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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 |
6876
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.81億 | +US$1646萬 | +10% | 11.3% | 59.7% | 76 | 13.16% | 2.7 |
|
| 6877 |
6877
Addis & Hill
Wayne,
Pennsylvania
| US$1.81億 | +US$1704萬 | +10% | 13% | 65.1% | 29 | 6.9% | 2.1 |
|
| 6878 |
6878
Rayburn West Financial Services
Nashville,
Tennessee
| US$1.81億 | +US$1163萬 | +7% | 8.19% | – | 85 | 8.24% | 0.5 |
|
| 6879 |
6879
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$1.81億 | +US$4581萬 | +34% | 25.6% | 114% | 89 | 31.46% | 1.4 |
|
| 6880 |
6880
Clearwave Capital
Upland,
California
| US$1.81億 | +US$3513萬 | +24% | 26% | – | 169 | 15.38% | 0.4 |
|
| 6881 |
6881
Columbia Advisory Partners
Spokane,
Washington
| US$1.81億 | +US$2466萬 | +16% | 15.2% | 69.7% | 113 | 20.35% | 1.5 |
|
| 6882 |
6882
Renaissance Capital
Stamford,
Connecticut
| US$1.81億 | +US$4327萬 | +31% | 70.4% | 392% | 57 | 26.32% | 0.9 |
|
| 6883 |
6883
Ariston Services Group
San Diego,
California
| US$1.81億 | +US$1407萬 | +8% | 9.49% | 71.7% | 70 | 100% | 0 |
|
| 6884 |
6884
Integras Partners
Alpharetta,
Georgia
| US$1.81億 | +US$2898萬 | +19% | 12.5% | – | 101 | 32.67% | 0.8 |
|
| 6885 |
6885
Argo Wealth Advisory
Mclean,
Virginia
| US$1.81億 | +US$1082萬 | +6% | 5.62% | – | 50 | 4% | 0.5 |
|
| 6886 |
6886
Nova Wealth Management
Bonita Springs,
Florida
| US$1.81億 | +US$2762萬 | +18% | 19% | – | 621 | 20.45% | 1.1 |
|
| 6887 |
6887
Daviman Financial
Noblesville,
Indiana
| US$1.81億 | +US$1204萬 | +7% | 13.6% | – | 94 | 12.77% | 0.4 |
|
| 6888 |
6888
Grafton Street Partners
North Palm Beach,
Florida
| US$1.81億 | +US$1380萬 | +8% | 16.8% | – | 11 | 9.09% | 1.9 |
|
| 6889 |
6889
Nolet Wealth Management
Fort Worth,
Texas
| US$1.81億 | +US$539萬 | +3% | 16.5% | – | 119 | 28.57% | 0.4 |
|
| 6890 |
MIM
6890
Meixler Investment Management
Show Low,
Arizona
| US$1.81億 | -US$493萬 | -3% | 2.06% | 66.2% | 101 | 18.81% | 2.2 |
|
| 6891 |
6891
Clayton Financial Group
St. Louis,
Missouri
| US$1.81億 | -US$1380萬 | -7% | 14.4% | 69.8% | 614 | 89.41% | 1.4 |
|
| 6892 |
AI
6892
Axecap Investments
Mason,
Ohio
| US$1.81億 | +US$3550萬 | +24% | 44.6% | – | 90 | 42.22% | 0.7 |
|
| 6893 |
AMAL
6893
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.81億 | +US$1548萬 | +9% | 30.7% | 125% | 19 | 10.53% | 5.6 |
|
| 6894 |
6894
Shepherd Wealth Management
Cincinnati,
Ohio
| US$1.81億 | +US$4729萬 | +35% | 9.77% | – | 73 | 50.68% | 0.6 |
|
| 6895 |
6895
Rochester Wealth Strategies
Rochester,
Michigan
| US$1.81億 | +US$1573萬 | +10% | 8.65% | – | 29 | 24.14% | 1 |
|
| 6896 |
6896
Arrow Capital Management
New York
| US$1.81億 | +US$3646萬 | +25% | 19.4% | – | 21 | 23.81% | 2.6 |
|
| 6897 |
6897
Upper Left Wealth Management
Tampa,
Florida
| US$1.8億 | +US$1110萬 | +7% | 2.9% | 52.7% | 73 | 6.85% | 3 |
|
| 6898 |
6898
Redwood Financial Network
Solon,
Ohio
| US$1.8億 | +US$2781萬 | +18% | 19.2% | 74.1% | 201 | 19.9% | 2.3 |
|
| 6899 |
CWD
6899
Clarity Wealth Development
Corvallis,
Oregon
| US$1.8億 | +US$5765萬 | +47% | 9.04% | – | 62 | 33.87% | 1 |
|
| 6900 |
6900
Washington Growth Strategies
Washington,
District of Columbia
| US$1.8億 | +US$2705萬 | +18% | 18.9% | – | 64 | 14.06% | 1.2 |
|