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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
BV
7101
Boxwood Ventures
Chicago,
Illinois
| US$1.68億 | +US$7319萬 | +78% | 14.4% | 88% | 38 | 15.79% | 2.6 |
|
| 7102 |
GEH
7102
General Equity Holdings
Brooklyn,
New York
| US$1.67億 | +US$3275萬 | +24% | 15.9% | 775% | 14 | 28.57% | 1.5 |
|
| 7103 |
IVGAI
7103
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$1.67億 | +US$459萬 | +3% | 4.26% | – | 2 | 0% | 1.1 |
|
| 7104 |
MWS
7104
MFA Wealth Services
Thousand Oaks,
California
| US$1.67億 | +US$1639萬 | +11% | 10.8% | – | 136 | 11.76% | 1.2 |
|
| 7105 |
FC
7105
Fairscale Capital
Nashua,
New Hampshire
| US$1.67億 | +US$2282萬 | +16% | 18.5% | – | 444 | 2.25% | 1.7 |
|
| 7106 |
EPI
7106
Eddie Patel Inc
Chicago,
Illinois
| US$1.67億 | +US$3716萬 | +29% | 60.3% | – | 156 | 57.69% | 0.2 |
|
| 7107 |
GWA
7107
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$1.67億 | +US$1745萬 | +12% | 9.31% | – | 75 | 18.67% | 5.6 |
|
| 7108 |
TDC
7108
Thompson Davis & Co
Richmond,
Virginia
| US$1.67億 | +US$1730萬 | +12% | 14.7% | 188% | 193 | 39.9% | 2 |
|
| 7109 |
LAM
7109
Lummis Asset Management
Fort Worth,
Texas
| US$1.67億 | -US$9.7萬 | -0.1% | 3.72% | – | 232 | 22.84% | 1.5 |
|
| 7110 |
GFM
7110
GEN Financial Management
Plymouth,
Minnesota
| US$1.67億 | +US$560萬 | +3% | 9.15% | – | 57 | 35.09% | 1 |
|
| 7111 |
AF
7111
Amara Financial
San Francisco,
California
| US$1.67億 | +US$2204萬 | +15% | 12.3% | – | 48 | 6.25% | 1.4 |
|
| 7112 |
SOWAS
7112
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$1.67億 | +US$1307萬 | +8% | 9.18% | – | 42 | 11.9% | 1.2 |
|
| 7113 |
USWG
7113
U.S. Wealth Group
Woodbury,
New York
| US$1.67億 | +US$1909萬 | +13% | 6.73% | – | 49 | 20.41% | 1.2 |
|
| 7114 |
RSWA
7114
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$1.67億 | +US$1911萬 | +13% | 11.1% | – | 101 | 19.8% | 1.8 |
|
| 7115 |
CFO
7115
Custos Family Office
Austin,
Texas
| US$1.67億 | +US$2231萬 | +15% | 13.8% | 57.4% | 72 | 15.28% | 2.1 |
|
| 7116 |
SRS
7116
Strong Retirement Solutions
Silverdale,
Washington
| US$1.67億 | +US$2412萬 | +17% | 18.8% | – | 89 | 11.24% | 0.5 |
|
| 7117 |
MFFIA
7117
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.67億 | -US$963萬 | -5% | 34% | 136% | 87 | 10.34% | 2.2 |
|
| 7118 |
AAM
7118
Ackerman Asset Management
Rockville,
Maryland
| US$1.67億 | +US$2335萬 | +16% | 14.5% | – | 38 | 7.89% | 0.9 |
|
| 7119 |
EWP
7119
Evergreen Wealth Partners
Kalispell,
Montana
| US$1.67億 | +US$3571萬 | +27% | 8.83% | – | 97 | 21.65% | 0.4 |
|
| 7120 |
OWM
7120
Orca Wealth Management
New Port Richey,
Florida
| US$1.67億 | +US$2612萬 | +19% | 34.3% | – | 86 | 25.58% | 1 |
|
| 7121 |
LW
7121
Lauer Wealth
Valparaiso,
Indiana
| US$1.67億 | +US$4104萬 | +33% | 12.7% | 89.4% | 101 | 59.41% | 0.8 |
|
| 7122 |
GAAM
7122
Grand Alliance Asset Management
Central,
Hong Kong
| US$1.67億 | +US$138萬 | +0.8% | 116% | – | 18 | 44.44% | 0.5 |
|
| 7123 |
WW
7123
Wright Wealth
Atlanta,
Georgia
| US$1.67億 | +US$1705萬 | +11% | 9.09% | – | 54 | 5.56% | 0.5 |
|
| 7124 |
IR
7124
IAT Reinsurance
New York
| US$1.67億 | -US$1.43億 | -46% | 27.4% | 60.2% | 80 | 20% | 3.9 |
|
| 7125 |
CWM
7125
Copia Wealth Management
Bend,
Oregon
| US$1.66億 | +US$2095萬 | +14% | 11.1% | – | 583 | 10.98% | 1.2 |
|