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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 |
6826
Triavera Capital
Larkspur,
California
| US$1.84億 | +US$1651萬 | +10% | 10.8% | – | 17 | 17.65% | 1.3 |
|
| 6827 |
6827
BXM Wealth
Englewood,
Colorado
| US$1.84億 | +US$5391萬 | +41% | 22.2% | – | 171 | 28.07% | 0.9 |
|
| 6828 |
LCA
6828
Legend Capital Advisors
New York
| US$1.84億 | +US$2380萬 | +15% | 39% | – | 160 | 61.88% | 0.5 |
|
| 6829 |
6829
Northern Lights Advisors
Seattle,
Washington
| US$1.84億 | +US$3616萬 | +24% | 11.6% | – | 73 | 23.29% | 0.4 |
|
| 6830 |
6830
Menard Financial Group
Houston,
Texas
| US$1.84億 | +US$4061萬 | +28% | 28.3% | 141% | 95 | 29.47% | 2.4 |
|
| 6831 |
6831
Kestrel Investment Management
San Mateo,
California
| US$1.84億 | +US$1621萬 | +10% | 14% | 99.8% | 42 | 11.9% | 1.9 |
|
| 6832 |
RPGNY
6832
Retirement Planning Group (New York)
Malta,
New York
| US$1.84億 | +US$2836萬 | +18% | 15.6% | – | 111 | 18.02% | 1 |
|
| 6833 |
6833
LeConte Wealth Management
Maryville,
Tennessee
| US$1.84億 | +US$2883萬 | +19% | 20% | – | 188 | 23.94% | 0.7 |
|
| 6834 |
6834
Herbst Group
Westport,
Connecticut
| US$1.83億 | +US$2155萬 | +13% | 23% | 142% | 73 | 30.14% | 1.7 |
|
| 6835 |
6835
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.83億 | +US$2097萬 | +13% | 16.6% | 134% | 148 | 17.57% | 2.8 |
|
| 6836 |
6836
Alpha Wealth Funds
Park City,
Utah
| US$1.83億 | +US$3421萬 | +23% | 4.86% | – | 78 | 66.67% | 0.5 |
|
| 6837 |
BWM
6837
BCO Wealth Management
Carlsbad,
New Mexico
| US$1.83億 | +US$1690萬 | +10% | 8.43% | – | 46 | 10.87% | 1.2 |
|
| 6838 |
6838
McGuire Capital Advisors
Bethany,
Oklahoma
| US$1.83億 | +US$2709萬 | +17% | 31% | – | 994 | 21.03% | 0.4 |
|
| 6839 |
6839
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.83億 | +US$1439萬 | +9% | 14.4% | 79.1% | 121 | 10.74% | 4.6 |
|
| 6840 |
6840
Caitlin John
Brighton,
Michigan
| US$1.83億 | +US$1647萬 | +10% | 15.3% | – | 1,074 | 19.83% | 0.8 |
|
| 6841 |
6841
Crew Capital Management
Cincinnati,
Ohio
| US$1.83億 | +US$3228萬 | +21% | 26.6% | 111% | 127 | 25.98% | 2.6 |
|
| 6842 |
OIM
6842
Opus Investment Management
Worcester,
Massachusetts
| US$1.83億 | +US$1544萬 | +9% | 7.28% | 52.8% | 32 | 9.38% | 9.6 |
|
| 6843 |
6843
BNB Wealth Management
Silver Spring,
Maryland
| US$1.83億 | +US$2716萬 | +17% | 24.2% | – | 100 | 16% | 0.4 |
|
| 6844 |
6844
Tevis Investment Management
Plano,
Texas
| US$1.83億 | +US$718萬 | +4% | 7.8% | 58.7% | 110 | 15.45% | 2.5 |
|
| 6845 |
6845
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$1.83億 | +US$3493萬 | +24% | 11.6% | – | 101 | 17.82% | 1.3 |
|
| 6846 |
6846
TB Capital Gestao de Recursos
Rio De Janeiro,
| US$1.83億 | +US$1925萬 | +12% | 2.61% | – | 21 | 28.57% | 0.7 |
|
| 6847 |
6847
XP Advisory US
Miami,
Florida
| US$1.83億 | – | – | 15.9% | – | 81 | – | 0 |
|
| 6848 |
6848
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$1.83億 | +US$2492萬 | +16% | 13.7% | 76.1% | 115 | 12.17% | 4.8 |
|
| 6849 |
6849
Certior Financial Group
King Of Prussia,
Pennsylvania
| US$1.83億 | +US$2554萬 | +16% | 9.89% | – | 156 | 23.08% | 1 |
|
| 6850 |
6850
BluePath Capital Management
Atlanta,
Georgia
| US$1.82億 | +US$3757萬 | +26% | 30.4% | 106% | 129 | 15.5% | 1.3 |
|