohio
| US$1.96億 | +US$2670萬 | +16% | 21.8% | – | 88 | 9.09% | 1.2 |
|
| 6628 |
6628
Quantum Financial Partners
Overland Park,
Kansas
| US$1.96億 | – | – | 13.4% | – | 153 | – | 0 |
|
| 6629 |
6629
Octahedron Capital Management
Burlingame,
California
| US$1.95億 | +US$5782萬 | +42% | 61.1% | 234% | 22 | 50% | 1 |
|
| 6630 |
BAM
6630
Bosun Asset Management
Chicago,
Illinois
| US$1.95億 | +US$920萬 | +5% | 14.5% | 278% | 77 | 5.19% | 2.9 |
|
| 6631 |
6631
Momentous Wealth Management
Vancouver,
Washington
| US$1.95億 | +US$2013萬 | +12% | 9.6% | – | 50 | 22% | 1.1 |
|
| 6632 |
6632
WestCap Management
San Francisco,
California
| US$1.95億 | +US$18.7萬 | +0.1% | 102% | – | 2 | 0% | 0.5 |
|
| 6633 |
6633
SFM LLC
Manchester,
New Hampshire
| US$1.95億 | +US$2959萬 | +18% | 10.9% | 67.5% | 73 | 19.18% | 1.8 |
|
| 6634 |
6634
Delos Wealth Advisors
Dallas,
Texas
| US$1.95億 | +US$2031萬 | +12% | 9.77% | 58% | 355 | 39.44% | 1 |
|
| 6635 |
6635
Trust Company of Kansas
Wichita,
Kansas
| US$1.95億 | +US$1381萬 | +8% | 13.7% | 87% | 63 | 17.46% | 3.3 |
|
| 6636 |
6636
Finivi Inc
Westborough,
Massachusetts
| US$1.95億 | +US$1183萬 | +6% | 15.6% | 144% | 119 | 20.17% | 2.3 |
|
| 6637 |
6637
Secured Retirement Advisors
St Louis Park,
Minnesota
| US$1.95億 | +US$1819萬 | +10% | 15.4% | – | 157 | 31.85% | 1.2 |
|
| 6638 |
6638
Constitution Capital
Shelton,
Connecticut
| US$1.95億 | -US$529萬 | -3% | 10.7% | 91.1% | 66 | 13.64% | 3.9 |
|
| 6639 |
6639
Cosner Financial Group
Windsor,
Colorado
| US$1.95億 | +US$1266萬 | +7% | 12.2% | 49.7% | 37 | 8.11% | 2.2 |
|
| 6640 |
6640
Conscious Wealth Investments
Coral Gables,
Florida
| US$1.95億 | +US$1500萬 | +8% | 31.3% | – | 68 | 16.18% | 1.5 |
|
| 6641 |
6641
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.95億 | +US$3160萬 | +19% | 16.4% | 78.9% | 109 | 15.6% | 6.1 |
|
| 6642 |
6642
Birch Financial Group
Keene,
New Hampshire
| US$1.95億 | +US$2332萬 | +14% | 13.2% | – | 153 | 22.88% | 1 |
|
| 6643 |
6643
Old North State Trust
Greensboro,
North Carolina
| US$1.94億 | +US$2610萬 | +16% | 23.1% | – | 159 | 10.69% | 4.5 |
|
| 6644 |
6644
SVRN Asset Management
Austin,
Texas
| US$1.94億 | +US$9121萬 | +88% | 9.6% | – | 53 | 33.96% | 0.3 |
|
| 6645 |
6645
Ehrlich Financial Group
Laguna Niguel,
California
| US$1.94億 | +US$2041萬 | +12% | 10.9% | 56.2% | 128 | 19.53% | 1.4 |
|
| 6646 |
6646
Aurora Investment Counsel
Atlanta,
Georgia
| US$1.94億 | +US$1409萬 | +8% | 10.4% | 31.7% | 127 | 27.56% | 1.1 |
|
| 6647 |
6647
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$1.94億 | +US$2143萬 | +12% | 12.6% | 36.9% | 76 | 0% | 8.2 |
|
| 6648 |
6648
Defined Wealth Management
Beaverton,
Oregon
| US$1.94億 | +US$2358萬 | +14% | 16.4% | 78.1% | 120 | 13.33% | 3.5 |
|
| 6649 |
6649
Gentry Private Wealth
Wichita,
Kansas
| US$1.94億 | +US$2827萬 | +17% | 16.3% | – | 109 | 17.43% | 1 |
|
| 6650 |
6650
International Private Wealth Advisors
San Diego,
California
| US$1.94億 | +US$3080萬 | +19% | 8.61% | – | 178 | 24.72% | 1.4 |
|