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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 |
AAA
6801
American Alpha Advisors
New York
| US$1.85億 | -US$304萬 | -2% | 14.7% | – | 103 | 14.56% | 1.1 |
|
| 6802 |
6802
Byrne Asset Management
Kingston,
New Jersey
| US$1.85億 | +US$1440萬 | +8% | 24.3% | 126% | 638 | 18.97% | 1.7 |
|
| 6803 |
WPEP
6803
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.85億 | +US$369萬 | +2% | 0.66% | 48% | 15 | 6.67% | 4.7 |
|
| 6804 |
6804
Compass Planning Associates
Greenfield,
Massachusetts
| US$1.85億 | +US$2860萬 | +18% | 6.92% | – | 36 | 25% | 1.1 |
|
| 6805 |
6805
Farrell Financial
Orchard Park,
New York
| US$1.85億 | +US$1753萬 | +10% | 10.3% | 57.8% | 84 | 10.71% | 1.8 |
|
| 6806 |
6806
Millstone Evans Group
Boulder,
Colorado
| US$1.85億 | +US$1820萬 | +11% | 14.1% | – | 916 | 10.81% | 1.2 |
|
| 6807 |
PWM
6807
Positano Wealth Management
Hong Kong,
| US$1.85億 | +US$4964萬 | +37% | 49.2% | – | 25 | 8% | 0.4 |
|
| 6808 |
6808
Silver Grove Financial Group
Orchard Park,
New York
| US$1.85億 | +US$6041萬 | +49% | 16.8% | – | 2,473 | 80.27% | 0.1 |
|
| 6809 |
6809
WealthTrust Asset Management
Destin,
Florida
| US$1.85億 | +US$1724萬 | +10% | 14.2% | 102% | 119 | 24.37% | 1.7 |
|
| 6810 |
6810
Tru Independence Asset Management 2
Portland,
Oregon
| US$1.85億 | +US$2210萬 | +14% | 10.4% | – | 103 | 26.21% | 2 |
|
| 6811 |
6811
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| US$1.85億 | -US$1.54億 | -45% | 7.2% | 40.6% | 131 | 44.27% | 1.4 |
|
| 6812 |
6812
Income Research & Management
Boston,
Massachusetts
| US$1.84億 | +US$1587萬 | +9% | 0.1% | 1.19% | 31 | 19.35% | 1.4 |
|
| 6813 |
6813
Daner Wealth Management
Alpharetta,
Georgia
| US$1.84億 | +US$1433萬 | +8% | 13.2% | – | 96 | 8.33% | 1.1 |
|
| 6814 |
DQRIM
6814
Dale Q Rice Investment Management
Vancouver,
Washington
| US$1.84億 | +US$5247萬 | +40% | 56.1% | – | 75 | 18.67% | 1.3 |
|
| 6815 |
6815
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$1.84億 | +US$1908萬 | +12% | 10% | – | 26 | 0% | 1.9 |
|
| 6816 |
SLG
6816
Sanchez Levi Garrett
| US$1.84億 | +US$2478萬 | +16% | 12.9% | – | 76 | 5.26% | 0.2 |
|
| 6817 |
6817
Sun Mountain Capital
Tortola,
| US$1.84億 | +US$7102萬 | +63% | 14.8% | – | 2 | 50% | 0.3 |
|
| 6818 |
6818
Tacita Capital
Toronto,
Ontario, Canada
| US$1.84億 | +US$1529萬 | +9% | 10.8% | 72.3% | 247 | 17% | 3.8 |
|
| 6819 |
EIM
6819
Ervin Investment Management
Seattle,
Washington
| US$1.84億 | +US$1332萬 | +8% | 10.8% | 92.9% | 50 | 12% | 3.1 |
|
| 6820 |
6820
Commerce Advisors
Memphis,
Tennessee
| US$1.84億 | +US$6509萬 | +55% | 11.3% | – | 137 | 18.25% | 0.2 |
|
| 6821 |
6821
Sterling Wealth Advisors
Plantation,
Florida
| US$1.84億 | +US$863萬 | +5% | 9.8% | – | 20 | 0% | 1.4 |
|
| 6822 |
6822
Triavera Capital
Larkspur,
California
| US$1.84億 | +US$1651萬 | +10% | 10.8% | – | 17 | 17.65% | 1.3 |
|
| 6823 |
6823
BXM Wealth
Englewood,
Colorado
| US$1.84億 | +US$5391萬 | +41% | 22.2% | – | 171 | 28.07% | 0.9 |
|
| 6824 |
LCA
6824
Legend Capital Advisors
New York
| US$1.84億 | +US$2380萬 | +15% | 39% | – | 160 | 61.88% | 0.5 |
|
| 6825 |
6825
Northern Lights Advisors
Seattle,
Washington
| US$1.84億 | +US$3616萬 | +24% | 11.6% | – | 73 | 23.29% | 0.4 |
|