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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
TIAM2
6801
Tru Independence Asset Management 2
Portland,
Oregon
| US$1.85億 | +US$2210萬 | +14% | 10.4% | – | 103 | 26.21% | 2 |
|
| 6802 |
HWP
6802
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| US$1.85億 | -US$1.54億 | -45% | 7.2% | 34.4% | 131 | 44.27% | 1.4 |
|
| 6803 |
IRM
6803
Income Research & Management
Boston,
Massachusetts
| US$1.84億 | +US$1587萬 | +9% | 0.1% | 0.7% | 31 | 19.35% | 1.4 |
|
| 6804 |
DWM
6804
Daner Wealth Management
Alpharetta,
Georgia
| US$1.84億 | +US$1433萬 | +8% | 13.2% | – | 96 | 8.33% | 1.1 |
|
| 6805 |
DQRIM
6805
Dale Q Rice Investment Management
Vancouver,
Washington
| US$1.84億 | +US$5247萬 | +40% | 56.1% | – | 75 | 18.67% | 1.3 |
|
| 6806 |
ZRP
6806
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$1.84億 | +US$1908萬 | +12% | 10% | – | 26 | 0% | 1.9 |
|
| 6807 |
SLG
6807
Sanchez Levi Garrett
| US$1.84億 | +US$2478萬 | +16% | 12.9% | – | 76 | 5.26% | 0.2 |
|
| 6808 |
SMC
6808
Sun Mountain Capital
Tortola,
| US$1.84億 | +US$7102萬 | +63% | 14.8% | – | 2 | 50% | 0.3 |
|
| 6809 |
TC
6809
Tacita Capital
Toronto,
Ontario, Canada
| US$1.84億 | +US$1529萬 | +9% | 10.8% | 72.3% | 247 | 17% | 3.8 |
|
| 6810 |
EIM
6810
Ervin Investment Management
Seattle,
Washington
| US$1.84億 | +US$1332萬 | +8% | 10.8% | 84.3% | 50 | 12% | 3.1 |
|
| 6811 |
CA
6811
Commerce Advisors
Memphis,
Tennessee
| US$1.84億 | +US$6509萬 | +55% | 11.3% | – | 137 | 18.25% | 0.2 |
|
| 6812 |
SWA
6812
Sterling Wealth Advisors
Plantation,
Florida
| US$1.84億 | +US$863萬 | +5% | 9.8% | – | 20 | 0% | 1.4 |
|
| 6813 |
TC
6813
Triavera Capital
Larkspur,
California
| US$1.84億 | +US$1651萬 | +10% | 10.8% | – | 17 | 17.65% | 1.3 |
|
| 6814 |
BW
6814
BXM Wealth
Englewood,
Colorado
| US$1.84億 | +US$5391萬 | +41% | 22.2% | – | 171 | 28.07% | 0.9 |
|
| 6815 |
LCA
6815
Legend Capital Advisors
New York
| US$1.84億 | +US$2380萬 | +15% | 39% | – | 160 | 61.88% | 0.5 |
|
| 6816 |
NLA
6816
Northern Lights Advisors
Seattle,
Washington
| US$1.84億 | +US$3616萬 | +24% | 11.6% | – | 73 | 23.29% | 0.4 |
|
| 6817 |
MFG
6817
Menard Financial Group
Houston,
Texas
| US$1.84億 | +US$4061萬 | +28% | 28.3% | 141% | 95 | 29.47% | 2.4 |
|
| 6818 |
KIM
6818
Kestrel Investment Management
San Mateo,
California
| US$1.84億 | +US$1621萬 | +10% | 14% | 89.2% | 42 | 11.9% | 1.9 |
|
| 6819 |
RPGNY
6819
Retirement Planning Group (New York)
Malta,
New York
| US$1.84億 | +US$2836萬 | +18% | 15.6% | – | 111 | 18.02% | 1 |
|
| 6820 |
LWM
6820
LeConte Wealth Management
Maryville,
Tennessee
| US$1.84億 | +US$2883萬 | +19% | 20% | – | 188 | 23.94% | 0.7 |
|
| 6821 |
HG
6821
Herbst Group
Westport,
Connecticut
| US$1.83億 | +US$2155萬 | +13% | 23% | 139% | 73 | 30.14% | 1.7 |
|
| 6822 |
MCA
6822
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.83億 | +US$2097萬 | +13% | 16.6% | 134% | 148 | 17.57% | 2.8 |
|
| 6823 |
AWF
6823
Alpha Wealth Funds
Park City,
Utah
| US$1.83億 | +US$3421萬 | +23% | 4.86% | – | 78 | 66.67% | 0.5 |
|
| 6824 |
BWM
6824
BCO Wealth Management
Carlsbad,
New Mexico
| US$1.83億 | +US$1690萬 | +10% | 8.43% | – | 46 | 10.87% | 1.2 |
|
| 6825 |
MCA
6825
McGuire Capital Advisors
Bethany,
Oklahoma
| US$1.83億 | +US$2709萬 | +17% | 31% | – | 994 | 21.03% | 0.4 |
|