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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
TA
6851
TPG Advisors
Northfield,
Illinois
| US$1.82億 | +US$2177萬 | +14% | 10.1% | – | 117 | 8.55% | 1.5 |
|
| 6852 |
6852
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.82億 | +US$998萬 | +6% | 13% | 67.4% | 69 | 8.7% | 6.3 |
|
| 6853 |
6853
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$1.82億 | +US$3211萬 | +21% | 10.2% | – | 166 | 27.11% | 0.9 |
|
| 6854 |
6854
Shotwell Rutter Baer
Lansing,
Michigan
| US$1.82億 | +US$1195萬 | +7% | 8.2% | 45.5% | 38 | 0% | 2.1 |
|
| 6855 |
6855
Brewster Financial Planning
Brooklyn,
New York
| US$1.82億 | +US$1680萬 | +10% | 9.26% | 44.3% | 30 | 13.33% | 2.6 |
|
| 6856 |
6856
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.82億 | +US$2554萬 | +16% | 23.4% | 121% | 98 | 22.45% | 4.3 |
|
| 6857 |
CAM
6857
Crown Advisors Management
Larkspur,
California
| US$1.82億 | +US$3146萬 | +21% | 38.7% | 284% | 45 | 15.56% | 2.4 |
|
| 6858 |
6858
PUREfi Wealth
Boston,
Massachusetts
| US$1.82億 | +US$2942萬 | +19% | 16.1% | – | 222 | 21.62% | 0.9 |
|
| 6859 |
6859
EQ Wealth Advisors
Dallas,
Texas
| US$1.82億 | +US$1096萬 | +6% | 5.54% | – | 57 | 5.26% | 1.3 |
|
| 6860 |
FCP
6860
Fosse Capital Partners
London,
United Kingdom
| US$1.82億 | +US$4659萬 | +34% | 11.8% | 80% | 3 | 33.33% | 3.7 |
|
| 6861 |
6861
Taylor Financial Group
Roanoke,
Virginia
| US$1.82億 | +US$1695萬 | +10% | 13.8% | – | 105 | 7.62% | 2.2 |
|
| 6862 |
6862
Elevate Capital Advisors
Eagle,
Colorado
| US$1.82億 | +US$2729萬 | +18% | 8.14% | – | 93 | 39.78% | 0.8 |
|
| 6863 |
6863
Lagoda Investment Management
New York
| US$1.82億 | +US$1972萬 | +12% | 27.2% | 250% | 25 | 0% | 6.6 |
|
| 6864 |
6864
Wilkins Miller Wealth Management
Mobile,
Alabama
| US$1.82億 | +US$1654萬 | +10% | 9.49% | – | 96 | 8.33% | 1.3 |
|
| 6865 |
6865
Perspective Wealth Advisors
Loveland,
Colorado
| US$1.82億 | +US$2763萬 | +18% | 13% | – | 76 | 35.53% | 0.3 |
|
| 6866 |
6866
Ames National Corp
Ames,
Iowa
| US$1.82億 | +US$1513萬 | +9% | 10.2% | – | 70 | 5.71% | 1.3 |
|
| 6867 |
6867
Charter Oak Advisors
New York City,
New York
| US$1.82億 | +US$1677萬 | +10% | 12.3% | – | 15 | 20% | 1.1 |
|
| 6868 |
6868
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$1.82億 | +US$1896萬 | +12% | 11.9% | 59.6% | 22 | 4.55% | 1.4 |
|
| 6869 |
BF
6869
Baring Financial
Bellingham,
Washington
| US$1.82億 | +US$1823萬 | +11% | 13.2% | – | 87 | 18.39% | 1.1 |
|
| 6870 |
6870
Fiduciary Wealth Partners
Boston,
Massachusetts
| US$1.82億 | +US$2887萬 | +19% | 13.3% | – | 70 | 15.71% | 1.6 |
|
| 6871 |
6871
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$1.82億 | +US$2592萬 | +17% | 15.5% | – | 143 | 30.77% | 0.8 |
|
| 6872 |
6872
Scalar Gauge Management
Dallas,
Texas
| US$1.82億 | +US$7787萬 | +75% | 66.7% | – | 40 | 67.5% | 0.3 |
|
| 6873 |
6873
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$1.82億 | -US$881萬 | -5% | 2.74% | 60.6% | 20 | 10% | 3.3 |
|
| 6874 |
6874
Fort Henry Capital
Wheeling,
West Virginia
| US$1.82億 | +US$1617萬 | +10% | 9.57% | 39.3% | 17 | 0% | 4.4 |
|
| 6875 |
6875
Retirement Wealth Solutions
Marshfield,
Wisconsin
| US$1.81億 | +US$2287萬 | +14% | 13% | – | 852 | 8.69% | 0.9 |
|