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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6876 |
AWA
6876
Argo Wealth Advisory
Mclean,
Virginia
| US$1.81億 | +US$1082萬 | +6% | 5.62% | – | 50 | 4% | 0.5 |
|
| 6877 |
NWM
6877
Nova Wealth Management
Bonita Springs,
Florida
| US$1.81億 | +US$2762萬 | +18% | 19% | – | 621 | 20.45% | 1.1 |
|
| 6878 |
DF
6878
Daviman Financial
Noblesville,
Indiana
| US$1.81億 | +US$1204萬 | +7% | 13.6% | – | 94 | 12.77% | 0.4 |
|
| 6879 |
GSP
6879
Grafton Street Partners
North Palm Beach,
Florida
| US$1.81億 | +US$1380萬 | +8% | 16.8% | – | 11 | 9.09% | 1.9 |
|
| 6880 |
NWM
6880
Nolet Wealth Management
Fort Worth,
Texas
| US$1.81億 | +US$539萬 | +3% | 16.5% | – | 119 | 28.57% | 0.4 |
|
| 6881 |
MIM
6881
Meixler Investment Management
Show Low,
Arizona
| US$1.81億 | -US$493萬 | -3% | 2.06% | 66.2% | 101 | 18.81% | 2.2 |
|
| 6882 |
CFG
6882
Clayton Financial Group
St. Louis,
Missouri
| US$1.81億 | -US$1380萬 | -7% | 14.4% | 69.8% | 614 | 89.41% | 1.4 |
|
| 6883 |
AI
6883
Axecap Investments
Mason,
Ohio
| US$1.81億 | +US$3550萬 | +24% | 44.6% | – | 90 | 42.22% | 0.7 |
|
| 6884 |
AMAL
6884
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.81億 | +US$1548萬 | +9% | 30.7% | 124% | 19 | 10.53% | 5.6 |
|
| 6885 |
SWM
6885
Shepherd Wealth Management
Cincinnati,
Ohio
| US$1.81億 | +US$4729萬 | +35% | 9.77% | – | 73 | 50.68% | 0.6 |
|
| 6886 |
RWS
6886
Rochester Wealth Strategies
Rochester,
Michigan
| US$1.81億 | +US$1573萬 | +10% | 8.65% | – | 29 | 24.14% | 1 |
|
| 6887 |
ACM
6887
Arrow Capital Management
New York
| US$1.81億 | +US$3646萬 | +25% | 19.4% | – | 21 | 23.81% | 2.6 |
|
| 6888 |
ULWM
6888
Upper Left Wealth Management
Tampa,
Florida
| US$1.8億 | +US$1110萬 | +7% | 2.9% | 52.7% | 73 | 6.85% | 3 |
|
| 6889 |
RFN
6889
Redwood Financial Network
Solon,
Ohio
| US$1.8億 | +US$2781萬 | +18% | 19.2% | 74.1% | 201 | 19.9% | 2.3 |
|
| 6890 |
CWD
6890
Clarity Wealth Development
Corvallis,
Oregon
| US$1.8億 | +US$5765萬 | +47% | 9.04% | – | 62 | 33.87% | 1 |
|
| 6891 |
WGS
6891
Washington Growth Strategies
Washington,
District of Columbia
| US$1.8億 | +US$2705萬 | +18% | 18.9% | – | 64 | 14.06% | 1.2 |
|
| 6892 |
PCR
6892
Potrero Capital Research
San Francisco,
California
| US$1.8億 | +US$1703萬 | +10% | 48.5% | 226% | 53 | 54.72% | 0.4 |
|
| 6893 |
IPAM
6893
Investment Partners Asset Management
Metuchen,
New Jersey
| US$1.8億 | +US$1791萬 | +11% | 14.6% | 86.1% | 177 | 10.17% | 1.9 |
|
| 6894 |
HIM
6894
Haveli Investment Management
Austin,
Texas
| US$1.8億 | +US$1.61億 | +875% | 19.1% | – | 4 | 75% | 0.1 |
|
| 6895 |
UA
6895
URS Advisory
Jupiter,
Florida
| US$1.8億 | +US$4293萬 | +31% | 16.9% | – | 61 | 16.39% | 0.4 |
|
| 6896 |
CCM
6896
Cox Capital Management
Andover,
Massachusetts
| US$1.8億 | +US$2913萬 | +19% | 22.4% | 106% | 83 | 14.46% | 2.8 |
|
| 6897 |
WA
6897
Watchtower Advisors
Old Greenwich,
Connecticut
| US$1.8億 | +US$3861萬 | +27% | 46.6% | 384% | 14 | 35.71% | 0.6 |
|
| 6898 |
IWM
6898
IMG Wealth Management
Jacksonville,
Florida
| US$1.8億 | +US$2263萬 | +14% | 11.6% | – | 632 | 23.1% | 0.9 |
|
| 6899 |
BRWM
6899
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$1.79億 | +US$2234萬 | +14% | 16.5% | – | 119 | 19.33% | 1.1 |
|
| 6900 |
GC
6900
Gould Capital
Tacoma,
Washington
| US$1.79億 | +US$1416萬 | +9% | 9.58% | 60.1% | 221 | 9.5% | 3 |
|