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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
CIA
6826
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.83億 | +US$1439萬 | +9% | 14.4% | 71.4% | 121 | 10.74% | 4.6 |
|
| 6827 |
CJ
6827
Caitlin John
Brighton,
Michigan
| US$1.83億 | +US$1647萬 | +10% | 15.3% | – | 1,074 | 19.83% | 0.8 |
|
| 6828 |
CCM
6828
Crew Capital Management
Cincinnati,
Ohio
| US$1.83億 | +US$3228萬 | +21% | 26.6% | 104% | 127 | 25.98% | 2.6 |
|
| 6829 |
OIM
6829
Opus Investment Management
Worcester,
Massachusetts
| US$1.83億 | +US$1544萬 | +9% | 7.28% | 52.8% | 32 | 9.38% | 9.6 |
|
| 6830 |
BWM
6830
BNB Wealth Management
Silver Spring,
Maryland
| US$1.83億 | +US$2716萬 | +17% | 24.2% | – | 100 | 16% | 0.4 |
|
| 6831 |
TIM
6831
Tevis Investment Management
Plano,
Texas
| US$1.83億 | +US$718萬 | +4% | 7.8% | 58.7% | 110 | 15.45% | 2.5 |
|
| 6832 |
CWMS
6832
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$1.83億 | +US$3493萬 | +24% | 11.6% | – | 101 | 17.82% | 1.3 |
|
| 6833 |
TCGDR
6833
TB Capital Gestao de Recursos
Rio De Janeiro,
| US$1.83億 | +US$1925萬 | +12% | 2.61% | – | 21 | 28.57% | 0.7 |
|
| 6834 |
XAU
6834
XP Advisory US
Miami,
Florida
| US$1.83億 | – | – | 15.9% | – | 81 | – | 0 |
|
| 6835 |
DWA
6835
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$1.83億 | +US$2492萬 | +16% | 13.7% | 67.5% | 115 | 12.17% | 4.8 |
|
| 6836 |
CFG
6836
Certior Financial Group
King Of Prussia,
Pennsylvania
| US$1.83億 | +US$2554萬 | +16% | 9.89% | – | 156 | 23.08% | 1 |
|
| 6837 |
BCM
6837
BluePath Capital Management
Atlanta,
Georgia
| US$1.82億 | +US$3757萬 | +26% | 30.4% | 101% | 129 | 15.5% | 1.3 |
|
| 6838 |
MW
6838
Members Wealth
Media,
Pennsylvania
| US$1.82億 | +US$1504萬 | +9% | 10.5% | – | 126 | 15.08% | 1.4 |
|
| 6839 |
DRC
6839
Darwins River Capital
New York
| US$1.82億 | -US$446萬 | -2% | 3.67% | – | 55 | 83.64% | 0.1 |
|
| 6840 |
SIM
6840
Sterling Investment Management
Tucson,
Arizona
| US$1.82億 | +US$1560萬 | +9% | 2.23% | 45.3% | 72 | 18.06% | 3.9 |
|
| 6841 |
LAM
6841
Lakewood Asset Management
Naperville,
Illinois
| US$1.82億 | +US$2583萬 | +17% | 10% | 65.3% | 111 | 7.21% | 2.8 |
|
| 6842 |
TA
6842
TPG Advisors
Northfield,
Illinois
| US$1.82億 | +US$2177萬 | +14% | 10.1% | – | 117 | 8.55% | 1.5 |
|
| 6843 |
PSC
6843
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.82億 | +US$998萬 | +6% | 13% | 63.9% | 69 | 8.7% | 6.3 |
|
| 6844 |
MPW
6844
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$1.82億 | +US$3211萬 | +21% | 10.2% | – | 166 | 27.11% | 0.9 |
|
| 6845 |
SRB
6845
Shotwell Rutter Baer
Lansing,
Michigan
| US$1.82億 | +US$1195萬 | +7% | 8.2% | 45.5% | 38 | 0% | 2.1 |
|
| 6846 |
BFP
6846
Brewster Financial Planning
Brooklyn,
New York
| US$1.82億 | +US$1680萬 | +10% | 9.26% | 44.3% | 30 | 13.33% | 2.6 |
|
| 6847 |
FNBOH
6847
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.82億 | +US$2554萬 | +16% | 23.4% | 121% | 98 | 22.45% | 4.3 |
|
| 6848 |
CAM
6848
Crown Advisors Management
Larkspur,
California
| US$1.82億 | +US$3146萬 | +21% | 38.7% | 284% | 45 | 15.56% | 2.4 |
|
| 6849 |
PW
6849
PUREfi Wealth
Boston,
Massachusetts
| US$1.82億 | +US$2942萬 | +19% | 16.1% | – | 222 | 21.62% | 0.9 |
|
| 6850 |
EWA
6850
EQ Wealth Advisors
Dallas,
Texas
| US$1.82億 | +US$1096萬 | +6% | 5.54% | – | 57 | 5.26% | 1.3 |
|